I’ve been waiting for this to happen. People don’t generally understand datacenters. You have to bring in an unending stream of bare metal in one side to keep them updated and they’re using the fastest, most expensive hardware available, and it’s so cutting edge, it’s obsolete a couple years after they install it. There is no way those measly $200 claude accounts are paying for themselves without VC.
Yeah I don’t see this sentiment enough. It’s not like they’ll buy the graphics cards now and then be done with it, they have to keep buying it over and over again. It’s a rolling expense. Given that the manufacturers can’t keep up with the supposed demand as it is, there’s just no chance it’d ever be sustainable from that perspective alone. Nevermind the massive rolling cost it’d incur.
I’ve been waiting for this to happen. People don’t generally understand datacenters. You have to bring in an unending stream of bare metal in one side to keep them updated and they’re using the fastest, most expensive hardware available, and it’s so cutting edge, it’s obsolete a couple years after they install it. There is no way those measly $200 claude accounts are paying for themselves without VC.
Yeah I don’t see this sentiment enough. It’s not like they’ll buy the graphics cards now and then be done with it, they have to keep buying it over and over again. It’s a rolling expense. Given that the manufacturers can’t keep up with the supposed demand as it is, there’s just no chance it’d ever be sustainable from that perspective alone. Nevermind the massive rolling cost it’d incur.
It was never going to work.
It works if someone corners the market and everyone else gives up. Every single VC thinks they’re the company that is going to do that.