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Isn’t knowing how to scale and optimize llm traffic the main barrier ?
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That's just a "more hardware" problem.

Right, and who has more hardware?

Happily, they are building and selling more hardware all the time!

China. They make them there. Huawei is catching up too.

Yes, OpenAI bought all the DRAM.

I'll bet Deepseekv4 could answer any questions you had related to that. How much of a moat will it prove to be in the long run? "Scale and optimize" sounds like a commodity business.



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