We’ve just learned that it’s possible to do AI on less compute (deepseek). if OpenAI doesn’t scale and that’s the problem then I’d argue that in the long run, if you believe in their ability to do research, then the news this week is a very bullish sign.
IMO the equivalent of moores law for AI (both on software and hardware development) is baked into the price, which doesn’t make the valuation all too crazy.
IMO the equivalent of moores law for AI (both on software and hardware development) is baked into the price, which doesn’t make the valuation all too crazy.