> Bring back humans!!!

Don't jinx it. They might use that name for their next model.

Le Chaton Fat to the rescue!

> sees an addressable market for AI products

Well if you start adding AI powered to "everything" then it is possible.

Soon you'll have AI face cream and AI donuts.

> We've been stuck in the 3-5 Ghz range for a long time. I think we're scaling by adding cache, cores, and specialized instructions.

Well, whatever works. Does it matter if it is Ghz or something else?

> Due to observations like Amdahl's Law, PC hobbyists aren't seeing great returns on new machines. We've had 8+ logical cores for a long time now.

If you look at Ryzen gains per generation I'm not sure how you can say this? Maybe less lately due to AI bloating the prices, attention shifting to GPUs etc, but CPUs have definitely been growing.

> So where can we go from here? What will the effects of these changes (or lack thereof) be on software development?

Software development has introduced so much bloat there's infinite room to grow before it is a hardware issue.

Graviton has had a price increase nearly every generation. So not really related.

> GCP recently increased their egress pricing

The peering announcement or did I miss something?

I doubt this has to do with the hardware discussion. This is just them increasing their lock-in and trying to curb businesses running to other CDNs (whole point of the peering).

> But VPS providers share the same hardware and overprovision.

Hetzner has a "cloud" offering. The price increases aren't small either.

> You can't possibly mean a glorified editor-shell isn't as valuable as say Nike

That's a glorified feet-shell. So like-for-like?

Say you grabbed a random selection of just 100 million people in the world, then ask them two questions, "Have you heard about Nike?" and "Have you heard about Cursor?", what would you guess the ratio would be like?

Even when you use "Nike the Company" vs "Cursor as a general search term" to compare search history in Google Trends, it's 71/5, so I'm guessing most people would say they've heard about Nike, while probably most never heard about any software program called "Cursor".

If you asked the same selection of people about Saudi Aramco or SK Hynix none of them would know what those are either though, right?

I do think 60B for Cursor is way overvalued. Just not sure how to quantify

Fair point, those are valuable for other reasons. My point was more to illustrate "Nike is valuable because of the brand", without using those exact words :)

ah i see your point - my bad

They're not building out AI infrastructure

> Does any other place have the infrastructure

That's not the problem.

The US government can export ban GPUs like they do now to more countries if needed. Even if the infrastructure exists, the GPUs won't.