bwfan123

14 ms·

241.
by bwfan123 1y ago
These deals happen all the time. The case for a bubble is the following. When Microsoft offers cloud-credits in exchange for openai equity, what it has effectively done is to purchase its own azure revenues. ie, a company uses its own cash
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by bwfan123 1y ago
This is behind a paywall. Is there a free link you can share ?
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by bwfan123 1y ago
my prediction is that the ai-bubble pops no later than when openai files for its ipo. openai has an incentive to keep its finances outside of the prying eyes of the public shareholders. This way their mystique is kept in tact, and nobody ca
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by bwfan123 1y ago
So, openai has contracts worth 250B with azure and 300B with oci in the next 5 years. Where is that money coming from ?
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by bwfan123 1y ago
I am surprised and glad that journalists are reporting on this. OpenAI is the hinge in the whole AI bubble, and it has every incentive to keep its financials private if it is not very flattering. So, thats the place to look for funny busine
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by bwfan123 1y ago
Can we coin a new archetype called the "performative engineer" who plays to the leveling game ?
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by bwfan123 1y ago
Bessis [1] argues that formalism - or loosely math writing - is foundational to clarifying intuition/meaning in a way that natural language cannot. Imagine it as a scalpel carving out precise shapes from the blur of images we carry the
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by bwfan123 1y ago
Seems like a purge - new management comes in, and purges anyone not loyal to it. standard playbook. Happens in every org. Instead of euphemisms like "load-bearing" they could have straight out called it eliminating the old-guard.
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by bwfan123 1y ago
cue in: programming as theory building [1] or building systems as theory building, ie, Mental causal models of how and why things work the way they do. Mental models live in people's heads and walk out of the door when they do. Managem
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by bwfan123 1y ago
"It is difficult to get a man to understand something, when his salary depends upon his not understanding it,"
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by bwfan123 1y ago
Humans perceive phenomena via senses, and then carve categories or concepts to understand them. This is a process of abstraction and each idea has an associated qualia. Then use language to describe these concepts. As such, a concept is gro
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by bwfan123 1y ago
addendum: The ground truth for an LLM is the training dataset. Whereas the ground truth for a human is their own experience/qualia with actions in the world. You may argue that only a few of us are willing to engage with the world - an
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by bwfan123 1y ago
yea, And this team-bonding pic has a ghost finger - https://www.linkedin.com/feed/update/urn:li:activity:7379209... On linkedin company pics, look for extra fingers.
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by bwfan123 1y ago
right. Also, the idea that there is a "best" researcher is already problematic. You could have 10 great people in a team, and it would be hard to rank them. Rating people in order of performance in a team is contradictory to the i
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by bwfan123 1y ago
I would categorize people into 2 broad extremes. 1) those that care two hoots about what others or the system expects of them and in that sense are authentic and 2) those that only care about what others or the system expects of them, and i
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by bwfan123 1y ago
We have public agencies like the police that are paid for by the tax-payers for securing property. Are there similar agencies who are incentivized to stop these situations. During the pipeline breaches several years back, I recall aggressiv
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by bwfan123 1y ago
Form over function is what they are trained for. So, verbose commentary, needless readmes, and emojis all serve that purpose.
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by bwfan123 1y ago
so, i can have auto-completion of my api-key ?
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by bwfan123 1y ago
When there is no skin in the game, there are no consequences. This applies not only to these consulting firms, but also to disembodied llms which dont interact with the world, and so, dont bear the rewards or punishments of their outputs.
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by bwfan123 1y ago
What surprises me is the pace and size of these announcements. So many announcements so fast and each one at least 100B all involving openai. Reminds me of a quote by Chuck Prince - Citigroup CEO from 2008 - "As long as the music is pl
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by bwfan123 1y ago
> The philosophy of nonexisting things can be confusing This comment hit a raw nerve, and tied many things in my own understanding. Because concepts can depict non-existing things, we have to learn via feedback from experience "oper
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by bwfan123 1y ago
I saw no mention of Brandolini's law [1] - or Bullshit Asymmetry principle. In fact, the piece hints at a corollary to it. Which is: Bullshit from "an authoritative sounding source" takes 100x as much effort to refute. There
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by bwfan123 1y ago
glad you brought up a historical note. Some of the best thinking across history - euclid,newton,einstein - happened in the pre-computer era. So, let alone AI, even computers are not necessary. Pen, paper and some imagination/experiment
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by bwfan123 1y ago
> Definitely not a bubble. ;) When you square that with the total revenues of 6B in 1H.
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by bwfan123 1y ago
oracle's announcement of a 300b purchase commitment from openai followed soon by a 100B investment into openai. The pace and size of these announcements is reaching a fever-pitch which seems like an attempt to keep the music playing.
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by bwfan123 1y ago
Same could be said of the covid-darlings - zoom, pelaton etc. They got bid up assuming the present to continue into the future. That is the nature of the markets. Same story with fake meat companies. Across time you will find this pattern -
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by bwfan123 1y ago
I worked at a startup during the telecom boom. Then, startups were getting acquired by the likes of Cisco before the startup had a deployed product. And, back then, IPOs were the only form of liquidity event and engineers were locked up for
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by bwfan123 1y ago
this. Was highlighted by Sutton in a recent podcast rather starkly. LLMs are a great tool. But, the real world is far too nuanced to be captured in text and tokens. So, LLMs will be a great productivity boosting tool like a calculator or a
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by bwfan123 1y ago
How in the world is openAI supposed to pay for the deals for infra ? 300B with oracle for one.
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by bwfan123 1y ago
this is the funniest comment i have read in a while, thank you for a loud laugh.

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