| Here’s another idea: We’ve had GPT2 since 2019, almost 6 years now. Even then, OpenAI was claiming it was too dangerous to release or whatever. It’s been 6 years since the path started. We’ve gone from hundreds of thousands -> millions -> billions -> tens of billions -> now possibly trillions in infrastructure cost. But the value created from it has not been proportional along the way. It’s lagging behind by a few orders of magnitude. The biggest value add of AI is that it can now help software engineers write some greenfield code +40% faster, and help people save 30 seconds on a Google search -> reading a website. This is valuable, but it’s not transformational. The value returned has to be a lot higher than that to justify these astronomical infrastructure costs, and I think people are realizing that they’re not materializing and don’t see a path to them materializing. |