81–90 of 370 posts
That article is a bit incoherent. I think it is pretty clear at this point that Apple has gone all-in on being the ideal edge silicon for AI. This leverages their core competencies, requires only modest investment, and will likely pay out no matter how the AI market eventually shakes out. They are in one of the only parts of the obvious future AI market where there isn't really a fight for greenfield turf with other…
That fabled line one must cross to achieve profit is ridiculously out of alignment with the current valuations on AI. Its why SPCX is falling like a meteor, currently at $111 per share. The people who are going to end up making the most money on this are creditors and future businesses. When the AI bubble does pop there will be a massive glut of data centers and hardware available. Both Apple and Microsoft are realig…
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There are good sources of well-argued AI skepticism, and then there's Ed Zitron.
Well he's not a developer or science guy or smart at all so in his view, AI doesn't work because sometimes it makes mistakes.
I don't know if Ed Zitron is right about allhis analysis, but it's nice to have an alternative, well-argued narrative to the gushing torrent of AI company propaganda.
The entire internet is full of anti-AI discussion and a straight up disbelief in any chance of success. Implying there is a "gushing torrent" of pro AI narrative is bizarrely out of touch. We both know this isn't true.
folks in the US have been pretty aware that bubbles based on political opinions -- we're all surrounded by news from "our side" yet we know the other side exists in some other bubble. but for AI, we're all either surrounded by pro- or anti- opinions and its a little shocking to learn that theres a parallel internet with the opposite stance. especially shocking when you find somebody that lives in teh same political bubble but opposite AI bubble.
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Read a little more of what he's written before you praise him, so you don't end up looking as dumb as I did. Ed may be right about some of his claims, but he is 100% a crank, and he makes so many incoherent claims I'd say that if he's right, it's in the nature of a broken clock.
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Comment read sensibly until this bit.
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>> LLM technology doesn't work very well for software development This comment is so obviously false (in my experience) I'm wondering what sort of niche environment you're working in
remember, how useful LLMs are is inversely proportional to your skills. i have yet to have an LLM beat me. i am forced to try regularly so i don't look like an AI anti at a company that is very much SV pilled
That article is a bit incoherent. I think it is pretty clear at this point that Apple has gone all-in on being the ideal edge silicon for AI. This leverages their core competencies, requires only modest investment, and will likely pay out no matter how the AI market eventually shakes out. They are in one of the only parts of the obvious future AI market where there isn't really a fight for greenfield turf with other…
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There are good sources of well-argued AI skepticism, and then there's Ed Zitron.
At this point I have yet to hear a solid argument against his arguments that use half as much evidence as he does. That isn’t to say that he’s right, that’s just to say that while he gets creative in his phrasing numbers don’t lie and I haven’t seen anyone else present competing numbers that make sense. If anyone has them to the degree with which he provides them then please, by all means, I’m interested.
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>> LLM technology doesn't work very well for software development This comment is so obviously false (in my experience) I'm wondering what sort of niche environment you're working in
Just my personal experience. I'm not really interested in giving up more personal details in this forum, apologies for that.
This is less agreeable. You kind of just made statements without even having claims (even without requirement of evidence or details) to back them up.
This is like the illusion of contribution.
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Welcome to Ed Zitron. There is a reason this man doesn't heavily short the same companies he criticizes. Be wary of anyone that won't put their money where their mouth is.
> There is a reason this man doesn't heavily short the same companies he criticizes yes, because in order to take a short position you have to predict exactly when the bubble is going to pop, which is different from predicting that at some point it will
Not true.