the biggest problem is most ai will be local by 2030. Every future device you buy will have AI compute on it somewhere, built in, like it has on-device floating point.

On top of this, people are constantly coming up with better ways of running models on less special hardware and "good enough" models are now existing for most tasks.

So where does that leave the frontier labs? Drug discovery? Maybe some hard math problems? I mean it's not that big actually...

We're in a brief window where this is profitable, like batch computing was in the 70s. However, once your own device can do it, you're going to start migrating.