aurareturn

Because AI cost fears here likely refer to companies responsible for AI buildout and use.

PCs dropping in volume can signal better AI demand.

There is absolutely no doubt in my mind that this is just a hit piece - IE, they were looking to paint Nvidia and Jensen in some bad light and found a vague lead. Didn't matter if the evidence isn't substantial. Just publish and smear first.

More like ChatGPT and AI is disrupting the search market.

Advertisers would have pulled out and Google would have lost revenue instead of increasing.

I'm not a believer in Google search long term, but advertisers continue to pay because they still get value - even if Google increases prices.

Looks like McCarthyism is back on the menu. Big media is out in force to push a narrative.

Fully integrated business management system.

Source?

Please don't link to Anthropic's $80b loss due to stock based borrowing.

Holy cow that’s amazing. I’d bet future apps will be built this way.

And there were people who thought Project Glasswing was a stunt.

When they run these benchmarks, they should measure false positives - because it's annoying for a real human to solve a captcha.

If blocking 1 bot request is +1 then making a human solve a captcha should be something like -100. That's how we should grade.

Probably stocks based compensation or something like that.

I do this as well and AI makes fewer mistakes and causes fewer outages than before.

They don’t build the datacenters next to your house. They build it a little further out. It brings a ton of extremely high paying jobs.

I agree. I think the days of the developer who hated talking to anyone but is still very valuable are over.

I think social skills are much more important today because one person can do so much more but this person needs to talk to many others to know what to build.

I think being anti-data centers is like being anti-nuclear, anti-energy, and pro-deindustrialize stances that gripped Europe over the last 20-30 years.

It's hard to think of anything better than data centers financed by big tech profits, profits that previously just went to buying back shares.

Even if it all crashes, we all get cheap tokens and GPUs and memory, which will jump start more innovation.

PS. This is my non-political opinion.