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Cake day: June 18th, 2023

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  • meaning that there is no creating a killer monopoly on AI

    Absolutely, they have this idea that the market will be controlled by a few winners of a race. When the reality is that the threshold for entering will keep declining, and all the chips they’ve bought will be obsolete soon.
    These Nvidia based data centers are extremely expensive to build and will probably never be profitable.

    thinking AI is like Facebook or Amazon or Windows–monopoly

    Absolutely true, there is no critical mass for AI, if an AI works, it will work just as well with fewer users, again making it way easier to enter the market when the technology becomes cheaper. And that is true even without decentralized AI becoming dominant.




  • Absolutely and in this case, literally actually means literally.
    As with every bubble, all the people in it, think they’ve found a source of infinite growth.
    This video however shows how that is very unlikely, even if use cases do explode as many speculate and is the basis for these expensive investments, they will be more likely to run on decentralized systems and not centralized as the financial bets are depending on. Nobody will control the technology, and all those data centers will at most service what is akin to an overly expensive app.




  • True, but as I understand it, the sales of physical media is dwindling fast.
    Maybe Sony shouldn’t kill it, but let it die out by itself, but maybe that’s what they consider this is?
    Unfortunately dropping physical media has many advantages for Sony, but probably not for the customer.
    We will see if customers can create a shitstorm big enough to make them change their mind as Microsoft did pretty quickly back when they announced it, because the shitstorm was enormous, and Sony scored huge points on announcing continued support back then.
    Kind of Ironic that Sony is the one to end it now. Ah well, maybe this will help Xbox become more competitive again.
    But remember a big reason Sony did it back then was to keep Blu-Ray alive. And I don’t think that is commercially relevant for them either anymore.