Comment by rvnx

I think in the mid-term, many of these AI companies are going to run out of cash.

Users are more and more going to be able to run models locally so it's a race to nowhere (all you need to have a very good model, is to have a Mac with 128 GB of memory, but at 16 GB you already have something usable but not so nice)

The big winners are going to be the memory makers