Price war. Duh. There is no moat. Also them chinese competition. It’s going to be race to the bottom. It’s gonna be ugly for the stock market. Good for consumers though!
When you're connecting solar to a municipal grid (which is what most homes are connected to), it could theoretically be taxed or even subjected to a tariff. The "added" power (often excess) is monitored for billing credits/payout/other, among other reasons like grid integrity.
And indeed, they can tax excess solar, but they can't tax the power you use yourself. Backfeed tax gets too high to use the grid as a battery? Buy a home battery, problem solved.
^Not recommended literally due to brownouts/etc, but a cheap power management IC on a breadboard can solve that. Alternatively, add a battery/etc.
Home solar panels and batteries are just like this except on a bigger scale; and with (hopefully) more QC.
This is incorrect. Treating solar panels like batteries for specific appliances (or integrated like the panel on a Solocam S220), is not the use case nor is this a discussion about off-grid or microhomes.
I would suggest not making broad statements about what can and can't be taxed in the future.
Electrification will drive the demand for oil down, making the overhead more expensive per gallon, and eventually we will largely move off of fossil fuels, though I don't expect completely. It will be many decades due to the turnover times for industrial/commercial transportation systems.
Meanwhile, Oracle is handing Tencent 100.000 GPUs at 1.60$ hour, dangerously close to breakeven...
What does this tell you?
Human memory has a finite capacity and decays over time. If you do many inspection tasks in parallel you are splitting that finite memory. If you do the same tasks sequentially, the human can give instant feedback to the model without costly context switching. This in turn increases iteration speed and reduces total labor costs. This is no different from developers preferring JavaScript or Python for immediate feedback and fast iterations.
The main thing it seems to have done so far is made everything feel less trustworthy, and everything digital less safe. It has empowered scammers, that's for sure.
And for what benefit? Spunking out 7/10 code a bit faster with your brain turned off. Great!
There will likely be requirements like registering with the government (China already does this, every business already does everywhere), certain usages require more or have deeper regulations (this is already done with most technologies, depending on application)
Some variation on, "Open weight models must be A) trained in the USA B) have a public training dataset + training pipeline C) be reviewed by a government 'safety council', etc" Something which technically leaves a crack open for someone to release a less capable model than the commercial ones.
Another confounding factor, if a US company fine-tunes a Chinese model, or vice versa, what is that country that should be assigned to that model.
You also have to consider the competition between the US and China. If the US did something like this, the world will move to Chinese hardware and Ai. The think tanks that talk with legislators understand this.
It's worth remembering that the tariff stuff is not any sort of durable policy. It's one guy sort of doing whatever until 9 other guys a year later go 'hey wait' and then the first guy does whatever again anyway. The whole thing is just a recipe for whiplash. maybe congress remembers that they're supposed to do stuff in a few months and steps in. maybe they don't and then every 4 years we have wild swings in enforced based on which half of a percent of the voters in georgia had rainy weather where they lived in early november. More of a simultaneous "All of the above and also none of the above" deal until the dynamics of american government fundamentally shift
Hardware? Why would anyone change their hardware based on this? That's completely unrelated.
And as for Chinese LLMs - there's already evidence that the Chinese are training malicious behavior into their models. I think most countries would rather train their own models than risk that.
US commercial interest =/= OpenAI and Anthropic.
Sadly, my GPUs were lost in a tragic boating accident.
Maybe the FDA is a good analogy, you wouldn’t want to buy meat at the store not FDA certified would you? OpenAI and Anthropic want you to feel the same about AI.