Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

The moat is in the compute and the energy access.

And further down the line in chips, which is why Elon is building a fab now.

There are plenty of capable models on HuggingFace, yet I have no way of running them.



Give it a few years, or month. Tiny models are getting outrageously good


I wonder if this is why the tech cartel is buying up all the hardware?

If the average user gets convinced they could run LLMs for cheap at home, you cannot trap users in your walled garden anymore.


They actually need it because the demand is higher than expected from consumers. And because they need a moat since every big corporation trying to capture that market too, they need the moat for the biggest compute and energy they can get.

Also businesses is were the money at, not regular consumers (especially tech-savvy folk who run models locally).


> the demand is higher than expected from consumers.

Where does that assertion come from? I wouldn’t believe anything these companies say publicly.


> They actually need it because the demand is higher than expected from consumers

Is it? OpenAI just got a lot of available computing in their spreadsheets after killing Sora


Exactly. We’ll see the cost of AI continue to drop.

I was saying this for years about Tesla’s FSD - they finally had to give in and drop the price to stay competitive.


FSD still sucks ass compared to Waymo.


Theoretically it's possible to use just cameras for FSD.

In practice it takes so much local compute it's not feasible with current tech.

With LIDAR it's so much easier, a single data point contains direction + distance with no calculation needed.


That fab will never be delivered. In five years you might see the manufacturing equivalent of a person dancing in spandex.


The only company that musk own and actually achieve something is spacex. so I believe you. He likes to hype things beyond what is actually possible.

spacex is engineering masterpiece with how they revolutionize the space industry.


Do you know about his other company and what they do?


> which is why Elon is building a fab now

At least he says he's doing that. It doesn't really make sense since you're not going to achieve an advanced node from a standing start in a practical time frame and cost.

Sounds like more Musk flavored vapor.


> It doesn't really make sense since you're not going to achieve an advanced node from a standing start in a practical time frame and cost.

They already announced a partnership with Intel.


Oh the irony.


He may just want to buy them, to accelerate things, once SpaceX IPOs




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: