ICYMI | Deep Impact
· One min read
As a result, the markets are panicking, because the entire narrative of the AI bubble has been that these models have to be expensive because they're the future, and that's why hyperscalers had to burn $200 billion in capital expenditures for infrastructure to support generative AI companies like OpenAI and Anthropic. The idea that there was another way to do this — that, in fact, we didn't need to spend all that money, had any of the hyperscalers considered a different approach beyond "throw as much money at the problem as possible" — simply wasn’t considered.