61–70 of 370 posts
I will never understand the decision-making process that led to "Let's build an awesome VR headset that can't do gaming". I would love to replace my monitor with Apple Vision Pro for programming and productivity. I would gladly pay $1000 for that. But at $4000 it really needs to put me in a Microsoft Flight Simulator cockpit.
> If Anthropic and OpenAI believed customers would actually pay the real cost of AI tokens, they wouldn't have to give away 20 to 40 times the amount of tokens to subscribers. One logical gap in the SemiAnalysis 40x cost of tokens versus subscription: I don't know anybody actually maxing out their account limits. Sure, if you're somehow always running stuff, you can max it out, but subscriptions like this allow peopl…
I don't know if Ed Zitron is right about allhis analysis, but it's nice to have an alternative, well-argued narrative to the gushing torrent of AI company propaganda.
The entire internet is full of anti-AI discussion and a straight up disbelief in any chance of success. Implying there is a "gushing torrent" of pro AI narrative is bizarrely out of touch. We both know this isn't true.
the pro-AI side on the other hand has poured billions into ads and marketing and CEOs are forcing it on people due to a combo of FOMO, personal investments in AI (CEO, board, investor), etc
> If Anthropic and OpenAI believed customers would actually pay the real cost of AI tokens, they wouldn't have to give away 20 to 40 times the amount of tokens to subscribers. One logical gap in the SemiAnalysis 40x cost of tokens versus subscription: I don't know anybody actually maxing out their account limits. Sure, if you're somehow always running stuff, you can max it out, but subscriptions like this allow peopl…
I don't know if Ed Zitron is right about allhis analysis, but it's nice to have an alternative, well-argued narrative to the gushing torrent of AI company propaganda.
This is an interview with Ed Zitron.
One big difference I have with Ed Zitron is I look at companies suddenly getting worried that they're spending millions of dollars on tokens and think "wow those AI vendors are going to make SO MUCH MONEY". The best price for a product is what I call the "suck air through your teeth" price. You want your customers to suck air through their teeth... and then pay the full amount anyway. Uber set their per-developer tok…
Whether companies pay will come down to the bottom line once the hype around the country club dies down a bit and for that it's still TBD on the actual product cost impact.
Earlier quoted context omitted.
At this point I have yet to hear a solid argument against his arguments that use half as much evidence as he does. That isn’t to say that he’s right, that’s just to say that while he gets creative in his phrasing numbers don’t lie and I haven’t seen anyone else present competing numbers that make sense. If anyone has them to the degree with which he provides them then please, by all means, I’m interested.
[flagged]
You’re thinking of a different person.
Most recent free article: https://wheresyoured.at/the-subprime-data-center-crisis/
Number after number, e.g.:
“Per my own analysis, NVIDIA’s predicted $1 trillion in Blackwell and Vera Rubin GPU sales (by the end of 2027) represents around 40GW of data center capacity, which will, assuming a PUE of 1.35, result in around 30GW of usable capacity. At a cost of around $12 million a megawatt, that works out to around *$435 billion in global annual compute revenue to make these data centers necessary.*“I don't know if Ed Zitron is right about allhis analysis, but it's nice to have an alternative, well-argued narrative to the gushing torrent of AI company propaganda.
The entire internet is full of anti-AI discussion and a straight up disbelief in any chance of success. Implying there is a "gushing torrent" of pro AI narrative is bizarrely out of touch. We both know this isn't true.