Entirely agree with that. Except to add that so is Dario Amodei.

I think it’s got potential, but the cost and the accuracy are two pieces that need to be addressed. DeepSeek is headed in the right direction, only because they didn’t have the insane dollars that Microsoft and Google throw at OpenAI and Anthropic respectively.

Even with massive efficiency gains, though, the hardware market is going to do well if we’re all running local models!