00:00 Speaker A
Eric had a question, which I think is interesting. What if large language models aren’t as scalable as advertised? That’s a good question. What will happen, Eric? I mean, think about it. In other words, who will be exposed the most?
00:15 Eric
In that case, there would be a significant negative impact on the public markets. Because for me, the public market at this point is completely tied to two important aspects of AI today: large-scale language models and chip producers. It all revolves around some kind of the same general theme. In the private market, AI diversification is even more widespread as we see AI agents and AI startups being funded by private venture capital firms. There’s more variety there. But if your LLM isn’t as advertised or doesn’t work for you, then it’s time to put it down. What is the public market telling us about LLM providers? They are telling us that this situation will develop so that their revenues will be huge and that companies will be willing to pay for their services. Because on the other hand, it brings huge cost savings. If that transition doesn’t happen at the pace the public market expects, those stocks will fall significantly.
