Comment by Tanjreeve
3 days ago
That's the usual bait and switch though. Very few people are saying AI the statistical software is going away. What people are dubious of is the commercialisation model of building a butt ton of data centres to serve massive general models by two heavily subsidised VC companies even as industry gets more mature and fickle as they get their heads around using it to solve problems and it goes onto Opex budgets. I think this is more like the early days of cloud which finished in "software built around clouds" rather than "everyone spins up their own fleet of servers for everything". Obviously the current investment levels need everyone to run their own fleet of Ralph looping agents on frontier models so that's what's marketed as the smart thing to do.
I think firms will eventually move toward sovereign protected compute. It’s inevitable.
Govt’s are waiting for this stuff to mature and shake out. USA can’t be trusted anymore.
A lot of government appendages are still waiting for the dust to settle on this new fangled cloud computing thing in fairness. I don't think it's some deep masterplan