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Equating this buildout with LLMs is also a category error. Waymo (self-driving cars) depends on the same infrastructure, and there are a variety of other roboti
by lukeschlather 6mo ago
Equating this buildout with LLMs is also a category error. Waymo (self-driving cars) depends on the same infrastructure, and there are a variety of other robotics programs which are actually functioning, you can see them in operation. They all require a lot of GPUs to train and run the models which operate the robotics.
- therobots927 6mo agoWhat % of GPUs are running self driving software or robotics? And what is the ROI on either of those right now?
- lukeschlather 6mo agoThe answers to both of those questions are pretty guarded trade secrets. Amazon and Google just to name a couple examples are very profitable companies and I would not bet on them investing all this money without real use cases where profit is likely. Amazon is adding thousands of new robots to their factories every year.
- therobots927 6mo agoSo your argument basically boils down to, the datacenter build out is not a waste of resources because if it was, these companies wouldn’t be building them. Got it.
- lukeschlather 6mo agoI mean, your argument is that Google has had increasing revenue and profit for a decade, to the point that they have $400B in revenue + profit this year, and that they are going to lose money because they plan to spend $180B on capital projects for new data centers next year, because you know their business better than they do.
- deleted 6mo ago[deleted]
- therobots927 6mo agoArgument from authority with a little whataboutism thrown in. I’m done wasting time with you.
- danielmarkbruce 6mo agoLol, it's not an argument from authority. The claim isn't "google said so". It's "google is doing so". It's a claim to incentives and rational actors, or perhaps to revealed preferences. If you want to get on a high horse around logical fallacies, make sure to understand them, else you reveal... something else, about yourself.
- therobots927 6mo agoGoogle is doing something != they are doing the rational thing. Suggesting otherwise is defintionally argument from authority. You know you can just admit you’re a sophist and we can move on.
- danielmarkbruce 6mo agoThat's why it's a "claim". Learn basic english before moving onto the big words :)
- throwaway27448 6mo agoIt's not clear that Waymo is an improvement over existing infrastructure so much as ensuring that fewer humans benefit from each car ride (which was already pathetically low).
- rangestransform 6mo agoIt’s an improvement over spending 1b/mi building public transit in HCOL car dependent areas
- throwaway27448 6mo agoYes but then you get infrastructure. Investing more in cars is just taking on more debt your grandkids will have to pay off.
- Danox 6mo agoIs Waymo a good example when Google has third world people sitting at a screen operating the vehicle on the other side of the world, how can it performance be trusted?