cmiles8

4 ms·

31.
by cmiles8 13d ago
Enron comparisons folks are making is about why they failed, not why they made a lot of money. They ultimately failed for reasons scarily similar to what’s going on now across the industry with special purpose vehicles and off balance sheet
32.
by cmiles8 13d ago
Within the whole industry (beyond Nvidia) this is starting to look a lot more and more like Enron. It does appear “legal” but the special purposes vehicles and off balance sheet commitments are having the same net effect. Convincing everyon
33.
by cmiles8 14d ago
Ummm. No. I suggest you research how balance sheets work. Unfortunately this kind of thinking is why so many people seem to think the big AI labs are totally killing it the second they make a “profit” on inference. Yes if you ignore the bal
34.
by cmiles8 14d ago
Because vendor financing in tech to keep a bubble going never ended badly. Sadly it seems like some haven’t watched the end of the last movie on this subject.
35.
by cmiles8 14d ago
Honestly the PR cycles these last new weeks look like a thinly veiled attempt to take attention off the fact that none of these AI labs have a viable proposition to justify the valuation they desperately need to keep going. Option A: Face t
36.
Anthropic CEO Calls for A.I. Slowdown(nytimes.com)
10 points by cmiles8 14d ago|3 comments
37.
by cmiles8 15d ago
It already has. Inside just about every company on the planet are conversations this week revisiting the idea of giving these labs access to ANY data, further ramping up commentary on why don’t we just use open models on our own infra where
38.
by cmiles8 16d ago
Silicon Valley is flying head first into a FAFO train wreck on trust with everyone else. OpenAI is firmly earning a reputation as a company where people just assume they’re up to no good. Rightly or wrongly that’s a terrible place to be. Th
39.
by cmiles8 16d ago
That plan only works if they manage to drive Google et al out of business, and there’s zero evidence of that happening at this point. There’s no more ad $ coming to the table, just a battle for the same $. If anything, things like Google pu
40.
by cmiles8 16d ago
It’s allowing Andy Jassy to have something to tell investors to fend off criticism that Amazon’s internal AI efforts fell way behind the market on his watch. That’s the primary “problem” it solves for Amazon. Other than that? Yes it’s total
41.
by cmiles8 16d ago
See other post today about where OpenAI keeps flipping the toggle back to “share.” Even if it was technically turned on, the dark patterns that are clearly trying to override the obvious intent of the user are deeply unethical.
42.
by cmiles8 16d ago
Nobody wants this. Seriously what problem are we solving for here apart from Amazon trying to justify burning a giant pile of cash for OpenAI?
43.
by cmiles8 16d ago
Well that assumes OpenAI respects that setting. Given some of the company’s ethical challenges to date that’s not something folks are willing to just assume is happening.
44.
by cmiles8 17d ago
Except US trademark law doesn’t work like that and hence the case. One of the core things a company needs to do to demonstrate it needs a trademark protected is that it’s actively using said trademark. If X has effectively abandoned Twitter
45.
by cmiles8 17d ago
“relying on” is misleading here relative to what the researchers have said. If I write a book and pass it through a spelling and polish checker, I still wrote the book and its core IP. I didn’t “rely on” the tool to create the IP.
46.
by cmiles8 17d ago
And right after seeing those posters you’d see big ads on the Tube walls that says things like: >>We have the name and address of everyone in the UK without a TV license. Inspectors on on their way now to your home to investigate. Als
47.
by cmiles8 17d ago
Yes. What the headlines hailed as an AGI discovery the facts show more to be someone spending years mining for gold, rumor gets to OpenAI that there might be gold in this specific place, they mine there and instantly discover gold, then tel
48.
by cmiles8 17d ago
The UK has been a surveillance state for decades. Heck you can’t even watch television without going on a register and inspectors coming to your door verifying your TV paperwork is in order. Imagine trying that in the US! This sort of thing
49.
by cmiles8 17d ago
The AI fear mongering PR plays are getting old. I’d rather the big labs start focusing on deep questions about why their models aren’t having the impact for business that they promised and how they’re going to address their own deep financi
50.
by cmiles8 17d ago
And according to that team OpenAI only started asking their own model these questions after those submissions had occurred. So OpenAI had these critical clues and info before they started. If OpenAI did or did not use that to produce their
51.
by cmiles8 17d ago
I don’t think this is the same thing. Legit competition is of course good. But taking what was arguably a leak and then using that divert massive sums of compute (not available to the other researchers that were using their systems) to then
52.
by cmiles8 18d ago
Their explanation doesn’t help much and there are a few things working against them: 1. This is not the first time they have done these “hey guys check out this breakthrough!” announcements where others quickly came along and say “hey, not
53.
by cmiles8 18d ago
OpenAI has a lot of explaining to do here. The “least worst” representation of the course of events is that their researchers are just jerks, and not behaving in a manner that’s considered acceptable in the research community. Other alleged
54.
by cmiles8 18d ago
>>“we cannot rule out that de-identified data derived from their usage of our products helped improve our models” Other simpler words for this sort of thing are “IP leak.” There’s some quite concerning issues burried in this rah rah P
55.
by cmiles8 18d ago
Congrats. They are well positioned on the sovereignty play. We live in crazy times where 3B seems like a conservative number for a company focused on the right use cases, but in this bubble environment 3B is conservative.
56.
by cmiles8 18d ago
Honestly this list sounds like total BS. Doesn’t Chicago have a bunch of people die every time there’s a heatwave because of lack of AC and such? How are they possibly the best prepared city on the planet for climate change? The whole metho
57.
by cmiles8 21d ago
This is the same challenge aviation had with an over-reliance on automation. You end up with pilots that can’t fly the plane when it really matters. Look up the Asiana crash at SFO which is a lesson in what will happen to engineering orgs t
58.
by cmiles8 22d ago
Ever since the Watson debacle I just run the other way anytime IBM turns up wanting to talk about AI
59.
by cmiles8 22d ago
Did you read the article? It’s not some future predicting theory. Open AI and Anthropic losing these workloads is what’s happening today.
60.
by cmiles8 22d ago
If that was the case the major labs would have done that. They’re burning cash like there’s no tomorrow. They desperately need to show that they have a real business and not just a giant burning pile of cash doing academically interesting t

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