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Comment by NhanH

The whole cloud story lies on two aspects:

- Hyperscaling “we are going to serve billions of people in our applications”, which is becoming increasing unlikely as regional tech companies become more dominant than than the global one (this one is as much about geopolitics as technology)

- Operations is hard, in which case non-frontier models should be increasingly capable. Devops for small-ish deployment is one of the few cases where it is hard to clam you need deep expertise and AI can’t do it. Previously, the claim is that you need people specialized in ops, which is expensive. Now…

My prediction is that not just cloud LLM, but cloud business general will have to change. Not yet in the next 5 years, but probably 8-20 years-ish

parent NhanH 2 months ago

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