What we can predict about AI from the last 2 weeks
While more computers has been necessary, nothing on the scale of what people were predicting has been necessary. Instead, many smaller Chinese startups have shown talent is more important than the sheer size of computers and data.In the last 2 weeks, various AI companies have launched models; Meta, moonshot, OpenAI, Deepseek, etc. Companies have also slashed prices, and reset limits for users.This all shows 1 thing :AI is world changing, but selling LLMs is not a great business model.My main reason to believe this is that the cost of intelligence is trending to 0.What does this mean?
- ▪While more computers has been necessary, nothing on the scale of what people were predicting has been necessary.
- ▪Instead, many smaller Chinese startups have shown talent is more important than the sheer size of computers and data.In the last 2 weeks, various AI companies have launched models; Meta, moonshot, OpenAI, Deepseek, etc.
- ▪Companies have also slashed prices, and reset limits for users.This all shows 1 thing :AI is world changing, but selling LLMs is not a great business model.My main reason to believe this is that the cost of intelligence is trending to 0.Wha
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| Original publisher | Hacker News (AI / LLM) |
| Canonical URL | https://startupwiki.substack.com/p/the-last-2-weeks-can-predict-the |
| Publication time | Mon, 03 Aug 2026 18:14:47 +0000 |
| Retrieval time | 2026-08-03T18:25:43.976Z |
| Last seen | 2026-08-03T18:25:43.976Z |
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| Summary source text | contentText |
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Opening excerpt (first ~120 words) tap to expand
The last 2 weeks can predict the future of AIStartupWikiAug 03, 2026ShareHey We’re being told that AI is either inevitable, or that it's a bubble.But what if both are true ?A few years back, we were all getting claims that AI was going to hit a roadblock.That would require more and more computers to make incrementally better LLMs.But that hasn’t really happened. While more computers has been necessary, nothing on the scale of what people were predicting has been necessary. Instead, many smaller Chinese startups have shown talent is more important than the sheer size of computers and data.In the last 2 weeks, various AI companies have launched models; Meta, moonshot, OpenAI, Deepseek, etc.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Hacker News (AI / LLM).