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Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#631
post #623
post #608

Earlier quoted context omitted.

>wars which break out because of scarcity issues That doesn't seem to be much of a thing these days. If you look at Russia/Ukraine or China/Taiwan there's not much scarcity. It's more bullying dictator wants to control the neighbours issues.

> That doesn't seem to be much of a thing these days. If you ignore Gaza and whole of Africa, maybe.

Gaza seems mostly to be about who controls Israel/Palestine politically. Gaza was reasonably ok for food and housing and is now predictably trashed as a result of Hamas wanting to control Palestine from the river to the sea as they say.

South Sudan is some ridiculous thing where two rival generals are fighting for control. Are there any wars which are mostly about scarcity at the moment?

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#632

Where are they getting the $500B? Softbank's market cap is 84b and their entire vision fund is only $100b, Oracle only has $11b cash on hand, OpenAI's only raised $17b total...

SoftBank's current AUM is $350B [1], and they will likely raise another fund. [1] https://en.wikipedia.org/wiki/SoftBank_Group

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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#633

Why is Larry Ellison giving a speech about the power of AI to cure disease? How is Oracle relevant at all to any of AI progress in the past few years?

Oracle purchased Cerner which is now sitting on a ton of healthcare data.

I wonder how much of the data can legally be retained without violating privacy law? Perhaps that’s why Texas rather than CA?

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#634
post #622

Earlier quoted context omitted.

For less than this same price tag, we could’ve eliminated student loan debt for ~20 million Americans. It would in turn open a myriad number of opportunities, like owning a home and/or feeling more comfortable starting a family. It would stimulate the economy in predictable ways. Instead we gave a small number of people all of this money for a moonshot in a state where they squabble over who’s allowed to use which ba…

Repaying student loans makes a lot of people a little richer. The current initiative makes a few people a lot richer. If you ask some people, the former is a very communist/socialist way of thinking (bad), while the latter is pure, unadulterated capitalism (good).

That and a lot of people do not have the means to convince current power centers ( unless they were to organize, which they either don't, can't or are dissuaded from ) to do their bidding, while few rich ones do. And so the old saying 'rich become richer' becomes a self-fulfilling prophecy.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#635

Earlier quoted context omitted.

Let me avoid the use of the word AGI here because the term is a little too loaded for me these days. 1) reasoning capabilities in latest models are rapidly approaching superhuman levels and continue to scale with compute. 2) intelligence at a certain level is easier to achieve algorithmically when the hardware improves. There's also a larger path to intelligence and often simpler mechanisms 3) most current generation…

> All of this points to compute now being basically the only bottleneck to massively superhuman AIs This is true for brute force algorithms as well and has been known for decades. With infinite compute, you can achieve wonders. But the problem lies in diminishing returns[1][2], and it seems things do not scale linearly, at least for transformers. 1. https://www.bloomberg.com/news/articles/2024-12-19/anthropic... 2. h…

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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#636

Why are corporations announcing business deals from the White House? There doesn’t seem to be any public ownership/benefit here, aside from potential job creation. Which could be significant. But the American public doesn’t seem to gain anything from this new company.

The US is now officially a full on oiligarchy. It always was one, it's just that the powers that be don't care to hide it anymore and are flaunting that they have the power.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#637
post #615
post #558

Apart from my general queasiness about the whole AGI scaling business and the power concentration that comes with it, these are the exact four people/entities that I would not want to be at the tip of said power concentration.

What do you prefer ? Letting DeepSeek and China lead the AI war ? DeepSeek R1 is a big wake up call https://open.substack.com/pub/transitions/p/deepseek-is-comi...

> What do you prefer ? Letting DeepSeek and China lead the AI war ?

Me personally? Yes.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#638

So its not the hype anymore?

Softbank historically had been late to buy into the hype, but man do they buy big.

I mean, to the extent that Softbank's grand entrance could almost be used as the signpost to the bursting of bubbles.

If I was an AI enthusiast, Softbank showing up would make me nervous.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#639

Earlier quoted context omitted.

"There are maybe a few hundred people in the world who viscerally understand what's coming. Most are at DeepMind / OpenAI / Anthropic / X but some are on the outside. You have to be able to forecast the aggregate effect of rapid algorithmic improvement, aggressive investment in building RL environments for iterative self-improvement, and many tens of billions already committed to building data centers. Either we're a…

My prediction is a Apple loses to Open AI who releases a H.E.R. (like the movie) like phone. She is seen on your lock screen a la a Facetime call UI/UX and she can be skinned to look like whoever; i.e. a deceased loved one. She interfaces with AI Agents of companies, organizations, friends, family, etc to get things done for you (or to learn from..what's my friends bday his agent tells yours) automagically and she is…

Sorry, you live in a different world, google glasses were aggressively lame, the ray bans only slightly less so.

But pulling out your phone to talk to it like a friend...

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#640

You'd really think that arguably the leader in generative AI could come up with a unique project name instead of ripping off something extant and irrelevant. But then again that's their entire business, so I shouldn't be too surprised.

I mean the entire AI thing is built atop mass plagiarism and stealing things others have created indiscriminately. I doubt Mr Worldcoin could come up with an original thought for anything, seeing how his models behave.
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