1,029 karma · joined August 28, 2023
I agree it’s less of a dumpster fire than OAI but that’s not a very hard bar to clear.
This is a decidedly anti-enlightenment statement.
It would be great if someone could explain to me how AI improves this situation. Even if AI thinks it’s solved a problem, unless the proof is incredibly efficient and well explained, it will be difficult to verify the correctness. One hallucination in 300 steps of logic is enough to destroy the entire proof.
0. No one wants a datacenter in their backyard or hooked up to the grid while the electricity burden is carried by households. People are afraid of losing their property values and being unable to move away if a DC is built nearby - effectively being trapped there. People in Memphis are breathing in gas fumes from the XAI datacenter there. There are concerns about corrosion byproducts making its way into the aquifers from DC waste water. If DC construction takes the cheap option no sound insulation is installed and people can’t sleep and some even lose their hearing: https://www.usnews.com/news/national-news/articles/2026-04-2...
People are pissed that towns and cities are bypassing public approval to placate corporate builders.
1. People have been told to fear for their jobs
2. Many people believe labs have stolen vast amounts of intellectual property
3. Engineers are being pressured to use AI and told they “aren’t prompting right” if/when it doesn’t work for their use case
I can go on. But I actually think the majority of the backlash has nothing to do with stock valuations.
No one knows if it’s profitable or not so we’re left to speculate.
What exactly do you think “volatility” means in this context?
I think it’s reasonable to draw the conclusion that they are folding inference subsidies (for both paying and non-paying users) under this category. Frankly I think occam’s razor demands it because where else would all that money have gone? Fancy trips for enterprise clients?
Ed’s leaks demonstrated that OAI doesn’t make money (even on inference).
Put these two together and I think the conclusion is pretty obvious.
He’s not shorting the market or calling a top. He’s saying that the bubble will pop because the underlying business model is and always will have a NEGATIVE ROI. Unless you’re speculating on semiconductor stocks the difference is irrelevant.
Do me a favor and tell me how much of the 1,000,000,000,000 spent / committed to a datacenter buildout has been returned to shareholders / creditors?
Wild how I got downvoted for stating a pretty obvious fact. Long term planning and self sacrifice in the interest of long term community benefit which transfers to one’s future self / progeny is actually very similar to communism.
Fuck me I guess
Also bombing Gaza into oblivion is clearly not terorism either
I would hate to know what they consider a war crime.