I love everything about this direction except for the insane inference costs. I don’t mind the training costs, since models are commoditized as soon as they’re released. Although I do worry that if inference costs drop, the companies training the models will have no incentive to publish their weights because inference revenue is where they recuperate the training cost.

Either way… we badly need more innovation in inference price per performance, on both the software and hardware side. It would be great if software innovation unlocked inference on commodity hardware. That’s unlikely to happen, but today’s bleeding edge hardware is tomorrow’s commodity hardware so maybe it will happen in some sense.

If Taalas can pull off burning models into hardware with a two month lead time, that will be huge progress, but still wasteful because then we’ve just shifted the problem to a hardware bottleneck. I expect we’ll see something akin to gameboy cartridges that are cheap to produce and can plug into base models to augment specialization.

But I also wonder if anyone is pursuing some more insanely radical ideas, like reverting back to analog computing and leveraging voltage differentials in clever ways. It’s too big brain for me, but intuitively it feels like wasting entropy to reduce a voltage spike to 0 or 1.