I suspect GPU intensive compute is going to be one of our nastiest ZIRP hangovers (Elon et al are just gonna be equiv to “walks of shame”). This isn’t zero-marginal-cost tech and it’s under-priced by a factor of at least 10x. Physics: it’s a real thing. Cybernetics: It’s a real thing.
…artificial intelligence companies are running out of data. A Wall Street Journal piece from this week has sounded the alarm that some believe AI models will run out of “high-quality text-based data” within the next two years in what an AI researcher called “a frontier research problem.”
https://www.wheresyoured.at/bubble-trouble
If you’re building on the current crop of AI/ML systems… you’re in for really shocking bills.
Stability rented its infrastructure from Amazon Web Services, Google Cloud Platform, and GPU-centric cloud operator CoreWeave, at a reported cost of around $99 million a year.
Dave5 
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