AI's Circular Psychosis

https://www.wheresyoured.at/premium-ais-circular-psychosis/

by greedo • 2 months ago

12 9 2 months ago

llbbdd4• 2 months ago

SpaceX and Anthropic’s Compute Deal Shows That There’s Little Demand Outside of Anthropic and OpenAI For GPUs

I almost stopped reading here. I get that he's captured a paying audience that had their brains largely turned off as long as the AI hate keeps spewing, but he's not this dumb. The world is drowning in demand for GPUs and memory for all purposes. There are dozens of reasons that Musk would lease this capacity to Anthropic; it's not like they can just spin up a hyperscale public cloud service offering overnight with this capacity. Musk shot himself in the foot trying to compete with better players in the agent space and needs a way to justify the hardware, this is like the only way to do it.

Where is the demand coming from if it’s not OpenAI and Anthropic?

It is OpenAI and Anthropic, and their competitors, and they can't use it yet because it's not built yet, and they are serving customer demand right now.

32dsfa2• 2 months ago

The world is drowning with firms who are experimenting in search of being able to create value by paying for tokens.

That's not quite the same thing as paying for a product with absolute certainty each purchase comes with it a benefit.

llbbdd4• 2 months ago

That's investing, which is not the same pitch Ed is making repeatedly, that there is absolutely no value to this tech and everyone is lying about it. Saying it won't pay off to the level of investment is one thing, and may be true, but that is not his line.

sam36• 2 months ago

in the foot trying to compete with better players in the agent space

We honestly don't know who the better players are. Stuff is changing quite a bit month by month.

llbbdd4• 2 months ago

It might be hard to rank the players exactly but nobody is writing significant amounts of code with a Grok subscription.

benlivengood• 2 months ago

The investment in AI is ~90% R&D. Maybe more. It's fine to argue that the research will not pan out, but this article is entirely criticism of an R&D investment pattern.

incrediblylarge• 2 months ago

The current zeitgeist reminds me a little of when Musk acquired twitter and people kept saying he would go bankrupt - he paid way too much for it - $44B. An idiot and also the likely world's first trillionaire.

AI's Circular Psychosis

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