Viewing profile — LogicFailsMe

Imagine the type II alien nods with understanding in a human way that your species just isn't ready and it might not ever be as it erases your memory of the encounter and returns t…

OpenAI apparently runs a profitable inference business with 40% gross margin, but their advertising budget is nutso and their real costs are pretraining and research. I suspect Dee…

From the paper you cite, here's the thing: "The decarbonization of industrial hard-to-abate sectors through CCUS is critical, and that can be illustrated by looking at the target s…

A modest proposal, based on this article: https://www.fastcompany.com/3026312/what-silicon-valley-woul... Silicon Valley tech should build mixed use high rise housing and datacente…

Politics is the art of the possible, not the ideal. Vote that down too I guess. Also, I call BS on your claim it's not working anywhere at scale. https://www.catf.us/resource/carbo…

So... AI and cannabis bad... Tobacco and alcohol good... It's the American Way??? Personally, I think he nailed it with the first paragraph and went downhill from there. If humanit…

Alternatives exist but they aren't free... https://www.aga.org/decarbonizing-through-carbon-capture/ https://www.energyindepth.org/study-finds-carbon-capture-and... https://www.sci…

And yet the most unproductive work at FAANNG arises from huge bureaucratic turfy fiefdoms whose leadership games the productivity metrics to look busy. Broadly, workfare for ass ki…

Given local grassroots opposition, the data centers are starting to move into less regulated countries where I would gather building them raises the local standard of living, but p…

Sooooo... Circular financing???

Sandbox 2.0 But also, solar power is already economical.

Gemini defaults to performing search from within its own weights until you curse it and damn it sufficiently to do basic RAG. Utter trash on this limitation/behavior alone but ther…

Great video, thank you. But why do you think everyone in AI is hyping it beyond its capabilities? That's a specific San Francisco-driven AGI cult and a handful of annoying billiona…

Great article as well, but I'd even be happy with an initial 5% rate out of the gate given ~90% of startups fail. AI build out is a risk. Is anyone serious saying it isn't? It migh…

"a pristine track record isn't required to raise money." Didn't hold back Sam Altman. And he's not the only one...

Look, if you like his vibes, that's totally cool but it's also a bit GPT-4o. He's predicting a vague crash that will happen someday and he's been predicting it for a while now (202…

So the thing is just like America isn't entirely Donald Trump, AI is not entirely Sam Altman, Elon Musk, Jensen Huang, Mark Zuckerberg, Dario Amodei, and Leopold Aschenbrenner, but…

So some value, but how much value? You clearly don't like the idea there are some businesses in the AI mix that will continue making money and/or diversify their divisions to cover…

So in a couple years now, AI will be as gone as cabbage patch kids and pet rocks? IMO that's anti-AI Psychosis, the evil twin of believing GPT-4o was sentient. And a really bad cas…

This guy has zero zip nada null AI background. He is a videogame reviewer and PR guy. He is a pure influencer feeding on the AI backlash he helped to create. He has been predicting…

The karmic Schadenfreude of those outcomes would be delicious. And while Sam Altman has long been out as a lucky fool, until recently, I thought more of Dario Amodei. Not anymore.

Yes, PEs of 400 turned out to be unsustainable. Quelle Surprise?

This guy makes a decent argument that the funny money party doesn't really get started until Q3 2027. To which I would respond probably, but also probably not if another coding age…

TSLA's 400 PE ratio (along with Elon Musk's trillionaire status) was never sustainable. Where I disagree is with companies running market average PE ratios supposedly being doomed …

GenAI tools getting folded into workflows is IMO the endgame here. Using an LLM to review a story in progress and search for plot holes, contradictions and everything else he descr…