I have collected three reasonable versions from today’s comments:
1. They hit a wall from the technical perspective
2. Inference costs are getting out of hand and newer models require significantly more resources for marginal gains, meaning nobody is going to buy those models
3. They can’t afford the hardware for further scaling
1. They hit a wall from the technical perspective 2. Inference costs are getting out of hand and newer models require significantly more resources for marginal gains, meaning nobody is going to buy those models 3. They can’t afford the hardware for further scaling