121–130 of 300 posts
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> They are either datacenter company or an AI company - but it cannot be both. why not?
Either you are in need of as much as compute as possible since you're building frontier AI models or you're not and you're just renting out the compute. And let's face it - Grok, if not failure, is just a toy.
>> “I’ve been thinking about writing an essay on the kind of mistakes that are made by college graduates booing or otherwise dissing AI,” he said. As if speaking to all of Gen Z, he added: “You guys have the opportunity to be generation AI—where you come into the workforce saying, ‘I know this a lot better than all of you" Quite patronising. Maybe they really do know it a lot better than you, Reid, but not in the way…
How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
Elon said we should spend most or all of our GDP building more silicon than we can actually make to launch it all into space where we had no meaningful solution to economically cooling it burning all of our money for a product that currently makes no money delivered in a fashion that can't possibly work. It's not clear that he understands AI or rockets. Remember prepared statements can be written by smarter people. A…
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Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.
Yeah, like how AWS has “commodified” Cursor is obviously an AI company and the main problem Cursor faced was not really having their own model and being forced to buy expensive inference from other providers. Cursor + their own data centres + the ability to train their own models is pretty big. Definitely an AI company.
Would your requirements also make Atlassian an Ai company? They have data centers and have trained their own model and have Rovo. I certainly do not because it's not their main line of business and their "ai" sucks hard. SpaceX seems to be closer to this category than Anthropic/OpenAI
>> “I’ve been thinking about writing an essay on the kind of mistakes that are made by college graduates booing or otherwise dissing AI,” he said. As if speaking to all of Gen Z, he added: “You guys have the opportunity to be generation AI—where you come into the workforce saying, ‘I know this a lot better than all of you" Quite patronising. Maybe they really do know it a lot better than you, Reid, but not in the way…
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How is Reid Hoffman relevant? Someone like Elon being asked for their opinion on tech - I kind of understand - was at least at the coal face of SpaceX and Tesla for a time, seemed to understand the tech and was not terrible when it came to direction. Zuck I'd get, Bezos, Dario, Sam - but I don't actually get why Reid is always in the conversation - he's never been in front of anything
>> “I’ve been thinking about writing an essay on the kind of mistakes that are made by college graduates booing or otherwise dissing AI,” he said. As if speaking to all of Gen Z, he added: “You guys have the opportunity to be generation AI—where you come into the workforce saying, ‘I know this a lot better than all of you" Quite patronising. Maybe they really do know it a lot better than you, Reid, but not in the way…
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As the article said, Reid Hoffman is on Microsoft’s board and is an investor both in OpenAI and Anthropic.
So, a guy with probably one of the largest incentives in the world to trash xAI is trashing xAI? The information content of this is rather minimal. Even if everything he says is literally true it's hard to tell through the massive, massive vested interest he has. And it doesn't help that... 'Hoffman, who is an investor in both Anthropic and OpenAI, pushed back firmly on the narrative that the two companies are in a z…