I’m not sure if it’s fully a bubble, or if the bubble is partly being used as a smoke screen to hide the upfront cost of redesigning computing infrastructure.
A lot of the time, I think AI is just the branding layer. The real goal is top-to-bottom SaaS.
Like, they’re letting these AI companies hold the bag for building datacenters which will then get scooped by various companies like microsoft and google to offer virtualized home computing through a client.
its all a guise to build the foundation then pass it on to a surveillance state as SaaS, who benefits a lot of ai pattern recognition to link camera footage, internet usage, and a ton of other data points
There might.be a little of that going around as well, but the datacenters haven’t actually been built even close to the scale claimed, and the racks in there are kinda useless at serving SaaS webpage stuff, too many GPUs to make it make sense financially.
I’m not sure if it’s fully a bubble, or if the bubble is partly being used as a smoke screen to hide the upfront cost of redesigning computing infrastructure.
A lot of the time, I think AI is just the branding layer. The real goal is top-to-bottom SaaS.
Like, they’re letting these AI companies hold the bag for building datacenters which will then get scooped by various companies like microsoft and google to offer virtualized home computing through a client.
This is what it smells like to me.
You won’t own a computer, just a terminal.
You won’t own software, just access to it.
its all a guise to build the foundation then pass it on to a surveillance state as SaaS, who benefits a lot of ai pattern recognition to link camera footage, internet usage, and a ton of other data points
There might.be a little of that going around as well, but the datacenters haven’t actually been built even close to the scale claimed, and the racks in there are kinda useless at serving SaaS webpage stuff, too many GPUs to make it make sense financially.
Didn’t we fight a cold war over this? The Soviets wanted a top down internet and it was more expensive and less capable