I think in the mid-term, many of these AI companies are going to run out of cash.
Users are more and more going to be able to run models locally so it's a race to nowhere (all you need to have a very good model, is to have a Mac with 128 GB of memory, but at 16 GB you already have something usable but not so nice)
Users are more and more going to be able to run models locally so it's a race to nowhere (all you need to have a very good model, is to have a Mac with 128 GB of memory, but at 16 GB you already have something usable but not so nice)
The big winners are going to be the memory makers