This man in the picture, a Microsoft employee, has a very clear message for the market!
He comes with a tremendous insight, that whoever understands it deeply, it will change their entire worldview on the market, on circular financing, and on what is currently happening behind the scenes at giant companies and the massive construction sites of data centers.
According to him, in the not-too-distant future, the biggest barrier for a company to be at the forefront of technology will be computation.
And he explains:
Scientific breakthroughs do not remain secret for long. Papers are published, researchers move, ideas leak, open source catches up. Give it enough time and almost everyone can access fairly similar algorithms. That is, competition will stop being about the 'best' model and will become about who can deliver the most tokens to the most users, and at the lowest cost.
Whoever has the most computing power, the most advanced (consuming less energy per token), will win.
He will win not because he has the strongest model or another technological secret within the model itself, but because of the size of the infrastructure!
That's all!
The race for infrastructure is in full swing, and in fact, it has never slowed down!