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Grok3 Launch [video]

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Re: Grok3 Launch [video]

#481
post #10

Grok has gotten to the top of one benchmark: https://x.com/lmarena_ai/status/1891706264800936307 It's been said before but it is great news for consumers that there's so much competition in the LLM space. If it's hard for any one player to get daylight between them & the 2nd best alternative, hopefully that means one monopolistic firm isn't going to be sucking up all the value created by these things

It's not good news when this competition comes at cost of a gigantic over inflated bubble, in which all the big players keep on sucking billions from investors without even having a business model. This hype will burst sooner than later and will trigger yet another global recession. This is untenable.

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Re: Grok3 Launch [video]

#482

Karpathy gave his initial impression: https://x.com/karpathy/status/1891720635363254772 The pull quote is: The impression overall I got here is that this is somewhere around (OpenAI) o1-pro capability

Naive question from a bystander , but since DeepSeek is open source and is on par with o1-pro (is it?), shouldn't we expect that anybody with the computer power is capable to compete with o1-pro?

It's not on par with o1, let alone o1-pro

Re: Grok3 Launch [video]

#483
post #10

Grok has gotten to the top of one benchmark: https://x.com/lmarena_ai/status/1891706264800936307 It's been said before but it is great news for consumers that there's so much competition in the LLM space. If it's hard for any one player to get daylight between them & the 2nd best alternative, hopefully that means one monopolistic firm isn't going to be sucking up all the value created by these things

I think it's already clear that these are going to be commoditized and the free / open source versions will be good enough to capture enough of the value that the remaining players will not be Facebook-level monopolies on the space

The vast majority of people couldn't care less about open source

Re: Grok3 Launch [video]

#484

Earlier quoted context omitted.

I think it's already clear that these are going to be commoditized and the free / open source versions will be good enough to capture enough of the value that the remaining players will not be Facebook-level monopolies on the space

the IP rights holders have yet to bare their teeth. I don't think the outcome you suggest is clear at all, in fact I think if anything entirely the opposite is the most probable outcome. I've lost count of the number of technology epochs that at the time were either silently or explicitly dependent on ignoring the warez aspects while being blinded by the possibilities, Internet video, music and film all went through…

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Re: Grok3 Launch [video]

#485
post #468

Earlier quoted context omitted.

ChatGPT is literally generating billions in revenue. Cursor is the fastest growing company of all time. This lame HN trope of LLMs having no business model needs to die.

Revenue or profit? WeWork at a time also did billions in revenue.

WeWork trapped themselves into a real estate hole, selling services for less than they rented property for.

OpenAI is currently in an explicit non-profit seeking mode using a technology that we have demonstrated 10-100x or greater decreases in compute to achieve the same outcomes.

This is not a declaration that OpenAI will become wildly profitable. This is just me saying that these aren't comparable companies.

Re: Grok3 Launch [video]

#486
post #418

Earlier quoted context omitted.

I think business model there pretty simple: to be in the front line when AI will go into the category of landscape-changing trillion dollar technologies. And investors keep pouring their billions exactly for that business model. >This hype will burst sooner than later and will trigger yet another global recession. It seems to small of bubble for global recession. I mean if it is a bubble at all, there is all the reas…

IMO that's not really a business model. That's a hope that you can come up with one by being at (or near) the front of the pack if one materializes.

If that scenario comes to fruition, it's literally the only viable business model. Everyone else gets eaten alive .

Re: Grok3 Launch [video]

#487
post #10

Grok has gotten to the top of one benchmark: https://x.com/lmarena_ai/status/1891706264800936307 It's been said before but it is great news for consumers that there's so much competition in the LLM space. If it's hard for any one player to get daylight between them & the 2nd best alternative, hopefully that means one monopolistic firm isn't going to be sucking up all the value created by these things

[flagged]

[flagged]

Re: Grok3 Launch [video]

#488

Earlier quoted context omitted.

I'm very sorry if this isn't the case, but this message really feels LLM-written.

“ — “ is the giveaway.

Not really, as pointed out by others in the thread. Anecdotal of course, but I use em dashes all the time— even in emails and texts (not just long-form writing).

Re: Grok3 Launch [video]

#489

Earlier quoted context omitted.

It's not good news when this competition comes at cost of a gigantic over inflated bubble, in which all the big players keep on sucking billions from investors without even having a business model. This hype will burst sooner than later and will trigger yet another global recession. This is untenable.

ChatGPT is literally generating billions in revenue. Cursor is the fastest growing company of all time. This lame HN trope of LLMs having no business model needs to die.

OpenAI is losing money on their $200/mo (!!) Pro subscription[0].

[0]: https://www.theregister.com/2025/01/06/altman_gpt_profits/

Re: Grok3 Launch [video]

#490

Earlier quoted context omitted.

It's not good news when this competition comes at cost of a gigantic over inflated bubble, in which all the big players keep on sucking billions from investors without even having a business model. This hype will burst sooner than later and will trigger yet another global recession. This is untenable.

ChatGPT is literally generating billions in revenue. Cursor is the fastest growing company of all time. This lame HN trope of LLMs having no business model needs to die.

> ChatGPT is literally generating billions in revenue.

It’s losing more billions than what it’s generating. Revenue does not equate profit.

https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-t...

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