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The $100B megadeal between OpenAI and Nvidia is on ice

wsj.com

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Re: The $100B megadeal between OpenAI and Nvidia is on ice

#291

Post by oska »

ambicapter wrote: post #109
3kkdd wrote: post #59

Earlier quoted context omitted.

Indeed. Sama seems to be incredibly delusional. OAI going bust is going to really damage his well-being, irrespective of his financial wealth. Brother really thought he was going to take over the world at one point.

Scariest part is it probably won't, and he'll be back in five year with something else.

Do you see Sam Bankman-Fried getting reinstated?

I don't and I see Sam Altman as a greater fraud than that (loathsome) individual. And I don't think Sam gets through the coming bubble pop without being widely exposed (and likely prosecuted) as a fraudster.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#292

Post by oska »

esafak wrote: post #159
strange_quark wrote: post #121

Earlier quoted context omitted.

He and SBF are both big into effective altruism, and SBF gave Anthropic their seed funding, so yeah, that checks out.

There's nothing wrong with effective altruism -- making money to give it away -- it's SBF.

Of course there is. The whole thing is a cult, designed to pull in suckers.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#293

Post by Turfie »

0xbadcafebee wrote: post #284
Turfie wrote: post #280

Earlier quoted context omitted.

> There's only so much information in the world and we've largely downloaded it all, so it can't get better there. What about all the input data into LLMs and the conversations we're having? That must be able to produce a better next gen model, no? > it's ridiculously easy for anyone to fine-tune training, we don't need frontier companies for that. Not for me. It'll take me days, and then I'm pretty sure it won't be…

> What about all the input data into LLMs and the conversations we're having? That must be able to produce a better next gen model, no? Better models are largely coming from training, tuning, and specific "techniques" discovered to do things like eliminate loops and hallucinations. Human inputs are a small portion of that; you'll notice that all models are getting better despite the fact that all these companies have…

Thank you. You have somewhat shifted my beliefs in a meaningful way.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#294

Post by chrisvalleybay »

TheRoque wrote: post #276
chrisvalleybay wrote: post #235

Earlier quoted context omitted.

https://www.youtube.com/watch?v=rDNyFN_eMec

That has strong Krazam vibes https://youtu.be/WqjUlmkYr2g?si=KiMO-dtyFEZ_XIDt

Just fantastic. Hadn't seen it. Thanks for sharing that!

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#295

Post by funkyfiddler369 »

Onavo wrote: post #25
funkyfiddler369 wrote: post #24

Earlier quoted context omitted.

[flagged]

You mean the DOW right?

I'm afraid I don't know what that is.

I meant thinking patterns that go beyond our understanding. High functioning autism that is beyond jealousy/envy, and beyond the need to hold or be on a leash and beyond the enigma of emotions that come with the influence to dump and pump stock market prices of precious, precious metals.

Or, in other terms, the kind of intelligence that is built for abstract, distant, symbiotic humanity. From the POV of Earth as a system, we're quite the dumb nuisance. "Just get it, man". :D

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#296

Post by Eridrus »

ulfw wrote: post #148
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

And the whole AI craze is becoming nothing but a commodity business where all kinds of models are popping in and out, one better this update, the other better the next update etc. In short - they're basically indistinguishable for the average layman. Commodity businesses are price chasers. That's the only thing to compete on when product offerings are similar enough. AI valuations are not setup for this. AI Valuation…

It doesn't really feel like AI for coding is commoditized atm.

As problematic as SWE-Bench is as a benchmark, the top commercial models are far better than anything else and it seems tough to see this as anything but a 3 horse race atm.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#297

Post by aurareturn »

pinnochio wrote: post #247
aurareturn wrote: post #177

Earlier quoted context omitted.

I don’t think so. I think it is positioning for the unknown future and hedging. For example, Amazon isn’t able to train its own models so it hedges by investing in Anthropic and OpenAI. Oracle, same with OpenAI deal. Nvidia wants to stay in OpenAI and Anthropic’s tech stack. It’s all jockeying for position.

You're explaining why they invest, not why they make pie-in-the-sky non-binding announcements. The point of those is to inflate the bubble and keep it going as long as they can.

The non binding agreements is due to the implications of AI. No one knows for sure who will win or what will happen. These aren’t just fake agreements though. Oracle is building Stargate. Softbank’s investments are in OpenAI’s bank.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#300

Post by byzantinegene »

randomNumber7 wrote: post #221
9dev wrote: post #192

Earlier quoted context omitted.

All this drama is mostly irrelevant outside a very narrow and very online community. The demise of OpenAI is rooted in the bad product market fit, since many people like using ChatGPT for free, but fewer are ready to pay for it. And that’s pretty much all there is to it. OpenAI bet on consumers, made a slopstagram that unsurprisingly didn’t revolutionise content, and doesn’t sell as many licenses as they would like.

Imo they'll soon make a lot of money with advertisement. Whenever chatgpt brings you to some website to buy a product they will get some share.

good luck with that when there's gemini which does it far better
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