But that would be an ethical business model, we can’t have that, this is PayPal and this is the internet. There’s no place for ethics in that combination.

The only money to be made in the LLM craze is data scraping, collection, filtering, collation and data set selling. When in a gold rush, don’t dig, sell shovels. And AI needs a shit ton of shovels.

The only people making money are Nvidia, the third party data center operators and data brokers. Everyone else running and using the models are losing money. Even OpenAI, the biggest AI vendor, is running at a loss. Eventually the bubble will burst and data brokers will still have something to sell. In the mean time, the fastest way to increase model performance is by increasing the size, that means more data is needed to train them.

Power efficiency. Arm promises the same performance at lower temps and wattage than x86 at competitive price points. That’s a really attractive proposition for the laptop market. x86 can be as small format, as power efficient, as cheap, or as powerful than ARM but not all at the same time.