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Are We Operating on the Briar of Available Computes?
I would say we are operating on the brink of available computes. Moore's Law is outpacing what you would have predicted with Moore's Law of Rapper. We see a lot of companies who start with one of the foundation models like an open AI model and they realize they can get better costs trade offs if they scrap together open source models. And so even with the current technology, if it were to progress no further, there's a huge range of compelling applications you can build with no further technological progress.