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The semi sector has always driven down the cost and increased the performance of every category it goes into. Any thoughts about the cost of AI/ML coming down and the rate of improvement? Thanks
Semi flippant answer - it’s going to come down a lot once the bubble busts . There’s so much margin to give up right now.
I think it’s going to follow the standard S curve for new technology though. Right now the market IS Nvidia, so prices are high. Intel, Tenstorrent, and many others are entering the market (even Tesla Dojo for self usage), and are attacking on price and features.
Though the actual cost to consumer is still hard to track. The cost to invest further will go down, but I’m not sure if the end user price will really go down because it’s hard to tell what the real world value is universally..