this post was submitted on 12 Mar 2025
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If AI was actually going to replace every human worker on earth, even with huge efficiency gains you'd still want to build out absolutely ungodly amounts of compute capacity.
Also, it should be noted that while Deepseek has demonstrated that its possible to substantially reduce the compute requirements for transformer based models, doing so relies heavily on a "Good enough" approach that moves the results further away from being enterprise capable. It's not a cut and dried solution to the backend costs of running these models at the scale that investors want to see them running.