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by epsteingpt
9 days ago
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I don't think this is good news for the AI industry. If they can't build enough capacity where their best option (and they're signing multi-BILLION dollar contracts) is an unproven 'datacenter in space' technology, we are toast. - near term costs will go up (demand is greater than supply)
- tokens shift from all you can eat (TOKENMAXXX) to ROI-driven
- engineers with real orchestration skills rule and shift to lower cost optimization (deep seek)
- Frontier AI unit economics collapse |
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