Carmi Levy

I was kind of building up this ban and I still think it might be a good idea, but I'm like, everyone's iPhone is manufactured over

sees like the amount of foreign technology that's critical to the economy running to defense infrastructure running all this the amount of it manufactured out of country is already very high why pick these one devices but on the other hand you got to start somewhere i guess and this is a really critical vulnerable piece of hardware that's everywhere

Yeah.

And I think, you know, sort of looking at the router market, what's going to happen is they're going to become harder to find.

They're going to become more expensive.

And so if you're in the market for one now, you might want to maybe buy it sooner rather than later, because those models that you want are going to disappear from store shelves.

And at some point, they're going to become super expensive as well.

Let's go to OpenAI, the company that created, launched, whatever, ChatGPT.

They put out a video generation tool not that long ago.

I mean, any AI company's products are relatively new, called Sora, and they have just announced that they're shuttering it.

Is it because AI video generation is just so computationally expensive?

And so like, yes, I'm like, hey, generate a video of Mr. Peanut, you know, I don't know, sitting on my cat's lap.

I don't know why that was my example of a random video.

And then you ask for that and they're like, great, we'll generate that for you.

But it costs many dollars of computational energy to do.

So it's just not profitable.

Or is this a sign that open AI is struggling?

I don't know.

I think it's a bit of both.

I think it is tremendously expensive to keep a video generation app up and running, by some estimates $15 million a month just to keep the lights on for Sora.