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Apple Will 'Watch Everything Burn' When AI Bubble Bursts

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61–70 of 91 posts

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#61

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

[deleted]

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#62

if they simply stayed out of it, they would get my business from here on out. too late for that though.

they never had my business; their style over all else along with the combination of planned obsolescence and conspicuous consumption are obscene misuse of the human heuristics.

No one owns the phone and we increasingly dont own the pc.

Ursa Ag is funny. Maybe we can have a device that runs programs the user selects.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#63
post #7

Earlier quoted context omitted.

they never had my business; their style over all else along with the combination of planned obsolescence and conspicuous consumption are obscene misuse of the human heuristics.

They're the company that builds laptops people still use 5-10 years later. If anything they've set the standard for long lifespans when it comes to tech devices.

Writing this on a 2010 pc bought cheap in 2012. Upgraded ram, ssd added, windows 7 to windows 10 with extended updates. Yes it's time to replace but they do last.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#64
post #11

Local models running on Apple hardware are definitely a thing, a low-hanging fruit they are harvesting right now while every pure-play AI company is losing money.

Ironically for home-lab users (ie those who primarily have access to consumer hardware), apple silicon is probably the best value (and also the most obtainable for running some of the smaller sized models. You can get unified memory of up to 192 GB in the mac studios. The equivalent for the "open market" is probably AMD's halo strix which offers up to 128GB unified memory, and the speed of the memory is much slower.…

Not supporting FP8 is a pain in the butt though. It feels like there are more compromises using Apple Silicon than just going with nVidia and CUDA.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#65
post #39

There are three companies I am confident will survive an AI bubble popping: Google, Microsoft and Apple. A lot has been made of Google's recent earnings being cash flow negative (I think for the first time ever?). Building data centers is something Google is very good at. They've also partially or wholly insulated themselves from a collpase by using Special Purpose Vehicles ("SPVs") where the collateral for loans is…

> Microsoft too is a cash cow and seemingly hasn't bet the farm on Copilot.

I think a good follow-up question is: which Copilot?

Anyway, Microsoft seems to be leaning hard into the whole "you can't get fired for buying Microsoft" thing that used to be IBM and AWS. Normies all around the world still insist on using Microsoft Windows and Office.

Anecdotally, they supposedly lost a lot of money on GitHub Copilot's inference costs, at least until June. So they'd be far more equipped to survive an AI crash now.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#66
post #44

Apple never needed to participate in the AI race to zero. As they were already at the finish line.

The past decade has shown people will still buy iPhones even with Siri being the worst assistant of the major players, even with Liquid Glass UI debacle, etc

Their hardware is just that good and the fact that is great for LLMs is just icing

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#67

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

He's been mostly wrong about the potential for AI, but mostly right about the financials. Don't listen to him for opinions, but don't discount his factual reporting because his opinions are off.

I am very impressed with LLMs, but.....

I don't think we are seeing productivity gains due to LLMs in the general economy yet.

Even in software development, are we seeing an increase in the number of products or features shipped?

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#68

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

Any YouTube video with him is filled with fawning comments. People love it when others tell them what they want to hear. He'll be able to do his schtick for a long time, well after it should be obvious to everyone the AI is going to change things. I'm not enthusiastic about AI and wish we could pump the breaks somehow but at some point you have to recognize there's something there. I don't think it's helpful that the face of AI criticism says a lot of nonsense.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#69

Ed Zitron also said that consumers were losing interest in ChatGPT in January 2024, that AI models were reaching their upper possible limits in Feburary 2024, that ChatGPT and similar products were "not particularly useful for anything", that hallucinations could not possibly be reduced in models, etc. He's a churlish AI skeptic that isn't worth listening to.

There's a huge crowd of "wishful thinkers" that want to see AI collapse and will cling to any rationalization that it will do so. This is Zitron's audience.

How exactly is AI "succeeding?" By the numbers, every AI company is on a fast track to going bankrupt at record speeds. All while burning the planet down and making electronics unavailable to literally everyone. This is not sustainable.

Keep a close eye on the "Is AI Profitable Yet?" website. The numbers will open your eyes. Please, enlighten me on how AI is successful.

Re: Apple Will 'Watch Everything Burn' When AI Bubble Bursts

#70

Earlier quoted context omitted.

There's a huge crowd of "wishful thinkers" that want to see AI collapse and will cling to any rationalization that it will do so. This is Zitron's audience.

How exactly is AI "succeeding?" By the numbers, every AI company is on a fast track to going bankrupt at record speeds. All while burning the planet down and making electronics unavailable to literally everyone. This is not sustainable. Keep a close eye on the "Is AI Profitable Yet?" website. The numbers will open your eyes. Please, enlighten me on how AI is successful.

AI would be profitable today if all companies weren't constantly racing to train the next biggest model, that's the whole reason the numbers look whack.

This is basically the first time we're seeing true competition between massive tech companies, the previous state had each one of them clinging on to their own separate monopoly.

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