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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

#301

Post by lazide »

AlexCoventry wrote: post #224
lazide wrote: post #124

Earlier quoted context omitted.

Hah, that isn’t a brownfield solution. These orgs could hire someone who could solve these issues right now (and for the last decade) if they would allow those people to exist in their org. The challenge is precisely that those people (or people with that capability) aren’t allowed to exist.

> those people (or people with that capability) aren’t allowed to exist I'm not sure what personal characteristics or capabilities you're referring to, FWIW.

The ability to use that tech effectively to optimize the organizations internal processes. Or do the job of a person without actually being a person with a name that can be held accountable.

Most of those orgs have people in key positions (or are structurally setup in such a way) that isn’t desirable to change these things.

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

#302

Post by lazide »

Earw0rm wrote: post #240
dnissley wrote: post #216

Earlier quoted context omitted.

"Bob" in this example is just some other random individual contributor, not some master of the universe. E.g. they would have the title "associate procurement specialist @ NHS" and join and interact on zoom calls with other people with that title in order to do that specific job.

Right, but these jobs are inefficient mostly because of checks and balances. So unless you have a bunch of AIs checking one another's work (and I'm not sure I can see that getting signed off) doesn't it just move the problem slightly along the road? There's an argument here something like.. if you can replace each role with an AI, you can replace multiple with a single AI, why not replace the structure with a single…

Yup. If we ignore all the ‘people’ issues (like fraud, embezzlement, gaming-the-system, incompetence when inputting data, weird edge cases people invent, staff in other departments who are incompetent, corruption, etc), most bureaucracies would boil down to a web form and a few scripts, and probably one database.

Better hope that coder doesn’t decide to just take all the money and run to a non extradition jurisdiction though, or the credentials to that DB get leaked.

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

#303

Post by srveale »

jcgrillo wrote: post #266
llm_trw wrote: post #101

Earlier quoted context omitted.

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…

Since I don't have an expendable army, I must be either an idiot or a troglodyte. Where my understanding falters is finding a domain where accuracy and truth aren't relevant. In your example you said nothing about a "phased rollout", is that even germane to this scenario? Is there appreciable "financial risk?" Are you personally qualified to make that judgement? You put your name at the bottom of this letter and prov…

"Here is the project description: [project description] Help me think of ways this could go wrong."

Copy some of the results. Be surprised that you didn't think of some of them.

"Rewrite the email succinctly and in a more casual tone. Mention [results from previous prompt + your own thoughts]. Reference these pricing pages: [URL 1], [URL 2]. The recipient does not appreciate obvious brown nosing."

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

#304

Post by Spivak »

bearjaws wrote: post #292
wkat4242 wrote: post #283

Earlier quoted context omitted.

Copilot (referring to the M365 one) is not a very great product though. It's clearly been rushed to market before it was even done. Microsoft is soooo afraid they'll miss this boat. But we are stuck with the fallout. And it isn't even that affordable.

Microsoft is a master class in becoming so big you don't need compelling products anymore. You are in their ecosystem, you will use their products. It took them 12 years to make Teams almost as good as Slack. Azure only has made it this far because its Microsoft, so many of their roll outs have been terrible (looking at you AKS, Cosmos DB). Copilot is used at my wifes company because they get it for free, and it seri…

> almost as good as Slack

I'm sorry, what?! I will grant you almost as good as Zoom but Teams' actual chat functionality is awful.

I can't fathom why they didn't just clone Slack for their chat UX, it would have been less effort and better.

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

#305

Post by mrtksn »

rsynnott wrote: post #265
mrtksn wrote: post #152

Earlier quoted context omitted.

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.

Not understanding how Bluetooth works while building a Bluetooth thing seems like… a problem, though. Like, there are going to be bugs, and you’re going to have to deal with them, and that is where the “just ask the magic robot” approach tends to break down.

Funny enough, you already don't have access to low level radio so building a "Bluetooth thing" is just about dealing with some libraries and API.

