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RE: LeoThread 2025-11-05 23-35

in LeoFinance23 days ago

Part 3/12:

This candid remark raised questions about the sustainability of AI companies heavily reliant on constant R&D spending. OpenAI, as Kevin points out, is a "model company" that continually strives to be at the cutting edge, necessitating vast expenditures on the latest hardware and infrastructure. She described their approach, emphasizing the need to stay "on the frontier chip," which leads directly into a broader discussion about chip depreciation and the hardware's lifespan.

The Economics of Cutting-Edge AI Hardware