Current marginal cost is certainly negative.

The expectation is that development costs will get cheaper (model design solidifies), Training costs will get cheaper (no need to retrain the whole model) and running costs will get cheaper (datacenter economies of scale).

All this is still true.

OpenAI, anthropic, Google etc. will generate excessive by being able to charge more than cost because their models are vastly superior.

Is likely to be false.

Initially maybe. Long term, money has to be returned.

You are correct. OpenAI etc. valuations are based on the difference between revenue and cost. The key part is that open source breaks the monopoly. It stops excessive rent being charged (now or in the future) to use Ai models.

Tech giants will still exist, but closed model advantages won’t.

Why months, not quarters or years?

The irony is that the original OpenAI thesis was correct. Use a datacenter to generate a frontier model, then distribute that AI openly.

Full Movie if you want to join the discussion.

Definitely a metaphor.

The money being spent to build data centers, buy equipment and electricity is real. The fact that openAI owe softbank $40bn is real.

The future returns from these present day expenditures are imaginary. Whether softbank get their loan back is speculative. Equity raises are even more so.

Specifically which part is illegal? Is it lack of planning permission? Is it an environmental law? Etc.

there’s really no reason to have a screen on your face

Look around. People have a screen on their face 24/7. Currently they need their hand to hold it there.

Maybe you mean there is no need for a camera on your face. That I agree with.

The bet was that bigger compute gave more parameters which gave exponentially better intelligence.

Unfortunately the increase in intelligence is logarithmic under current methods, so the business model is unsustainable.

I’m tempted by the (semi) open source possibilities https://hub.evenrealities.com/

I think the tech comes from VR headsets.

Er. What is the antonym of private?

I don’t see the uproar over cameras on the face when pinhole button cameras have existed for decades.

You just need GPS and a compass. https://www.evenrealities.com/products/g2-a

The Even G2 is screen, audio and no camera. https://www.evenrealities.com/products/g2-a

What if I’m ugly.

Or in clown costume.

Or going to a Kiss tribute concert

Etc.

Nom nom nom nom

This is a good explanation

iOS uses freeBSD and OpenBSD components. Isn’t that the same thing?