Earlier quoted context omitted.
I think it's already clear that these are going to be commoditized and the free / open source versions will be good enough to capture enough of the value that the remaining players will not be Facebook-level monopolies on the space
Apparently it isn't clear to the investors valuing OpenAI at >300B. Possibly they're betting that the ecosystem & integrations around their models will generate a certain amount of lock-in or otherwise make the difference in a close-to-even field
Grok3 Launch [video]
971–980 of 1001 posts
Re: Grok3 Launch [video]
#972Earlier quoted context omitted.
There was this joke about rich Russians that I heard maybe 25 years ago. Two rich Russian guys meet and one brags about his new necktie. "Look at this, I paid $500 for it." The other rich Russian guy replies: "Well, that is quite nice, but you have to take better care of your money. I have seen that same necktie just yesterday in another shop for $1000."
Can you explain that joke for me? I keep reading it and I don't get it.
Re: Grok3 Launch [video]
#973Earlier quoted context omitted.
The vast majority of people couldn't care less about open source
If you're paying $200/month for something I can do with open source software and $10/month of compute, why wouldn't I offer you the service for $100/month? And then someone offer it for $50? Not everyone has to know about, understand, or use open source solutions for it to open the field.
You need to pay energy bill, do the update/upgrade and you need to build a LLM rig.
Nvidias Digits Project could be very interesting, but this box will cost 3k.
We are a lot closer to running it at home than i assumed we would but plenty of people prefer SaaS over doing stuff themselves.
Re: Grok3 Launch [video]
#974Earlier quoted context omitted.
And Anthropic not even in the top 10 ...
I keep hearing about Claude's impressive coding skills (compared to its benches) yet, not evident for me (I use the web version, not cline). Compared to 4o it's not that great.
After an hour and a half assed working result, i put everything into claude and it made it significant better on the first try and i had not a subscription active with claude.
Re: Grok3 Launch [video]
#975Karpathy believes that this is at o1-pro level[1]. This again proves that OpenAI simply has no tech moat whatsoever. Elon's $97 billion offer for OpenAI last week was reasonable given that xAI already have something just a few months behind - it would probably be faster for xAI to catch up with o3 than going through all those paperworks and lawyer talks required for such an acquisition. Elon also has some huge up-han…
That is not an advantage in a race against Microsoft, Google, Meta etc. he's competing against all the biggest companies in the world in this race. He's not going to be able to outspend them if the economics look at all sensible.
Re: Grok3 Launch [video]
#976Earlier quoted context omitted.
LLM are good at one thing, and totally by chance it is the thing they have been designed to be: be a word probability generator. If you can constrain your usage around that, they are great to use. But the people who think they can reason or know some kind of truth are delusional
Explain how o3 won a gold medal at this year's International Olympiad in Informatics, or provide your benchmark for reasoning.
Re: Grok3 Launch [video]
#977Earlier quoted context omitted.
These percentage points don't mean anything. Look up how the Elo system works. They just add 1000 to the result to make it a nicer number.
There are llms below 1000 in the leaderboard
Re: Grok3 Launch [video]
#978Earlier quoted context omitted.
Apologies for possibly stupid question but where can you use it right now? Just on 'direct chat' on https://lmarena.ai/ or is there a better alternative? Or do you have early access?
I was using it on grok.com, logged in via a Twitter account. But I notice it just got added to the Grok tab on Twitter a moment ago. Also, the "Deep Search" button was not available when it first went live, so I'm retesting everything again with this feature enabled, which I assume is a reasoning version of the same model.
Re: Grok3 Launch [video]
#979Earlier 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.
I assume you're referring to this:
https://sacra.com/research/cursor-at-100m-arr/
It went from 10M MRR to 100M
Re: Grok3 Launch [video]
#980Karpathy believes that this is at o1-pro level[1]. This again proves that OpenAI simply has no tech moat whatsoever. Elon's $97 billion offer for OpenAI last week was reasonable given that xAI already have something just a few months behind - it would probably be faster for xAI to catch up with o3 than going through all those paperworks and lawyer talks required for such an acquisition. Elon also has some huge up-han…
Firstly, the 97Bn was for the non-profit, not for the company. The company is being valued in funding rounds closer to 300Bn. I think it may be true that OpenAI has no moat, but if it has no moat then all of these AI companies are overvalued (including xAI) and Elon should just stop bothering to throw his money at it. I would say Elon probably actually doesn't have much of an advantage here. In both SpaceX and Tesla…