this post was submitted on 28 Jun 2026
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I don’t think it’ll be an obscure technology, but it’ll be just another kind of software that is mostly run locally to do a variety of modest tasks. The idea of creating massive, centralized data centers to deliver bleeding edge LLMs at premium prices is nonviable. The technology is still useful, but the market is probably two orders of magnitude smaller than current investments would imply. That still makes it a multibillion dollar technology, but it’s not a multitrillion dollar one.