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I love how now you have to consider the possible s** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by
by jimmySixDOF 1mo ago
I love how now you have to consider the possible s** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods -- it's one of the best stories in AI that SemiAnalysis is not cut from the same cloth as Gartner McKinsey et al
- verall 1mo agosemianalysis is pretty good
- latchkey 1mo agoAre they? https://jon4hotaisle.substack.com/p/influence-as-a-service-semianalysis https://jon4hotaisle.substack.com/p/influence-as-a-service-s...
- 7thpower 1mo agoThis would have been far more effective with 1/10 as many words.
- verall 1mo agoI've been reading them since before all of the AI hype, and I've always thought they're pretty good. You a few spicy takes with the overview/opinions/benchmarks. Better than semiaccurate. The article you link says not a lot of criticisms with very many words, and the AI prose gets much worse towards the end, seemingly when the author also gave up on reading it. I am disappointing in the plagiarism though, especially of Ryan Smith. I am much more interested in what you think of the site though vs your own experiences running a GPU cloud. I've seen your comments on it for a long time, it's super interesting. So if you think their takes are mostly bunk I'd consider it way more than this hot aisle guy.
- latchkey 1mo agoIt isn't about bunk takes or not. It is about the motivation behind doing something. Their takes are fabricated in such a way as to drive clicks to their business, where they are printing money selling MNDA to the highest bidder. Dylan uses his influence as a service and it is borderline criminal. He just sued a whistleblower employee. It is so blatant, he even lives and works directly with people in power who feed him information. Kind of like how SBF used his altruism to cover up the fraud he was doing. Everyone thought he was a good guy, until they realized he wasn't.
- verall 1mo agoI dunno, it's a blog, so I'm not so worried about the motivation behind it besides how it biases their takes. I think being close to people that feed you information might be prerequisite to the kind of information he sends out. I've seen the paid subscriber sections and it's nothing groundbreaking. I wouldn't/don't pay for it. SBF used his altruism to cover up fraud. If the SA benchmarks were fraudulent, that would be a big deal. If he's just "in bed with the AI companies", like, that's a big part of the reason it's such a popular blog? Also, I don't really have to think that Dylan is a good guy, and I certainly wasn't the only one that did not think SBF was a good guy. I get that it's really easy to call his implosion unsurprising after the fact, but it was truly unsurprising.
- latchkey 1mo ago> "I'm not so worried about the motivation behind it besides how it biases their takes." Troi oi. Read what you wrote again. Dylan is a grifting fraud. I wrote a too long document explaining a ton of examples and you're handwaving it away. SA benchmarks for inferencemax? Yea... AMD / NVidia put their best engineers on tuning, just for the benchmarks. It isn't about serving up inference fast, it is about appearing better on the charts to sell more chips. It is a popular blog because it is an influence service. That's the whole point. Write things that get clicks.
- verall 1mo ago
- tmp10423288442 1mo agoSemiAnalysis’ founder was roommates with Anthropic people, not OpenAI, so he may be slightly (very slightly) more objective here.
- LogicFailsMe 1mo agoAlong with Leopold Aschenbrenner so maybe not so much.
- rustystump 1mo agoThe guy that was part of FTX, fired from openai for alleged theft, got billions in a hedge fund somehow then lost billions. Why are all these people so scummy? It is like voting Trump three times in a row.
- onion2k 1mo agoThey're very intelligent people who do very clever things at a young age, which draws the attention of very rich people who can exploit them to get richer, and no one tells the young person they're being exploited. They're heaped with praise and 'wealth' (millions, but crumbs compared to what they're making for other people), and told they're geniuses who can do no wrong, mostly by the media that happens to be owned by the rich. Then the rich people pull the rug leaving them holding the bag, and they move on to the next young clever group. And the cycle continues.
- thelastgallon 1mo agoThe only effective altruism is making the mega-billionaires richer. https://fortune.com/2026/03/16/peter-thiel-giving-pledge-billionaire-philanthropy-backlash/ https://fortune.com/2026/03/16/peter-thiel-giving-pledge-bil...
- xyzsparetimexyz 1mo agos** posting? sex posting?
- msh 1mo agoshit posting
- minimaltom 1mo agoThats what I thought too but then it would be s**?
- madspindel 1mo agos**? Edit: OK, hn is removing one *
- yjftsjthsd-h 1mo agoIf it's trying to convert it to italics, you may have to use a backslash to escape them
- masfuerte 1mo agoOr double them up: s****** gives s***.
- 2001zhaozhao 1mo agoI like that to type s****** you had to type s************.
- yjftsjthsd-h 1mo agoOr escape them;)
- deleted 1mo ago[deleted]
- antonvs 1mo ago> I love how now you have to consider the possible s*** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods I mean, previously you could have said something much the same except substitute "frat boys".
- FrustratedMonky 1mo ago"not cut from the same cloth as Gartner McKinsey et al" Yeah, those guys aren't biased at all.
- Alifatisk 1mo agoWhy censor yourself?
- TiredOfLife 1mo agoBots do that because other platforms remove or hide posts with bad words
- onion2k 1mo agoHumans do it because they've been raised not to swear.
- adabovehuman 1mo ago> because they've been raised to grant advertisers and their vile spawn more rights than humans
- TiredOfLife 1mo agoPeople that have been raised to not swear either do not swear or replace words.
- onion2k 1mo agoI f**ing do actually.
- doctorpangloss 1mo agoThe semianalysis people have scripts which incorrectly count their numerators and denominators all the time. All their benchmarks are flawed. It is such a slipshod operation and they charge exorbitant amounts of money for it.
- ShrigmaMale 1mo agoSay more about this please
- doctorpangloss 1mo agofor example, their people think that GB300s are twice as fast as B300s, when really their benchmarks just incorrectly divide GB300 instances on azure by 8 instead of 4, since they don't read or verify any of the code that executes their benchmarks. the problem is they're so cryptopilled, surprises are what they want. they don't look at surprises and think, "that's wrong." they look at surprises and double down!
- subtlejellyfish 1mo agoThe "industry news and research" part of the AI industry feels very... suspect to me. My intuition is telling me that it's a bunch of people with influencer-y type social media skills and no actual credentials just grifting because there's so much money floating around.
- senordevnyc 1mo agoWhat credentials do you need to write a substack about an industry so it’s not grifting?
- A_D_E_P_T 1mo ago> McKinsey lol. lmao even. Have you seen the quality of their output? I'd take Claude or ChatGPT Free Tier over advice from McKinsey these days.