[aatd86]

Not convinced. That is a very static view. You would think that the output of AI will be better AI, better energy sources and that will make AI way cheaper in the long run... It will end up a cheap commodity that is basically free to produce. Over the long run it is absolutely one of the best investments in projections.

[bwestergard]

"It will end up a cheap commodity that is basically free to produce."

Wouldn't this just mean that hardware manufacturers capture the profits, not hyperscalers?

[RetroTechie]

Probably. Selling gear to shovel gpus into datacenters is gonna be profitable for a while, no matter how this pans out.

[u1hcw9nx]

Classic story tellers vs people who can quantify.

Story tellers: Full self driving was commonplace already in 2020.

[aatd86]

No one claimed that. Besides negativity is a self-fulfilling prediction.

And investing is not accounting...

[Tryk]

"I think we will be feature complete — full self-driving — this year,” Musk said. “Meaning the car will be able to find you in a parking lot, pick you up and take you all the way to your destination without an intervention, this year. I would say I am of certain of that. That is not a question mark.” -Elon Musk (2019)

https://www.cnbc.com/2019/02/19/elon-musk-tesla-will-have-al...

https://en.wikipedia.org/wiki/List_of_predictions_for_autono...

[aatd86]

That is not my claim. And to be fair the claim about fsd wasn't completely wrong. It is still has failure modes but you can't argue that the tech works. Mercedes even had demos. That is still irrelevant to my initial point.

[vablings]

The idea that a GPU being useful for 3 years is insane. There is little to no data to support that