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Microsoft cancels leases for AI data centers, analyst says

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Re: Microsoft cancels leases for AI data centers, analyst says

#151
post #144

Earlier quoted context omitted.

In my case its coding real world apps that people use and pay money for. I no longer personally type most of my code, Instead I describe stuff or write pseudo code that LLMs end up converting into the real thing. It's very good at handling the BS part of coding but also its very good at knowing things that I don't know. I recently used it to hack a small bluetooth printer which requires its own iOS app to print, usin…

I see, for single operator, no customers products it works nicely. You may find you use it less and less and will actually require that Bluetooth knowledge eventually as you grow a product. LLMs so far seem to be good at developing prototype apps. But most of my projects already have codegen and scaffolding tools so I guess I don’t get that use out of them. I predict that once you release your embarrassing app, you w…

The Bluetooth app thing is just an example of LLMs helping me build something I don't have beyond-basics knowledge of.

For other stuff, I still find it very useful because why would I bother to code something non-novel when I can just tell the LLM what I need?

For example, if I need a code that finds the device that given characteristics belongs(bluetooth stuff, again) to I can just tell the LLM to write it for me. It doesn't take a genius to write such a code, its elemental stuff and I would rather not spend my working memory on remembering the structures and names of variables. I copy+paste the current class that handles the bluetooth comms, tell it that I need a function for sending data to the printer and it gives me back the result. There's no art in writing such a code, its standard code for an API and I would prefer not to bother with it.

Re: Microsoft cancels leases for AI data centers, analyst says

#152
post #144

Earlier quoted context omitted.

In my case its coding real world apps that people use and pay money for. I no longer personally type most of my code, Instead I describe stuff or write pseudo code that LLMs end up converting into the real thing. It's very good at handling the BS part of coding but also its very good at knowing things that I don't know. I recently used it to hack a small bluetooth printer which requires its own iOS app to print, usin…

“Before AI I would have to study how Bluetooth works now I don't have to.” And “It's very good at handling the BS part of coding…” This is the part that I think is difficult in a team situation. Learning and understanding is the important part, and certainly isn’t BS. I understand that it really can make it seem like velocity has increased when you really are shipping things that more or less “work”, but it’s really…

It is effective because you can spend your mental energy on the things that matter, things that make difference.

Code quality actually doesn't matter when you remove the human from the loop as long as it works correctly because it becomes something made by a machine to be interpreted by a machine.

Re: Microsoft cancels leases for AI data centers, analyst says

#153

Earlier quoted context omitted.

> If you want to grow the real economy, build houses and reduce the cost of living. Yes, I wonder why it is so hard for Western countries to understand that there's no future in a place where housing is more expensive than your average salary. If may look cool for a few years until most people have left or are living on the streets.

"there's no future in a place where housing is more expensive than your average salary." don't get me wrong, everyone want cheaper housing but not their house

I for one would love it. If I have to sell housing then I have to buy housing, it's not a benefit to me unless I reduce my quality of life.

Re: Microsoft cancels leases for AI data centers, analyst says

#154

Earlier quoted context omitted.

In fact most of the industries out there are still slow and inefficient. Some physicians only accept phone calls for making appointments. Many primary schools only take phone calls and an email could go either way just not their way. It's just we programmers who want to automate everything.

“ only takes phone calls for appointments” is a huge selling point for a physicians office. People are very tired of apps.

Yeah maybe we programmers should start doing that too. Why do we use Teams, Slack or even emails?

We should submit our code to a mainframe and everyone is going to improve their skills too.

Re: Microsoft cancels leases for AI data centers, analyst says

#155

Earlier quoted context omitted.

