381–390 of 620 posts
$730B pre-money for a company where each model is roughly 2x profitable on its own, but each next model costs 10x the last. The whole thing only works if scaling keeps delivering. Research (Sara Hooker et al.) is not encouraging on that front, compact models already outperform massive predecessors on downstream tasks while scaling laws only predict pre-training loss reliably. Wrote about both the per-model math and t…
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"I give you $30 billion if you use it to buy $30 billion of stuff from me" doesn't sound like a very good investment. Is Nvidia expecting more back than it puts in? Enough more to make the deal profitable? Or is it just to keep Nvidia from crashing?
"I give you 30B$ worth of hardware that costs me <10B$ to make in exchange for 30B$ worth of shares in your company" would be a more accurate description.
Hopefully this will allow them to continue to provide me unreasonable amounts of compute for €20/month. Enjoying it while it lasts…
200 USD at Claude, versus 3000 USD (literally) at Gemini. Well, then it will be Claude.
If tomorrow Claude is 5000 USD, well, then it will be Gemini.
Someone please explain how OpenAI is not Netscape 2026. They had first mover advantage but no network effect, no moat, and are racing to stay ahead of infinitely resourced incumbents.
Netscape had 20 millions active users at its peak, out of 6 billions humans. ChatGPT has 800 millions monthly active users currently, out of 8 billions humans.
$730B pre-money for a company where each model is roughly 2x profitable on its own, but each next model costs 10x the last. The whole thing only works if scaling keeps delivering. Research (Sara Hooker et al.) is not encouraging on that front, compact models already outperform massive predecessors on downstream tasks while scaling laws only predict pre-training loss reliably. Wrote about both the per-model math and t…
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Obligatory reminder that today's so called "AGI" has trouble figuring out whether I should walk or drive to the car wash in order to get my dirty car washed. It has to think through the scenario step by step, whereas any human can instantly grok the right answer.
I just don't know how to engage with these criticisms anymore. Do you not see how increasingly convoluted the "simple question LLMs can't answer" bar has gotten since 2022? Do the human beings you know not have occasional brain farts where they recommend dumb things that don't make much sense?
I completely agree. I'm ashamed to admit, I've actually walked to the car wash without my car on more than one occasion. We all make mistakes!
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I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything. I'm sure that $50b has my money in there somewhere.
Yep same, I'd sooner starve than cut my Anthropic sub
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Feels like my cheese has been moved
I have no idea what your sentence means (as a non-English native) but I feel you. Such a waste of burnt money that could be used for more useful projects.
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Feels like my cheese has been moved
I have no idea what your sentence means (as a non-English native) but I feel you. Such a waste of burnt money that could be used for more useful projects.
I'm ready to embrace change, however in this case no one cares. The cheese hasn't just been moved, it has been taken to another planet where us mice are not allowed to go.
I this $110 Billion more or just $110 billion historically?