_0zman_ @_0zman_
@EmbeddedLLM | Infrencing I vLLM I Singapore linkedin.com/in/muhammad-us… Singapore Joined February 2018-
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@Jsevillamol The numbers coming out are not audited by third parties... maybe too optimistic right now to judge
@justjoshinyou13 @CharlesD353 @robertwiblin if demand really isn't elastic enough to justify cutting, those 85% margins may just keep funding research rather than getting competed away.
@justjoshinyou13 if 70-75% really is R&D, the inference economics may be a lot tighter than an 85% gross margin suggests.
@srimuppidi @LaurenSHirsch @nytimes the ultimate vacuum pump.. will suck every cent in the market this IPO
@jessiedong_ @IREN_Ltd I just hope in the long run the environment cost is factored in
@austinsemis The way things are looking it seems we may need to change the way we build transistors
@firstadopter I think most of their compute is being run on doing broswer searches or recommendations on searches which constraints alot or compute
@azeem @ShanuMathew93 I dont think enterprise are there yet
@azeem Most of the financing details are confidential. I really wonder the level of access they have to make a concrete call. Seems like we are betting on their reputation to be accurate?
@TheZvi Hope one day they make these models open source so we can see whats actually cooking
@sonnet_xu I think we are still way off from on prem Ai esp with ai labs subsidising their subscriptions no one feels the pain to do substitution
@krishnanrohit @AIMachineDream If it only holds in your eval stack, that's not much of a guarantee once others retrain around it.
@BenBajarin @edzitron Bro going to rage bait the ai community
@firstadopter if the labs are actually earning on deployed models, that may be what keeps the custom silicon orders funded, assuming inference revenue grows faster than the capex behind it.
@BrettHarrison Hunger and demand for ai is still large
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