Re:Nvidia Unveils Blackwell, Its Next GPU
by aurareturn on Wednesday March 20, 2024 @10:38AM
(#39767237)
At my work, I'm finding so many incredible things that GPT4 API can do to make my company run much more efficiently.
For example, being able to feed a potential customer's invoice into GPT and ask it to see what kind of services we can offer to beat its price. Our sales people had to spend hours doing this before. Now it's done in 2 minutes through an engineered prompt. And it's incredibly accurate.
The problem with GPT4 API is context size and price. That's it. Both are bottlenecked by faster and cheaper compute.
That's my bull case for more compute, not bear case like OP asked.
> You need to posit a product built out of compute that does more. Maybe replaces a bunch of existing workers in an existing industry, something like that. So far the market is still looking.
Although, even if that is the ultimate result, there's still going to be plenty of money changing hands on the way to that conclusion. See also all the blockchain/web3 companies, when there was (to me at least) clearly a lot less substance/potential there.
"That AI isn't all that that and won't make much money" seems to be by far the biggest one. So far the applications are impressive and a little scary, but not actually something that anyone is going to pay for. Apple makes a zillion dollars because people want its phones. Google makes a zillion dollars because people want to sell junk to folks on the internet.
You need to posit a product built out of compute that does more. Maybe replaces a bunch of existing workers in an existing industry, something like that. So far the market is still looking.