Guillermo Flor (@guilleflorvs) on X
twitter.com
BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list. Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering le…
  • BananaTrifleViolin@lemmy.worldEnglish
    8·
    4 days ago

    And here is why the AI bubble is going to burst. AI is a commodity and people will got for the cheapest product that does the job, not pay a premium forna frontier model.

    I suspect growth in the big AI companies will slow (is bt some indicators) which will slow the data centre build out, leading to normalisation of RAM and GPU components, and accelerate more and more local model building for companies.

    Companies in aggregate are not going to be willing to pay $16bn a quarter to Anthropic when previously it was 0. Especially when AI is not causing a massive jump incorporate profits to justify that - instead its just been an increase in costs to roll out AI on tge hope of future magical returns.