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Mark Zuckerberg’s new goal is creating artificial general intelligence

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Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#42
post #19

Earlier quoted context omitted.

You can afford to take a hit off your profits when you can simply ramp up production for retail sales. Looks great too for shareholders.

They can't just ramp up production though. Isn't TSMC booked for years by them, Apple, Intel and AMD?

Nobody really knows. It certainly suits them for everyone to believe there is some secular reason, some supply crunch, it even suits AMD and Intel.

Presumably all the chip supply issues regarding autos have been resolved, and yet prices have risen 30% in a decade, and there’s no reversal.

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#43
post #3

> Mark Zuckerberg’s new goal is creating artificial general intelligence So...what happened to that whole "Metaverse" thing? Is it time to rename the company again?

Meta's AR/VR strategy is still the over-arching priority and given how well Quest 3 and Ray Bans glasses are doing shows that it is likely the right one. Especially once Apple Vision Pro ignites the industry. AI will be used to enhance that e.g. generated avatars, autonomous agents, hand/body tracking etc.

> Especially once Apple Vision Pro ignites the industry.

I may be repeating my own errors with the following as I said much the same for the iPhone and the Apple Watch when they were new, but…

The prices Apple are asking for seem excessive given what the products actually do, surely the cheaper alternatives are going to be what really matters?

(In this case, cheaper alternatives would include the Meta headsets).

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#45
...rendering every competitor's massive investments worthless. Zuckerberg's thinking must be that Meta's competitors are more susceptible to disruption by broadly accessible AGI, and that if everyone has access to state-of-the-art AGI, then no one will be able to gain a new kind of competitive advantage from it.

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#46
post #21

Earlier quoted context omitted.

Man, the Metaverse... what a fad. I almost can't even believe that WAS a thing. We had Habbo, and then we had Second Life, and NOW!!!!!!.... * deafening silence *

VR is a gadget, the same way that 4D cinemas are gadget. Ok it's +/- fun the first time to receive water droplets in your face while watching a movie, or for the cinema to spread fake fart smell, but this is not the experience you want to have every day. Apparently only a single-digit % of people who purchased AR headsets are using them once in a month (source: Valve developer Chet Faliszek)

In my opinion, HMD are clearly the future of display tech. VR is something you get for free, with an HMD.

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#47
post #34

Earlier quoted context omitted.

Meta's AR/VR strategy is still the over-arching priority and given how well Quest 3 and Ray Bans glasses are doing shows that it is likely the right one. Especially once Apple Vision Pro ignites the industry. AI will be used to enhance that e.g. generated avatars, autonomous agents, hand/body tracking etc.

How well are the Ray Bans doing? I’ve never heard anyone talk about them nor seen anyone wearing them.

Surprisingly well.

Strong adoption by the younger TikTok generation which is an area that Meta has been desperate to bring back into their fold.

Also the product is pretty impressive. The camera quality is really good and the AI features genuinely useful. Definitely caused many in the industry to wonder if that form factor could be the future of the AR industry in the short term as well as the long term.

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#48
post #11
post #6

I wonder how many of those chips were acquired to run metaverse stuff. Should be lots of overlap between rendering graphics and running cuda based models. I'm interested in seeing how the behemoths that are Meta and Google catch openai. I think it's a question of when, not if. Both companies just have a ridiculous amount of resources to throw behind these efforts. At least meta is releasing their stuff as "open sourc…

Almost no overlap: this metaverse thing just needs classical CPU servers (and not a lot of them considering the minimal user activity there). For now Google is still late to the party (full proprietary, and nobody has seen the supposedly good model called Ultra, only an average one called Pro), and Meta is actually the company that has pushed the field forward for all companies (with LLaMA).

>the supposedly good model called Ultra,

Good (as written), or God (at first glance)?

Re: Mark Zuckerberg’s new goal is creating artificial general intelligence

#49
post #39

Earlier quoted context omitted.

What makes you think they are getting a good discount? What are they going to do? Buy AMD, yeah right. Nvidia's sales are only limited by the number of wafers they can get from TSMC.

>What are they going to do? Buy AMD, yeah right. Build their own? It's what Microsoft, Google, and AWS are doing. >Nvidia's sales are only limited by the number of wafers they can get from TSMC. No, they're limited by the cost per operation vs. Facebook building their own. The cloud providers have already decided it's cheaper to do it themselves. Sure they'll keep buying GPUs for general public consumption but that m…

At some point Google Cloud, AWS, Alibaba Cloud, Apple, etc are going to make their own specialized chips (Google tried a bit with their tensors chip).

There is no value into the NVIDIA-part by itself, only the raw power is interesting.

If tomorrow this is AMD, or China-Town chip, it's perfectly fine.

I wouldn't miss the CUDA toolkit mess.

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