Excellent back of napkin math and it feels intuitively right.
And I think training is similar — training is capital intensive therefore centralized, but if 100m people are paying $6k for their inference hardware, add on $100/year as a training tax (er, subscription) and you’ve got $10B/year for training operations.
And I think training is similar — training is capital intensive therefore centralized, but if 100m people are paying $6k for their inference hardware, add on $100/year as a training tax (er, subscription) and you’ve got $10B/year for training operations.