As an average consumer, I actually feel like i'm less locked into gemini/chatgpt/claude than I am to Apple or Google for other tech (i.e. photos).
As an average consumer, I actually feel like i'm less locked into gemini/chatgpt/claude than I am to Apple or Google for other tech (i.e. photos).
It was already tough to run flagship-class local models and it's only getting worse with the demand for datacenter-scale compute from those specific big players. What happens when the model that works best needs 1TB of HBM and specialized TPUs?
AI computation looks a lot like early Bitcoin: first the CPU, then the GPUs, then the ASICs, then the ASICs mostly being made specifically by syndicates for syndicates. We are speedrunning the same centralization.
The hardest part with that IMO will be democratizing the hardware so that everybody can afford it.
Once the market either absorbs that demand (if it's real) or else over-produces for it, RAM prices are going to either slowly come back down (if it's real) or plunge (if it isn't).
People are already running tiny models on their phones, and there's a Mistral 3B model that runs locally in a browser (https://huggingface.co/spaces/mistralai/Ministral_3B_WebGPU).
So we'll see what happens. People used to think crypto currencies were going to herald a new era of democratizing economic (and other) activity before the tech bros turned Bitcoin into a pyramid scheme. It might be too late for them to do the same with locally-run LLMs but the NVidias and AMDs of the world will be there to take our $.
Creating a search engine index requires several orders of magnitude less computing power then creating the weights of an LLM model. Like it is theoretically possible for somebody with a lot of money to spare to create a new search index, but only the richest of the rich can do that with an LLM model.
And search engines are there to fulfill exactly one technical niche, albeit an important one. LLMs are stuffed into everything, whether you like it or not. Like if you want to use Zoom, you are not told to “enrich your experience with web search”, you are told, “here is an AI summary of your conversation”.
If it's ever to be economically viable to run a model like this, you basically need to run it non-stop, and make money doing so non-stop in order to offset the hardware costs.