Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

IBM CEO says there is 'no way' spending on AI data centers will pay off

businessinsider.com

Post reply on HN
Print view View original

801–810 of 985 posts

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#801

Post by ramoz »

vablings wrote: post #795
ramoz wrote: post #703

Earlier quoted context omitted.

At the end of this week we are releasing https://github.com/eqtylab/cupcake You can see all of Claude’s commits. I’ve shipped so much with ai. Favorite has been metrics dashboards of various kinds - across life and business.

Something about restricting an AI agent by using another AI to write code to restrict it is quite funny

It'll be a common paradigm. Some agents support the coding agent discover relevant context for a plan, others will help the agent stay on track and ensure no rules break.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#802

Post by diggyhole »

mattlondon wrote: post #771
blablabla123 wrote: post #533

Despite the flashy title that's the first "sober" analysis from a CEO I read about the technology. While not even really news, it's also worth mentioning that the energy requirements are impossible to fulfill Also now using ChatGPT intensely since months for all kinds of tasks and having tried Claude etc. None of this is on par with a human. The code snippets are straight out of Stackoverflow...

Take this "sober" analysis with a big pinch of salt. IBM have totally missed the AI boat, and a large chunk of their revenue comes from selling expensive consultants to clients who do not have the expertise to do IT work themselves - this business model is at a high risk of being disrupted by those clients just using AI agents instead of paying $2-5000/day for a team of 20 barely-qualified new-grads in some far-off c…

Right. Just like Intel completely shitting the bed on GPUs then their CEO tweeted a prayer. Old tech companies are going to be left behind.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#803

Post by belter »

mattlondon wrote: post #771
blablabla123 wrote: post #533

Despite the flashy title that's the first "sober" analysis from a CEO I read about the technology. While not even really news, it's also worth mentioning that the energy requirements are impossible to fulfill Also now using ChatGPT intensely since months for all kinds of tasks and having tried Claude etc. None of this is on par with a human. The code snippets are straight out of Stackoverflow...

Take this "sober" analysis with a big pinch of salt. IBM have totally missed the AI boat, and a large chunk of their revenue comes from selling expensive consultants to clients who do not have the expertise to do IT work themselves - this business model is at a high risk of being disrupted by those clients just using AI agents instead of paying $2-5000/day for a team of 20 barely-qualified new-grads in some far-off c…

> IBM have an incentive to try and pour water on the AI fire to try and sustain their business.

IBM has faced multiple lawsuits over the years. From age discrimination cases to various tactics allegedly used to push employees out, such as requiring them to relocate to states with more employer friendly laws only to terminate them afterward.

IBM is one of the clearest examples of a company that, if given the opportunity to replace human workers with AI, would not hesitate to do so. Assume therefore, the AI does not work for such a purpose...

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#804

Post by diggyhole »

blablabla123 wrote: post #533

Despite the flashy title that's the first "sober" analysis from a CEO I read about the technology. While not even really news, it's also worth mentioning that the energy requirements are impossible to fulfill Also now using ChatGPT intensely since months for all kinds of tasks and having tried Claude etc. None of this is on par with a human. The code snippets are straight out of Stackoverflow...

I've had decent results hackin', wackin' and smashin'.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#805

Post by deepGem »

mattlondon wrote: post #771
blablabla123 wrote: post #533

Despite the flashy title that's the first "sober" analysis from a CEO I read about the technology. While not even really news, it's also worth mentioning that the energy requirements are impossible to fulfill Also now using ChatGPT intensely since months for all kinds of tasks and having tried Claude etc. None of this is on par with a human. The code snippets are straight out of Stackoverflow...

Take this "sober" analysis with a big pinch of salt. IBM have totally missed the AI boat, and a large chunk of their revenue comes from selling expensive consultants to clients who do not have the expertise to do IT work themselves - this business model is at a high risk of being disrupted by those clients just using AI agents instead of paying $2-5000/day for a team of 20 barely-qualified new-grads in some far-off c…

I would any day take chatGPT/Claude over an IBM consultant. I worked at IBM.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#806

Post by chrisweekly »

infecto wrote: post #774
boringg wrote: post #765

Earlier quoted context omitted.

I think surpassed is not the right word because it doesn't create/ideate. However it is incredibly resourceful. Maybe like having a jr engineer to do your bidding without thinking or growing.

