923 karma · joined September 18, 2022
So nice to see a “hard” engineering (from silicon to software) SV-founded company getting all this recognition. Especially after what has felt like a decade of SV hype software companies dominating the mainstream financial markets pre-pandemic with a spate of overpriced IPOs or large ad-revenue generating mega corporations.
In what way has Nvidia “forgotten” gamers with the rise of their datacenter business?
Also:
> For visualization workloads LUMI has 64 Nvidia A40 GPUs.
It seems like the existing large platforms of today—Microsoft’s enterprise moat, Google’s ads and internet services, Meta’s social networks, Apple’s consumer and mobile products—will remain the primary platforms of the future. So having models that can operate exclusively on those platforms via integration to their key products and date will only continue this trend. If you’re an outsider with an AI model, you’ll have a harder time getting access to critical data and your standalone AI product (e.g., ChatGPT) won’t be as useful.
More broadly speaking, I believe the days where the top X largest companies in the stock company would be displaced by newer companies every decade or so is over. The FAANGs just control so many major platforms in so many aspects of our lives.
So only the super PC, brand friendly stuff? Guess I shouldn’t be surprised given it’s Meta but disappointing if true. How can you have a public square without fostering news and political niches? That doesn’t mean you have to shove it in everyone’s feeds like Elon’s Twitter.
So it really will just be instagram with a text focus then. Was hoping all the influencer/celeb/brand focus early on was just a result of early app launch and no following feed yet.
So while completion will come, Nvidia isn’t going to pull an Intel and sit by collecting datacenter revenue on incrementally better hardware. The way I see it, Nvidia will really only be outdone by some major paradigm shift in their biggest markets, e.g., a breakthrough in AI computing that no longer relies on digital ICs.
In what way has Nvidia abandoned the consumer market? They have something like 80%+ market share on discrete gaming GPUs and still rake in billions a year from GeForce, which at their revenue is a sizable fraction.
And what makes you say that current AI hype is a grift? Do you truly think that the work with transformers is just a fad? I swear people on this site were saying the same thing about AI in general 3+ years ago before transformers blew up the scene.
Ofc the major issue is how to avoid enshittification. Having a good monetization strategy from the start is key. Hardest part besides attracting large user count is to attack some of Reddit’s failings: terrible arbitrary moderation. That’s the tricky part.
And yet none of them seem to have made any dent in Nvidia’s dominance. None of them have any real presence on industry-standard MLPerf benchmarks (not even TPU releases all benchmarks and they started the damn benchmark).
The truth is that making an AI chip isn’t as simple as putting a bunch of matmuls together in a custom ASIC and pointing a driver at it; there’s hard work and optimization the entire stack down, many of which aren’t even focused on the math part.
So while I don’t doubt that some competitors (AMD?) will gain decent market share eventually, Nvidia’s probably not going to be displaced so easily.
Are you saying that Hinton is not a doomer and believes that AGI is inevitable very soon?
> The mechanisms of Newton’s laws are first order terms of a proper QM solution.
Would be nice if the Fox News crowd would read some of those messages to wake up from all the manipulation.
[1] https://twitter.com/dylan522p/status/1647362670801170433
Curious to see what Modular is planning. They’ve definitely got star power so hopefully it’s not just hype.
A few questions:
1. What does giving it back 2x mean? You work overtime voluntarily or something like that?
2. Is what you’re describing a type of self-care or confidence? Trying to understand what your recommendation is and how to put it to action because it sounds great.
3. If you were serious about the therapy comment, can I ask what concrete steps you took in therapy to build up this confidence/self-care? What did you discuss with your therapist?
Perhaps the one counter to this is that a future where AI can displace large swaths of knowledge workers is one where the economy and, by extension, your investments become disrupted in a negative way. But that seems unlikely.
Ars link of the same article (meant to share this one).
Most relevant part:
> “Content generated by generative artificial intelligence should embody core socialist values and must not contain any content that subverts state power, advocates the overthrow of the socialist system, incites splitting the country or undermines national unity,” the CAC [Cyberspace Administration of China] rules state.
And wow, the irony of the name of Alibaba’s ChatGPT product, “Tongyi Qianwen, which roughly translates to ‘truth from a thousand questions.’”