aintnolove

Joined 2 years ago

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Mar 2

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Plenty of companies didn't have any online presence until 10+ years after the dotcom boom, and they were fine. An HVAC service working on existing contracts? No website no problem.

But AI is becoming much more pervasive than websites. And the level of friction isn't as high as you might think, because people are already constantly on phones. It's only a matter of time before MS Copilot gets so good that even the least tech-savvy people start asking AI to do their work. That same HVAC service owner can tell AI "there's a big emergency at Bob's Burgers in Brentwood, get 2 of my guys there ASAP. We can reschedule a visit if needed".

These are not trillion token operations either. It will be affordable to do this. And generic office commands like "schedule this", "contact X about Y" are 3-5 years away from being super usable. And that's mainly because there's a lot of gruntwork for enabling agents to access the right data.

Comment · 1 year ago

I know these problems are easily avoidable... but I'm finally starting to see the appeal of protocol buffers.

Just to have the assurance that, regardless of programming language, you're guaranteed a consistent ser/de experience.

Comment · 2 years ago

I peered down the ComfyUI rabbit hole [1] and it is shockingly powerful. Did Adobe drop the ball on image generation? What are they doing over there? There has to be a better, more secure way to bundle up all this imagegen logic.

[1] https://learn.thinkdiffusion.com/bria-ai-for-background-remo...

Comment · 2 years ago

Back in December, I ran a DCF on https://www.gurufocus.com/dcf-calculator?ticker=NVDA and got a fair value estimate of around $700 based on 25%/yr EPS growth for 10 years, followed by 15 years of 5% growth and a discount rate of 8-10% (that's based on the expected rate of return you can get from the market long term).

AI stocks are like crypto in 2021. It's getting manic. The media makes it seem like companies and governments are begging to buy GPUs like there's no tomorrow. Hardware is ultimately a commodity. It's only a matter of time before supply meets demand. There's no way giant tech companies with their own ASICs will continue buying so many Nvidia GPUs.