Surpassed is probably the wrong word but the intent is more that it can comprehend quite complicated algorithms and patterns and apply them to your problem space. So yea it’s not a human but I don’t think saying subpar to a human is the right comparison either. In many ways it’s much better, I can run N parallel revisions and have the best implementation picked for review. This all happens in seconds.

Yes, this. Creating multiple iterations in parallel allows much more meaningful exploration of the solution space. Create a branch for each framework and try them all, compare them directly in praxis not just in theory. My brother is doing this to great effect as a solopreneur, and having the time of his life.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#807

Post by MayeulC »

kelnos wrote: post #643
marcosdumay wrote: post #315

Earlier quoted context omitted.

Yep. Moore's law ended at or shortly before the 28nm era. That's the main reason people stopped upgrading their PCs. And it's probably one of the main reasons everybody is hyped about Risc-V and the pi 2040. If Moore's law was still in effect, none of that would be happening. That may also be a large cause of the failure of Intel.

> Moore's law ended at or shortly before the 28nm era. Moore's law isn't about cost or clock speed, it's about transistor density. While the pace of transistor density increases has slowed, it's still pretty impressive. If we want to be really strict, and say densities absolutely have to double every 2 years, Moore's Law hasn't actually been true since 1983 or so. But it's been close, so 2x/2yr a decent rubric. The f…

If you want to be pedantic, the original (and revised) law are definitely about cost. The original formulation was that the number of features (i.e. transistors) on an integrated circuit doubled every two years for the best-priced chips (smallest cost per feature).

https://web.archive.org/web/20220911094433/https://newsroom....

> The complexity for minimum component costs has increased at a rate of roughly a factor of two per year (see graph on next page).

And it is formulated in a section aptly titled "Costs and curves". This law has always been an economic law first, some kind of roadmap for fans to follow. But that roadmap drove almost-exponential investment costs as well.

I concede that density still rises, especially if you count " advanced packaging". But the densest and most recent is not the cheapest anymore.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#808

Post by chrisweekly »

HarHarVeryFunny wrote: post #778
DoctorOW wrote: post #661

Earlier quoted context omitted.

The problem I had that the larger your project gets, the more mistakes Claude makes. I (not a parent commenter) started with a basic CRUD web app and was blown away by how detailed it was, new CSS, good error handling, good selection and use of libraries, it could even write the terminal commands for package management and building. As the project grew to something larger Claude started forgetting that some code alre…

> The problem I had that the larger your project gets, the more mistakes Claude makes I think the reason for this is because these systems get all their coding and design expertise from training, and while there is lots of training data available for small scale software (individual functions, small projects), there is much less for large projects (mostly commercial and private, aside from a few large open source pro…

Well said, and good analogy.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#809

Post by chrisweekly »

forty wrote: post #735
properbrew wrote: post #676

Earlier quoted context omitted.

Not the OP you're replying to, but I've put together quite a few projects using only LLMs, no hand crafted code anywhere (I couldn't do it!) https://dnbfamily.com https://eventme.app https://blazingbanana.com https://play.google.com/store/apps/details?id=com.blazingban... https://play.google.com/store/apps/details?id=com.blazingban... https://play.google.com/store/apps/details?id=com.blazingban... Are they perfect? N…

Maybe the most depressing part of all this is if people start thinking they would not have been able to do things without the LLM. Of course they would have, it's not like LLMs can do anything that you cannot. Maybe it would have taken more time at least the first time and you would have learned a few things in the process.

But reducing friction, eliminating the barrier to entry, is of fundamental importance. It's human psychology; putting running socks next to your bed at night makes it like 95% more likely you'll actually go for a run in the morning.

Re: IBM CEO says there is 'no way' spending on AI data centers will pay off

#810

Post by kowbell »

dghf wrote: post #800
PeterStuer wrote: post #515

If AI is a highlander market, then the survivor will be able to eventually aquire all those assets on the cheap from the failing competitors that flush their debt in bankruptcy. Meanwhile, highlander hopefuls are spending other peoples money to compete. Some of them with dreams of not just building a tech empire, but to truly own the machine that will rule the world in every aspect. Investors are keen on backing the…

What's a highlander market, or a highlander hopeful? Google wasn't helpful.

I interpreted it as "there can only be one" which I believe is a quote from the Highlander movie; it's a "winner takes all" and that winner gets the title of "highlander."

In this situation then everyone who _isn't_ the winner will go broke -> sell off all their stuff on the cheap because they're desperate -> the winner gets all their hardware for a great deal and becomes even more powerful.

Post reply on HN