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Grok3 Launch [video]

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Re: Grok3 Launch [video]

#751

Post by MrMan »

jiggawatts wrote: post #119
ddxv wrote: post #58

Earlier quoted context omitted.

To me, it seemed like they spent there money to get there. They talked about the massive datacenter they built, but will it pay off is the question.

They may not need direct subscription revenue to recoup their investment. A variant of multi-modal LLMs may be the solution to self-driving cars, home robotics, and more. I keep saying that to be a really effective driver, an AI model will need a theory of mind, which the larger LLMs appear to have. Similarly, any such model will need to be able to do OCR and read arbitrary street signs, and understand what the sign…

[dead]

Re: Grok3 Launch [video]

#752

Post by d0gsg0w00f »

Tycho wrote: post #720
InTheArena wrote: post #590

Earlier quoted context omitted.

Elon's unchecked power at building a model? Or at politics? I always worry whenever I see people telling me how to feel - rage in this case. We are in a political system that is oriented more around getting people to feel rage and hatred as opposed to consensus and deliberation. Elon is the face of that, but it's a much longer and larger problem. Throw in the complete dismisal that anyone not scared of this is ignora…

But it is a partisan issue. All these people on fat NGO salaries, all these federal workers not pulling their weight, all the welfare abuse, all these aid payments - which party do you think is keen to keep the spigot flowing? Of course, it would be a shame if they didn’t audit the Pentagon as well, definitely massive graft happening there.

Allegedly, the Pentagon sees the writing on the wall and is trying to get a head start on DOGE

https://www.wsj.com/politics/national-security/doge-departme...

Re: Grok3 Launch [video]

#753

Post by zhobbs »

gmerc wrote: post #668

[flagged]

>For what? There is no ROI at that price point. There is no monetisation potential.

I think your whole argument is based on this being true, but you didn't give much argument about why there is no ROI. 400M USD isn't hard to generate...even a moderate ad engagement lift on X would generate ROI and that's just 1 customer.

Imagine going back in time and showing every VC how great the search business will be in 20-30 years. The only rational response would be to make giant bets on 20 different Googles...and I think that's what's happening. These all seem like rational investments to me.

Re: Grok3 Launch [video]

#754

Post by rtsil »

screye wrote: post #678
gmerc wrote: post #668

[flagged]

It's a race for AGI, a VC's wet dream. The beauty of a failed investment is that it never goes below zero. So upside is the only thing they care about. Why invest in a near-zero chance for a random SAAS to take off, when you can invest in a near-zero chance of creating superhuman artificial life?

> It's a race for AGI, a VC's wet dream.

Yes but why? This is what I really don't understand.

Say AGI is achieved within a reasonable timeframe. Odds are that no single company will achieve that, there will be no monopoly. If that's the case, where is the trillion dollars value for investors? From every claim we hear about it, AGI will lead to hundreds of millions of jobs disappearing (all white-collar jobs), and tens of millions of companies disappearing (all the companies that provide human-produced services). Who is going to buy your AGI-made products or services when nobody is paid anymore, when other companies, big and small, has ceased to exist? Sure, you can make extraordinary accomplishments and advance humanity far, far ahead, but who is going to pay for that? Even states won't be able to pay if their taxable population (individuals and corporations) disappear.

So where will the money come from? How does it work?

Re: Grok3 Launch [video]

#755

Post by crocowhile »

bobxmax wrote: post #462
crocowhile wrote: post #249

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.

You are comparing apple with oranges. Cursor is not an LLM and yes, it has a business model. So does openrouter and million other applications that can switch API to the low bidder any moment.

Re: Grok3 Launch [video]

#756

Post by HarHarVeryFunny »

bobxmax wrote: post #462
crocowhile wrote: post #249

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.

What source(s) are there for cursor's growth rate/revenue ?

Re: Grok3 Launch [video]

#757

Post by platybubsy »

silentsanctuary wrote: post #644
niceice wrote: post #598

Earlier quoted context omitted.

[flagged]

> TLDR: The status quo elite that have been looting the USA for decades is being replaced by the guy who runs SpaceX and is the most transparent elite we've ever seen. Why is that scarier? The reason why it's scarier is that for those of us who've come to understand Elon, his actions, and his methods better, it's clear that: - he IS "the status quo elite that have been looting the USA for decades" - instead of being…

>the successes of SpaceX have had to come DESPITE Elon's management

Can you elaborate on this? AFAIK all other rocket companies without Elon have not been as successful. Also Eric Berger and multiple employees at SpaceX seem to disagree with your statement.

Re: Grok3 Launch [video]

#758

Post by mrtesthah »

swalsh wrote: post #705
InTheArena wrote: post #590

Earlier quoted context omitted.

Elon's unchecked power at building a model? Or at politics? I always worry whenever I see people telling me how to feel - rage in this case. We are in a political system that is oriented more around getting people to feel rage and hatred as opposed to consensus and deliberation. Elon is the face of that, but it's a much longer and larger problem. Throw in the complete dismisal that anyone not scared of this is ignora…

> Continuing the senseless partisan drive of the 20 years does. I think what the government is going through right now is wrapping up the last political system. The idea that Democrats and Republicans just need to learn how to work together is just wrong. The parties are being destroyed, and I think we should all cheer that. They were built to address the issues of the 20th century, and neither party in the current f…

Is this new political system akin to a banana republic? Because that’s what happens when you replace non partisan workers with loyalists in order to eliminate all accountability and oversight. Turning the rule of law into a partisan issue is a receipt for endemic corruption.

And even if you think the rule of law is antiquated, you’re misanthropically cheering the destruction of the largest institution in the world that 330 million people depend on for survival.

Re: Grok3 Launch [video]

#759

Post by liampulles »

brulard wrote: post #522
liampulles wrote: post #187

Earlier quoted context omitted.

I don't use it daily, and I find copilot counterproductive (for me). I do try to experiment with chatgpt when I remember to. I find it good for complex SQL, reviewing emails, and Godot assistance (I'm a beginner game Dev). There are also times when I have programming questions and I might try to use chatgpt, with mixed results. Our company has tried to integrate it into one of our products, and I find it troubling ho…

In the last few days I discovered it's good at medium-complexity SQL, not at really more complex ones. I'm struggling like 4th day with Claude, ChatGPT, Gemini and Deepseek. All could do some good analysis with some low-hanging fruit improvements, but all went completely crazy when trying to optimize more complex things, getting into loops proposing the same changes over and over, outputting invalid SQL, and gemini e…

Probably my complex SQL is your medium-complexity SQL. SQL is not a big part of my current project.

Re: Grok3 Launch [video]

#760

Post by gmerc »

zhobbs wrote: post #753
gmerc wrote: post #668

[flagged]

>For what? There is no ROI at that price point. There is no monetisation potential. I think your whole argument is based on this being true, but you didn't give much argument about why there is no ROI. 400M USD isn't hard to generate...even a moderate ad engagement lift on X would generate ROI and that's just 1 customer. Imagine going back in time and showing every VC how great the search business will be in 20-30 ye…

That's a red herring because it ignores the part where they could have done the same things spending a tiny fraction of the money.
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