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Post AysVNfSDkW3DbswXWC by [email protected]
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Post #Ayps5rI0ipmwZklTKi by [email protected]
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Bubble's gonna burst!OpenAI generated US$4.3 billion in revenue in the firs…
Post #Aypzk31vBpssFbLkzw by [email protected]
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@cstross that's a lot more revenue than I would have expected, frankly.
Post #Aypzk38emnGuaUV8Uq by [email protected]
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@laird A lot of it is probably churn by big corporate customers like MSFT, AAPL…
Post #Aypzk3F2P4NMuHUERU by [email protected]
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@cstross @laird For those who haven't been watching:A load of AI companies …
Post #Ayq0iUDVEsY9waaPlQ by [email protected]
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@cstross Ain’t no way OpenAI is gonna 10x it’s revenue in four years to pay…
Post #Ayq2sKvMqKADvavcBc by [email protected]
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@cstross how on earth can anyone think a valuation of over 100 times the revenu…
Post #Ayq2sL3WM0gaKsk7tY by [email protected]
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@quixoticgeek @cstross Valuation has nothing to do with revenue, or indeed with…
Post #Ayq2t0XO7rwEzO23do by [email protected]
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@graydon @cstross do you have a pointer the research?
Post #Ayq39eMloMdp9J09Mu by [email protected]
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@cstross How much of this became concrete in the form of data-centre ownership,…
Post #Ayq3P4yl9F4G1y7zJA by [email protected]
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@cstross AI isn't even a bubble. It's a scam to increase energy demands…
Post #Ayq3P56uevacRFwV16 by [email protected]
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@bebadefaboI suppose the only possible good news on the other side of the burst…
Post #Ayq3hZtQwtKp7bSQka by [email protected]
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@cstross @laird Also they have to keep doing shenanigans to keep the bubble goi…
Post #Ayq3uzW8zP46MIxZxY by [email protected]
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@cstross It's feeling more like a race these days. Better, smaller LLMs, co…
Post #Ayq3uzcWbgAYg5wfuC by [email protected]
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@scottgal @cstross I'd feel so much less conflicted about this whole mess …
Post #Ayq46oF8jU00rpdqim by [email protected]
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@cstross Can't come soon enough for me, maybe then I can quit fielding bull…
Post #Ayq4G7VkSr7zEQqlDU by [email protected]
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@cstross I wonder if part of the thinking of people like Sam Altman is that **1…
Post #Ayq9ONSTYYv2mL4lbU by [email protected]
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@cstross watching this whole bubble play out just as genuine smart people had p…
Post #Ayq9ONZv6ssF9QYiCu by [email protected]
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@Lazarou @cstross but, the infra structure they are so intent on building... w…
Post #Ayq9ONgIj9yhTDXo9Y by [email protected]
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@gabbywheels @cstross some fresh entry into the Torment Nexus no doubt :(
Post #Ayq9ONn2K7Mjo6hBeS by [email protected]
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@Lazarou @cstross This was good.https://www.bloodinthemachine.com/p/ai-is-an-at…
Post #Ayq9dXNKy1L9sbtw6C by [email protected]
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@davecb @cstross What are you going to do with a data centre full of GPUs in th…
Post #Ayq9fDWpjCjOuB8zL6 by [email protected]
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@dragonfrog @davecb Especially as the GPUs in the data centre depreciate by abo…
Post #Ayq9jfC8o8AprvaMPA by [email protected]
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@cstross Bubble's gonna burst? Please let me know when. I would send you a…
Post #AyqGGc7HsBQnbRPV44 by [email protected]
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@dragonfrog @davecb @cstross maybe there will be a revival of 3D TV via NFTs?
Post #AyqLt5zXkJ8z29xOeu by [email protected]
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@gimulnautti @cstross I'll bet you they are bankrupt in less than 13 months.
