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

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

#431

Earlier quoted context omitted.

I believe you're both saying the same thing. LLMs write "re-usable code" at the meta level. The code itself is not clean and reusable across implementations, but you don't even need that clean packaged library. You just have an LLM regenerate the same code for every project you need it in. The LLM itself, combined with your prompts, is effectively the reusable code. Now, this generates a lot of slop, so we also need…

Agreed. But this terrifies me. The goal of reusable code (to my mind) is that with everybody building from the same foundations we can enable more functional and secure software. Library users contributing back (even just bug reports) is the whole point! With LLMs creating everything from scratch, I think we're setting ourselves on a path towards less secure and less maintainable software.

I (20+ years experience programmer) find it leads to a much higher quality output as I can now afford to do all the mundane, time-consuming housekeeping (refactors, more tests, making things testable).

E.g. let's say I'm working on a production thing and features/bugfixes accumulate and some file in the codebase starts to resemble spaghetti. The LLM can help me unfuck that way faster and get to a state of very clean code, across many files at once.

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

#432

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…

> but I'm slowly starting to suspect that most of it is just covert shilling by vested persons.

It's almost as if the horde of former kleptocurrency bros have found a promising new seam of fool's gold to mine

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

#433

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.

That’s fine, the winter after this will be a productive one, because even a simulacrum of intelligence that GPT is, is useful to some extent.

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

#434
post #186

Earlier quoted context omitted.

Threatening to build fabs is not addressed at you but designed to trigger idiot politicians with influence to unlock CHIPS money. The politicians do not know or care if building fabs is possible.

US is already throwing CHIPS dollars at Intel whose latest chips are made by...TSMC https://www.pcworld.com/article/2355435/intels-lunar-lake-is...

1) the CHIPS money Intel received is going to the Foundry, not the products group;

2) that's not Intel's latest chips, these are: https://www.intel.com/content/www/us/en/products/details/pro... https://www.intel.com/content/www/us/en/products/details/pro...

One fully made by Intel Foundry, the other with at least some considerable TSMC parts (which isn't unexpected for the market segment it's in and the fact it was allegedly designed by Habana before it was bought out).

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

#435
post #411

Earlier quoted context omitted.

It’s not snark, our industry is run on fear. If there is the tiniest flicker of potential, we will spend piles of money out of fear of being left behind. As you age, it becomes harder to deny.. 10 years ago, I was starting to believe that my kids would never learn to drive or possibly buy a car, here we are ten years later and not that much has changed, I know you can take a robotaxi in some cities but nearly all int…

That doesn't mean this is a bad investment for VCs. GPT is being directly integrated in iOS and is a top app on both markets. We've also barely scrapped the surface for potential niche applications that go beyond just a generalist chatbox interface. API use will likely continue to explode as the mountain of startups building off it come online. Voice stuff will probably kill off Alexa/Google Home. I don't think the b…

VCs mostly make money by selling a narrative about investing in the next big thing and then collecting management fees, not by beating the market. If the public sours on AI we need a new hype to replace it and keep tech money flowing at the same rate. A lot of funding seems to follow fads and be disproportionate to value generated (I remember when there were a bazillion people building social networks because that was hot).

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

#436
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…

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?

For ChatGPT in its current state, probably $1K/month.

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

#437
post #356

Earlier quoted context omitted.

> Waymo alone services tens of thousands of autonomous rides per month (edit: see sibling comment, I was out of date, it's currently hundreds of thousands of rides per month -- but see, increasingly) But they aren't particularly autonomous, there's a fleet of humans watching the Waymos carefully and frequently intervening for the case where every 10-20 miles or so the system makes a stupid decision that needs human i…

The link you gave does not support your claims about Waymo, it's just speculation. What "critical" intervention rate are you talking about? What network magically supports the required low latencies to remotely respond to an imminent accident? How does your theory square with events like https://www.sfchronicle.com/sf/article/s-f-waymo-robotaxis-f... that required a service team to physically go and deal with the stu…

> What "critical" intervention rate are you talking about? What network magically supports the required low latencies to remotely respond to an imminent accident?

I was being vague - Waymo tests the autonomous algorithms with human drivers before they are deployed in remote-only mode. Those human drivers rarely but occasionally have to yank control from the vehicle. This is a critical intervention, and it seems like the rates are so low that riders almost never encounter a problem (though it does happen). Waymo releases this data, but doesn't release data on "non-critical interventions" where remote operators help with basic problem solving during normal operations. This is the distinction I was making and didn't phrase it very clearly. I think those people are intervening at least every 10-20 miles. And since those interventions always involve common-sense reasoning about some simple edge case, my claim is that the cars need that common-sense reasoning in order to get rid of the humans in the loop. I am not convinced that there's even enough drivers in the world to generate the data current AI needs to solve those edge cases - things like "the fire department ordered brand new trucks and the system can't recognize them because the data literally doesn't exist."

> First, models work outside their training sets.

This is incredibly ignorant, pure "number go up" magical thinking. Models work for simple interpolations outside their training data, but a mechanical failure is not an interpolation, it's a radically different change which current systems must be specifically trained on. AI does not have the ability to causally extrapolate based on physical reasoning like humans. I had never experienced a tire blowout but I knew immediately what went wrong, relying on tactile sensations to determine something was wrong in the rear right + basic conceptual knowledge of what a car is to determine the tire must have exploded. Even deep learning's strongest (reality-based) advocates acknowledge this sort of thinking is far beyond current ANNs. Transformers would need to be trained on the scenario data. There are mitigations that might work: simply coming to a slow stop when a separate tire diagnostic redlines, etc. But these might prove bitter and unreliable.

> Second, these companies test such scenarios all the time.

No they don't! The only company I am aware of which has tested tire blowouts is Kodiak Robotics, and that seemed to be a slick product demo rather than a scientific demonstration. I am not aware of any public Waymo results.

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

#438

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,…

AI algorithms alone definitely don't represent "energy" in a meaningful way, but high-quality data is a commodity.

Part of the AI scam peeling back the facade on every AI product and realizing "oh this is actually pretty useless unless we already have high-quality automated data systems internally at $ORG", and the advancements in AI only make that nominally more accessible. No, synthetic data is not the solution, and Copilot won't build you a robust data platform.

Digitalization and digital literacy are long-term trends that AI is at the whim of, but pretends otherwise.

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

#439

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…

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