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TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

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11–20 of 581 posts

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#11
post #6

Earlier quoted context omitted.

they will be. Looking at the rate of progress (just tried o1mini), its inevitable.

Even if we accept that premise, why should OpenAI be the ones to manage a $7T investment in hardware and datacenter development over, y'know, hardware and datacenter companies like Nvidia and Amazon? OpenAI has zero experience in those fields.

[dead]

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#12

7 trillion is absurd. The recent advancements in AI are real, but not on the order of 7T.

they will be. Looking at the rate of progress (just tried o1mini), its inevitable.

If it was, companies like Microsoft and Apple would have acquired them a long time ago. The fact they decided to have a partnership means they have reason to believe the hype isn't real beyond what we already know today and they don't want to have to explain it to shareholders in the near future.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#14

The current AI hype wave has really hit a nerd soft spot - that we're steps away from AGI. Surely if a computer can make plausible-looking but incorrect sentences we're days away from those sentences being factually accurate! The winter after this is gonna be harsh.

I think this is one of those "controversial" topics where we're meant to be particularly careful to make substantial comments.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#15
So many weird things going on with this.

a) Given how geopolitical semiconductors and AI are right now. Why he is running around the world running his mouth seemingly without the cooperation of the US government.

b) What does Microsoft have to say about OpenAI building a parallel cloud.

c) OpenAI has zero competence in designing and building their own end to end stack but yet they are going to jump straight to $7T worth of infrastructure. Even Apple acquired PA Semiconductor and a number of smaller startups to build out their team.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#16

The current AI hype wave has really hit a nerd soft spot - that we're steps away from AGI. Surely if a computer can make plausible-looking but incorrect sentences we're days away from those sentences being factually accurate! The winter after this is gonna be harsh.

Using Claude 3.5 Sonnet in Cursor Composer already shows huge benefits for coding. I'm more productive than ever before. The models are still getting better and better. I'm not saying AGI is right around the corner or that we will reach it, but the benefits are undeniable. o1 added test-time compute. No need to be snarky.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#18
a little bit of column a, a little bit of column b

factors are that international markets rely less on local cults of personality and just the financial, it’s also fair to say that TSMC is risk averse, most amusingly is that these personality cults work out fine if you throw enough money at them so I can’t fault this podcast bro for trying

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#20
post #16

The current AI hype wave has really hit a nerd soft spot - that we're steps away from AGI. Surely if a computer can make plausible-looking but incorrect sentences we're days away from those sentences being factually accurate! The winter after this is gonna be harsh.

Using Claude 3.5 Sonnet in Cursor Composer already shows huge benefits for coding. I'm more productive than ever before. The models are still getting better and better. I'm not saying AGI is right around the corner or that we will reach it, but the benefits are undeniable. o1 added test-time compute. No need to be snarky.

There's no accounting for taste, but keep in mind that all of these services are currently losing money, so how much would you actually be willing to pay for the service you're currently getting in order to let it break even? There was a report that Microsoft is losing $20 for every $10 spent on Copilot subscriptions, with heavy users costing them as much as $80 per month. Assuming you're one of those heavy users, would you pay >$80 a month for it?

Then there's chain-of-thought being positioned as the next big step forwards, which works by throwing more inferencing at the problem, so that cost can't be amortized over time like training can...

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