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@pmarca on why God models don't eat all AI usage:
"There's one version of the world in which you have a small number of what we sometimes call God models... millions of processors, with billions or hundreds of billions or trillions of dollars of CapEx and training, investment behind it."
"That's the equivalent of the world of search that we've been in for the last basically 20 years."
"There's another scenario, what they sometimes call a race to the bottom, which is no, actually what happens is intelligence commoditizes."
"The analogy there would be maybe what's happened in the microchip market... A really good one costs a few thousand dollars, there's companies like Arm that sell them for pennies. And you can put a microchip in anything, and it's super cheap, and everybody does it."
"My guess basically is what we're about to see is something a lot like the microchip or the internet."
"You'll be able to basically summon intelligence at some level into any application you need for basically very cheap or ultimately basically the same as free. And then you'll have the God models in the background when you need the super genius, but for most things, you don't actually need a super genius."