Earlier quoted context omitted.
Do I need to explain the meaning of not?
Your AI generated summaries have been repeatedly flagged by HN users. They do not add value to the discussion.
If only they were
NVIDIA frenemy relation with OpenAI and Oracle
141–150 of 180 posts
Re: NVIDIA frenemy relation with OpenAI and Oracle
#142Earlier quoted context omitted.
A confident yet clueless swe? I don't believe you.
Don't get me wrong, I love SWEs, devs, DSs, etc. and I think they do tend to be much smarter than the average. But, in my experience, they also exhibit higher than average hubris.
I'm a swe/former professional swe - we have more hubris than about any group. It's hilariously bad.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#143Earlier quoted context omitted.
Why use a throwaway account if posting an honest critique?
1. I haven't commented on HN in a while and didn't want to dig up my password. Throwaway accounts are a tradition. 2. I don't want people to see my disparagement of the quality of prose in this article as indication of personal agreement or disagreement with any of the points in the article. I have no horse in this race. I just want to read high-quality material. I love HN, but I'm not sure how much longer HN will be…
The problems with #2 and #3 are they are equally, if not more, valuable points to those wishing to hide their identity for nefarious reasons instead. I.e. that nameless "just makes you think, doesn't it" kind of farming. Identity (as in an account history) provides not only a community here, but easily rules out a lot of malicious wordsmithing concerns. Not that I place any of that on you in this case, just the general use of throwaways as perhaps not as net-good for the site as advertised above.
Nothing wrong with #1 on its own of course, but if we're talking about what we'd like to see here then I'd lean more towards the value in discussions with individuals in the community than the value in the prose of the articles/comments.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#144Earlier quoted context omitted.
I would disagree, at least in the short term. Exhibit A: AMD's stock rose 36% at the announcement of their OpenAI circular deal. If 1+1 = 3 and there is potential profit to be gleaned from such a deal, then it isn't circular, and is just plain good business. But the fact that AMD's stock collapsed back to where it was shortly after suggests otherwise
This isn't to do with this being circular. It is moreso that AMD is thought to be falling behind in AI race, but OpenAI doing a deal with them is a strong indicator that they might have potential to come back.
That's a generous interpretation.
The deal allows OpenAI to purchase up to 6GW of AMD GPUs, while AMD grants OpenAI warrants for up to 10% equity tied to performance milestones, creating a closed-loop of compute, equity, and potential self-funding hardware purchases. Circular.
From the announcement per se, AMD's stock rose to a level that effectively canceled out whatever liabilities they were committing to as part of the deal, so it was all gravy, despite it being a press release
Re: NVIDIA frenemy relation with OpenAI and Oracle
#145Earlier quoted context omitted.
This isn't to do with this being circular. It is moreso that AMD is thought to be falling behind in AI race, but OpenAI doing a deal with them is a strong indicator that they might have potential to come back.
That's a generous interpretation. The deal allows OpenAI to purchase up to 6GW of AMD GPUs, while AMD grants OpenAI warrants for up to 10% equity tied to performance milestones, creating a closed-loop of compute, equity, and potential self-funding hardware purchases. Circular. From the announcement per se, AMD's stock rose to a level that effectively canceled out whatever liabilities they were committing to as part o…
Why is that generous? This is clearly showing OpenAI's belief in AMD, which in turn would give investors a large amount of confidence. A lot of that market cap came from Nvidia, which lost around 50B that day while AMD gained 70B in market cap. It all makes sense to me.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#146This post is written with its intellectual fly open. I'm not sure whether it was partly AI-generated, or whether the author has spent so much time ingesting AI-generated content that the tells have rubbed off, but this article has: - Strange paragraph-lists with bolded first words. e.g. "The Cash Flow Mystery" - The 'It's not just X; it's Y' meme: "Buying Groq wouldn't just [...], it could give them a chip that is ac…
I'm also unsure why they took a sudden tangent from the topic at hand to suggesting Oracle should buy groq. It's like two separate half-baked blog posts merged into one with no real segue or conclusion as to why that sudden hard-left was relevant or meaningful.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#147Earlier quoted context omitted.
I'm sorry, but did you ask ChatGPT or another LLM to critique this article?
If you think this comment was not written by the account holder or that account sales are occurring, please do as asked by the guidelines in such cases and contact the mods to report that, instead of posting about it in a discussion.
I wouldn't know if account sales was occurring, my first thought was that they sincerely wanted to have AI critique this article and post here. I don't think it is a good enough reason for me personally to flag.
I think if someone was trying to use AI to farm they wouldn't post these types of critiques, but something safer rather.
But I did wanted to see what their reasoning for posting those AI critiques was, and they answered, so I got my curiousity satisifed to an extent.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#148Earlier quoted context omitted.
That's a generous interpretation. The deal allows OpenAI to purchase up to 6GW of AMD GPUs, while AMD grants OpenAI warrants for up to 10% equity tied to performance milestones, creating a closed-loop of compute, equity, and potential self-funding hardware purchases. Circular. From the announcement per se, AMD's stock rose to a level that effectively canceled out whatever liabilities they were committing to as part o…
Why is that generous? This is clearly showing OpenAI's belief in AMD, which in turn would give investors a large amount of confidence. A lot of that market cap came from Nvidia, which lost around 50B that day while AMD gained 70B in market cap. It all makes sense to me.
Why would it erase that same 70B just a week later? No more confidence?
Re: NVIDIA frenemy relation with OpenAI and Oracle
#149Earlier quoted context omitted.
Why is that generous? This is clearly showing OpenAI's belief in AMD, which in turn would give investors a large amount of confidence. A lot of that market cap came from Nvidia, which lost around 50B that day while AMD gained 70B in market cap. It all makes sense to me.
Why would it erase that same 70B just a week later? No more confidence?
Where do you see the 70B being erased? But in any case it is also plausible that a confidence changes given new stream of constant information, so I don't see how it would be problematic if it did lose given new information.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#150This post is written with its intellectual fly open. I'm not sure whether it was partly AI-generated, or whether the author has spent so much time ingesting AI-generated content that the tells have rubbed off, but this article has: - Strange paragraph-lists with bolded first words. e.g. "The Cash Flow Mystery" - The 'It's not just X; it's Y' meme: "Buying Groq wouldn't just [...], it could give them a chip that is ac…
I pasted two paragraphs in GPTZero and got the following results: 19% AI, 65% mix of human and AI and remaining 16% human. As I wasn't logged in, I did not get other details.