I do worry that unless some of these LLMs actually find a revenue model soon, the self reinforcing bubble is going to pop broadly.
GPUs, servers, datacenters, fabs, power generation/transmission, copper/steel/concrete..
All to train models in an arms race because someone somewhere is going to figure out how to monetize and no one wants to miss the boat.
If the bubble pops, would that bring the price for at least part of that hardware down and thus enable a second round of players (who were locked out from the race now) to experiment a little bit more and perhaps find something that works better?
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