The recent "microrevolution" of deepseek (an unknown small chinese startup released own reasoning model on par with the u.s. openai just a month behind them) got me an idea: maybe this AI tech is NOT like a rocket science - requiring huge investments that could afford few, but rather a relatively simple tech like pocket calculators, which everyone could have multiple. It's just the current models are hugely inefficient.
I find this idea relevant for the idea of AI as an utility, so I shared.
Quite a good article. Persuasive, well researched, interesting, and a slightly different than consensus view. If you don't read the whole thing (which you should), Skip to the conclusion and read Bezos quoting Sears about electricity 100 or so years ago.
Guest post this. You don't have a choice. My cat commands it
aye aye cap🫡
Send me the draft link? And I'll copy it over.
Sent
Don’t forget that we also have the raw materials for these data centers! Electrons and behavior data!
That was a great read!
intrigued
Haven’t read this article yet but you should read William/bill cohans book on the history of GE. Truly a fantastic book!
The recent "microrevolution" of deepseek (an unknown small chinese startup released own reasoning model on par with the u.s. openai just a month behind them) got me an idea: maybe this AI tech is NOT like a rocket science - requiring huge investments that could afford few, but rather a relatively simple tech like pocket calculators, which everyone could have multiple. It's just the current models are hugely inefficient.
I find this idea relevant for the idea of AI as an utility, so I shared.
I'm thinking of this all day long these days.
Quite a good article. Persuasive, well researched, interesting, and a slightly different than consensus view. If you don't read the whole thing (which you should), Skip to the conclusion and read Bezos quoting Sears about electricity 100 or so years ago.