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They don't know anything dude. You can't read finance articles on AI. They cannot even install ollama locally. This means the only information they can provide
by bloomingkales 2y ago
They don't know anything dude. You can't read finance articles on AI. They cannot even install ollama locally. This means the only information they can provide is conjecture and rumors on how money is moving, absolutely nothing else. The Deepseek reporting exposed them.
Huang expressed the truth. The reasoning feature is a loop, which means more hits to the LLM, which means more compute. So more datacenters.
- OgsyedIE 2y agoI totally agree about all of the flaws, but I don't see that as an obstacle to profitability under the typical Schumpeterian conditions of business. After all, look at how much money Myanmar makes from enslaving people to work as unpaid internet catfishers.
- krainboltgreene 2y agoThis doesn’t make sense as an analysis. Financial journalist didn’t know how factories, steam engines, websites, data centers, or cryptocurrency worked either.
- onionisafruit 2y agoThat doesn’t undermine their point.
- krainboltgreene 2y agoIt’s foundational to their point.
- deleted 2y ago[deleted]
- bloomingkales 2y agoOkay, let me increase the resolution. Financial analyst and Gizmodo are not exactly a pair. Quite frankly, Financial analyst and CNBC or Bloomberg are not exactly a couple either. Those things don't go together. As in, which of the following does not belong in the group: 1. Gizmodo 2. CNBC 3. Bloomberg 4. Financial Analyst You might think it's Gizmodo, but it's not. The first three are the same is my point, and there's no way a financial analyst is even there (let alone a technical one that knows about AI). Now what if I told you the thing you thought doesn't belong there (Gizmodo) and the thing I'm telling you doesn't belong there (Financial Analyst) are in the same place? You should be confounded, it's ridiculous (Gizmodo Financial Analyst, huh?). My last sentence is the best joke of the year, trust me on that. They have no credibility across the board (across all three of those things) is sort of the criticism.
- krainboltgreene 2y agoTake your meds.
- bloomingkales 2y agoFound the Gizmodo Financial Analyst.