I'm not following the arguments in the blog at all tbh.
The small huge companies investing in AI are tech companies who already make a lot of money. They did not invest in 'manufacturing' or other things on the side as relevant as the blog makes it.
The offshoring of manufacturing to China was a result of cost and shareholder value. But while USA got rich in 60-90 for manufacturing, now this moved over to China.
The investment is not just going into LLM, its going into ML and Robotics. The progress of ML and Robotics in the last x years is tremendous.
And the offshoring of Datacenters? DCs have very little personel they need, they are critical infrastructure you want to control. There is very little motivation to just 'offshore' critical infrastructure espescially from companies who are so rich, that they don't need to move them in some weird shitty location which only makes sense because energy is cheap but everything else is bad.
The 'AI Bubble' i'm experiencing, is adding real value left and right. And no i'm not talking about only LLMs. I'm talking about LLMs and ML in general.
This 'Bubble' is disrupting every single market out there. Everyone is searching for the niche not optimized yet and only accessable now tx to LLMs and ML.
And if you think this is just some hype and will go away, have you even tried Chat GPTs voice mode? This was literaly NOT possible 5 years ago. And i have real gains like 20% and more in plenty of things i'm now leveraging ML and LLms which was also NOT possible 5 years ago.
The small huge companies investing in AI are tech companies who already make a lot of money. They did not invest in 'manufacturing' or other things on the side as relevant as the blog makes it.
The offshoring of manufacturing to China was a result of cost and shareholder value. But while USA got rich in 60-90 for manufacturing, now this moved over to China.
The investment is not just going into LLM, its going into ML and Robotics. The progress of ML and Robotics in the last x years is tremendous.
And the offshoring of Datacenters? DCs have very little personel they need, they are critical infrastructure you want to control. There is very little motivation to just 'offshore' critical infrastructure espescially from companies who are so rich, that they don't need to move them in some weird shitty location which only makes sense because energy is cheap but everything else is bad.
The 'AI Bubble' i'm experiencing, is adding real value left and right. And no i'm not talking about only LLMs. I'm talking about LLMs and ML in general.
This 'Bubble' is disrupting every single market out there. Everyone is searching for the niche not optimized yet and only accessable now tx to LLMs and ML.
And if you think this is just some hype and will go away, have you even tried Chat GPTs voice mode? This was literaly NOT possible 5 years ago. And i have real gains like 20% and more in plenty of things i'm now leveraging ML and LLms which was also NOT possible 5 years ago.