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Great writeup. Only thing I din't see in here was an analysis of the impact of players like Talaas[1] and their stupid faster hardware LLMs.

I feel like it could be majorly disruptive, but idk if it's going to prolong the apocalypse or bring it about sooner -- or if it's a big nothing burger.

But the demo[2] is super cool.

[1]: https://taalas.com

[2]: https://chatjimmy.ai/

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I'm bullist for something like talaas to get smaller and easy to put in a desktop. Imagine an RPG where NPCs.... are way more complex and the entire game is very non deterministic.

I think I would like that as well. The problem is that if we bake an LLM into HW and make it cheaper and very efficient to run, then all games will have the same AI slop content, which could get boring pretty fast. The alternative is that these cards should load a different / fine-tuned LLM per game, but then we already have GPUs for that and today's LLMs are nowhere near good enough at the size which a GPU can run.

They claim to have qwen 3.5 27B on a card at end of year on the market. If they do, I’ll be buying one immediately.

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