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TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

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Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#321
post #20
post #16

Earlier quoted context omitted.

Using Claude 3.5 Sonnet in Cursor Composer already shows huge benefits for coding. I'm more productive than ever before. The models are still getting better and better. I'm not saying AGI is right around the corner or that we will reach it, but the benefits are undeniable. o1 added test-time compute. No need to be snarky.

There's no accounting for taste, but keep in mind that all of these services are currently losing money, so how much would you actually be willing to pay for the service you're currently getting in order to let it break even? There was a report that Microsoft is losing $20 for every $10 spent on Copilot subscriptions, with heavy users costing them as much as $80 per month. Assuming you're one of those heavy users, wo…

People hate paying specifically for stuff.

If Copilot came for free and Azure cost a tiny bit more, nobody would even blink.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#322
post #16

The current AI hype wave has really hit a nerd soft spot - that we're steps away from AGI. Surely if a computer can make plausible-looking but incorrect sentences we're days away from those sentences being factually accurate! The winter after this is gonna be harsh.

Using Claude 3.5 Sonnet in Cursor Composer already shows huge benefits for coding. I'm more productive than ever before. The models are still getting better and better. I'm not saying AGI is right around the corner or that we will reach it, but the benefits are undeniable. o1 added test-time compute. No need to be snarky.

It’s not snark, our industry is run on fear. If there is the tiniest flicker of potential, we will spend piles of money out of fear of being left behind. As you age, it becomes harder to deny.. 10 years ago, I was starting to believe that my kids would never learn to drive or possibly buy a car, here we are ten years later and not that much has changed, I know you can take a robotaxi in some cities but nearly all interstate trucking has someone driving.

Coding AI assistants have done some impressive things, I’ve been amazed at how they sniffed out some repetitive tasks I was hacking on and I just tab completed pages of code that was pretty much correct. There is use. I pay for the feature. I don’t know if it’s worth 35% of the world’s energy consumption and all new fabrication resources over the next handful of years being dedicated to ‘ai chips.’ We arent looking for a better 2.0, we are expecting an exponentially better “2.0” and those are very rare.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#323
post #19

I'm absolutely flabbergasted how much money and political capital is spent on vaporware, while there are very concrete and very impactful challenges we could be addressing instead.

Capital is spent to acquire more power, not to give power to some random people. This is the reality of the world we are living in.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#324

It is clear to me that Sam has never set foot inside of a semiconductor manufacturing facility. Or, if he did he definitely wasn't paying attention to what was going on around him. I don't know how you could witness these things and then make glib statements about building 36 of them. It will likely take well over a decade to recoup investment on any new chip fab at this point. Chasing ~4 customers on one narrow use…

It is reasonable from his point of view - you guys sink the capital, I will have more compute. And if it doesn't work out and orders stop coming in then well that's not my problem, is it?

It sounds reasonable for him because he's a podcasting bro, not a serious engineer or executive

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#325

He may have the last laugh. His traveling around the world and threatening to build fabs in the UAE and Taiwan is a diplomatic scheme to get the U.S. hawks into action. And lo and behold, ClopenAI has already hired CHIPS act people: "To bolster its efforts, OpenAI has hired Chris Lehane, a Clinton White House lawyer, as its vice president of global policy, along with two people from the Commerce Department who worked…

[deleted]

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#326
post #89

Earlier quoted context omitted.

Reminds me of autonomous vehicles a couple of years back. Or even AI a couple of years back, remember Watson? The hype cycle was faster to close that time.

I see you haven’t tried the latest FSD build from Tesla.

The one that keeps making major, scary mistakes?

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#327
This is going to sound nuts, but I think CEOs like Altman have more in common with historical monarchs than modern Democratic leaders. In a Democracy, there's more transparency into the degree to which everything the President/PM does is actually delegated out. Joe Biden may be the Commander in Chief, but just watch a political military thriller and you'll see that culturally, we understand the role of the Joint Chiefs of Staff in having the actual depth of knowledge the President lacks.

But CEOs often practice a form of charismatic leadership whereby you have to project having more knowledge than you actually do. That is because their leadership is both less democratic and less secure than their counterparts. You've got to be constantly maneuvering against challenges to your legitimacy.

I think it has something to do with the Gemeinschaft–Gesellschaft dichotomy from German sociology. You might think that a tech company would be the quintessential form of Gesellschaft, but in reality, the community of tech CEOs and VCs is far more like a social club than it is like a rational, contractual relationship.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#328

The current AI hype wave has really hit a nerd soft spot - that we're steps away from AGI. Surely if a computer can make plausible-looking but incorrect sentences we're days away from those sentences being factually accurate! The winter after this is gonna be harsh.

> The winter after this is gonna be harsh. The winter is going to be warm because of all the heat generated by GPUs ;)

If this winter comes, the sudden availability of cheap used enterprise GPUs is going to be a major boon for hobbyist AI training. We will all have warm homes and sky high electricity bills

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#329
post #20

Earlier quoted context omitted.

There's no accounting for taste, but keep in mind that all of these services are currently losing money, so how much would you actually be willing to pay for the service you're currently getting in order to let it break even? There was a report that Microsoft is losing $20 for every $10 spent on Copilot subscriptions, with heavy users costing them as much as $80 per month. Assuming you're one of those heavy users, wo…

- it won't work. - ok it works, but it won't be useful. - ok it's useful, but it won't scale. - ok it scales, but it won't make any money. - ok it makes money, but it's not going to last. etc etc

There certainly has been some goal post moving over the past few months. A lot of the people in here have some kind of psychological block when it comes to technology that may potentially replace them one day.

Re: TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'

#330

Three things that get me about current AI discourse: - The public focus on AGI is almost a distraction. By the time we get to AGI highly-specialised models will have taken jobs from huge swaths of the population, SWE and CS are already in play. - That AI will need to carry out every task a role does to replace it. I see this a lot on HN. What if SWEs get 50% more efficient and they fire half? That's still a gigantic…

> What if SWEs get 50% more efficient and they fire half?

This is kinda ironic in a thread that's basically about the AI hype landscape, but you've just reduced the amount of SWE "power" your example organization has there by 25%.

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