Bugs happen but its not that different from any other type of bugs. Also, you end up learning about Bluetooth as bugs and other unexpected behavior happen. The great thing about LLMs is that they are interactive, so for example when collecting Bluetooth packets for analysis I ended up learning that the communication with Bluetooth is a bit like talking through a middleman and some packet types are only about giving instructions to the Bluetooth chip and others are actually about communicating with a connected device.

Using LLM for coding something you don't understand is much different than Googling something, then copy+paste a snippet from Stackoverflow because you can ask for instant explanation and modifications for testing edge cases and other ideas.

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

#306

Post by mrtksn »

sailingparrot wrote: post #293
mrtksn wrote: post #69

Earlier quoted context omitted.

IMHO anyone who started using AI seriously: 1) Wouldn't want to go back 2) Wouldn't believe that it's about to replace human intellectual work In other words AI got advanced enough to do amazing things but not 500B or T level of amazing and people with the money are not convinced that it will be anytime soon.

> Wouldn't believe that it's about to replace human intellectual work Yea idk about that one chief. I have been working in ML (specifically scaling of large model training) at FAANG for the past 8 years, and have been using AI for my work since basically the first time this became even slightly usable, and I don’t share your optimism (or pessimism depending on how you see it). Yes it’s still pretty bad, but you have…

It's a figurative speech, obviously its a spectrum where some believe that AGI is around the corner or that all this is nothing more than some overblown statistics exercise and LLMs have nothing to do with actual intelligence.

In my opinion, this generation of AI is amazing but isn't it.

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

#307

Post by otabdeveloper4 »

fny wrote: post #157
toomuchtodo wrote: post #24

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…

> We haven't figured out how to integrate this into everything yet.

Maybe we don't need to. The world is fine without a sci-fi chatbot.

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

#308

Post by otabdeveloper4 »

llm_trw wrote: post #122
alexvitkov wrote: post #88

Earlier quoted context omitted.

If LLM chatbots are making you vastly more productive in a field, you are in the bottom 20% of that field. They're still useful tools for exploring new disciplines, but if you're say a programmer and you think ChatGPT or DeepSeek is good at programming, that's a good sign you need to start improving.

Linus Trovalds: bottom 20% coder. https://www.youtube.com/watch?v=VHHT6W-N0ak&pp=ygUMTGludXMgQ...

Linus hasn't coded in decades, let the man retire in peace.

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

#309

Post by anon7000 »

hackernoops wrote: post #289
ksec wrote: post #281

Earlier quoted context omitted.

I think that is the best direction to go. M$ Nadella is great at business strategic decisions. If only there is another great product person at M$ that pushes the design of their software and hardware. Both has gotten a lot better but still not Apple level of polish.

>Apple level of polish. Absurd claim given the untenable OS release cadence under Tim Cook. "But better than M$" is still undeserving of the lofty implication from "level of polish".

I’ve used windows and macOS side by side for over a decade, and macOS BY FAR has a greater level of polish than windows, which to this day is relatively unstable. I haven’t had myself or a relative experience an OS-level crash in macOS in like five years years. Meanwhile, troubleshooting a family member’s BSOD is a regular occurrence.

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

#310

Post by fergie »

bearjaws wrote: post #292
wkat4242 wrote: post #283

Earlier quoted context omitted.

Copilot (referring to the M365 one) is not a very great product though. It's clearly been rushed to market before it was even done. Microsoft is soooo afraid they'll miss this boat. But we are stuck with the fallout. And it isn't even that affordable.

Microsoft is a master class in becoming so big you don't need compelling products anymore. You are in their ecosystem, you will use their products. It took them 12 years to make Teams almost as good as Slack. Azure only has made it this far because its Microsoft, so many of their roll outs have been terrible (looking at you AKS, Cosmos DB). Copilot is used at my wifes company because they get it for free, and it seri…

To be fair, they did somehow manage to take over javascript while nobody was looking.
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