cmiles8

11 ms·

181.
by cmiles8 3mo ago
The point that the major labs don’t seem to get is that the vast majority of use cases simply don’t need models that have 50 PhDs and can speak 12 languages. Most use cases are defined within constraints where costs matter a lot. As open we
182.
by cmiles8 3mo ago
Not saying you can’t discuss basic details like did you do anything interesting this weekend, but these things like “share deep personal details” as mentioned in the article have no place at work.
183.
by cmiles8 3mo ago
Keep work life and personal life separate. No exceptions. If a company tries to encourage you to do otherwise I’d strongly suggest you find a new employer.
184.
by cmiles8 3mo ago
It just also happens that open weight models are a massive financial threat to the existence of Anthropic as a company… so the might just have something to do with this position.
185.
by cmiles8 3mo ago
I fear for this generation of folks that are losing the ability to think. They have a very sad existence ahead.
186.
by cmiles8 3mo ago
VR wasn’t AI. As for the rest, they’re the only major tech company to not have a serious case of AI FOMO and dumping all their cash into that FOMO. Thats not an accident.
187.
by cmiles8 3mo ago
Yes it does impact all hardware makers and they raised prices as a result. But again remember the financial reality here… DRAM is in short supply because of the demand for models propped up by VC subsidies and infrastructure providers going
188.
by cmiles8 3mo ago
Apple looks better and better as every day passes. Other players going deeply into debt to build out massive infrastructure, VCs pumping up the model ecosystem that is now a total commodity. Apple’s just been sitting there with solid cashfl
189.
by cmiles8 3mo ago
We seems scarily only one rogue actor or screw up from WW III in Eastern Europe and the Middle East.
190.
by cmiles8 3mo ago
In the US many golf courses are owned by local governments as part of public parks. Many new courses in the US are also built on non-developable land like former landfills. Not trying to defend all courses, but at least in the US it’s not j
191.
by cmiles8 3mo ago
From the beginning this whole thing smelled like a desperate PR move by OpenAI to be like “hey guys we have dangerous powerful models too!” As more facts come out the hype is fading to reveal some script kiddie style stuff that says more ab
192.
by cmiles8 3mo ago
Honestly the most interesting thing to me here is that to took nearly 500 people to run Patreon.
193.
by cmiles8 3mo ago
For Google this is just like parking tickets to UPS. A cost of doing business in town.
194.
by cmiles8 3mo ago
All indications are there will be a lot of repossessed GPUs appearing on the market before too long. Likely to be messy for a while but will open up a lot of possibilities when it’s easy to get your hands on some secondhand GPUs.
195.
by cmiles8 3mo ago
But wasn’t fable distilled from knowledge taken from others? I get why Anthropic is angry here, but it would appear they’re not really in a position to complain about this.
196.
by cmiles8 3mo ago
Some CEOs are genuinely good, but the buzzword-spouting MBA types? Fire away. Frankly, when people worry about “AI eating jobs,” it’s these MBA-manager types who are probably most ripe for role elimination. AI helps doers do more, but it al
197.
by cmiles8 3mo ago
Oracle is increasingly looking like the Lehman Brothers of the AI boom. One day it will all go pop and the cards will start crumbling elsewhere in the industry.
198.
by cmiles8 3mo ago
Being first rarely matters in tech. Fast follow that’s “good enough” and cheaper eats “first” for lunch all day long, and that’s the pattern starting to play out.
199.
by cmiles8 3mo ago
What evidence says otherwise? OpenAI is projected to have massive losses for years to come and all indications are that’s driven by the cost of compute being far higher than the revenue generated by said compute.
200.
by cmiles8 3mo ago
Four things are currently correct: 1. There is a huge demand for compute, specifically GPU compute 2. Infrastructure providers are building like crazy, including taking on massive debt to fund this because their own cash flow can’t cover th
201.
by cmiles8 3mo ago
What’s the over under for this being another AI-fueled engineering screw up for AWS?
202.
by cmiles8 3mo ago
There’s still really nothing keeping it at even these lower levels except pure hype. By the fundamentals typically applied to aggressive growth companies a “sane” price is closer to $40-60 and even that would be very aggressive considering
203.
by cmiles8 3mo ago
Tl;dr is: A temporary overvaluation can build enough real capital that the economy lands in a permanently higher-capital equilibrium, even after the inflated valuations correct. The future for AI companies may look rather iffy, but the whol
204.
by cmiles8 3mo ago
“Marketing” typically includes all the people in solutions architecture, developer advocacy, compute credits, and many other things. It’s a ton more than just advertising spend, which is often a minority of what appears on that line item. G
205.
by cmiles8 3mo ago
Bingo
206.
by cmiles8 3mo ago
Stay well diversified, keep investing each month, and take a nap. There are almost surely severe bumps ahead for the AI space and that will likely spill over into the broader market. But unless you’re retiring in the next few years don’t wo
207.
by cmiles8 3mo ago
A bunch of press on this today you can look up. Demand on the offering was much lower than expected and what materialized in prior rounds. Amazon had to sweeten the deal to get the money loaned.
208.
by cmiles8 3mo ago
Well there is clearly also a lot of non-GAAP style “trust us bro” things going on too which generally boil down to “if you ignore all the reasons why we’re not profitable then we’re profitable.” It’s WeWork’s “community adjusted EBITDA” mes
209.
by cmiles8 3mo ago
The bond market is measuring the risk of repayment though not the success ROI of the dollars invested by the company (that impacts the stock price but not so much the bond price). The bond markets are hiccuping on AI because there’s growing
210.
by cmiles8 3mo ago
The general fallacy of the “but inference is profitable” argument is that it tends to ignore all the costs of building and training the model. Given the fact that 1) that’s not trivial, and 2) the arms race underway means one can’t stop tra

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