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0 pointsrglullis5mo ago0 comments

I do not buy this premise. I think it will end up being cheaper to simply run the LLMs directly on the user device.

I think that there are plenty of competitors in the "LLMs with open weights" space to essentially make the models a commodity, so all that is left is the compute cost and there is no way that someone will be running a datacenter in a way that is cheaper than "the computer that I already have running on my desk".

0 comments

lelanthran5mo ago

I nake your point every time this comes up[1] but its absolutely surprising how few business people, most of whom have some credibility in the form of qualifications or experience, actually recognise a value chain when they see it.

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[1] https://rundata.co.za/blog/index.html?the-ai-value-chain

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0 pointsrglullis5mo ago0 comments

I do not buy this premise. I think it will end up being cheaper to simply run the LLMs directly on the user device.

0 comments

lelanthran5mo ago

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[1] https://rundata.co.za/blog/index.html?the-ai-value-chain

j / k navigate · click thread line to collapse