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danroblewon The Generative AI Con

People like the horse joke, but it works with computers in general. The best argument in favor of computers in the 80s was to save paper, otherwise they were expensive and overcomplicated.

danroblewon The Generative AI Con

Trillions of dollars, dude. They need to make trillions of dollars to satisfy their investors.

danroblewon The Generative AI Con

On the plus side, if all the AI companies collapse there will be a lot of spare hardware.

Open source projects would have a lot more compute to work with.

danroblewon The Generative AI Con

Maybe OpenAI can become an advertising company?

danroblewon The Generative AI Con

Cost as in, cost to you? Or cost to serve?

If the cost-to-serve is subsidized by VC money, they aren't getting cheaper, they're just leading you on.

danroblewon The Generative AI Con

The article is about how the economics of the LLM market is making all tech look bad.

They need trillions of dollars in returns. VC's won't finance tech startups for decades.

I use Cursor sometimes, and VSCode + Continue with llama.cpp, and it's great. That's not worth billions. It's definitely not worth trillions.