The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
garymarcus.substack.com
The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
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Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#2Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#3Accepting to do deals with people who have no shame for pulling such trick is to accept they will do it again in a much bigger scale.
Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#4AI-as-meme has been around long enough now that its being force-interpreted into two camps, "its all a scam, at best it only knows how to reproduce exact training data" and "it's glory shall have us working 0 hours by 2030". This article won't shed light on reality, the in-between.
ex. lets walk through the opening:
1) "How do you convince the world your ideas and business might ultimately be worth $7 trillion dollars" -- he's referring to an unsourced rumor, that never made any sense, that Mr. Altman approached Saudis for $7 trillion to build GPUs. Even the nonsensical gossip rag rumor explicitly has nothing to do with OpenAI, part of the "intrigue" was the perfidy of Sam doing it separate from OpenAI.
2) "Sam Altman is on a tour to raise money and raise valuations...at some of top universities in the world", figuratively, maybe, but not actually - they just raised a round in December and this isn't a company that needs to do PR at universities to catch investor attention.
3) "A few days ago at Stanford, Sam promised that AGI will be worth it, no matter how much it costs" -- actual quote: "I don't care if we burn $50 billion a year, we're building AGI and it's going to be worth it" -- that's not a "promise" nor "no matter how much it costs" -- yes, $50B is functionally 'no matter how much', so I'd give Gary charity of interpretation on that too - except as long as we're doing that, why are we over-reading Sam?
Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#5Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#6Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#7Also GPT-4 is still leaps and bounds more capable than the competition. Anyone pushing large-language models to their limits today can easily attest to that. Claude 3 Opus comes close, but is significantly more expensive and much harder to do function calling with.
Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#8The current AI wave is a perfect application of Conway's law: the bullshit industry has generated the perfect bullshit machines, pretending to show intelligence when they only parrot what they've heard elsewhere - badly but convincingly.
Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#9The current AI wave is a perfect application of Conway's law: the bullshit industry has generated the perfect bullshit machines, pretending to show intelligence when they only parrot what they've heard elsewhere - badly but convincingly.
Re: The Sam Altman Playbook: Fear, the Denial of Uncertainties, and Hype
#10GPT-4 is absolutely incredible and even if we never get beyond it the world is a much better place with it than without it. It makes total sense to bet on the team that made this being the best placed people in the world to advance it.