LLMs break the current laws of physics.

· Bits and Bobs 4/8/24

The current laws of physics assume

1) easy teleportation

2) cheap distribution

3) low cost of compute to run the experiences.

That is, write a service once somewhat expensively, then convince users to travel to your origin and then you can run it for them extremely cheaply.

The stable outcome of our current laws of physics is consumer services are, by and large, supported by advertising.

But LLMs upend this logic!

Building an experience becomes cheaper.

Running it becomes significantly more expensive.

LLMs can't be supported by ads revenue.

The burgeoning consumer model is subscriptions… but how many subscriptions will a consumer be willing to pay for?

Imagine a model where users pay one subscription cost to get access to all experiences.

Instead of paying a walled garden for access, the user's "subscription" cost is paying their own compute.

Not too dissimilar to paying for bandwidth to access everything the internet has to offer.

LLMs do not work in the current laws of physics.

We need new laws of physics.