Boosted by baldur@toot.cafe ("Baldur Bjarnason"):
drahardja@sfba.social ("Dave Rahardja") wrote:
Another great episode of Pivot To AI from @davidgerard! https://www.youtube.com/watch?v=EBEOdoYs8v8
There is no doubt that AI compute costs are eventually going to come to haunt its users; we are being substantially subsidized at $20/month, or even $200/month. But I think many of us will be shocked at HOW MUCH we are being subsidized. A 90% subsidy isn’t out of the question.
I predicted in 2023 that 2024 was going to be the year of reckoning for AI adopters, because their bills will come due, and they will get sticker shock when they see the totals, and that would eventually ruin AI providers. BOY WAS I WRONG. Turns out, there was at least two more years’ worth of VC money that were ready to come out of nowhere and subsidize the end users’ bills. This money will eventually run out. But when?