Post #AyqNY6FHo4BbeGR8nQ by [email protected]
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@gimulnautti @cstross The people funding AI are opponents of free markets, and …
Post #AyrNR201OE3Dbst0Pg by [email protected]
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@david_chisnall @cstross @laird I've been thinking for a while that NVIDIA&…
Post #AyrNR27SwY0PyyMx16 by [email protected]
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@oddhack @cstross @laird Early NVIDIA was a lot better. They identified that yo…
Post #AyrSzoXRvc2FlgvXFY by [email protected]
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@david_chisnall @oddhack @laird You know about Sutherland's wheel of reinca…
Post #AyrSzoetTvzS8mPTqy by [email protected]
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@cstross @oddhack @laird Wow, it’s been a long time since I read that paper. …
Post #AyrV8PZ8LV9mpZwSjg by [email protected]
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@david_chisnall @oddhack @laird Yup. RWG's Reality ISA bus board back in 19…
Post #AyrV8PgDv8pPBZG7mq by [email protected]
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@cstross @oddhack @laird A lot of them also ended up in printers, for the same …
Post #AyrZjDkhd8UAivA2JU by [email protected]
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@CheapPontoon @cstross I called 2027 at latest for the AI bubble finally dying,…
Post #AyrZjDs9BSRN60dyuu by [email protected]
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@davidgerard They’ll just more onto a shiny new con. Like they always do.@Che…
Post #AyrZjDysmPpPQtnMPo by [email protected]
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@Remittancegirl @davidgerard @CheapPontoon I would bet on the next grift being …
Post #AyrZjE4YRKMhiURtFw by [email protected]
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@cstross People really want to believe in quantum computing, so yes @Remittance…
Post #AyrcFTCdv7gHoljdFw by [email protected]
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@lproven @scottgal @cstross The marketing term bundles a load of things togethe…
Post #AyrcUB6pTUvQ2q1roO by [email protected]
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@cstross @Remittancegirl @davidgerard @CheapPontoon Real quantum computers are …
Post #AyrdMZ5KY7JG2fGHcu by [email protected]
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@cstross @dragonfrog The GPUs have to be hosted on a machine with substantial c…
Post #AyrdMZDU3npcRx4nKq by [email protected]
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@davecb @dragonfrog AIUI these days they've moved to chiplet designs for al…
Post #AyrdMZKDelDemqEApk by [email protected]
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@cstross @davecb @dragonfrog The video memory is also typically the wrong kind …
Post #AyrgihGr5vrLfBth7A by [email protected]
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@oddhack *exactly this* @david_chisnall @cstross @laird
Post #Ayrguf31BbfsF987Yu by [email protected]
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@oddhack @david_chisnall @cstross @laird not sure Nvidia look for scams as such…
Post #Ayrh5slMX96PxwDqfg by [email protected]
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@david_chisnall @oddhack @laird Here's a throwback to a more elegant age, t…
Post #Ayrh947qkB904jG5ZY by [email protected]
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@lproven @cstross @oddhack @laird Fixed. In my defence, someone put the 2 and 3…
Post #AyrhO0sJ70WEKy7GXw by [email protected]
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NVIDIA and investors - in 1997, it very nearly ceased to exist. In the last 10 …
Post #AyrorsIwEyuq7gl7J2 by [email protected]
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@dnkboston Im struggling to imagine a consumer story for #QuantumComputing, whi…
Post #AyrorsRRjLimY4juZE by [email protected]
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@iamlayer8 That's because you're clearly not in marketing @cstross @Rem…
Post #AyrqiRgG3f30qvIXIW by [email protected]
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@etchedpixels @david_chisnall @cstross @laird I was running the OpenGL Architec…
Post #AyrqiRnLdIidCucCLg by [email protected]
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@oddhack @david_chisnall @cstross @laird What drives markets is always about vo…
Post #AyrqiRt1IDFvUVGjBo by [email protected]
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@etchedpixels @david_chisnall @cstross @laird when I joined SGI in the late 90s…
Post #AyrqiS06rqvXqUaOEy by [email protected]
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@oddhack @etchedpixels @david_chisnall @cstross @laird too many companies and p…
Post #AyrqiUUfbCYpZqtp9U by [email protected]
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@oddhack @etchedpixels @david_chisnall @cstross @laird ^^ @buttplugio
Post #AyrqnTOJ7s4dbbIbdQ by [email protected]
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@dnkbostonWell, no. But I was in technical sales for a long time. At IBM in a t…
