ai4ever

so, ex bitcoin miners are pivoting into gpu clouds

whats the point ?

altman, and amodei are speaking their book, but in doing so seem like shady snake-oil salesmen.

they would be better off not bullshitting their investors.

investor money is seduced by the possibilities and many of the investors are in it for FOMO.

few really understand what the limits of the tech are. and if it will even unlock the usecases for which it is being touted.

hardware sales to datacenters is cyclical.

80% datacenter sales are to less than 8 customers.

marginal buyers - coreweave and xai are funded with speculative monies to the tune of $15B

so, expect pain.

dot.com and internet changed how we shopped, how businesses conducted commerce, and how we communicate.

Mobile and smart phones put the internet in our pocket.

I dont see how gen-ai is going to change any of our day-to-day workflows. Hence I believe it to be a giant bubble. It will help some small sectors (education, customer support) but the overall impact will be much smaller than dotcom or mobile.

putting the LLM in the loop makes the tooling unreliable. so, the usecases would be limited to those where accuracy is not important.

whereas, a DSL still aims for accurate and deterministic modeling of the specific usecase.

make this open-source, I can bet you will see a lot of contributors.

then, make it easy for content producers to incorporate into their websites.

glad to see the pushback against theft.

big tech hates piracy when it applies to their products, but condone it when it applies to others' content.

spread the word. see ai-slop ? say something ! see ai-theft ?say something ! staying quiet is encouraging theiving.

here is an older take on this same topic..

https://www.yitay.net/blog/training-great-llms-entirely-from...

GPU vs TPU, and good software managing large clusters of them across all sorts of failure.

the funny bit from the above article is the incident when someone forgot about a training job at google, and month later had the model fully trained without an alert of any kind. "outrageously good infra"

see slop ? say something !

there will be a backlash against robotic phone assistants in support centers.

support businesses that dont put out slop or ai-garbage.

* red alert *

narrative shift triggered. needs to be combated with more hype. VC money is at stake. co-pilots are threatened.

sora-hype is exhausted. 4o-hype is tired.

call-to-action: "thought-leaders" like a16z to put out giant "architecture of ai" articles to keep the fomo alive.

Everyone with cash to spare (CSPs and consumer-internet monopolies) and fomo will have their GPUs soon.

Who is left ?