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

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31–40 of 581 posts

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

#31
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…

$80 a month is a no brainer given the productivity multiplier.

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

#32
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…

If it makes software developers 10% more productive there sure would be many companies who'd pay $80 a month per seat.

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

#33
He may have the last laugh. His traveling around the world and threatening to build fabs in the UAE and Taiwan is a diplomatic scheme to get the U.S. hawks into action.

And lo and behold, ClopenAI has already hired CHIPS act people:

"To bolster its efforts, OpenAI has hired Chris Lehane, a Clinton White House lawyer, as its vice president of global policy, along with two people from the Commerce Department who worked on the CHIPS Act, a bipartisan law designed to increase domestic chip manufacturing. One of them will manage future infrastructure projects and policy."

We'll build plants overseas if you don't give us CHIPS Act money is a great scheme.

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

#34
post #20

Earlier quoted context omitted.

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 lon…

So what is his plan to fix all the bugs that claude hallucinated in the code ?

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

#35
post #20

Earlier quoted context omitted.

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 lon…

Yes, the value of a single engineer can easily double. Even a junior - and it's much easier for them to ask Claude for help than the senior engineer on the team (low barrier for unblock).

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

#36
post #29
post #20

Earlier quoted context omitted.

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.

You can pay $0 for those models because a company paid $lots to train them and then released them for free. Those models aren't going away now of course, but lets not pretend that being able to download the product of millions of dollars worth of training completely free of charge is sustainable for future developments. Especially when most of the companies releasing these open models are wildly unprofitable and will inevitably bankrupt themselves when investments dry up unless they change their trajectory.

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

#37
The analogy to electricity doesn’t make sense to me. OpenAI’s and their competitors’ products are already widely available, companies have added to AI to a bunch of apps, and the cost per token has already come down significantly. (Edit: not to mention openly licensed models.)

I also don’t see think it’s historically accurate. My understanding was that widespread electrification were motivated by lighting, the radio, and other applications. Getting electricity to more people probably helped spur further development, sure, but there were already “killer apps.”

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

#38
post #32
post #20

Earlier quoted context omitted.

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…

If it makes software developers 10% more productive there sure would be many companies who'd pay $80 a month per seat.

It actually makes them less productive and creates havoc in codebases with hidden bugs and verbose code that ppl are copy pasting.

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

#40
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.

One of these parties cares more about where the money comes from than the other.
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