Comment by flail

What's the lifecycle length of GPUs? 2-4 years? By the time OpenAIs and Anthropics pivot, many GPUs will be beyond their half-life. I doubt there would be many takers for that infrastructure.

Especially given the humungous scale of infrastructure that the current approach requires. Is there another line of technology that would require remotely as much?

Note, I'm not saying there can't be. It's just that I don't think there are obvious shots at that target.