Comment by failbuffer
8 hours ago
LLMs? No. LLM companies? Yes. It's just math, data centers, and mass copyright infringement. The only scarcity is Nvidia, who just passed Apple in market cap, somewhat proving your point but not in the way you meant it.
If you consider Nvidia an LLM company, and I do at this point given how heavily they've invested in frontier labs and where much of their revenue comes from, they alone are worth slightly more than Apple.
But nvidia can sell to anyone, right?
They'll take a heavy hit stock wise, and might be an LLM company through all their shady financial constructions to keep the music going by propping up demand. But in the end, nvidia as a company has a place even when the frontier labs go bankrupt. Some other company will take their place. Worst case it'll be like the cable companies in the end 90s who found themselves out of work because they overbuilt for dotcom