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It's OpenAI's world, we're just living in it

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271–280 of 284 posts

Re: It's OpenAI's world, we're just living in it

#271

I don't like Ed Zitron automatic dismissal of everything AI and the constant profanities in his writing are getting old, and it's usually not very well structured, but that said... I like the perspective he has about the money involved. https://www.wheresyoured.at/the-case-against-generative-ai/ OpenAI needs 1 trillion dollars in next four years just to keep existing. That's more than all currently available capital,…

I like reading Zitron’s output, but this remark stood out to me as him weighing in on a domain he’s basically clueless about. Spread across 4 years, there’s way more than $1tn in available private capital. Berkshire Hathaway alone has 1/3 of that sitting in a cash pile right now. You don’t have to look at many balance sheets to see that the big tech companies are all also sitting on huge piles of cash. I don’t person…

I’ll take that bet.

Re: It's OpenAI's world, we're just living in it

#272
post #251

Earlier quoted context omitted.

America spends $5T on healthcare per year. That is twice as much per capita as our "peer" nations (UK, France, Canada, Germany, etc) and we have poorer outcomes.

We have poorer outcomes because we’ve normalized obesity not because our healthcare is worse.

It's neither, your outcomes are poorer because access is not uniform. If you can afford it, US healthcare is the best in the world, but if you can't you basically don't get it (or at least, you don't get it until the problems are bad enough it's an emergency and you get saddled with life-crushing debt for the bare minimum to stabilise you from the ER)

Re: It's OpenAI's world, we're just living in it

#273
post #257

Earlier quoted context omitted.

He is following a very well worn path of writing histrionically about a bubble and making money off it. Point out the obvious that it's a bubble. Throw out a lot of figures supporting it. Get your emotional hooks in (prey on fears of job loss, hatred of corporate mismanagement/execs etc) and charge a subscription for it. I liked an article or two of his but he's basically meatGPTing The Information with cursing.

Are there any better authors out there addressing the situation from the direction of skepticism and finance? If some exist I'd like to go see their output. If few/none exist... are there any conclusions we can draw from the rarity?

You could simply read The Information itself. Numerous headlines at the moment including the words slop, fantasy, 'Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips'. It's not all packaged up like a lewis black rant, but it's not rare.

Re: It's OpenAI's world, we're just living in it

#274

Earlier quoted context omitted.

I like reading Zitron’s output, but this remark stood out to me as him weighing in on a domain he’s basically clueless about. Spread across 4 years, there’s way more than $1tn in available private capital. Berkshire Hathaway alone has 1/3 of that sitting in a cash pile right now. You don’t have to look at many balance sheets to see that the big tech companies are all also sitting on huge piles of cash. I don’t person…

Berkshires capital is not available for investment in openai

it definitely is. Sam just has to convince buffet/munger that he's ready to eat the world

Re: It's OpenAI's world, we're just living in it

#275

Earlier quoted context omitted.

You could say the same thing about Facebook...

You mean the social network that is currently dying the same death as countless other platforms before it, just on a larger scale? Maybe some are too young to remember the great migrations from/to MySpace, MSN, ICQ, AIM, Skype, local alternatives like StudiVZ, ..., where people used to keep in contact with friends. Facebook was just the latest and largest platform where people kept in touch and expressed themselves i…

meta made over 60 billion dollars last year. The idea that it is dying is lunacy

Re: It's OpenAI's world, we're just living in it

#276

Earlier quoted context omitted.

Berkshires capital is not available for investment in openai

it definitely is. Sam just has to convince buffet/munger that he's ready to eat the world

Munger is dead and Buffett is retired. Berkshire doesn't invest in speculative tech companies.

Re: It's OpenAI's world, we're just living in it

#277

Earlier quoted context omitted.

I'd say their DX is way better compared to the competition. The playground, tooling, and web experience with documentation is far superior to the competition (even tho it has issues sometimes). User experience is key in a sea of the same shit. I mean you could say the same about a Macbook or iPhone/iPad, but for the actual people (not HN users lol) out there, they vastly prefer Apple to HP, Dell, etc. Due to their wa…

Apple had innovative products that they went very heavy in brand based fashion merchandising. In addition they were a legacy brand with a generally favorable reputation and solid recognition. They built a strong moat based on those characteristics and finally hit the mass market non-tech target demographic with the most widely used emerging technology since the personal vehicle. Apple did this while successfully merg…

Apple was not an overnight success

Re: It's OpenAI's world, we're just living in it

#278
post #181

Earlier quoted context omitted.

Are you sure Ben is not getting paid $7,000 per post by OpenAI?

Are you sure you property clean up the blood stains of the call girls you murdered in your basement? And what I mean by that is what evidence are either of us bringing that our claims are true? Therefore I bring that I have no evidence at all about my claim above, and seeming you're in the same boat. This said the website above lists >I am not paid by any company for any opinion I post on Stratechery or in any public…

I was very wrong but on a very deep level, not the superficial sit we’re debating here.

For those who ca read between the lines, here is my moment of realisation:

The way forward does not have to be all about the way forward. The narrative is key, and we need to change the narrative to to be positive so we may move forward without all the chaos and trauma.

AI can contribute to such a way instead of make things worse. I will have some ideas to share. I hope you do, too. We have a chance now. The fog of war is over. And I have to say Trump did what Biden refused to do. I didn’t vote for either, but I am glad as hell he stopped the carnage and found a way to move toward the future, beyond the hate and carnage.

I will bring some ideas forward on how AI can help with peace.

It’s definitely a point of deep recognition.

What happened is huge. We need to stand behind peace and progress.

I’m convinced.

Peace to all those who have lost their lives for us to get to this money, on both sides.

Re: It's OpenAI's world, we're just living in it

#279
post #181

Earlier quoted context omitted.

Are you sure you property clean up the blood stains of the call girls you murdered in your basement? And what I mean by that is what evidence are either of us bringing that our claims are true? Therefore I bring that I have no evidence at all about my claim above, and seeming you're in the same boat. This said the website above lists >I am not paid by any company for any opinion I post on Stratechery or in any public…

I was very wrong but on a very deep level, not the superficial sit we’re debating here. For those who ca read between the lines, here is my moment of realisation: The way forward does not have to be all about the way forward. The narrative is key, and we need to change the narrative to to be positive so we may move forward without all the chaos and trauma. AI can contribute to such a way instead of make things worse.…

[dead]

Re: It's OpenAI's world, we're just living in it

#280

Earlier quoted context omitted.

Don't forget about Macs. Top models can run even fairly large LLMs (although time to first token is... not great). But even midline can certainly run LLMs in the ballpark of ~30B params very well, which is where things start to get interesting IMO.

> although time to first token is... not great The token cache works on CUDA too. So yeah, the initial loadout sucks, but almost everything from then on is solid.

This works for scenarios like a simple chat. But the moment you start throwing large documents on it, or lots of code, it's back to waiting.
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