Friends from the localllama community, if you love local llm, don't participate in the IPO (spaceX, OpenAI, Anthropic)

I'm not going to. And you shouldn't either.

The frontier labs are the ones who are harming our community. They are jacking the hardware prices up. First it was nvidia GPUs. And then it was RAM. And then SSD. And now HDDs prices are x3 compared to last year. Even NAS prices are going through the roof. Really?

Don't give them a chance for good exit strategy.

Why? The frontier labs are doing this bc they don't know any better way to inflate their valuation. They know that the local, open weight models are catching up. They know if the hardware cost stays normal, people will build local llm machines and they have no chance for charging their API cost that they want. They very product that is price adjusted for absurd Nvidia GPU monopoly price.

RTX Pro 6000 was $7k last year, still absurd. Now the same GPU is $11k. Now half the vram, RTX pro 5000 48gb is $7k.

Can't even begin with the Nvidia tax in enterprise. Same GPU same hardware costs x2–x3 more compared to last year.

Is this normal? Of course not. This is the biggest scam in a decade built upon Nvidia's pricing strategy. And we all know well about their monopoly.

If you value localllama, do not invest any money on the IPO.

The valuation is absurd anyways. SpaceX claims that their 1.75T comes from AI. But they are just GPU rental companies at this rate—selling compute to Anthropic / google. Contradicting their own argument.

OpenAI and Anthropic claims record user gains, but they can't even make their ends meet. Net negative. Why? bc Nvidia pricing—compute cost is so high.

Every AI lab valuation is built upon Nvidia valuation. And many say that there is no alternative, true for now, but not for the near future. Some of you know what I'm talking about.

If you love this community, and truly believe the value of local LLMs, don't fall for that IPO. AI should belong to us, humans. Not to self-improving robots. Not to corporations.