> So i understand correctly, they spend more even thought They can, optimize and spend less
This is what I understand as well, we could utilise the hw better today and make things more efficient but instead we are focusing on making more. TBH I think both need to happen, money should be spent to make better more performant hw and at the same time squeeze any performance we can from what we already have.
Optimization isn't even being considered because its the total cost spent on hardware that is the goal, not output from the hardware.
Right now it seems investment is primarily based on vibes, media hype, and total spend on hardware and infrastructure.
For example, I could see him saying not to waste tokens on "please" simply because he thinks that is a stupid way to use the LLM. I.e. a judgement on anyone that would say please, not a concern over token use in his data centers.