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by laweijfmvo 41 days ago
there’s a familiar saying “Markets can remain irrational longer than you can remain solvent.” i think that applies here as well. everyone (customers) want AI; investors demand it. it may eventually calm down but i’m sure many companies will be left behind and ultimately fade away if they don’t keep up until then.
1 comments

I don't think anything is going to calm down.

Models will only get better with time, not worse.

Demand will keep raising.

Of course they're not going to get worse. That would be absurd. The rate of progress will slow down though.
> Of course they're not going to get worse. That would be absurd. The rate of progress will slow down though.

It's unlikely, but not totally improbable - Model collapse means that the subsequent models would get worse over time, not better.

what's "model collapse"? RL has virtually unlimited ceiling.
I don't think it would be absurd for them to worsen. If LLMs cause discourse to worsen, but also grow and change, then the trainers are in a conundrum of ignoring new training data or losing track of the zeitgeist.
They might get worse for 2 reasons:

1. AI free training sets no longer exist. This might degrade quality, although some claim that it will not.

2. Cost. Right now they are burning a lot of money to convince people it's good. But they might not be able to keep it up forever and need to increase prices (which few will want to pay) or degrade the quality to save money.

non synthetic pre-training text got exhausted long time ago, now focus is more on quality and rl/post-training.

cost will keep going down and more powerful chips will be available, like it always was.

reinforcement learning doesn't have fixed ceiling, advancements in software will keep happening as well.

things like distilling smaller models will likely become free – ie. through speculative decoding which speeds up larger models (incentive to run during inference) where you have free access to strong distillation (large model's logits are calculated, ie. it's free for pickup for distillation) etc.

> cost will keep going down and more powerful chips will be available, like it always was.

cost is not a monotonous function.

compute and memory cost is monotonic with temporary hiccups