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Posted (edited)
1 hour ago, Brisketexan said:

It was one thing for technology to replace agricultural jobs, then manufacturing jobs.  Take away white collar jobs....and I sure as shit haven't seen anyone talking about what the next frontier of employment is.

At this point in the conversation is when you usually hear "UBI".  Edit:  Which to me, sounds like a tech-y way of saying the tech oligarchs will allow a little to trickle down to the masses.

Edited by Goredho
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Posted
3 hours ago, Captainant said:

if they build a $5B datacenter and it turns out a $1B build could have done the same work that's not the end of the world - they just adjust their capitalization schedule for the asset and adjust their revenue model.

Let’s say you overbuilt capacity by 80% and extend that thinking to the possibility that revenue is going to be 80% less than you predicted. That is definitely end of the world for any company that finds itself in that situation. They would be proper fucked. 

Posted
22 minutes ago, Fudge Nuggets said:

Let’s say you overbuilt capacity by 80% and extend that thinking to the possibility that revenue is going to be 80% less than you predicted. That is definitely end of the world for any company that finds itself in that situation. They would be proper fucked. 

If it turns out your hardware can do 5x the work you planned it to do, it's just a matter of finding customers to consume your available capacity. If there's a better LLM they'll just run that one instead, there's not a lot of architectural lock in.

But still thats not the problem - there's simply not enough customers willing to actually pay to cover the costs of development and deployment. Companies have been playing accounting games to hide that unsustainable net revenue and trumpet their gross numbers instead



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