I disagree strongly, and unfortunately your knowledge regarding Anthropic isn't exactly correct on this: they are working with fluidstack and are invested in Google TPUs, it's got nothing to do with NVDA at all. Amazon is their financial backer much like Microsoft is for OpenAI, and both aren't going to give up within the next few years.Your knowledge on this is rather naive. The $50bn doesn't exist. It's a promise to try and drive stock value up by demonstrating it needs more capacity which allows them to live a few more months and keeps NVDA up.
The thing is the investors want to cash in their return now. And there isn't one. And they're starting to get rather vocal about it. The big investment companies have already dumped their own stock onto bagholders and are now cutting their losses.
Ignoring the technical, social issues, the basic finances don't work. The technology has no tangible return on the spend, only loss. It's so so so bad the pissants like Altman went begging to the US gov for a bailout.
It's not a bubble, it's market fraud.
aka Apple IntelligenceAI is a huge mistake.
I was with you until “Grok is the superior platform, anyhow.” It’s hypocritical to shame AI built by Altman and then praise AI built by Musk. Have you seen Twitter these days? Or how Musk is trying to “fix” the opinions of Grok? Talk about shadowy... I believe they both deserve the shame.If Sam Altman is involved, no thanks. OpenAI is as shadowy as Alphabet, Google, whatever they’re calling themselves these days. Grok is the superior platform, anyhow.
I was with you until “Grok is the superior platform, anyhow.” It’s hypocritical to shame AI built by Altman and then praise AI built by Musk. Have you seen Twitter these days? Or how Musk is trying to “fix” the opinions of Grok? Talk about shadowy... I believe they both deserve the shame.
You have a point there. Elon is definitely very transparent about his goals lol. I didn’t see it that way. Thanks for pointing it out.I don’t use Twitter, so not sure. Elon isn’t much better, but he doesn’t hide his intentions and is pretty straight forwards about what he has in mind. Sam Altman on the other hand. I wouldn’t dare turn my back on him if we were alone.
Have not used Grok much but I like Gemini as it is hard to realize it is machine (on one side scary) but.... GPT provides sometime more precise and useful information but in very rough form. That is my experience. So I use them in tandem.Grok and Gemini have surpassed ChatGPT it's not even close.
It is natural evolution of growing computational power and one of areas that drives sales of new HW otherwise for majority current performance is for majority overkill.AI is a huge mistake.
If they will not find proper ways to monetize all investments other that state surveillance and military purposes then blast will be audible across Earth lolJust waiting for the AI Bubble to burst wide open.
All good points, but not just for LLMs. This is true for any technology we use. Adobe Creative Cloud becoming crapware. Affinity going into the Canva Lockware-Ecosphere. Office the same. Cloud spaces like Dropbox bring central to your work yet obviously rudderless. Operating Systems ****ing up SMB. Apple becoming worse every year, Google however being much worse already. Your internet provider has problems and Mail, Downloading and anything online will not work for hours. Working with tech makeshift work more fragile and dependent. Which is why security driven IT seems to bring the companies they work at back to stone-age level of tech in order to reduce risks that cannot be avoided as they are tech-inherent. The only ones safe from all of the above and more problems of technology are people working without, craftsmen and artisans, small shops, artists, writers and so on. The less tech you use, the safer. If you work in or with. A lot of tech or software, welcome to the worries where every update can mess up your business.Some thinking points for your faith argument from an analytical perspective (this is my job):
1. Your company will be in trouble when the LLM token pricing goes through the roof.
2. Your company will be in trouble when the LLM company changes the model and your prompts do not function correctly.
3. Your company will be in trouble when the LLM company goes down the toilet and the other LLM company gets an influx of traffic they can't handle with their hardware provision. This also incurs point 1 and 2 as a damage multiplier.
4. It's a tangible business risk building on technology which has absolutely no working revenue model. It may disappear tomorrow.
5. You do not have the cash, hardware or resources to train your own model and make a ROI on it and run it yourself even on a cloud platform.
6. You are likely to reach regulatory and legal problems when it comes to making employment decisions based on automation of this class (chain of proof).
7. Robots and manufacturing have near zero use for LLMs. There is some specific AI use cases in inspection. That is it. Having humanoid robots working in a factory setting is science fiction. Production is required to be 100% deterministic and LLMs are not.
8. You can't replace people with AI. But you can replace people with AI spending and watch your stock prices rise while burying the lay off.
This whole thing is faith without empiricism.
You have a point there. Elon is definitely very transparent about his goals lol. I didn’t see it that way. Thanks for pointing it out.
AI is a huge mistake.
that may well be, but the AI genie is not going back into the bottle
It did twice before. Look up AI Winter.
The previous AI winters were almost entirely B2B/institutional, which is an incredibly different environment from the AI market of today.
The second fundamental difference from then to today is that current AI has crossed utility and mass market adoption thresholds that makes it sticky in ways previous generations didn't.
A "winter" will undoubtedly happen in the investment/hype cycle of AI, but the consumer adoption creates a floor that prevents complete collapse. It's more like social media - even if investor enthusiasm waned, the products were too embedded in daily life to disappear.
AI is a foundational technology. It will be around much longer than you or I, regardless of what the markets think about it.
A BILLION people are using GenAI.There is virtually no consumer adoption.
Facebook doesn’t ask for money and LLMs specifically are going to be monetized similarly for product references and advertisement.The moment you ask money for it, the customers go away.
This is just patently untrue, if you have data share it, instead of what you might understandably want to be true.It doesn't solve any useful problems for the average person.
Reading doomsaying takes without a critical lens or understand the technology or how it can be useful is judging something from a place of ignorance, not a strong foundation of understanding.It's dead.
The mathematics and the idea will live on, but the commercials mean it is dead.
There is virtually no consumer adoption.
The moment you ask money for it, the customers go away.
It doesn't solve any useful problems for the average person.
It's dead.
The mathematics and the idea will live on, but the commercials mean it is dead.
LLMs are a tiny part of the potential for AI. In addtion to Small Lanuage Models and Private Small Language Models, many forms of AI being developed today are not langage models at all. If you don't believe me, ask your LLM.Some thinking points for your faith argument from an analytical perspective (this is my job):
1. Your company will be in trouble when the LLM token pricing goes through the roof.
2. Your company will be in trouble when the LLM company changes the model and your prompts do not function correctly.
3. Your company will be in trouble when the LLM company goes down the toilet and the other LLM company gets an influx of traffic they can't handle with their hardware provision. This also incurs point 1 and 2 as a damage multiplier.
4. It's a tangible business risk building on technology which has absolutely no working revenue model. It may disappear tomorrow.
5. You do not have the cash, hardware or resources to train your own model and make a ROI on it and run it yourself even on a cloud platform.
6. You are likely to reach regulatory and legal problems when it comes to making employment decisions based on automation of this class (chain of proof).
7. Robots and manufacturing have near zero use for LLMs. There is some specific AI use cases in inspection. That is it. Having humanoid robots working in a factory setting is science fiction. Production is required to be 100% deterministic and LLMs are not.
8. You can't replace people with AI. But you can replace people with AI spending and watch your stock prices rise while burying the lay off.
This whole thing is faith without empiricism.
The conversational features need to be full duplex. It's annoying that the slightest background noise causes the response to pause.