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@ aljaz
2025-05-23 07:51:20
i've mentioned token based economy (mainly using token instead of compute for shits and giggles) previously but reading this crystalized couple things a bit more:
- capital allocation game will change significantly, instead of giving 100s of startups preseed/seed checks you just buy gpus and allocate compute time to ideas
- anyone with access to cheap power and capital to build infrastructure now will be in a very advantageous position since compute is a lot more reusable than money paid out to developers
- its gonna be interesting to see how much of an edge running a large frontier model vs good enough model than can run on somewhat commodity hardware (lets say $10k budget) will be, I guess small good enough model with lots of unified memory for context could get decently far
- this has the potential to be an extremely centralizing force
- a lot of big bitcoin miners might be underpriced given that they are perfectly set up for this (tho to be fair many are already running hybrid loads)
to be continued..
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