Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

tomshardware.com

Post reply on HN
Print view View original

241–250 of 581 posts

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

#241

Post by bob1029 »

H8crilA wrote: post #223
bob1029 wrote: post #151

It is clear to me that Sam has never set foot inside of a semiconductor manufacturing facility. Or, if he did he definitely wasn't paying attention to what was going on around him. I don't know how you could witness these things and then make glib statements about building 36 of them. It will likely take well over a decade to recoup investment on any new chip fab at this point. Chasing ~4 customers on one narrow use…

It is reasonable from his point of view - you guys sink the capital, I will have more compute. And if it doesn't work out and orders stop coming in then well that's not my problem, is it?

> It is reasonable from his point of view

If he wants to actually accomplish his objectives, he needs to get inside the minds of the executives that run these companies. Empathize with their concerns and then develop a strategy for walking them towards a path to build even one additional factory.

Throwing out a cartoonish figure and then hoping to be taken seriously is not something I'd expect from the CEO of something so adjacent.

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

#242

Post by AndrewKemendo »

bdndndndbve wrote: post #10

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.

Re:AGI

LLMs don’t have any ability to choose to update their policies and goals and decide on their own data acquisition tasks. That’s one of the key needs for an AGI. LLM systems just don’t do that / they are still primarily offline inference systems with mostly hand crafted data pipelines offline rlhf shaping etc…

There’s only a few companies working on on-policy RL in physical robotics. That’s the path to AGI

OpenAI is just another ad company with a really powerful platform and first mover advantage.

They are over leveraged and don’t have anywhere to go or a unique dataset.

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

#243

Post by zurfer »

wg0 wrote: post #99

> OpenAI’s business model, as it exists today, doesn’t really inspire confidence, as it seems to exist on the promise of ‘jam tomorrow.’ Specifically, the firm has an income of approximately $3 billion per year, which is put in deep shade by its $7 billion annual expenditure. So a yearly loss of 4 billion dollars or losing $10 million daily. The IPOs basically (mostly) have been operating just the way Bitcoin has bee…

Amazon was not profitable for many years, yet they are one of the most valuable companies in the world. Why? Because they kept growing.

What OpenAI is doing is "sustainable" if they keep growing like that. From summer 2023 to summer 2024 they 6x their revenue to 3.4B USD. If they 4x next year and 3x the year after, they would make 40B in revenue.

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

#244

Post by bee_rider »

aniviacat wrote: post #77
binocarlos wrote: post #30

Earlier quoted context omitted.

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…

Current LLMs fail if what you're coding is not the most common of tasks. And a simple web app is about as basic as it gets. I've tried using LLMs for some libraries I'm working on, and they failed miserably. Trying to make an LLM implement a trait with a generic type in Rust is a game of luck with very poor chances. I'm sure LLMs can massively speed up tasks like front-end JavaScript development, simple Python script…

> 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).

> Current LLMs fail if what you're coding is not the most common of tasks. And a simple web app is about as basic as it gets.

These two complexity estimates don’t seem to line up.

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

#245

Post by flir »

sensanaty wrote: post #202
Roark66 wrote: post #139

Earlier quoted context omitted.

I can't understand how anyone can use these tools (copilot especially) to make entire projects from scratch and expand them later. They just lead you down the wrong path 90% of the time. Personally I much prefer Chatgpt. I give it specific small problems to resolve and some context. At most 100 lines of code. If it gets more the quality goes to shit. In fact copilot feels like chatgpt that was given too much context.

I hear it all the time on HN that people are producing entire apps with LLMs, but I just don't believe it. All of my experiences with LLMs have been that for anything that isn't a braindead-simple for loop is just unworkable garbage that takes more effort to fix than if you just wrote it from scratch to begin with. And then you're immediately met with "You're using it wrong!", "You're using the wrong model!", "You're…

Just for fun, give it a function you wrote, and ask it if it can make any improvements. I reckon I accept about a third of what it suggests.

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

#246

Post by wslh »

kranke155 wrote: post #152
wslh wrote: post #137

Earlier quoted context omitted.

The original article I was referring to is the NYT piece, which covers more of the complexities around chip manufacturing and energy needs. While the Tom's Hardware article draws from it, the summary focuses more on personality clashes, losing some of the nuanced details about supply chain challenges.

You realise I shared the original article right? And OP shared the summary?

What I'm saying is that the two articles are not the same. For example, the term "moonshot" as in "Moonshot dreams crash to earth at TSMC" is specific to one article and not the other. I think it sets a clearer tone, even if one is based on the other.

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

#247

Post by Prbeek »

alephnerd wrote: post #188
hlanders10 wrote: post #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…

> We'll build plants overseas if you don't give us CHIPS Act money is a great scheme The CHIPS act has provisions to help fund fabs in allies. This is why Biden and Modi announced a Feb dedicated to US and Indian defense systems [0] at the QUAD summit as well as as the designation of the UAE as a "Major Defence Partner" along with India [1] which includes tech transfer conditions. A significant portion of the CHIPS a…

These designations are nothing but schemes to lock in major weapon buyers into the US MIC ecosystem.

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

#248

Post by afavour »

napoleoncomplex wrote: post #168
wil421 wrote: post #90

Earlier quoted context omitted.

Just like robo-taxis are supposed to be driving us around or self driving cars. Not to mention the non-fiat currency everyone can easily use to buy goods nowadays.

Waymo was providing 10,000 weekly autonomous rides in August 2023, 50,000 in June 2024, and 100,000 in August 2024. Not everything has this trajectory, and it took 10 years more than expected. But it's coming. Not saying AI will be the same, but underestimating the impact of having certain outputs 100x cheaper, even if many times crappier seems like a losing bet, considering how the world has gone so far.

Waymo is a great example, actually. They serve Phoenix, SF and LA. Those locations aren’t chosen at random, they present a small subset of all the weather and road conditions that humans can handle easily.

So yes: handling 100,000 passengers is a milestone. The growth from 10,000 to 100,000 implies it’s going to keep growing exponentially. But eventually they’re going to encounter stuff like Midwest winters that can easily stop progress in its tracks.

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

#249

Post by svantana »

cml123 wrote: post #210
binocarlos wrote: post #30

Earlier quoted context omitted.

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, but does your colleague even fully understand what was generated? Does he have a good mental map of the organization of the project? I have a good mental map of the projects I work on because I wrote them myself. When new business problems emerge, I can picture how to solve them using the different components of those applications. If I hadn't actually written the application myself, that expertise would not exi…

Me too, but a more optimistic view is that this is just a nascent form of higher-level programming languages. Gray-beards may bemoan that us "young" developers (born after 1970) can't write machine code from memory, but it's hardly a practical issue anymore. Analogously, I imagine future software dev to consist mostly of writing specs in natural language.

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

#250

Post by layer8 »

nicce wrote: post #78
isodev wrote: 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.

Imagine how much food you get for every person in U.S. with 7 trillion. You probably get some roofs too.

You won’t get those 7 trillions back though, which is what they’d be hoping for.
Post reply on HN