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Baidu CEO: AI 'bubble' will burst 99 percent of players

theregister.com

31–40 of 52 posts

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#31
> I think over the past 18 months, that problem has pretty much been solved – meaning when you talk to a chatbot, a frontier model-based chatbot, you can basically trust the answer

Yes, I'm sure if we ask a question about The Party to your (Baidu) model, we can trust the answer.

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#33

But YC just funded hundreds of AI companies. This would mean the world’s smartest investors are wrong. This is, frankly, impossible.

If you asked, I'm sure they'd admit it is a gamble. The world's best gambler is still gambling.

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#34
post #17

Earlier quoted context omitted.

There's a lot of people making AI companies outside LLM model development

There are, but then the question really becomes "what is the moat"? I.e. lots of these companies are essentially just providing wrappers around the best models coupled with some type of RAG approach. FWIW, I believe there is a defendable moat for the players that have really good UI and are really focused on end-user solutions. E.g. I pay for Cursor.sh because I believe it is an easy net win for my productivity. But…

Truly combine technology with the needs of industry customers and try new value gains. This is the moat.

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#35

Hallucinations exist because people are using LLMs as knowledge oracles which they are not. I doubt it'll ever be solved unless a new type of model is invented for this.

With current models it cannot be solved. Maybe it cannot be solved at all; humans lie/make up things (as in; they might not know they are telling a non truth) all the time and that's the best example of intelligence we have.

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#36
He thinks you can trust the answers of chatbots? That is disturbing. Sure I use them all the time, but only for coding ; code I can review and verify after ; many other things are either a lot harder or impossible and I know it really does make up stuff with Confidence, so I do not even try. This guy must know that is how it is as CEO of this massive company?

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#37

He thinks you can trust the answers of chatbots? That is disturbing. Sure I use them all the time, but only for coding ; code I can review and verify after ; many other things are either a lot harder or impossible and I know it really does make up stuff with Confidence, so I do not even try. This guy must know that is how it is as CEO of this massive company?

Ironically, you can't trust code of junior developers in exactly the same way.

Re: Baidu CEO: AI 'bubble' will burst 99 percent of players

#39

I'm wondering if we are now in the Low Background Steel transition, as far as Internet content goes. I already see material on the open Internet that has very obviously been generated by AI. As the next round of Common Crawl or whatever is slurped in for training, AI ends up eating its own output. Does the quality of the material degrade at that point? Maybe we'll end up searching for an Internet that existed before…

Training data is preprocessed, you know. I don't understand why everybody making this argument ignores that.

It's not as if the internet before LLMs did not have tons of trash content (which also includes things written by humans who sincerely think they're right, but that is factually incorrect). Of course the input data is preprocessed and curated/weighted. Of course newer training data will also be curated.

Think for a second about what you said: "I already see material on the open Internet that has very obviously been generated by AI." Why would any AI company worth its salt _not_ ignore such data?

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