hn • r/hackernews
Comment on: Ask HN: Will LLM-commodification cause growth to continue without a correction?
> Particularly if enterprise companies are being rate limited and incentivized to look for other optionsWhat other options? SuperMicro has an 18 month backlog. Same with Dell, HPE, and all the other compute manufacturers and everything in-between.It's impossible to buildout because best case you would operationalize in 24 months, at which point you would be around 4 years behind SOTA because it takes years to train, and that money would be better spent trying to negotiate a more competitive inference terms.---The crux of the issue with the Dot-Com boom and bust was that most enterprise were no