We need some massive breakthroughs in AI efficiency soon or we’re going to literally run out of RAM manufacturing capacity for all the things. The situation is so bad that in no time at all you’re likely to be put on a six-month waiting list to buy a new PC/laptop or mobile phone.
How long do you think this bubble can last realistically? I give it another year tops given that we’re already seeing bubble discussion entering mainstream media. That’s a clear sign that we’ve now reached the peak, and that investors are starting to get cold feet. Given that the whole thing runs on free money, investors losing confidence is going to mean the whole house of cards will start coming down.
Turns out brute forcing isn’t sustainable
“The company faces similar constraints serving its 800 million weekly ChatGPT users, with even paid subscribers regularly hitting usage limits for features like video synthesis and simulated reasoning models.”
Who is paying for this crap?
Moore’s Law:
