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Re:Coding with LLMs in the summer of 2025 (an update) by cutemonster on Wednesday July 23, 2025 @10:20PM (#44666197)
Good points, that makes sense. Comparing to AWS etc seems better.

At the same time, an AI that stays up to date with world events and everything new that happens, would in a way have to be both a compute platform + a search engine combined? (To find and train on "everything new".)

But most wouldn't need such an AI (RAG is usually good enough, right), for example not needed software development.

Maybe for a limited time a hardware company could get a monopoly? Eg Nvidia. But they sell to everyone, don't they, fortunately (except for export restrictions)

Re:Coding with LLMs in the summer of 2025 (an update) by rapind on Friday July 25, 2025 @11:43AM (#44684474)
NVidia is the exception in this space. They legitimately found the free money printer. Everyone has to buy from them for now. Meanwhile most of the AI software players aren't turning a profit yet.

It's all been priced in though.