51–60 of 218 posts
Does OpenAI and/or Anthropic survive the wildfire? Do one or both of them become the next Google? Or do they become Netscape and Google, Microsoft, et al win in the end?
I don't see how nvidia come out of this stronger their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs jensen has to be the luckiest man in the world, first crypto, now "AI"
Are we sure this will be the case? Perhaps the sweet spot for hardware that can train/run language models is the GPU already, especially with the years of head start Nvidia has?
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How much astroturfing is happening online? These companies certainly have the funds to do so on a wide scale The only thing I trust about these right now is my own experience
This is how it is done openly with clearly Grok-edited or written comments: https://xcancel.com/elonmusk/status/1997307084853870793#m One can only imagine the amount of covert promotion.
I don't have much proof, but given the incentives and the possibility of doing it I'd be surprised if it wasn't happening everywhere. How much would be enough to pay the top 50 influencers in a market to push something? To hire 100 people to be active full time on all social media sites? To a company with billions they wouldn't even notice the expense
Default to skepticism and double down on your critical thinking skills. More important than ever today
> AI inference demand is directed at improving actual earnings. Companies are deploying intelligence to reduce customer acquisition costs, lower operational expenses, and increase worker productivity. The return is measurable and often immediate, not hypothetical. Is the return measurable and immediate? Is it really?
Yes. Dentists offices that only need 1 receptionist instead of 2. A dramatic reduction in front line tier 1 customer support reps. Translation teams laid off. Documentation teams dramatically reduced. Data entry teams replaced by vision models.
I don't see how nvidia come out of this stronger their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs jensen has to be the luckiest man in the world, first crypto, now "AI"
I think this article is nearing the truth in the future of AI. I think the avoidance of claiming it is a bubble is a good sign, but saying it's an AI wildfire is still hyperbole. The idea that inference will drive compute demand is not what I experience because inference is a much easier problem than training. The training of an AI (LLM) is especially demanding and if and when we complete that, inference will be a pi…
Gold, tulips, real estate, rail, witch hunts, satanic panic..
We shouldn't be worried because "this time it is different".
"AI" is none of those things. It is "totally different this time". "AI" is going to do all the work for us, we are all going to get UBI then at some point as it grows the "ASI" is going to either figure out how to grant us immortality or cause mass human genocide.
It is all completely rational this time.
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> and in more cases tomorrow than today is worth tremendous business value That's a nice crystal ball you have there. From where I'm standing, model performance improvements have been slowing down for a while now, and without some sort of fundamental breakthrough, I don't see where the business value is going to come from
The prerequisite for me to be wrong is that the technology needs to stop getting better entirely *right now* AND we need to discover ZERO new uses for what exists today. That's a fairly tall order.
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Nvidia is the Cisco of .com ... cisco still exists, and it's doing pretty well.
Just took them a few 26 years to touch their peak dot com bubble stock price again.
BTW, stock price is not everything, Cisco survived, grew, and it's the backbone of internet today.
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To be fair, if you look at language learning reddit, there are about 10 ads a day for shovelware of AI powered apps that no one ever needed. They would be those pets.com
Maybe I just didn't notice. Fair. But are these ads from companies that are collecting large capitals, or from small shops that just use the APIs provided by the few big players?
I'm sure some of them have managed to shake some change out of the VCs but these wanna-be shovel sellers are just gonna let their domains expire and move on to the next scheme with little overall damage to the economy.