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Discussion (7 Comments)Read Original on HackerNews
That's a 90% uplift since the original pricing, in a market that is already showing signs of seizing.
With Apple offering leasing options, CXMT knee-capping Samsung, all of the big tech players on a run to outspend on CapEx by the end of the year..
We're at a point where local models are exceptionally capable, model-on-silicon dies like Taalas (recently acquired by AMD) may be cutting inference cost substantially for the 90% of work we do day-to-day (similarly Alibaba's T-Head division with open-model-forward inference chips being produced domestically in China).
If we shifted all of the design/planning to cloud models like Fable 5/Sol 5.6 Ultra, and day-to-day operational inference to these chips -- it's quite likely we'll squash usage to single-digit percentages of what we're currently using. But we should also expect the model providers to take a similar approach.
In any case -- I'm keen on demand destruction, both as a consumer and someone without skin in the game.
https://www.apple.com/shop/buy-mac/mac-studio/m3-ultra-chip-...
LLMs can re-write and cross-translate software really well. Why does CUDA still have a $11k price premium?
They're both good value (or crazy expensive) depending on how you look at it.
It depends how you price the ability to run a particular model at all, vs run the model quickly and serve several parallel streams.