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Nvidia releases its own brand of world models

techcrunch.com

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Re: Nvidia releases its own brand of world models

#21

Post by jsheard »

bberenberg wrote: post #20
jsheard wrote: post #18

Earlier quoted context omitted.

Can it really be called efficient in the capitalist sense until they figure out how to actually turn this stuff into a viable business? Apparently OpenAI is even losing money on the new $200/month tier. https://finance.yahoo.com/news/sam-altman-says-losing-money-...

I believe they’re profitable on all unit economics other than the $200/month tier. The users who opt into this are the absolute “highest” users so you end up with an adverse selection issue with this plan.

That doesn't seem to gel with the fact that they lost $5 billion overall last year, mostly before the $200 tier was even available.

Re: Nvidia releases its own brand of world models

#22

Post by redeux »

resource_waste wrote: post #11

The AI race is one of the most impressive examples of Capitalism making the market efficient. Or at least I've witnessed in my life. We went from Google having complete control. To Open AI releasing GPT2 which really inspired a lot of people to try it. Then GPT3+ convinced the world to try it. After that, Gemini, LLaMa, every type of fine-tune... The noteworthy thing is that LLaMA was good enough that ChatGPT had com…

I'm not sure how a few multinational mega corporations "competing" with each other is an impressive example of capitalist market efficiency. After all, this is isn't GPTx vs Gemini vs Llama vs Claude - it's Microsoft vs Google vs Meta vs Amazon. None of which are fair actors in the global marketplace.

Re: Nvidia releases its own brand of world models

#23

Post by karolist »

_0ffh wrote: post #7

Why go to techcrunch and not directly to their only source of information on this? There are also some actual technical details there. https://www.nvidia.com/en-us/ai/cosmos/

Techcrunch didn't omit the lawsuit information which alleges Nvidia farmed YouTube to train this, I found this more useful than pure marketing spin on nvidia.com.

Re: Nvidia releases its own brand of world models

#24

Post by homebrewer »

resource_waste wrote: post #11

The AI race is one of the most impressive examples of Capitalism making the market efficient. Or at least I've witnessed in my life. We went from Google having complete control. To Open AI releasing GPT2 which really inspired a lot of people to try it. Then GPT3+ convinced the world to try it. After that, Gemini, LLaMa, every type of fine-tune... The noteworthy thing is that LLaMA was good enough that ChatGPT had com…

Good enough for what? I've been playing around with local models that often get mentioned here (llama3.3, mistral, etc.) and they routinely provide incorrect code that does not even compile or implements algorithms that have nothing to do with the task at hand, generate invalid JSON like '{ "foo": bar - 42 }', write nonsensical statements like "CR1616 has double the capacity of CR2032", etc. I'm yet to find a useful application for them that they can actually solve at least somewhat reliably.

Re: Nvidia releases its own brand of world models

#26

Post by giacomoforte »

actionfromafar wrote: post #3

What stops Nvidia from cutting out the middlemen? They have the chips.

Huh? Their position in the market is much better than that of OpenAI and Co. Selling hardware and services is sure business. Training models is by contrast a risky business, and even if you attain SOTA, you cannot relax because your competitors will be on your tail. From a purely pragmatic perspective they also do not have the manpower to compete seriously in that space.

Re: Nvidia releases its own brand of world models

#27

Post by Mistletoe »

resource_waste wrote: post #11

The AI race is one of the most impressive examples of Capitalism making the market efficient. Or at least I've witnessed in my life. We went from Google having complete control. To Open AI releasing GPT2 which really inspired a lot of people to try it. Then GPT3+ convinced the world to try it. After that, Gemini, LLaMa, every type of fine-tune... The noteworthy thing is that LLaMA was good enough that ChatGPT had com…

> The competition has been the best type of brutal.

I’d counter with “The competition has been the worst type of brutal.”

https://finance.yahoo.com/news/ai-destroyed-google-promise-c...

Tech’s quest for the best chatbot so they get all the grift dollars has torched climate change progress.

Re: Nvidia releases its own brand of world models

#28

Post by aithrowawaycomm »

I have given up on AI folks using a scientific definition of “world model,” yet I am still amazed at how viciously dishonest NVIDIA is being here:

  “Cosmos learns just like people learn,” the spokesperson said. “To help Cosmos learn, we gathered data from a variety of public and private sources and are confident our use of data is consistent with both the letter and spirit of the law. Facts about how the world works — which are what the Cosmos models learn — are not copyrightable or subject to the control of any individual author or company.”
Cosmos definitely does not learn facts about how the world works! This is just a ridiculous lie. It accumulates a bunch of data hopefully demonstrating how the world works, and hopefully some facts fall out of it. Given that this failed completely for Sora, which obviously knows nothing about physics, I am confident that Cosmos also knows nothing. It has no facts, just data. And unless they somehow integrated touch sensors it doesn’t even get physical data the same way toddlers do. So “learns just like people learn” is also a lie.

Some AI hype is people getting ahead of themselves and believing their own marketing. But here NVIDIA is just lying their asses off, presumably to stoke investor hype, but also because they’re trying to monetize a bunch of copyrighted data they stole. These are bad people.

Re: Nvidia releases its own brand of world models

#29

Post by jcmontx »

prosunpraiser wrote: post #14
thih9 wrote: post #2

> Nvidia wouldn’t say where this training data came from, but at least one report — and lawsuit — alleges that the company trained on copyrighted YouTube videos without permission. Under the EU's AI act[1] there is now a legal obligation to disclose the source of the training data. Is this correct then that either the models cannot be used in the EU, or we'll get to know where the training data came from? [1]: https:…

Unfortunately the solution is quite simple - don’t release in EU.

Or just lie

Re: Nvidia releases its own brand of world models

#30

Post by koe123 »

resource_waste wrote: post #11

The AI race is one of the most impressive examples of Capitalism making the market efficient. Or at least I've witnessed in my life. We went from Google having complete control. To Open AI releasing GPT2 which really inspired a lot of people to try it. Then GPT3+ convinced the world to try it. After that, Gemini, LLaMa, every type of fine-tune... The noteworthy thing is that LLaMA was good enough that ChatGPT had com…

I think you could argue that competition indeed makes the market efficient, but that we shouldn't conflate that with capitalism itself. Capitalism, in my opinion, can at times prevent competition due to the required capital investment to compete. E.g. even OpenAI with their golden bullet couldn't get there without the capital investments from big tech? Might be wrong here of course.
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