Impressive that you have have that many assets under management and still not show a clear understanding of an industry you're prognosticating on. The author doesn't talk at all about the hardware aspect of this stuff such as the surprisingly short lifetime of the GPUs that are being rolled out at a break-neck pace. The recommendation that you take a moderate investment position and not overdo it could be shared without as much needless thinking out loud, and doesn't bring anything new to the conversation. Kind of like every other AI offering out there, if you think about it -- participating in something you don't understand because of FOMO.

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derf_ 3 days ago | parent | next [-]

> The author doesn't talk at all about the hardware aspect of this stuff such as the surprisingly short lifetime of the GPUs that are being rolled out at a break-neck pace.

There is literally a section that begins, "What will be the useful life of AI assets?" In bold.

	▲	languagehacker 3 days ago \| parent [-]
		Sure, but an informed opinion would mention that not only do these chips become obsolete quickly, but the ones that will survive long enough to become obsolete are likely to have a very fast and high failure rate.

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empath75 3 days ago | parent | prev [-]

> The author doesn't talk at all about the hardware aspect of this stuff such as the surprisingly short lifetime of the GPUs that are being rolled out at a break-neck pace.

I am not sure why that is interesting. Nobody thinks of these chips as long term assets that they are investing in. Cloud providers have always amortized their computers over ~5 years. It would be very surprising if AI companies were doing much different -- maybe even a shorter time line.