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

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21–30 of 581 posts

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

#21

Earlier quoted context omitted.

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.

They haven't acquired because Open AI is not for sale.

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

#22
post #19

I'm absolutely flabbergasted how much money and political capital is spent on vaporware, while there are very concrete and very impactful challenges we could be addressing instead.

There’s a lot of money to be made if you can reliable distinguish the two in advance.

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

#23
It's ironic that Sam Altman's background is in YC, because this is the opposite of startup thinking. Instead of scrappy disruption he seems to want massive investment upfront with only vague ideas of what the technology could be used for.

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

#24

Earlier quoted context omitted.

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.

Doesn't Microsoft have a decent amount of ownership in some aspect of OpenAI's labyrinthine structure?

Take Anthropic for a more legible example: Amazon and Google both gladly bought large stakes in it.

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

#25
post #20
post #16

Earlier quoted context omitted.

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, wo…

It's called investment. You need to spend money to make money. Their costs will certainly come down.

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

#26
post #20
post #16

Earlier quoted context omitted.

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, wo…

1) The costs will go down over time, much of the cost is the margin of NVIDIA and training new models

2) Absolutely. Thats like one hour of an engineer salary for a whole month.

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

#27
post #20
post #16

Earlier quoted context omitted.

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, wo…

Is there any reason to believe costs won’t come down with scale and hardware iteration, just like they did for everything else?

Short term pricing inefficiency is not relevant to long term impact.

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

#28
post #22
post #19

I'm absolutely flabbergasted how much money and political capital is spent on vaporware, while there are very concrete and very impactful challenges we could be addressing instead.

There’s a lot of money to be made if you can reliable distinguish the two in advance.

I don't think there is appetite for this, in big tech especially. People are looking for glamorous next big things, everyone wants to be the first in some green field thing instead of digging into "the boring stuff we've been hearing about since forever". Imagine, even Apple completely enshittified their OSes just so they're on the bandwagon of AI with zero added value.

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

#29
post #20
post #16

Earlier quoted context omitted.

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, wo…

I can already pay $0 a month and use uncensored local models for both text and images.

Llama, Mixtral, Stable diffusion and Flux are a lot of fun and free to run locally, you should try them out.

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

#30
post #20
post #16

Earlier quoted context omitted.

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, wo…

I would pay hundreds of dollars per month for the combination of cursor and claude - I could not get my head around it when my beginner lever colleague said "I just coded this whole thing using cursor".

It was an entire web app, with search filters, tree based drag and drop GUIs, the backend api server, database migrations, auth and everything else.

Not once did he need to ask me a question. When I asked him "how long did this take" and expected him to say "a few weeks" (it would have taken me - a far more experienced engineer - 2 months minimum).

His answer was "a few days".

What I'm not saying is "AGI is close" but I've seen tangible evidence (only in the last 2 months), that my 20 year software engineering career is about to change and massively for the upside. Everyone is going to be so much more productive using these tools is how I see this.

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