The Ledger
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Balaban predicts the neocloud market will support multiple large players
“I think it's absolutely room for multiple very large players, just like the traditional cloud business has shown that there's room for multiple large winners and multiple large players.”
Balaban: Multimodal AI will eventually render every pixel of software directly
“I think that for a lot of the pieces of software on your computer, you might see that taking over where, you know, you can get the glimpse of the future with this ASCII art, and then eventually it'll also have a multimodal network that's generating every pixel…”
Balaban: Everyone in the US will eventually require at least one GPU
“I believe that in the future, everybody in the United States will need the computational power of one GPU or more to just do their daily work You know, enjoy life, whether it's getting access, whether it's getting entertained, whether it's being productive, wh…”
Balaban does not foresee model disruptions causing compute demand to decline
“So I don't really foresee a very likely outcome where we have this huge model disruption that would cause a decline in the demand for compute.”
Balaban: Mass adoption of neural software will begin in 10 to 15 years
“I would say that generally speaking, when I'm early on something, I tend to be about A decade to a decade and a half early. So I would say that between a decade and 15 years, we will see mass adoption beginning or otherwise happening for neural software.”
Balaban: Complex GPU financial securities may eventually emerge as compute matures
“I think that the, that market is starting to mature that, that, that may be an eventuality is having more complex securities that surround GPUs. But I think for right now, people are starting to realize that it's a great credit investment and that's what's cha…”