[jodacola]

I would shell out cash right now for something like Opus on silicon, like what Taalas [0] has built for Llama 3.1.

Having lightning-speed, local inference of a super high-quality model would be incredible. If you haven't played with it, check out Taalas's demo [1].

Honestly, though - I have my doubts. Recurring revenue is just too nice to pass up; I'm sure AI companies wouldn't want me buying a dedicated Opus card and not giving them money for several years until there's something worth upgrading to.

[0] https://taalas.com/

[1] https://chatjimmy.ai/

[jerf]

Recurring revenue does you no good if it is in fact a recurring loss because your subscription customers use up more than you're charging them.

Of course expecting the metaphorical Harvard Business School analysts to realize that is asking a lot. Subscriptions are Good and Goodness is Subscriptions, and like any other mass of people following trends the preconditions on when subscriptions are good for a business tend to get lost in the frenzy.