IMHO, NVidia isn’t just competing on GPU. It’s competing on ecosystem and infrastructure so I think they’re quite untouchable for the foreseeable future.
I think AI will burst though. So few companies have a novel use, but all of them are promising a future they can’t yet reliably deliver. How much capital runway is there on this?
I’d bet (figuratively of course, as if I had any money) that AI will see a lot of casualties by end of year.
I'm bullish on AI because there are millions of people turning their attention to it and making discoveries. The democratization brought by consumer hardware being able to use these things will create a cambrian explosion similar to the open source movement for software.
It's hard to imagine the future but the imagination of the masses never ceases to amaze.
Perhaps I am more jaded because I am partially in this space, and I have a natural aversion to anything pitched as "democratization" because it's a salespitch word for "We want you to believe it will be mass market someday"
That's not to say democratizing abilities is not a worthy goal. I just don't think many of the companies rushing into this space really have a product vision that will end up being mass adopted.
I think that’s too much of a minority to hold up a market.
The real key will be client side inference. And as more chips go the route of the Apple ones with onboard inference, I think it’ll be more appealing to the mass market.
Running LLMs locally on high end GPUs is going to always be niche.
I think AI will burst though. So few companies have a novel use, but all of them are promising a future they can’t yet reliably deliver. How much capital runway is there on this?
I’d bet (figuratively of course, as if I had any money) that AI will see a lot of casualties by end of year.