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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

2ss · 1790639528 · focus · HN ↗
2 things can be true:
-LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC
Such a business already exists - airlines.
This nuance is what many here refuse/find difficult to understand.
1. throw0101a · 1790680858 · focus · HN ↗
  > -LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC
  People seem to have forgotten the bust in railroads and Internet (etc), even though those technologies were transformative:
  * <a href="https://en.wikipedia.org/wiki/Technological_Revolutions_and_Financial_Capital" rel="nofollow">https://en.wikipedia.org/wiki/Technological_Revolutions_and_...
  One thing I'm wonder about: previous busts left useful infrastructure behind (rail, fibre) that could still be used. If/When the AI/LLM companies go bust, what will be left over afterwards and how useful will it be?
  1. jedberg · 1790705435 · focus · HN ↗
    > previous busts left useful infrastructure behind (rail, fibre) that could still be used. If/When the AI/LLM companies go bust, what will be left over afterwards and how useful will it be?
    Many many idle GPUs.
    throw0101a · 1790774394 · focus · HN ↗
    > Many many idle GPUs.
    Yes, but what use will they have? Rail lines and dark fibre could be used post-bust (and don't depreciate all that quickly).
    jedberg · 1790777947 · focus · HN ↗
    LLM technology will not go away. The premise here is that the foundation model companies will bust. So now there will be tons of idle GPU, where companies like AWS and Azure, or even Coreweave and Lambda, can pick them up for cheap and rent them out to people who want to run open source/open weight models.
    TeMPOraL · 1790804978 · focus · HN ↗
    LLMs as of whatever open models are SOTA when the proprietary bubble bursts, plus... whatever else you can do on GPUs - weather modeling, CFD, genetics research, and so on, and so on.
    And that's at day 0. Because LLMs are not going away, thank to open weight models, and the race for capabilities has left so, so many low-hanging fruits unpicked, we'd have a decade or more of useful R&D to do even if LLM capabilities suddenly plateaued tomorrow and never improved.
    I mean, look at Jev making round in the industry now - this is just a single example of a low-hanging fruit that took many years for someone to bother to pick up and market a bit. There's many, many more of these just laying around.

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