Comment

Comment by ohyes

I mean, it is going to data centers and not personal computers, because him and his peers have entered into multi-year contracts that corner the market. So, if this is actually the best use then presumably the price he’s driven the market up to will give a return on investment that reflects the utility of his use of it. I am skeptical that anything can justify the prices we’re seeing for relatively small amounts of DDR6 and DDR7. Ideally the supply would correct but that is a very risky scenario for the RAM cartel.

As a justification of what he’s already doing this is relatively weak and the real answer is “we will see.” It’s possible his business plan works out and him having all the ram is the best allocation (as he and his backers have already decided).

But it’s also possible this just makes his main “killer app” evaporate. Who is going to make use of these LLMs if common people can’t afford a decent laptop to use for such applications? Cloud isn’t the answer as it competes for the same compute resources that we’ve already declared too precious for common people. It’s essentially a tautological claim, vacuously justifying something that’s already been done with the ends of having done that thing.

This is a far cry from intelligent thought being a universal utility that you can pipe into your house like water or electricity, as I believe was initially claimed.

parent ohyes 4 hours ago

No comments yet

Be the first to share your thoughts.

Live from the official Hacker News API

A modern reader for Hacker News · SvelteKit + Skeleton