Comment by spookie

4 hours ago

> ... It won't be too long before phones are running AI models with performance equal to or better than current frontier models running on $100 million dollar clusters.

Maybe, perhaps phones will have the compute power... But not enough memory. If things continue the way they are, that is. Great for AI firms, they'll have their moat.

DRAM price actually hasn't decreased much over the last 10 to 15 years. In the decades before, there was a huge increase in memory capacity, perhaps even exponential like for transistors.