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I feel like the space has already plateaued. Lots of improvements up to GPT4 were genuine milestones, but that’s now a year ago and everything since was margina
by diarrhea 3y ago
I feel like the space has already plateaued. Lots of improvements up to GPT4 were genuine milestones, but that’s now a year ago and everything since was marginal.
I’m not invested in any sense in the space. I’m actually more frequently turning off Copilot in VSCode recently. I’d like to see further breakthroughs as much as anyone, but am not holding my breath. In fact, shorting NVIDIA seems like one of the better ideas currently.
- seanmcdirmid 3y agoBut couldn’t you have said that 5 years ago and 10 years ago? I’d give it 3-4 years to actually call it. But if you believe strongly, shorting AI-enhanced stocks is a great way to capitalize on your prediction. You could also use the short as a hedge for your expectations (either way you win something).
- namaria 3y agoThere's a real chance of rapid decline as the advance we've seen on GPT3 was largely due to openAI being able to efficiently train it on common crawl but now this data body is getting poisoned by automatically generated content.
- diarrhea 3y agoI don't see that as a threat just yet. It seems simpler: stock value prices expected future growth. Nvidia has already grown to a highly dominant position. I don't see how it can grow much more to fill expectations of the staggering stock price. I'm expecting more of a regression to the mean soon, with Nvidia losing a bit of their lead. I have no data or sources to back this up.