First, I don’t think it’s widely accepted financial markets are in an AI bubble or there is actually any evidence to support this, most market cap growth is supported by real earnings per share. It is debatable how long that will continue and if it is sustainable, but that isn’t a bubble it’s a cycle. Even the most skeptical investors to bubbles like Buffet and Burry, have large stakes in Google and Microsoft, front line bets on AI.
Second, I agree with the distinction evals are not enough, and this is dangerously making people reckless, I think the conclusion is still quite incorrect.
There is essentially nothing magical about being human. Our primitive brains were trained on logic, reasoning and processes. An LLM is simply this on less efficient hardware, but, improving at a speed faster than human evolution.
Second, I agree with the distinction evals are not enough, and this is dangerously making people reckless, I think the conclusion is still quite incorrect.
There is essentially nothing magical about being human. Our primitive brains were trained on logic, reasoning and processes. An LLM is simply this on less efficient hardware, but, improving at a speed faster than human evolution.