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wolttamyesterday at 9:57 PM5 repliesview on HN

It's a terrible moat. You etch the silicon then nobody wants to run it in 6 months because models have advanced that much further.


Replies

nine_kyesterday at 10:05 PM

Not so if it's embedded in something smart enough for its intended purpose.

Think vision, spatial reasoning, speech synthesis, even some speech analysis. Think self-driving cars (and drones) that need 10x less power for the brain, and can think at 10x situation per second.

anigbrowlyesterday at 10:30 PM

This is only true for people who are solely focused on performance. There is absolutely a market for acceptable performance combined with predictability.

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speed_spreadyesterday at 10:03 PM

If a model is good enough today, it's still gonna be good enough in a year. Except you'll be able to serve it 1/100 of the price. Or 100x the speed.

twobitshifteryesterday at 11:01 PM

OTOH, people get a new iPhone every year and they are ok with it.

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