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Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
参加 June 2019
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As I read this, I think they’re all well informed points of view But think this also swings dramatically between Enterprise and Consumer Consumers typically have no problem handing over data, don’t want an upgrade cycle forced on them from hardware, fine paying with cloud-based subs (often too many), and want the latest and greatest even if it’s beyond their needs Enterprises want control over stack given privacy & security considerations and have more variance on the modernity of people’s tech stack
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Some things I'm thinking a lot about lately: - The search space for really capable models we'll be able to run on a wide variety of hardware will be quite large - Sovereignty: people, businesses, countries will increasingly want to own their own stack - People/businesses/countries will want intelligence that runs on hardware they already own - Security security security (and privacy) - Open source/weight intelligence increasingly proliferate - People/businesses will increasingly care about cost savings (value maxxing over token maxxing) - The People will value independence from any single model, inference engine, runtime, or hardware
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