I’m pretty sure that when the railroads went bust that nobody pulled up the rails and put them somewhere else. And when the internet bust happened, they didn’t pull up all the dark fiber and lay it down somewhere else.
I would bet that if all those GPUs go idle, they stay housed and cooled in the data center they were originally installed in, for better or for worse.
Have you seen his recent Bloomberg appearance? He's calm, collected, and matter-of-fact -- the complete opposite of how he presents himself on his newsletter and podcasts, but with the same argument. You wouldn't know from listening to him how spicy he usually is.
It's tuned to the audience. Bloomberg was traditionally for people who actually wanted information. People who were fallible and had limited knowledge.
Of course that mentality is obsolete. Now we all have infinite access to perfectly correct information via the internet.
_I_ certainly expected it, but what about the people who make budgeting decisions for this sort of thing? Or those who think LLMs are the greatest thing since sliced bread?
That is a good point; however, I'd treat it as a risk management. Instead of a long-term contract with a commitment, one side optimises their fiscal load by accepting the risk of an environmental or conditions change.
For those who think the LLMs are the greatest thing - _I_ cenrtantly assign myself to such a category. And I also see some correlation between Tim Berners-Lee's experiment with WWW and what is happening with all those LLMs (and what was built on top of or with the usage of LLMs). Not a direct 1-1, but in a part of adoption. It was new, it required adoption, and it was given (almost) for free. And it did work, and adoption is very high, and people would give up their favourite tool. When adoption grew enough, it came time to reap the benefits.
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