381–390 of 390 posts
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Lets assume AI has worked out. Can you point me to the effect on earnings of the customers of said AI tools who have publicly disclosed the affect on earnings because of said tools? Thanks.
You're sarcastic while there are plenty of examples of the exact thing you ask. But sure. Here's one example: https://x.com/levelsio
So I continue to sit here laughing. Keep coming back with weak evidence though.
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> I could be thinking about this the wrong way but it appears that AMD is basically subsidizing the cost of the GPUs with equity. Yes, you are reading it wrong. The big winner here is AMD, not OpenAI. If there is any signal here, it's that AMD is still in the AI game. AMD stock is up 30% on this news.
OpenAI isn't publicly listed so it's hard to tell how this affects them from a "share price" concept. However for a company that's not public and only has capital from financing rounds and revenue, this gives OpenAI a lot more flexibility for the future and hedges risk while maximizing upside.
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> AMD has great hardware, but its software still leaves a lot to be desired for AMD to be a major AI hardware player. It takes years of unwavering leadership focus and hundreds of millions (probably billions) of dollars to get the software that works well for AI users. It does but they have a capable CEO with a vision and broad support from the board - Ryzen was a decade long over night success.
I'm in no position to judge the current CEO, but the Zen credit goes to - Rory Read, under whom the program started - Jim Keller who ran the program - the engineers and managers who put the sweat in - and, one must never forget, a rotating cast of executives and board members at Intel
Another honorable mention would be Suzanne Plummer
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You're sarcastic while there are plenty of examples of the exact thing you ask. But sure. Here's one example: https://x.com/levelsio
Errm thats nothing of the kind I requested. So I continue to sit here laughing. Keep coming back with weak evidence though.
> Can you point me to the effect on earnings of the customers of said AI tools
Just looking at the overview of Levels' ventures listed in the Bio:
http://PhotoAI.com $141K/m
http://InteriorAI.com $29K/m
http://RemoteOK.com $34K/m
http://Nomads.com $14K/m
http://levelsio.com $14K/m
http://pieter.com $6K/m
You can see that his old ventures (which he has built over many many years) are bringing in less money than his new ventures (built over fewer years). How is this not "effect on earnings of the customers of said AI tools"? Levels is a customer of AI tools. His earnings have gone way up as a result of AI tools.
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> that the software is the moat, not the hardware design. For inference that’s hardly relevant, though? For training its not exactly insurmountable either.
GPUs are also used to speed up inference (the math is virtually the same). You think your ChatGPT queries are running on x86 servers?
What makes you think? Or are all non Nvidia GPUs x86?
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The barrier of entry is too high for traditional SV startups or a group of folks with a good research idea like transformers. You now need hundreds of billions if not trillions to get access to compute. OpenAI themselves have cornered 40% of global output of DRAM modules. This isn't like 2012, where you could walk into your local BestBuy, get a laptop, open an AWS account, and start a SaaS over the weekend. Even the…
Sorry I still don’t understand. Are you saying you disagree that a new architectural leap is needed and just more compute for training is enough? Or are you saying a new architectural leap is needed and that or those new architectures will only be possible to train with insane amounts of compute? If the latter I dont understand how you could know that about an innovation that’s not yet been made
In other words, it’s is MORE likely that an OpenAI/Google/Microsoft/Grok/Anthropic gets us closer to AGI than a startup we haven’t heard of yet. Simply because BigTech has cornered the market and has a de facto monopoly on compute itself. Even if you had raised $10 billion in VC funding, you literally can not buy GPUs because there is not enough manufacturing capacity in the world to fill your order. Thus, investors know this and capital is flowing to BigTech, rather than VC funds. Which creates the cycle of BigTech getting bigger, and squeezing out VC money for startups.
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Fully anecdotal, but nearly every knowledge worker I know has Copilot or ChatGPT or some kind of corporate LLM subscription included in their job now. I don’t think the majority use it very well, but I know at least a handful who do. Corporate America seems ready to spend real money on AI, at least for now. This money being spent today doesn’t come close to recouping the investment OpenAI et al have made, but the tri…
I was told that - with the full complement of good tools for a scrum team- the cost approaches a 6th member of the team. The crap from MS/GH plus a decent agent like Claude/Bedrock. You can squeeze decent behavior from vscode agent if you know what you are doing, but anyone who knows what they are doing wishes they had something better.
I really don’t know what a full complement of good tools mean! your team is very large your team is very cheap You spend an awful lot on Ai tooling!
We spend about £50 - £200 a head per month on AI tooling.
Assuming everyone was at the top of of that scale (most aren’t) it’s like ai for 50 employees = cost of 1 employee.
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I'm in no position to judge the current CEO, but the Zen credit goes to - Rory Read, under whom the program started - Jim Keller who ran the program - the engineers and managers who put the sweat in - and, one must never forget, a rotating cast of executives and board members at Intel
Actually, Mike Clark is the 'father of Zen': https://www.youtube.com/watch?v=3vyNzgOP5yw . When Jim came along, Zen design was mostly finished already. Another honorable mention would be Suzanne Plummer