Comment by irishcoffee
4 months ago
My guess is that the answer to your question, fantastic question, is that nobody knows. I remember having the same thoughts when Covid was first “arriving” if you will: we wanted people in the know to throw us a nugget of information, and they just didn’t know.
As it turns out, and what I’m kind of going with for this LLM shit, is that it’ll play out exactly how you think it will. The companies are all too big to fail, with billionaire backers who would rather commit fraud than lose money.
How would fraud help here? Don't they just need scale of lots of customers paying a little bit? How do you fraud your way into that?
they don't need customers, when the customers ere each others companies for example the deals openAI nvidia oracle made
That's not fraud, and it's not sustainable. They aren't going to just keep doing that. It only makes sense if an AI company wants to pay for GPUs with stock, and - more importantly - the GPU company agrees to sell in exchange for stock.
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