31–40 of 54 posts
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This data conflicts with my image of Japan and China, and I wonder where the discrepancy lies.
The propagandised idea that living in China means living under an oppressive communist regime, runs counter to the countries wild success at pretty much everything it does.
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The propagandised idea that living in China means living under an oppressive communist regime, runs counter to the countries wild success at pretty much everything it does.
I don't think success directly translates into high trust. I think of China as a hypercompetitive place, which to me should mean lower trust.
Doesn’t competition imply rule and order?
The other direction is merely organised crime, which tends to have very few big players.
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The propagandised idea that living in China means living under an oppressive communist regime, runs counter to the countries wild success at pretty much everything it does.
Hey, remember Naomi Wu? She used to post a lot here. I wonder whatever happened to her?
I don't fully agree with Zitron on all his points but it's very hard to disprove the larger points will somehow resolve themselves. One point that I think will determine the future, moreso with data centers, is politics. Laws are not unchangeable and making decisions that determine the next 5-10 years of action based on the current law is a recipe for disaster. "Buying" a politician still has to account for the fact…
> making decisions that determine the next 5-10 years of action based on the current law is a recipe for disaster. How else can one make business decisions? Or any long term decision, financial or otherwise. If you are correct, which I fear you may be, then we, in the West generally, are now living in a low trust society . Which is not a good thing at all , and should be of utmost concern.
The most likely behavior of a political office is just one of the things you know you can not safely assume, that's all.
So right towards the end Zitron says it isn't clear what Google, MS and Amazons plan is. But he just finished explaining that Anthropic and Open AI are paying for them to build data centers, and implied that on face value, this was to rent the data centers back to Anthropic and Open AI. Seems to me they are just bleeding them dry so that when the money runs out for Anthropic and Open AI, they will be left with data c…
If you read more of Zitron's work, he says that there's little demand for the AI compute power outside of OpenAI and Anthropic. If they are bled dry, then the hyperscalers will not have enough customers for the data centers which they have blown so much capex spend on and will have to soon go into debt to ensure they can be built. The GPUs and the high bandwidth memory they use have little use other than to run and t…
>The GPUs and the high bandwidth memory they use have little use other than to run and train these LLMs.
It's compute, and can be used to compute anything.
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> little demand for the AI compute power outside of OpenAI and Anthropic. I think every other business is going to slowly wake up to how powerful machine learning can be, and or, how important it will be to run your own models you can trust. I don't doubt that there is a bubble, but once the hardware is built, there will be plenty of customers. I guess if you overpay for hardware, you can be undercut by data centers…
I don't think so. AI is a general purpose tech and you have many companies still doing discoveries on how to apply the technology in a useful way. It's an expensive solution in search of a problem. Not to mention no one wants to pay the actual cost of what it takes to deliver the technology. The whole business model is unsustainable.
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If you read more of Zitron's work, he says that there's little demand for the AI compute power outside of OpenAI and Anthropic. If they are bled dry, then the hyperscalers will not have enough customers for the data centers which they have blown so much capex spend on and will have to soon go into debt to ensure they can be built. The GPUs and the high bandwidth memory they use have little use other than to run and t…
So his big insight is that if you take away the two largest customers the demand is much lower? Wow, such informative. > The GPUs and the high bandwidth memory they use have little use other than to run and train these LLMs. It's compute, and can be used to compute anything.
I don't think Zitron has been right about anything in the last 5 years. But he talks a good talk.
I cannot understand why people listen to him? I feel like I must be living in an alternate universe to a substantial amount of people? It's bananas...
I don't think Zitron has been right about anything in the last 5 years. But he talks a good talk.
I cannot understand why people listen to him? I feel like I must be living in an alternate universe to a substantial amount of people? It's bananas...
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and he wrong on all of those accounts. but he’s got the best gig, he has been writing literally one same article for years, gets LLM to shuffle the words and publishes it under a different title :)
Now, now, let's be fair. I don't think LLMs are used for writing or editing the articles in any way. (Each reader can decide themselves whether what you wrote is unfair to Zitron or to LLMs.)
reminds me of a “riddle” my Dad told me when I was a kid which asks “why does the native american rain dance always works, 100% of the time always produces rain?” to which I replied that not only do I not know but also that it cannot possibly be true. he smiled and said “it always produces rain because they do not stop dancing until the rain starts.” #dadwisdom