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NVIDIA frenemy relation with OpenAI and Oracle

philippeoger.com

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Re: NVIDIA frenemy relation with OpenAI and Oracle

#151

Post by credit_guy »

kart23 wrote: post #3

The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.

You are right, Michael Burry is betting against AI growth being underwhelming. But if he convinces other investors that AI is bad as a general investment, for whatever reasons (like the "circular economy" meme), then he stands to make a nice profit sooner. What's not to like?

Re: NVIDIA frenemy relation with OpenAI and Oracle

#152

Post by AJ007 »

throw234678 wrote: post #20

This 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…

Deep dive this is not, and it certainly wasn't worthy of being upvoted on hn..

Re: NVIDIA frenemy relation with OpenAI and Oracle

#153

Post by ip26 »

johnecheck wrote: post #82
throw234678 wrote: post #20

This 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…

> Even if the conclusion is broadly correct, that doesn't mean the reasoning used to get there is consistent. This is the conclusion of a reply that focused entirely on critiquing OP's style/AI use instead of their reasoning? Ironic.

If someone generates a ten thousand word slop essay with AI, do I have a moral obligation to critique its reasoning step by step instead of merely pointing out its origin?

If I do, it just so happens I have a ten thousand word rebuttal for you…

Re: NVIDIA frenemy relation with OpenAI and Oracle

#154

Post by dmagee »

throw234678 wrote: post #20

This 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…

Is it possible the writer's first language is not English? ... and they used LLMs to help them with a few paragraphs?

Re: NVIDIA frenemy relation with OpenAI and Oracle

#155

Post by rglover »

You really don't need to overthink the reality that the op costs far surpass the funding available and the value being created isn't significant enough (in future cash flow terms) to outpace the costs (though, this is tech so while I don't expect it, a miracle advancement would invalidate this).

Open to being corrected on this stance as I'm armchair qb'ing this (on a legitimate, factual basis, not a "but dude this is how I'm going to eat for the next few years" basis).

Re: NVIDIA frenemy relation with OpenAI and Oracle

#156

Post by array_key_first »

0xbadcafebee wrote: post #66
throw234678 wrote: post #20

This 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…

Is this the new form of ad-hominem? ad-AI?

It's the perfect insult because you can't even refute it right now. Anyone can just claim anything is AI slop and then that's that!

A lot of it is AI slop, but still.

Re: NVIDIA frenemy relation with OpenAI and Oracle

#157

Post by altairprime »

minimaxir wrote: post #112
altairprime wrote: post #45

Earlier quoted context omitted.

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.

Moderators already told OP to stop and OP did not stop. https://news.ycombinator.com/item?id=46179328

Irrelevant; “If you're worried about abuse, email hn@ycombinator.com and we'll look at the data.” and especially “Don't feed egregious comments by replying; flag them instead.” both apply.

Re: NVIDIA frenemy relation with OpenAI and Oracle

#158

Post by bdangubic »

jsnell wrote: post #124
maczwei wrote: post #120

Earlier quoted context omitted.

In other post: https://philippeoger.com/pages/why-googles-tpu-could-beat-nv... in the paragraph: "What This Means for the Future NVIDIA is not standing still; its Q3 Fiscal 2026 earnings were a record \$57.0 billion in revenue, with Data Center revenue hitting \$51.2 billion. But the growing adoption of TPUs introduces a long-term risk to NVIDIA's core business model." they write about 2026 as if it already was. Coul…

Companies' fiscal years do not necessarily align with the calendar year. Nvidia has indeeded just reported its FY2026 Q3 results. You might want to get your facts right first when flinging accusations. Like, this fact is trivial to check! Why didn't you? (Not an endorsement of either of the articles.)

that comment was written by AI

Re: NVIDIA frenemy relation with OpenAI and Oracle

#159

Post by throwaway2037 »

glitchc wrote: post #62
throw234678 wrote: post #20

This 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…

Why use a throwaway account if posting an honest critique?

I felt the same, but then I read the full comment and thought: "Damn, this is good analysis!" I will say this: I highly encourage this person to get a "regular" account, as it sounds like they will have many interesting thoughts to post here.

Re: NVIDIA frenemy relation with OpenAI and Oracle

#160

Post by throwaway2037 »

dmagee wrote: post #154
throw234678 wrote: post #20

This 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…

Is it possible the writer's first language is not English? ... and they used LLMs to help them with a few paragraphs?

Fair enough, but they should include a disclaimer. I wouldn't have an issue with it if they included a note about it.
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