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How The AI Trade ‘Breaks’
Investors are "buying the dream."
That's the message from BofA's Savita Subramanian headed into 202
Is all this new borrowing at current rates going to wipe out the advantage from the very bright move these guys made when interest rates were abnormally low?
Where’s the bang for the buck in this industry. Is it new algorithms, more computing power for more data, or more inference. Will the winner be because they had more compute power sooner or because someone found a better AI model. Are current AI evaluation tests the be all and end all or just early waypoints that will give us a good laugh on reflection down the road.
I voted for the laugh yesterday.
History has shown us that tech will become cheaper over time and this time will be no different, with significant technological advances ahead of us that will leave today’s hardware obsolete.
Sounds like the guy who just bought a used boat and borrows a bunch of money to buy all new electronics for it. Fancy new radar, autopilot, chart plotter, Flir infrared camera, etc. All of which will be outdated and need replacing again in 10 years and is always one lightening strike away from frying everything.