Currier: Nvidia and big LLM training companies will eventually go to zero
James Currier · From making $6/week selling worms to making $110M+ · Apr 15, 2025 · at 1:09:33
Venture capitalist James Currier discusses defensibility in AI, arguing open-source models running on standard CPUs will eliminate value for hardware and model trainers.
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“So both Nvidia and all of these giant LM companies who are spending all this money on training are going to go to zero eventually.”
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