Post #AyrqnTUgk9B5vOHha4 by [email protected]
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@iamlayer8 Ohhh...I was at Lotus for a minute after IBM bought them. Sooo much …
Post #AyrzKeKqFwpqjn0blQ by [email protected]
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@david_chisnall @cstross @laird we used i860s as the transform & lighting p…
Post #AyrzUYYCcMLnh1ywpk by [email protected]
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@oddhack @david_chisnall @cstross @laird via: https://www.wheresyoured.at/the-c…
Post #AyrzgXOIksuNZU423U by [email protected]
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@david_chisnall @cstross @laird in a gold rush, the only people who profit are …
Post #Ays6AnirCOGKdRUbdQ by [email protected]
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@dnkboston I came to Lotus in 2004 after being acquired with PwC Consulting in …
Post #Ays6Anospz5Cw8JQ1o by [email protected]
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@iamlayer8 Is Lotus still around? I know Notes was sold off
Post #Ays918P1ktb7jxIe6i by [email protected]
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@dnkboston Yes, IBM sold the whole Collaboration Solutions unit to HCL in - I b…
Post #Ays918VPNAha3kHk3M by [email protected]
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@iamlayer8 Did they go to India? Do they still have offices in Cambridge?I did …
Post #AysAV7lulVWoQQrx3Y by [email protected]
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@dnkboston Honestly, I’ve mostly kept track with the German people. Don’t k…
Post #AysAV7rwP6Lgj7glRw by [email protected]
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@iamlayer8 What product were you working on?I probably suffered from bad luck a…
Post #AysBOJo1iyVhfwAxRQ by [email protected]
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@david_chisnall @cstross @Remittancegirl @CheapPontoon that last sentence is th…
Post #AysBOJuPLFc9zjA3O4 by [email protected]
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@davidgerard @david_chisnall @Remittancegirl @CheapPontoon Yep. The reason we&#…
Post #AysBOK050A9SHJoaEC by [email protected]
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@cstross @davidgerard @david_chisnall @Remittancegirl @CheapPontoon I have to …
Post #AysCN9H9URTCgHnxsu by [email protected]
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@dnkboston In the end I had focused on Watson Workspace. That product never mad…
Post #AysCN9Nt5OrF1AxLNo by [email protected]
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@dnkboston I started in a competitive team. Later I focused on Lotus Connection…
Post #AysCN9Tuizg7Jrm9mC by [email protected]
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@iamlayer8 And which Google product did that morph into? 🙂
Post #AysCa1mceqnjCyfMjA by [email protected]
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@iamlayer8 Oh, thank you, but it was so commonplace in the 90s. And it taught m…
Post #AysVNf5t5YBcUcUhhw by [email protected]
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@david_chisnall @lproven @scottgal Nit: you can't afford to pay an *interpr…
Post #AysVNfEOZuzYv0TUy8 by [email protected]
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@cstross @david_chisnall @lproven Absolutely and it's what's missing fr…
Post #AysVNfKmCC61EnSaum by [email protected]
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@scottgal @cstross @david_chisnall @lproven a disturbing bit to me is that most…
Post #AysVNfSDkW3DbswXWC by [email protected]
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@oddhack @cstross @david_chisnall @lproven That;'s the thing; we don't …
Post #AysVNfYbMn9fvfvdSq by [email protected]
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@scottgal @cstross @david_chisnall @lproven Agreed on lack of understanding of …
Post #AysVNfeyz4G8FSujPU by [email protected]
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@oddhack @scottgal @cstross @david_chisnall @lproven “One of the things Ford …
Post #AyuCSdkE1VOywVwSqO by [email protected]
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@scottgal @cstross https://mastodon.me.uk/@pikesley/114659875109889640
Post #AyvfS8Z12oQo49lsXI by [email protected]
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@Remittancegirl @davidgerard @CheapPontoon @cstross It will be interesting to s…
Post #AyvfSIGay9de9vEJDE by [email protected]
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Plenty more graphs, plenty more machine learning algorithms, plenty more even n…
Post #Ayzq7BNFHFtUpQJeiG by [email protected]
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@davidgerard @CheapPontoon @cstross I wonder to what extent Trump and his shado…
Post #Ayzq7EyZsuXU04o0oq by [email protected]
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@kitten_tech @CheapPontoon @cstross i don't think they think that far ahead
Post #Ayzq7Q3EhvnkLi4O6i by [email protected]
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@kitten_tech @davidgerard @CheapPontoon I don't think they're smart eno…
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