Meanwhile Deepseek just 6x-ed their inference efficiency at zero quality loss.
When you say "just", which innovation are you referring to? Did they literally just announce something or are you referring to something like v4 flash?
Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
11–20 of 78 posts
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#12I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance, you kind of know what he's going to say and the fact the mixes genuine criticism with bad faith arguments doesn't help.
Yeah, I used to be a fan of his critiques, but it's basically the opposite of reading Tyler Cowen's blog now.
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#13Ed Zitron, He gets things others are missing. He also misses things others are getting. I think it’s nice to have a voice criticizing the fundraising aspect of these companies. I do think we’ll see at least one of them blow up. The technology is obviously useful though. Hundreds of thousands of developers have already changed the way they were working for decades. Some of the criticisms that the technology doesn’t wo…
Would you be able to quantify how useful it is? Trillions are at stake here, so you’ll need to get specific.
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#14Just keep in mind that Zitron is in the business of content creation. It doesn't mean he's wrong[1] but his job isn't making successful predictions.
[1] Actually I think it's right on the overinvestments and ROI claims
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#15I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance, you kind of know what he's going to say and the fact the mixes genuine criticism with bad faith arguments doesn't help.
[flagged]
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#16I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance, you kind of know what he's going to say and the fact the mixes genuine criticism with bad faith arguments doesn't help.
> I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance... But that's why some people give him the time of day. A lot of people prefer to see things in black and white because it's easier on the brain. Basically, Ed is doing the easy part (pointing out the malinvestment) and not addressing the harder part, which is to predict what comes next in reali…
> It's a bit like the first .com boom. There was a huge amount of malinvestment and the bubble popping was painful
That's the point though, isn't it? How detached from reality must you be to think this is ok?
"Painful" is carrying a lot of weight in that sentence. Painful means people lost their jobs, families broke up, depression, probably suicide, other forms of violence...
There must be a better way to go about these things.
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#17It actually does work for a whole range of things.
Is it a panacea? Of course not, but it is potentially a sustainable business.
Except - open models are barely months away from the same performance and there is no moat, so we will see commodity pricing, and the billions being heaped on the fire currently will probably not see a return, unless someone comes up with a genius trading bot perhaps.
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#18Meanwhile Deepseek just 6x-ed their inference efficiency at zero quality loss.
When you say "just", which innovation are you referring to? Did they literally just announce something or are you referring to something like v4 flash?
I imagine GP is talking about this - https://news.ycombinator.com/item?id=48696585
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#19I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance, you kind of know what he's going to say and the fact the mixes genuine criticism with bad faith arguments doesn't help.
> I don't understand the people who have the patience to listen to Zitron. It's all one-tone takes with no place for nuance... But that's why some people give him the time of day. A lot of people prefer to see things in black and white because it's easier on the brain. Basically, Ed is doing the easy part (pointing out the malinvestment) and not addressing the harder part, which is to predict what comes next in reali…
You should read his What If We're In a Bubble 3 part series.
Re: Ed Zitron on CNBC: GenAI Doesn't Work, and Big Tech Is Out of Hypergrowth Ideas
#20Ed Zitron, He gets things others are missing. He also misses things others are getting. I think it’s nice to have a voice criticizing the fundraising aspect of these companies. I do think we’ll see at least one of them blow up. The technology is obviously useful though. Hundreds of thousands of developers have already changed the way they were working for decades. Some of the criticisms that the technology doesn’t wo…
Would you be able to quantify how useful it is? Trillions are at stake here, so you’ll need to get specific.
Some numbers for the people in the back.