The moat is in the compute and the energy access.
And further down the line in chips, which is why Elon is building a fab now.
There are plenty of capable models on HuggingFace, yet I have no way of running them.
And further down the line in chips, which is why Elon is building a fab now.
There are plenty of capable models on HuggingFace, yet I have no way of running them.
I was saying this for years about Tesla’s FSD - they finally had to give in and drop the price to stay competitive.
In practice it takes so much local compute it's not feasible with current tech.
With LIDAR it's so much easier, a single data point contains direction + distance with no calculation needed.
If the average user gets convinced they could run LLMs for cheap at home, you cannot trap users in your walled garden anymore.
Also businesses is were the money at, not regular consumers (especially tech-savvy folk who run models locally).
Where does that assertion come from? I wouldn’t believe anything these companies say publicly.
Is it? OpenAI just got a lot of available computing in their spreadsheets after killing Sora
spacex is engineering masterpiece with how they revolutionize the space industry.
At least he says he's doing that. It doesn't really make sense since you're not going to achieve an advanced node from a standing start in a practical time frame and cost.
Sounds like more Musk flavored vapor.
They already announced a partnership with Intel.