Also no one is talking about how exposed we are to Taiwan. Nvidia, AMD, Apple, any company building out GPUs (so Google, Microsoft, Meta etc), even Intel a bit, are all manufacturing everything with one company, and it's largely happening in Taiwan. If China invades Taiwan, why wouldn't TSMC, Nvidia and AMD stock prices go to zero?
We must run in different circles as it were, I hear this raised frequently on a number of podcasts I listen to.
How the AI Bubble Will Pop
71–80 of 531 posts
Re: How the AI Bubble Will Pop
#72The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
> adoption is low to nonexistent outside of programming Odd way to describe ChatGPT which has >1B users. AI overviews have rolled out to ~3B users, Gemini has ~200M users, etc. Adoption is far from low.
Does that really count as adoption, when it has been introduced as a default feature?
Re: How the AI Bubble Will Pop
#73> Some people think artificial intelligence will be the most important technology of the 21st century. I don’t, I think a workable fusion reactor will be the most important technology of the 21st century.
Re: How the AI Bubble Will Pop
#74The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
[even in programming it's inconclusive as to how much better/worse it makes programmers.] Try building something new in claude code (or codex etc) using a programming language you have not used before. Your opinion might change drastically. Current AI tools may not beat the best programmer, they definitely improves average programmer efficiency.
I just tried earlier today to get Copilot to make a simple refactor across ~30-40 files. Essentially changing one constructor parameter in all derived classes from a common base class and adding an import statement. In the end it managed ~80% of the job, but only after messing it up entirely first (waiting a few minutes), then asking again after 5 minutes of waiting if it really should do the thing and then missing a bunch of classes and randomly removing about 5 parenthesis from the files it edited.
Just one anecdote, but my experiences so far have been that the results vary dramatically and that AI is mostly useless in many of the situations I've tried to use it.
Re: How the AI Bubble Will Pop
#75The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
Re: How the AI Bubble Will Pop
#76The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
It's silly to say that the only objective that will vindicate AI investments is AGI. Current batch of deep learning models are fundamentally a technology for labor automation. This is immensely useful in itself, without the need to do AGI. The Sora2 capabilities are absolutely wild (see a great example here of what non-professional users are already able to create with it: https://www.youtube.com/watch?v=HXp8_w3XzgU…
Re: How the AI Bubble Will Pop
#77The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
It's silly to say that the only objective that will vindicate AI investments is AGI. Current batch of deep learning models are fundamentally a technology for labor automation. This is immensely useful in itself, without the need to do AGI. The Sora2 capabilities are absolutely wild (see a great example here of what non-professional users are already able to create with it: https://www.youtube.com/watch?v=HXp8_w3XzgU…
Smells like complete and total bullshit to me.
Edit: @eucyclos: I don't assume that Chat GPT and LLM tools have saved cancer researchers any time at all.
On the contrary, I assume that these tools have only made these critical researchers less productive, and made their internal communications more verbose and less effective.
Re: How the AI Bubble Will Pop
#78> Some people think artificial intelligence will be the most important technology of the 21st century. I don’t, I think a workable fusion reactor will be the most important technology of the 21st century.
We'll finally have electricity that's too cheap to meter.
Re: How the AI Bubble Will Pop
#79The most frustrating thing to me about this most recent rash of biz guy doubting the future of AI articles is the required mention that AI, specifically an LLM based approach to AGI, is important even if the numbers don't make sense today. Why is that the case? There's plenty of people in the field who have made convincing arguments that it's a dead end and fundamentally we'll need to do something else to achieve AGI…
> adoption is low to nonexistent outside of programming Odd way to describe ChatGPT which has >1B users. AI overviews have rolled out to ~3B users, Gemini has ~200M users, etc. Adoption is far from low.
I don't actually think that AI overviews have "negative value" - they have their utility. There are cases where I stop my search right after reading the "AI overview". But "organic" adoption of ChatGPT or Claude or even Gemini and "forced" adoption of AI overviews are two different beasts.
Re: How the AI Bubble Will Pop
#80These tech bubbles are leaving nothing, absolutely nothing but destruction of the commons.