341–350 of 580 posts
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Why does one lease something? To provide value equal or better to the cost, no?
If I lease an apartment for two years, that's not an investment.
Same idea expressed by a commenter here 2 days ago: https://news.ycombinator.com/item?id=48426082
I'll add that I said xAI seems to be dropping out of the AGI race: https://news.ycombinator.com/item?id=48214042 Makes sense. Very difficult to catch OpenAI and Anthropic now since their flywheel of generate revenue, use revenue to buy more compute, train a smarter model with more compute, made it hard to compete. Being able to supply compute makes more sense for SpaceXAI if you can't compete in SOTA LLMs anymore.
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Compute is about to come an appreciating asset in the near-term, and it some ways it already is. The frontier labs are shifting from pricing grounded in the price of compute, to pricing grounded in the intelligence provided, or more specifically the economic value of that intelligence downstream. The margins on that allow them to pay a hefty premium on compute and still come out ahead. As they buy more compute at hig…
There is zero evidence of this shift in pricing occurring. It’s still a dream which seems unlikely
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Yes, yes. Does everyone still find it interesting to go over this point every time about how it's not literally a person with human reasoning?
Uh, only when people don't seem to understand it, or try to personify it. Which is quite often.
Elon is brilliant when it comes to hardware. But unfortunately with xAI, he went on a firing spree, PayPal Mafia style, just like with Twitter when he bought it, shortly before doing another hiring drive, and failing to hire software engineers at scale. The datacenter deals came after. But now, the man who promised the world an AI system that defends free speech and is “pro-human”, is instead selling to his competito…
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I have the pro account for ChatGPT, Claude, Gemini, and Grok. They all have various strengths and weaknesses. My favorite is still ChatGPT, then Gemini/Claude, then Grok. Grok often feels 1-2 generations behind the competition in general use, but it has three things that I love: 1. It seems to be the best at understanding current events. Maybe due to X integration, or some other tool call optimization in the backend?…
Opus 4.8 has made huge jumps in being less sycophantic. I see it pushing back on ideas a lot, and that's very helpful when you're evaluating options.
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>There are no dark GPUs This might not be true. Someone was comparing Nvidia's production rate with known data center capacity, and they do not match. Their conclusion was that people (possibly even Nvidia) were hoarding GPUs- in the very short term this might be a good strategy, but GPUs go EOL fast. There are other stories about paused datacenter builds that match with this. TSMC is definitely fully allocated, base…
All that means is that there's a bottleneck at the data center layer. When he says "dark GPUs" he's saying that there are no dark DEPLOYED GPUs. This is a reference to the 1990's dot com bubble where internet infrastructure companies overbuilt network capacity, leading to the term "dark fiber". That was an indicator of a bubble because it showed that capacity was larger than demand. OP is saying that this is specific…
Huh, anybody want to buy a GTX 680? Or even a formerly-SLI'd pair?