You can only control the compute if it is not commoditized, which at the current moment, it is not, leading to industry players having 75-80% margins.
Someone will find a way to make cheaper compute, and since nothing fundamental changed there (LLM didn't change how silicon were made), that's bound to happen.
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You can only control the compute if it is not commoditized, which at the current moment, it is not, leading to industry players having 75-80% margins.
Someone will find a way to make cheaper compute, and since nothing fundamental changed there (LLM didn't change how silicon were made), that's bound to happen.