Post

Is this good? www.reddit.com/r/AIBubble/s... Even Elon thinks neoclouds are dead. Is that good?

When I go to a Product conference and everything is AI I think: "ah, this is the people they were talking about when they said product was a fake email job."

Have to wonder who would actually use these LLM generated clones of tools like Photoshop. Seems like they're springing up like mushrooms on a damp cow pat at the moment but how long before they're either abandoned, legaled out of existence or start to drift and lose file format interoperability?

So we need one data center? How many do we have? Oh....

Its merely because when it drops the impact will be immeasurable, in both examples~

Trump has access to premium healthcare which is reason you see in obituaries of Hollywood stars and rich people numbers like 85-90-100+. Something similar goes for AI bubble. Assholes marked by Jensen and co have access to the most of USA resources. Enough to make it right to 1929 crash anniversary.

Ironic.

None of them even watched the segment. They're all like, "oh yeah then why do they keep buying the GPUs?!"

how soon we forget about hunks

One should be able to follow a supply chain end to end but with AI there would appear to be huge gaps indicating it has not been fully implemented. Imbalances at various stages in the chain.

And I'm someone who will defend some usefulness from llm. I've done some interesting things with it. But it's not the promised panacea.

As a former "cost center" employee: no! Very bad!

"Revenue per worker is rising for the Mag 7 but is flat for the S&P 493". I'm sure this has nothing to do with all the AI rev they keep booking. No sir, they found the secret sauce. It's not booking notes as revenue in exchange for compute! Stop asking!

Seem to be hurtling towards a "use the open models or don't use it at all" future

Just watched you're interview on Yahoo Finance 8:30. It was going great right up until the 3 on the couch, who were probably 12 during the GFC, jointly stated the AI industry was too BIG to FAIL and should be bailed out by taxpayers if need be. WE HAVE LEARNED NOTHING. 🤕🤮

Apollo has been consistently focused on the economic benefit to buyers in their analysis, to their credit.

dead trees

The needle inexorably approaches the AI bubble...

sickos.jpg

"Turn the oven to 500°F and use ammonia based cleaner and paper towels to wipe down all surfaces. Do not wear gloves."

At least the ai companies selling those tokens are making a nice profit wait I’m now being passed a note

I think it is 'good' as in 'not as bad it could have been' because it suggests the worse of the crash after the bubble is going to be in US tech sector and far east semiconductor industry. As this crap hasn't been too widely adopted we can look forward to a shit but not fully apocalyptic recession.

also, whatever payoff people think they are getting is coming from outright theft & destruction of the commons! there is an equally huge cost there, the tech industry is just already used to not having to pay for it and expected that would continue forever

even if the technical debt can be staved off somehow it'll still rapidly become a product management nightmare pawelbrodzinski.substack.com/p/when-an-ai...

No financial pay-off? They have everyone's money, and everyone's intellectual property they are allowed to steal, and here they are saying they are not going to pay the investors. Seems to me someone is getting paid.

Ryan Grim said you need to show humility.