Sam Altman attended Morgan Stanley's private tech conference, where he discussed important insights about AI technology and its economic implications. Analysts reported on his comments about AI potentially being deflationary, an aspect they believe is underestimated by investors. He noted that costs for accessing generative AI models have significantly decreased, which benefits developers and businesses. However, OpenAI still faces challenges due to capacity constraints with its GPU resources, indicating ongoing limitations in scaling its technology despite advancing efficiencies.
Altman spoke about how AI could be deflationary. He said that this is one of the impacts of this technology that is most underappreciated and misunderstood by investors.
The cost to access and use generative AI models has been collapsing. This is partly due to new techniques that have made creating top AI models easier.
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