dgellow

It’s like the supposed first mover advantage OpenAI believed they had. In practice it’s almost always more like a first mover massive tax, and companies coming afterwards benefit from your discovery of a market, publicity, and everything else that has already been validated

If anyone other than NVIDIA has a moat, they for sure never talk about it

That’s what we see in China

95% margin is really unlikely. Anthropic recently said they have 80% gross margin when using their adjusted ebidta (ie if they do not consider revenue sharing, training expenses, and a bunch of other costs). They wouldn’t be talking about non standard metrics if they had such high margin on inference

The AI providers offer their services to institutions doing those killing. They make money from it. Of course they share part of the guilt

I’m pretty sure they meant they believe in the 10% risk of everybody dying but are ok for all of us to take that risk without our consent because they saw a 4year old tragically die. Which sounds completely unhinged, to say the least

Ironically the US is the only country that has done that

I don’t think there is fuss, just the author sharing the information and mentioning how they find it a bit ironic that US labs expenses can be reduced drastically thanks to the Chinese companies they continuously frame as adversaries

The people who don’t care about environmental impact and resource use are the same people pushing for more and faster datacenter deployment. The Republican Party is the one getting rid of environmental protection rules, it’s the party most financed by fossil fuel companies, and the party that was/is against solar and windmill development. The party that gutted all the regulatory agencies and is colluding with the AI industry.

There is a very obvious pattern here

Let’s start with an investigation of the company and see if that’s the case or not?

I’m pretty convinced Wall Street is clueless and relies mostly on vibes. It’s the same people who thought all SaaS would become unnecessary after seeing a Claude code demo. Though eventually they will have to ask for the ROI, and that’s where the whole thing will calm down

„Practical Engineering for Inventors“. It’s not really made to be read from beginning to end but I do like to le

I’m so suspicious of that exact claim being repeated everywhere since a few weeks, that really feels like a slogan astroturfed. It’s also fairly shallow analysis. Water is localized, you cannot do a meaningful comparison without taking in account the impact on specific water sources, an aggregate doesn’t give you any insight (other than having a slogan)

Those points were true at the time and most are still true now. But they aren’t predictions.

- it’s correct there isn’t much fresh data anymore

- it’s correct that compute is scarce, that was 100% the case and a huge issue at the beginning of the year, it is better now but still scarce, and hardware is now way, way more expensive

- it’s correct the finances don’t make sense

But there is no way to know when a bubble pop, because it’s a psychological phenomenon across an extremely complicated distributed system (ie the stock and bonds markets)

Yes that’s what I meant. Compute requires energy, infrastructure, etc. easily more than 90% of it will be wasted, just LLMs processing meaningless data in cronjobs, for the few instances where there is something actually meaningful to report to the user

I cannot fathom how much compute will be wasted with that type of always on agentic systems

Those companies are grossly incompetent to the point of committing what is likely to be felonies. If you think I’m deflecting you’re misguided, I’ve been advocating for months for the AI labs to be shutdown and their leadership investigated for gross negligence and potential crimes.

I would still bet they aren’t making any money from data leaking to advertisers

Are you a flock investor? That what I expect a flock investor to sound like.

From my understanding cities like NYC were actually in a really bad shape in 1950s and after compared to now, until around the 90s

Edit: actually, from what I find in the 1950s there was even ongoing heroin epidemics, in addition to gang warfare, and of course racial inequality

It would be so nice if government projects and regulations came with some sort of KPI. And if they aren’t reached the thing is reverted/removed. With a bit of flexibility of course, to be sure there is room for debate. I’m sure that could be gamed in lots of ways but with the current status quo is just so much vibes

I don’t think it matters much if it is intentional or not, no? In both cases it’s a breach of privacy that should be punished. Though I myself do not believe they are selling, I don’t think they reached that level of sophistication yet, they seem to be way too hacky for that type of scheme. But that will for sure come later on

I’m not sure. It could definitely be incompetence. We are talking about an industry rushing as fast as possible in every directions, their systems are very likely a complete mess. I really wouldn’t be surprised if advertisers are getting that data for free just because the AI labs didn’t bother

Not with the current admin, just need to do one more contribution to the next Trump ballroom and you can ignore that whole risk

They will do it even if it doesn’t save them time!

So much productivity gain, and yet still zero proof of positive contribution to companies ROI. Unless you’re yourself reselling AI of course

Use way more restrictive harnesses.

> Muse does sync your messages from the local Messages database and uploads that information as a data source. On my device, it had been activated and synced to row 187,462 of my Messages database

That does sound like something Meta would do, indeed. That Muse product will become such a liability for Meta over time, but now I understand why they are giving away so much compute. Its really just about siphoning as much personal data as possible

Don’t look at oracle’s debts

I’m pretty sure it’s more about his close connection to Trump

That’s irrelevant. The author likely doesn’t have English as their first language. They are an individual, not one of the most valuable company ever