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by Spooky23 154 days ago
Nah, I'll move much of it locally when it becomes cost justified to do so.

I doubt that the exponential cost explosion day is coming. When the bubble pops, the bankruptcies of many of the players will push the costs down. US policy has provided a powerful incentive for Chinese players to do what Google has done and have a lower cost delivery model anyway.
2 comments
blibble 154 days ago
it's not exponential, it's linear

> the bankruptcies of many of the players will push the costs down

the running costs don't disappear because people go broke

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Spooky23 153 days ago
Your words bro. 10x isn’t linear.

The cost iceberg with this stuff isn’t electricity, it’s the capital.

Other than Google and Facebook, the big hype players can’t produce the growth required to support the valuations. That’s why the OpenAI people started fishing for .gov backstops.

The play is get the government to pay and switch out whatever Nvidia stuff they have now with something more efficient in a few years.

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brewdad 154 days ago
It's the dot com bubble all over again. When you are losing money on every transaction you can't make it up on volume.
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