2,167 karma · joined January 21, 2009
Just saying there are some decent risks, and pricing it at 1.75T IPO seems risky enough. I would not take that gamble.
I would expect consumer inference ASIC chips will emerge when model developments start plateauing, and "baking" a highly capable and dense model to a chip makes economic sense.
It is also easier to write and debug CLI tooling, and other human devs get to benefit from the CLI tools. MCP includes agent instructions of how to use it, but the same can be done with skills or AGENTS.md (CLAUDE.md) for CLI.
When there are multiple devs + agents all interacting with the same code base, consistency and standards are essential for maintainability. Each time a dev fires up their agent for a framework their context doesn't need to be saturated with bespoke foundational information. LLM and devs can leverage their extensive training when using a framework.
I didn't even touch on all the other benefits mature frameworks bring outside of shared mental model: security hardening, teams providing security patches, performance tuning, dependability, documentation, 3rd party ecosystems. etc.
``` echo "CI passed" | gpg2 --clearsign --output=- | git notes add -F- ```
Then CI could check git notes and check the dev signature, and skip the workflow/pipeline if correctly signed. With more local CI, the incentive may shift to buying devs fancier machines instead of spending that money on cloud CI. I bet most devs have extra cores to spare and would not mind having a beefier dev machine.
I remember when LLMs were taking off, and open-weight were nipping at the heels of frontier models, people would say there's no moat. The new moat is high bandwidth RAM as we can see from the recent RAM pricing madness.
Pebble also gets battery life. Pebble's 2 weeks compared to 1 day on my pixel watch 3. Want to use that cool sleep tracking feature on your smartwatch? Guess what? Its on the charger.
> A TPU is an application-specific integrated circuit (ASIC) designed by Google for neural networks.
I suspect GPU inference will come to an end soon, as it will likely be wildly inefficient by comparison to purpose built transformer chips. All those Nvidia GPU-based servers may become obsolete should transformer ASICs become mainstream. GPU bitcoin mining is just an absolute waste of money (cost of electricity) now. I believe the same will be true for GPU-based inference soon. The hundreds of billions of dollars being invested on GPU-based inference seems like an extremely risky bet that ASIC transformers won't happen, although Google has already widely deployed their own TPUs.