Every story and comment from the Hacker News API, in a layout borrowed from 2001.
A comment on I'm Not Convinced the AI Bubble Exists. Parent comment
1. Open source models lag frontier models in capability by about 2-3 quarters
2. New frontier models get optimized for the next generation of GPUs
So the GPUs are left being only able to serve either obsolete or open source models, which in either case makes them significantly less valuable.
(And then of course once they start running they last at best 4 years)
There are no comments on this comment yet.
1. Open source models lag frontier models in capability by about 2-3 quarters
2. New frontier models get optimized for the next generation of GPUs
So the GPUs are left being only able to serve either obsolete or open source models, which in either case makes them significantly less valuable.
(And then of course once they start running they last at best 4 years)