[simonw]

> When this comes crashing down, how many people are going to be buying $70k GPUs to run an open source model?

If the AI thing does indeed come crashing down I expect there will be a whole lot of second-hand GPUs going for pennies on the dollar.

[strange_quark]

Ok, and then? Taking a one time discount on a rapidly depreciating asset doesn’t magically make this whole industry profitable, and it’s not like you’re going to start running a GB200 in your basement.

[simonw]

Then I'll wait for a bunch of companies to spring up running those cheap GPUs in their data centers and selling me access to GLM-4.7 and friends.

Or I'll start one myself, if the market fails to provide!