cmiles8

21 ms·

541.
by cmiles8 11mo ago
Well AWS says Anthropic uses it but Anthropic isn’t exactly jumping up and down telling everyone how awesome it is, which tells you everything you need to know. If Anthropic walked out on stage today and said how amazing it was and how they
542.
by cmiles8 11mo ago
The real code red here is less that Google just one-upped OpenAI but that they demonstrated there’s no moat to be had here. Absent a major breakthrough all the major providers are just going to keep leapfrogging each other in the most expen
543.
by cmiles8 11mo ago
AWS keeps making grand statements about Trainium but not a single customer comes on stage to say how amazing it is. Everyone I talked to that tries it says there were too many headaches and they moved on. AWS pushes it hard but “more price
544.
by cmiles8 11mo ago
Nice job on this. I love a good builder project and the ESP32 is a great platform for these.
545.
by cmiles8 11mo ago
OMG yes this! It’s infuriating. Even basic tasks like “play this song” get screwed up and wonder off into the abyss. Absolute pile of garbage from Amazon on this AI stuff.
546.
by cmiles8 11mo ago
Siri (Apple) and Alexa (Amazon) both has massive wiffs on AI
547.
by cmiles8 11mo ago
This comes after the incident where multiple drones crashed into a crane. Given that prior incident and now this the FAA will likely not be too kind to Amazon. The permission on drone tech is predicated on very strong “see and avoid” techno
548.
by cmiles8 11mo ago
Well said. Folks were super bullish tech wise on the internet when it was new and that turned out it be correct. It was also correct that the .com bubble wiped out a generation of companies and those that survived took a decade or more to r
549.
by cmiles8 11mo ago
It appears very much not. There has been some suggestion that inference may be “profitable” on a unit basis but that’s ignoring most of the costs. When factoring everything in most of these look very much upside down. While there demand at
550.
by cmiles8 11mo ago
Correct
551.
by cmiles8 11mo ago
If OpenAI was the only company doing this that argument might sort of make sense. The problem is they have real competition now and that market now looks like an expensive race to an undifferentiated bottom. If someone truly invents AGI and
552.
by cmiles8 11mo ago
LLMs are an amazing advancement. The tech side of things is very impressive. Credit where credit is due. Where the current wave all falls apart is on the financials. None of that makes any sense and there’s no obvious path forward. Folks sa
553.
by cmiles8 11mo ago
Headline is very misleading. The article is saying the data center might be making an existing problem slightly worse, but it’s not the source of the underlying problem.
554.
by cmiles8 11mo ago
The “well just pay for it with ads” concept is financially flawed. The cost to serve all this up is 30+x more expensive than traditional search. There’s no way the “online ad” space will suddenly start paying 30x more for ads. There’s simpl
555.
by cmiles8 11mo ago
I don’t disagree that then AI is of “value.” The issue at the moment is the whole thing is being kept alive by hype and circular financing. There’s not anywhere near enough money entering in from outside (ie consumers and businesses buying
556.
by cmiles8 11mo ago
They need to be more worried about creating a viable economic model for the present AI craze. Right now there’s no clear path to making any of the present insanity a profitable endeavor. Yes NVIDIA is killing it, but with money pumped in fr
557.
by cmiles8 11mo ago
Mixpanel’s post is very poorly written. This is basically a textbook example of how not to handle this situation. The OpenAI disclosure is a better summary of what happened than Mixpanel is stating directly. Looks like OpenAI has fired Mixp
558.
by cmiles8 11mo ago
LinkedIn is mostly people trying to impress folks that aren’t spending their time on LinkedIn. As such it just becomes an echo chamber of self-promotion and grifters while 99% of folks that are legit top tier in their field aren’t wasting a
559.
by cmiles8 11mo ago
IQ and EQ are two different things often not found in the same individual. IQ is being smart enough to know that something is happening. EQ is being smart enough to be able to convince other humans to do something about it. High IQ low EQ f
560.
by cmiles8 11mo ago
Windows has just become too bloated trying to do to many things. I like CoPilot, but all the “Clippy” style integrations of crap in Windows directly is just poor design. Microsoft also doesn’t have user trust in the way Apple does, so every
561.
by cmiles8 1y ago
“Your margin is my opportunity” Absent a true monopoly or government protection high margin businesses are usually those most ripe for disruption. Someone eventually comes along and, for various reasons, is willing to make far lower margin
562.
by cmiles8 1y ago
Folks forget that the mayor isn’t a dictatorship. Take the “free buses” promise. New York City doesn’t even control the busses… the MTA does which is a state agency. The mayor literally has nothing to do with it. There was a lot of doom and
563.
by cmiles8 1y ago
Nvidia “invested” up to $100B in OpenAI. OpenAI uses much/most of that money to buy NVidia chips.
564.
by cmiles8 1y ago
Unless it was NVIDIA that gave said company the money to buy said chips. The “money” transferring into NVIDIA’s accounts in many of these cases is NVIDIA’s money being used to buy its own chips. Those sort of circular deals, at the scale th
565.
by cmiles8 1y ago
The amount of Big Tech cash flow being diverted into capital investment coupled with the lack of viable business models to actually fund that outflow of cash is outright scary. A lot of parallels here to infrastructure buildouts leading up
566.
by cmiles8 1y ago
Because, to quote from The Big Short, “if we don’t give them the rating they want they’ll just walk down the street and go to [the other ratings agency].” Does that make any sense? No.
567.
by cmiles8 1y ago
The history of bubbles strongly suggests this is precisely evidence of a bad decision, not a good one. For a bubble to exist and be sustained everyone needs to get on board with things that wouldn’t normally make any sense.
568.
by cmiles8 1y ago
I don’t think the OP is saying $1.4 trillion cash is needed “right now.” The point being made is simply that with all the circular deals and financing for this to make sense OpenAI does need to generate $1.4 trillion in cash that can eventu
569.
by cmiles8 1y ago
Amazon is a bit late to the announcements party on this front so this comes across as a bit “hey guys, us too!” Lots of questions on if this makes sense, and highly likely Amazon never gets $38B cash from OpenAI out of this.
570.
by cmiles8 1y ago
Deals based on creative accounting are a reliable sign a bubble is about to burst. That’s why folks are calling out these deals.

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