I feel like tech companies across the board are making a pretty massive misstep of ignoring their traditional businesses in favor of AI. Understandably, every percentage point of production not spent in this generational build out is a waste but it feels like corporate Dutch disease. When the build out ends, and it will end, the cost to rebuild the relationship with the consumer may be lethal for a lot of companies.

Apple is probably the company to watch having taken (or otherwise been forced to take) the other strategy.

I think just like how we saw the development of Asics, we'll see crystallized models at some baseline level of competence. Then, we'll probably see a huge glut of excess capacity in the GPU market, and we won't need excessive gluts of RAM and compute.

Tech giant's war on consumers - this may be the most relevant reason to attack data center developments.

The tech oligarchy not only wants to corner the market in AI, they want to corner the market in compute itself.

eventually data centers will go on fire sales just like downtown commercial real estate.

"I see AI and super intelligence [..]"

"super intelligence", well someone has bend a knee apparently.

After my current PC dies it's probably game over for my gaming hobby. But hey I can use an LLM to order pizza I guess lol.

Dumb. There'll be a huge market for home-run LLMs.

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