> Apple will not beat Microsoft in any capacity here I'm sure MS will provide AI to business, but if Apple get things right, they'll be the biggest provider of AI to the masses. With a Siri that knows your email, calendar, location, history, search history, ability to get data from and do things in 3rd party Apps (with App Intents) and if it runs on your phone for security, it could be used by billions of consumers,…

I wouldn't be sure about that. Siri's success would greatly depend on app developers adopting intents. The major players are going to be hesitant to give Apple that much access to data - the EU may help push them that way, but even still, Microsoft, Google, Facebook, and others want their AIs to be the one people use. Siri is also limited to Apple products, and while lots of people have iPhones, many of them still ha…

A lot of developers have already adopted intents to support Shortcuts and existing Siri. There will be tremendous business pressure to be able to fit into a request like "Get me a car to my next appointment"

Re: Microsoft cancels leases for AI data centers, analyst says

#156
post #15

Earlier quoted context omitted.

He is: this refers to spending Microsoft had planned on its own outside of Stargate. It says so in the article.

In other words “Stargate” is itself a lie: no new spending, just a political repackaging of existing plans.

Microsoft has committed $100B to Stargate. These cuts are meaningless by comparison.

Re: Microsoft cancels leases for AI data centers, analyst says

#157

Microsoft CEO Admits That AI Is Generating Basically No Value - https://futurism.com/microsoft-ceo-ai-generating-no-value Bit of a click bait title, but it certainly seems like the realization is setting in that the hype has exceeded near term realistic expectations and some are walking back claims (for whatever reason; honesty, derisking against investor securities suits, poor capital allocation, etc). Nadella appea…

Nadella is just saying we haven't yet seen a revolution yet measurable by 10% economic growth--he makes no statement about the future.

Most people have no clue how to use AI or where to use it in their lives. There was a guy at work who was submitting command-like queries (give meeting summary) and complained about how it left out XYZ. Then I told him to ask "Give me the meeting summary with X, Y, Z" or "what did so and so say about Y."

His mind was blown.

We are in the first inning. We haven't figured out how to integrate this into everything yet.

Re: Microsoft cancels leases for AI data centers, analyst says

#158
post #61

Earlier quoted context omitted.

I think you don’t have widespread adoption until AI takes the form of a plug-and-play “remote employee”. You click a button on Microsoft Teams and hire “Bob” who joins your team org, gets an account like any other employee, interacts over email, chat, video calls, joins meetings, can use all your software in whatever state it’s currently in. It has to be a brownfield solution because most of the world is brownfield.

Honestly, I think the mode that will actually occur is that incumbent businesses never successfully adopt AI, but are just outcompeted by their AI-native competitors.

Yes this is exactly how I see it happening - just like how Amazon and Google were computer-native companies

Re: Microsoft cancels leases for AI data centers, analyst says

#159
post #53

Earlier quoted context omitted.

> Even if there is fast takeoff AGI, he thinks human messiness will slow implementation Five years ago during covid all these clunky legacy businesses couldn't figure out a CSV let alone APIs but suddenly with AGI they are going to become tech masters and know how to automate and processize their entire operations? I found it very amusing that at the turn of the decade "digitalisation" was a buzzword as Amazon was ap…

Counterpoint: the PC. The minicomputer revolution was meant to replace all the big iron in the basement with computers shared by teams. This lasted a decade until we got computers meant for one person and we've used that format of computation for nearly 50 years now. Everyone is talking about how AI will replace people. It won't. AI without HI is useless. However, HI with AI is much better at handling all the bullshi…

To be honest, that kind of sounds like a dystopian hell: chatGPT writing memos because we can't be arsed, and the reading the same memos because neither can the recipient. Why even bother with it?

Re: Microsoft cancels leases for AI data centers, analyst says

#160

Earlier quoted context omitted.

A fellow degenerate gambler I see. The market can remain irrational longer than you can remain solvent, trade with caution. Being early is the same as being wrong.

A common hypothesis for why Nvidia is so hot is because they have an effective monopoly on the hardware to train AI models and it requires a crap ton of hardware. With DeepSeek it’s been demonstrated you can get pretty damn for a lot cheaper. I can only imagine that there are tons of investors thinking that it’s better to invest their dollars in undercutting the costs of new models vs investing billions in hardware.…

it’s effectively a software moat wrt. GPU programming, there’s nothing stopping AMD from catching up besides insufficiently deep pockets and engineering culture
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