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Re:I'm Not Convinced the AI Bubble Exists by pier25 on Sunday November 08, 2026 @11:25PM (#50421062)
Big enough companies who could be the best customers can run models on their infra for a fraction of the price. Eg: Revolut.

https://dealroom.co/news/169124-revolut-moves-2-000-engineer...

Re:I'm Not Convinced the AI Bubble Exists by fraywing on Monday November 09, 2026 @12:13AM (#50421334)
Yeah, seems like there is a GPU to engineer sweet spot with models like GLM. This could become a more popular pattern for some organizations. Likely also the reason gov. attempts to intervene