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A comment on Nvidia is about to pass Apple in market cap. Parent comment
I would add that it needs to be more than just good, it also needs to be cheaper for mass adoption.
Spoiler: classic search is at least cheaper (old post, but relevant: https://www.semianalysis.com/p/the-inference-cost-of-search-...). The thing is it cannot get that much cheap without disrupting earning expectations from hyperscalers.
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I would add that it needs to be more than just good, it also needs to be cheaper for mass adoption.
Spoiler: classic search is at least cheaper (old post, but relevant: https://www.semianalysis.com/p/the-inference-cost-of-search-...). The thing is it cannot get that much cheap without disrupting earning expectations from hyperscalers.