[throw0101a]

> This is why I'm bearish on Anthropic, OpenAI, and friends.

Just because you can do more and more things at home (thanks Moore and Dennard), doesn't preclude needing things also done remotely. The number of at-home systems seems to have fed a growing number of remote systems (especially once always-on connectivity became ubiquitous).

It's basically the angle Apple is going for: do as much locally (for the sake of privacy), and then offload when it becomes "too much".

[Silhouette]

I agree that one doesn't preclude the other. But the sky high valuations we've been seeing for the AI industry recently can only be justified if they bring about a fundamental change in our society and those companies continue to bring in the lion's share of the resulting profits. I don't see why everyone else in our society - particularly other large businesses with lots of money to invest - is going to play a game by the AI companies' rules once they can take their ball and go home and still have most of the fun without paying much for it by comparison.