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Can you provide a link to where he has said that? I’m not an expert on Ed but I don’t recall ever reading him say that it is functionally useless, he doesn’t co
by reticulates 2mo ago
Can you provide a link to where he has said that? I’m not an expert on Ed but I don’t recall ever reading him say that it is functionally useless, he doesn’t comment on its function, only the business, whether it has functional use is immaterial unless that generates value for the companies spending obscene money on hosting. The companies implementing AI as consumers can get a huge amount of value from it without a single cent going to any of the big labs, that’s part of why investment in AI infrastructure is so misplaced.
- dgellow 2mo agoHe often says in passing that he doesn't see value in LLMs outside of generating bad software and can help sometimes with search. But it's not really part of the AI bubble thesis itself IMHO, just him adding his personal commentary in interviews
- bryanlarsen 2mo agoThat was the main thesis of his earlier writing. He has since acknowledged that AI is useful in a few use cases so has switched to concentrating on the much more plausible economic thesis.
- watwut 2mo agoIt pops up fairly frequently on his better offline podcast. If you pick last or second last episode it will be there somewhere. If you pick something few months ago before he had all the financial data he is on a out them now, there is a lot more of it. But, I am not going to relisten to it now. The episodes are to large extend stream of numbers (kind of like his writing) and I am not in mood for that. If you like his writing, chances are you will like the podcast btw.