> AI plateauing

Ummm is that plateauing with us in the room?

The advantage of renting vs. owning is that you can always get the latest gen, and that brings you newer capabilities (i.e. fp8, fp4, etc) and cheaper prices for current_gen-1. But betting on something plateauing when all the signs point towards the exact opposite is not one of the bets i'd make.

> Ummm is that plateauing with us in the room?

Well, the capabilities have already plateaued as far as I can tell :-/

Over the next few yeas we can probably wring out some performance improvements, maybe some efficiency improvements.

A lot of the current AI users right now are businesses trying to on-sell AI (code reviewers/code generators, recipe apps, assistant apps, etc), and there's way too many of them in the supply/demand ratio, so you can expect maybe 90% of these companies to disappear in the next few years, taking the demand for capacity with them.