271–280 of 718 posts
Inclined to disagree. The winner here will be whoever can move atoms with AI not take notes at the daily standup. i.e. Think boston dynamics vs unitree They're both doing well but I'd lean towards China is winning on atoms in light of a huge manufacturing base they can AI-ify.
Strange. I'm switching from Codex and Claude to Pi with Qwen3.6 27B local and Deepseek V4 Flash which is dirt cheap but powerful.
But just for the sake of discussion, let me ask: Who is the service provider you're using to run Deepseek V4? Do you have any way of knowing whether that compute is happening in the US or abroad?
Back in the dot-com bubble, people started inventing new metrics to "value" dot-com companies that lost money hand over fist. My favorite was "revenue multiples". So instead of a a P/E ratio, it was just a multiple of revenue no matter how much money you lost. We've invented a new term here too: revenue backlog. OpenAI and Anthropic in particular need to recover probably at least $2 trillion to recoup their capex inv…
Poor people with nothing date when they want to. If people have interest in having partners, they can date and socialize for free.
Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise. If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to prov…
It's a war in the sense that there's a concern that eventually you hit a singularity and can outsmart others in ways not constrained by human scales. If you make better guns, you're still limited by how many people can carry them. You can't conquer the world just like this. But if someone invents super intelligence, they can dominate new AI research, control global economies, fight much better, and all very quickly.
Ppl don't understand Commercialization is not incidental to the Western system, it's why we beat out Communism. Commercialization incentivizes ppl to build, bc ownership and control. The FSF was not an attack on commercialization, it was about giving users more freedom with their own copy. AI commercialization is why we will always be a few steps ahead in AI. The Chinese and Russians are free to join us. It's a picku…
This is both true and insightful, but the "its us capitalists vs. communists" framing obscures some very important details. For one, "Communism" is presented as a single monolith, but it's not: it's socialism PLUS despotism. The despotism part is really important! China/Russia/etc. fail because they try and control things top-down, instead of letting the market decide. However, you can have socialism without despotis…
Earlier quoted context omitted.
What if it is not winner take all? What if there is no race. What if what USA has been doing is just burning money with possibly unsustainable debt load and way over build valuations... AI being commodity server capacity might be a thing. And the customers might even manage without hyperscalers... In that sort of end scenario whole current market might look rather foolish.
> What if there is no race. What if what USA has been doing is just burning money with possibly unsustainable debt load and way over build valuations... You mean, what if the hype-based billionaire-class is wrong ? Isn't suggesting that a sin in America these days?
Earlier quoted context omitted.
China going for Taiwan would be the worst geopolitical move of the century, potentially worse than Germany's decision to invade the soviet union. They talk about reunification because it's good propaganda and both sides want it to a degree, but doing it forcefully just isn't something China would realistically do unless they really don't like their path of becoming an international trade and manufacturing hub
Just look at Iran. Nothing really happened to USA or Israel. Nothing will happen to China if they take Taiwan. Or maybe the "West" will boycott them and crash entirely.
Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise. If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to prov…
Inclined to disagree. The winner here will be whoever can move atoms with AI not take notes at the daily standup. i.e. Think boston dynamics vs unitree They're both doing well but I'd lean towards China is winning on atoms in light of a huge manufacturing base they can AI-ify.