alt Hacker NewsI’ll take the opposite side! This seems completely unprecedented. I have nearly no faith in any estimates of even the relatively near-term future.
I’ll take the opposite side! This seems completely unprecedented. I have nearly no faith in any estimates of even the relatively near-term future.
Right!
It seems to me that any range of uncertainty on aggregate demand is at orders of magnitude more than we could build even if we 10X’d the current madness.
Pause all current advancement in GPU and model R&D. How much matmul would the world consume if everyone had all-you-can-eat access to January ‘26 frontier models at all-to-yourself performance levels at 0 incremental cost?
Compare to, I dunno, unlimited pizza or unlimited electricity. Yes, if you’re smelting aluminum the latter would be a big deal. But a lot more people want to code SaaS faster and better, or have an omniscient personal assistant on call 24/7.