The single factor prime causative factor driving the explosive growth in AI demand/revenue is and always has been the exponential reduction in $/flop via moore’s law, which simply is jevon’s paradox manifested. With more compute everything is increasingly easy and obvious; even idiots can create AGI with enough compute.
I think there’s some miscommunication here, on top of a fundamental disagreement on whether more compute takes us to AGI.
On miscommunication, we’re not talking about the lowering cost per flop, we’re talking about a world where openai either does or does not have a price war eating it’s margins.
On fundamental disagreement, I assume you don’t take very seriously the idea that AI labs are seeing a breakdown of scaling laws? No problem if so, reality should resolve that disagreement relatively soon!
The single factor prime causative factor driving the explosive growth in AI demand/revenue is and always has been the exponential reduction in $/flop via moore’s law, which simply is jevon’s paradox manifested. With more compute everything is increasingly easy and obvious; even idiots can create AGI with enough compute.
I think there’s some miscommunication here, on top of a fundamental disagreement on whether more compute takes us to AGI.
On miscommunication, we’re not talking about the lowering cost per flop, we’re talking about a world where openai either does or does not have a price war eating it’s margins.
On fundamental disagreement, I assume you don’t take very seriously the idea that AI labs are seeing a breakdown of scaling laws? No problem if so, reality should resolve that disagreement relatively soon!