Comment Comment by drbscl Sold after the price rise from this announcement. They can make the sales projection, but it doesn't mean they'll hit it:1. Small models are rapidly growing in capability, require less compute to train and serve2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now)3. Memory still constrains how much they can ship in the short term parent drbscl 2 months ago
1. Small models are rapidly growing in capability, require less compute to train and serve
2. There are more suppliers now, both in China & the US (OpenAI even have their own inferencing hardware now)
3. Memory still constrains how much they can ship in the short term