I guess everyone is racing towards AGI in a few years or whatever so it's kind of impossible to cultivate that environment.
A pipe dream sustaining the biggest stock market bubble in history. Smart investors are jumping to the next bubble already...Quantum...
This is why we're losing innovation.
Look at electric cars, batteries, solar panels, rare earths and many more. Bubble or struggle for survival? Right, because if US has no AI the world will have no AI? That's the real bubble - being stuck in an ancient world view.
Meta's stock has already tanked for "over" investing in AI. Bubble, where?
You assume that's the only use of it.
And are people not using these code generators?
Is this an issue with a lost generation that forgot what Capex is? We've moved from Capex to Opex and now the notion is lost, is it? You can hire an army of software developers but can't build hardware.
Is it better when everyone buys DeepSeek or a non-US version? Well then you don't need to spend Capex but you won't have revenue either.
And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.
If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.
Who says they don't make money? Same with open source software that offer a hosted version.
> If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI
Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?
The US government basically forced AT&T to use revenue from its monopoly to do fundamental research for the public good. Could the government do the same thing to our modern megacorps? Absolutely! Will it? I doubt it.
https://www.nytimes.com/1956/01/25/archives/att-settles-anti...
But the principle is there. I think that when a company sits on a load of cash, that's what they should do. Either that or become a kind of alternative investments allocator. These are risky bets. But they should be incentivized to take those risks. From a fiscal policy standpoint for instance. Well it probably is the case already via lower taxation of capital gains and so on. But there should probably exist a more streamlined framework to make sure incentives are aligned.
And/or assigned government projects? Besides implementing their Cloud infrastructure that is...
> Google X is a complete failure
- Google Brain
- Google Watch/Wear OS
- Gcam/Pixel Camera
- Insight (indoor GMaps)
- Waymo
- Verily
It is a moonshot factory after all, not a "we're only going to do things that are likely to succeed" factory. It's an internal startup space, which comes with high failure rates. But these successes seem pretty successful. Even the failed Google Glass seems to have led to learning, though they probably should have kept the team going considering the success of Meta Raybands and with things like Snap's glasses.https://x.company/projects/#graduate
https://en.wikipedia.org/wiki/X_Development#Graduated_projec...
yes, a glib response, but think about it: we define an intelligence test for humans, which by definition is an artificial construct. If we then get a computer to do well on the test we haven't proved it's on par with human intelligence, just that both meet some of the markers that the test makers are using as rough proxies for human intelligence. Maybe this helps signal or judge if AI is a useful tool for specific problems, but it doesn't mean AGI
As for IQ tests and the like, to the extent they are "scientific" they are designed based on empirical observations of humans. It is not designed to measure the intelligence of a statistical system containing a compressed version of the internet.
I'll happily step out of the way once someone simply tells me what it is you're trying to accomplish. Until you can actually define it, you can't do "it".
If LLMs actually hit a plateau, then investment will flow towards other architectures.
Like the new spin out Episteme from OpenAI?
We are yet to create lab as foundational as Bell Labs.
Its pretty much dog eat dog at top management positions.
Its not exactly a space for free thinking timelines.
But the skill sets to avoid and survive personnel issues in academia is different from industry. My 2c.
Same goes for academia. People's visions compete for other people's financial budgets, time and other resources. Some dogs get to eat, study, train at the frontier and with top tools in top environments while the others hope to find a good enough shelter.
Why they decided not to do that is kind of a puzzle.
Google and Meta are ads businesses with a lot less surface area for such a mandate to have similar impact and, frankly, exciting projects people want to do.
Meanwhile they still have tons of cash so, why not, throw money at solving Atari or other shiny programs.
Also, for cultural reasons, there’s been a huge shift to expensive monolithic “moonshot programs” whose expenses need on-demand progress to justify and are simply slower and way less innovative.
3 passionate designers hiding deep inside Apple can side hustle up the key gestures that make multi touch baked enough to see a path to an iPhone - long before iPhone was any sort endgame direction they were being managed to.
Innovation thrives on lots of small teams mostly failing in the search for something worth doubling down on.
Googles et al have a new approach - aim for the moon, budget and staff for the moon, then burn cash while no one ever really polished up the fundamental enabling pieces in hindsight they needed to succeed