Comment by rmunn

And right now the demand for GPU is far outpacing the supply, even with factories at full production, which is keeping prices high and out of reach of most people. But unless something happens to shut down the factories (not impossible, but hasn't happened yet), eventually production will catch up to demand and prices will return to sane-ish levels. Won't happen this year, almost certainly not next year... but I would be shocked if the current high prices were to persist for a decade. Eventually the percentage of people who can afford that hardware will grow to be a decent chunk of the computer-owning population. And they'll be following READMEs written by the early adopters, for installing open-source harnesses to work with open-weight models.

My personal expectation is closer to 5 years than 10, which is why I wouldn't touch Anthropic or OpenAI stock with a ten-foot pole, personally, no matter how high their theoretical valuation is. Because their business model is doomed in the long run.