21–30 of 52 posts
AI Hype. Same applies to NVidia(40x sales valuation! The pickaxe seller). Their technology can be easily replicated given enough time, just look at open source LLMs already beating GPT3. Google, Claude and others showing their strengths, already par to GPT-4 and even better in some scenarios. Training is expensive, but it isn't expensive up to what they are valued at. It's good because that capital likely made a few…
AI Hype. Same applies to NVidia(40x sales valuation! The pickaxe seller). Their technology can be easily replicated given enough time, just look at open source LLMs already beating GPT3. Google, Claude and others showing their strengths, already par to GPT-4 and even better in some scenarios. Training is expensive, but it isn't expensive up to what they are valued at. It's good because that capital likely made a few…
If NVIDIA could be easily replicated, Intel would have done it.
There are multiple initiatives to eat their lunch which is based on Cuda.Their advantage isn't even in hardware, but rather how they've invested years and years in having integrated software + hardware solution for AI.
Earlier quoted context omitted.
If NVIDIA could be easily replicated, Intel would have done it.
Given enough time they will and won't be able to get 70%+ margins for their hardware. There are multiple initiatives to eat their lunch which is based on Cuda.Their advantage isn't even in hardware, but rather how they've invested years and years in having integrated software + hardware solution for AI.
If leader is still innovating at a pace greater than any competition, then competition will never catch up.
$50M/employee. Looks like a record. Can also be a sign how AI increases productivity and value of an employee.
Nvidia has 26,000 employees and is worth 1.8 trillion which puts it at 69 million/employee.
Imagine what having more millionaires would do for the world and the economy ? Such a silly system we’ve created.
This is the colonization mentality of the west in over drive, only today capital/hype is used instead of armies. It will fail just faster than the colonies fell.
The Hype engineering mega machine doesnt understand effiency is a double edged sword. Getting over efficient in one dimension (hype/market capture) weakens the machine in other dimensions.
Earlier quoted context omitted.
Given enough time they will and won't be able to get 70%+ margins for their hardware. There are multiple initiatives to eat their lunch which is based on Cuda.Their advantage isn't even in hardware, but rather how they've invested years and years in having integrated software + hardware solution for AI.
“Given enough time” assumes competition will catch up while leader stays idle. If leader is still innovating at a pace greater than any competition, then competition will never catch up.
Maybe AI is here forever, maybe there are different approaches that will blindside them?
Earlier quoted context omitted.
If NVIDIA could be easily replicated, Intel would have done it.
Given enough time they will and won't be able to get 70%+ margins for their hardware. There are multiple initiatives to eat their lunch which is based on Cuda.Their advantage isn't even in hardware, but rather how they've invested years and years in having integrated software + hardware solution for AI.
AI Hype. Same applies to NVidia(40x sales valuation! The pickaxe seller). Their technology can be easily replicated given enough time, just look at open source LLMs already beating GPT3. Google, Claude and others showing their strengths, already par to GPT-4 and even better in some scenarios. Training is expensive, but it isn't expensive up to what they are valued at. It's good because that capital likely made a few…
The actual reason why Kaparthy (and you'll see some other early employees) begin to consider leaving as they have already vested their shares and have taken profits during the hype.