I never understood this kind of objection. You yourself state that maybe 10% of users can find some good use for this - and that means that we should stop developing the technology until some arbitrary, higher threshold is met? 10% of users is an incredibly big amount! Why is that too little for this development to make sense?
Whoopsie!
I’m gonna disagree - it’s not like DeepSeek uncovered some upper limit to how much compute you can throw at the problem. More efficient hardware use should be amazing for AI since it allows you to scale even further.
This means that MS isn’t expecting these data centers to generate enough revenue to be profitable, and they’re not willing to bet on further advancements that might make them profitable. In other words, MS doesn’t have a positive outlook for AI.
That’s not how R&D works. It’s really rare to have “progress across the board”, usually you have incremental improvements in specific areas that come together to an across-the-board improvement.
So we’d be getting improvements slower since there’s much less profit from individual advancements, as they can’t be released. What’s the advantage here?