Predictable if you follow the economics.

The scaling thesis behind all this buildout is looking shaky (to say the least), smaller models keep closing the gap on the big ones. Meanwhile voters are watching their electricity bills go up and blaming whoever approved the permits.

Wrote about this: https://philippdubach.com/posts/the-most-expensive-assumptio...

Let's hope the politicians come around to the climate polluters like the oil and gas industry one day. Hopefully, denying data centers will do the trick though. I mean, the voters really don't like data centers and have well informed opinions about AI.

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