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AI Companies Are Trying to Hide a Staggering Amount of Debt

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Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#21
post #2

It won't pay off if LLMs efficiency gets good enough to make those data centers obsolete. It's a huge gamble.

Jevon's Paradox ("As efficiency of resource use increases, usage of the resource increases") says otherwise. One things become more efficient, we can use them in lots of ways that would not have been viable before, driving up usage.

Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#22
post #8
post #6

Earlier quoted context omitted.

The (any!) comparrison to photovoltaics is not acurate.Photovoltaics (PV) are primary energy producing infrastructure that produces its own fuel and is now verticly integrated into it's own supply chain, nothing other than life itself posseses this atribute. AI, is exceptionaly likely to work in exactly the opposite fashion and take its host out as it goes down.

When PVs got cheaper, more of them were sold.

PV had to prove that it was truely indispensable and also prove to have realistic prospects for improvement and volume production before investments were made, and then prices came down. AI has proven that it burns more money faster than anything else, ever. I will admit that I am an early adopter of solar, but an AI refusenic, but still there is no reasonable comparison of AI and anything outside of religion.

Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#25
And? Its not my debt.

If they continue investing in compute, memory, memory bandwidth, network infrastructure, etc. it makes a relevant contribution of progress in all of these fields which I will leverage.

A small form factor PC with 100gb fast memory and being able to run something like sonnet or opus level LLM would be massive.

I have so many things i want to do and still sitting it out due to cost.

Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#27
post #18

Is it time to short AI companies?

Market can remain irrational longer than you can remain solvent... Simply choosing not to get involved might be most reasonable action.

In mice! It's already factored in to the price.

Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#28
post #2

It won't pay off if LLMs efficiency gets good enough to make those data centers obsolete. It's a huge gamble.

We haven't even started with a lot of things were we need a lot more compute:

Your real personal agent which knows you and helps you like "good morning elmer2, your calendar invite for dinner is today, you will need to leave at 18:18 if you want to use your normal public transport route per train. I put an alarm in your phone for you"

Agents to agents

Agentic teams.

Finetuned models for everything like Java/spanish coding model.

Very long term research like multiply hours or days or weeks and plenty of these in parallel.

Re: AI Companies Are Trying to Hide a Staggering Amount of Debt

#29

And? Its not my debt. If they continue investing in compute, memory, memory bandwidth, network infrastructure, etc. it makes a relevant contribution of progress in all of these fields which I will leverage. A small form factor PC with 100gb fast memory and being able to run something like sonnet or opus level LLM would be massive. I have so many things i want to do and still sitting it out due to cost.

The thing is they actually pushed the price tags of memory and disks high so we wouldn’t be able to afford it. Unless ofc you rent from them.
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