re-thc

22 ms·

571.
by re-thc 1y ago
> I guess that makes some kind of sense? Oracle raises 4x the debt of e.g. Google? The problem is why is Oracle raising this debt? It's to do the buildout for OpenAI. So Oracle buys GPUs from Nvidia. Nvidia invests in OpenAI. OpenAI
572.
by re-thc 1y ago
> When it was all announced I was very very vocal that using an inexperienced startup for the sovereign compute capabilities seemed a very poor choice. Cohere raised from Nvidia. Cohere spends on Coreweave. Coreweave raised from Nvidia a
573.
by re-thc 1y ago
Soon Nvidia will sell AI itself instead of servers.
574.
by re-thc 1y ago
> the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble Who says they don't make money? Same with open source software that offer a hosted version. > If Deepseek is free it underm
575.
by re-thc 1y ago
Because you know how much they spent. And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.
576.
by re-thc 1y ago
> 2 Trillion dollars in Capex to get code generators with hallucinations You assume that's the only use of it. And are people not using these code generators? Is this an issue with a lost generation that forgot what Capex is? We&#x2
577.
by re-thc 1y ago
> A pipe dream sustaining the biggest stock market bubble in history This is why we're losing innovation. Look at electric cars, batteries, solar panels, rare earths and many more. Bubble or struggle for survival? Right, because if
578.
by re-thc 1y ago
> If the LLM hype doesn't cool down fast, we're probably looking at another AI winter. Is the real bubble ignorance? Maybe you'll cool down but the rest of the world? There will just be more DeepSeek and more advances unt
579.
by re-thc 1y ago
> If Apple had supported open iCloud alternatives for backup and other services from day one, it woudn't even be a discussion now Why does Apple need to do extra work and increase support? The average user really doesn't care a
580.
by re-thc 1y ago
The automaker race has been won by BYD and the infinite other Chinese car manufacturers already. It was wise to get out. Even BYD is suffering from competition. It's not TSLA valuation. Even BYD's stock has crashed. Buffet exited.
581.
by re-thc 1y ago
Back to the Dotcom bubble instead of AI?
582.
by re-thc 1y ago
> I think the US Gov probably "incentizied" Nvidias stake in Intel, and I wonder if they did here as well. If you wanted something in the x86 space it was either Intel or AMD. AMD is a direct competitor. If I was Nvidia I'
583.
by re-thc 1y ago
> People in my org come to me because I provide value basically. Not because they have to. In most orgs sadly that's not why people talk to a principal. It's that the process requires it, the manager wanted them to and/or
584.
by re-thc 1y ago
> Tourism in The US is down to the tune of billions of dollars, soybean exports have tanked, US liquor is basically non-existent across Canada and other countries, etc etc. It's all tech / AI / crypto focus now.
585.
by re-thc 1y ago
When you don't need to define it.
586.
by re-thc 1y ago
Is RMI still used these days? Thought it fell out of fashion.
587.
by re-thc 1y ago
AWS WAF isn’t free. Definitely cheaper but all the hits still cost.
588.
by re-thc 1y ago
The govt got shares instead already
589.
by re-thc 1y ago
> A successful "AI Transformation" would come in top-down, going after the most expensive headcount first. Do you still need an "AI Transformation" then? Sounds like just axe the CEO or cut their enormous salary = pro
590.
by re-thc 1y ago
> You haven’t brought in the side costs into your analysis And you haven't considered that Deloitte might get this money some other way anyway. It's been budgeted and needs to be spent by the government department for this fina
591.
by re-thc 1y ago
> If one were to assume AI is a giant bubble that might burst any second - what would the best investment strategy be? IF this really is true you should bet on it blowing up and buy put options in that manner. Then your investment would
592.
by re-thc 1y ago
> If this means that the fall of OpenAI will cause Oracle and Nvidia to crash and downsize Only if those are the only actual real customers. It's not. The pie is a lot bigger. And with the current hype some other AI company will jus
593.
by re-thc 1y ago
> It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying ref
594.
by re-thc 1y ago
> look at what happened to SBF SBF lacked funds to ride it out. If they survived for a bit longer, Bitcoin would have surged and they'd keep going. AMD, Nvidia etc all have income and funds to survive. This is just about finances un
595.
by re-thc 1y ago
> while although Oracle was struggling In terms of actual earnings not sure Tesla is doing better.
596.
by re-thc 1y ago
> I can't imagine how great/amazing it must be there now with AI being 17x that. Everyone where I live is financially stressed. Maybe without the AI it'd be worse? COVID over-hiring lingered for a long time. A lot of the
597.
by re-thc 1y ago
> Sad for folks inside tech not interested in/working on AI either Not true. With this much money and more coming it means other roles will benefit too. The whole tech sector will grow - maybe less than AI specific, but still. It&#x
598.
by re-thc 1y ago
> It makes sense, since investor money is spent exactly once. If it goes to AI then it doesn't go elsewhere. And if it didn't go to AI then it would go elsewhere. This assumes only "the US" exists in this world. The A
599.
by re-thc 1y ago
> helped to grow the whole Chinese electronics industry Why do you want it? It wouldn't have grown in the US. The protests would have erupted before anything happened. There's huge amounts of contamination, pollution, deaths, l
600.
by re-thc 1y ago
> GPUs aren't built in the US, though. I wonder, what percentage of all the stuff in a typical datacenter is actually made in the US Does that matter? So many things these days aren't physically made in the US. So US companies

More ›