digdugdirk
Joined 14 years ago
Joined 14 years ago
But you know, that's just off the top of my head.
If a company's accountants and lawyers are concerned enough to bury disclosures in their securities filings to cover themselves, but the company leadership is brazen enough to proceed anyway, I'd say that's plenty of justification for people to be mad at the executive leadership.
To your point about oil and LNG being expensive to transport - that just means oil corps can turn down production at the locations impacted, and jack up the prices for whatever is produced in the locations that aren't. Lower operating costs + higher revenues = profits.
It really is a perfect storm for massive returns for the major players. As a bonus, it's impacting the Saudi and Russian national players, which are their toughest competition since they don't need to file any quarterly reports. I agree that it can't go on forever, but the oil industry is rolling around in money like Scrooge McDuck in the meantime.
And beyond that - how long until those individual Astra capabilities are distilled into separate Qwen-27b size models, with harnesses and scaffolds specifically designed to support that functionality?
To make a manufacturing analogy - ChatGPT was a manual machining mill, and in the years after we've gone from that to a 3-axis CNC mill. Now we've added a 4th and 5th axis, which is great for the 2% of parts that need that functionality. But the big win was that initial jump from manual control to CNC. Why would I pay an extra $2 million for my CNC machine when I could just design my parts to be simpler to produce instead? The AI labs are trying to make these incredibly complex tools, but the market doesn't want/need them so they're competing on price for the tools that people do use. By selling their metaphorical CNC machines for half of what they cost to produce.
Oh, and we've bet the entire economy on the hope that fancier CNC machines will magically solve all our problems in all industries, from healthcare to the legal system.
So - will AI progress continue to improve? Sure. Will we continue lighting money on fire in order to make it happen? That remains to be seen.
I assume somewhere there's a team hitting their AI query KPI's due to this, but I really wish they'd shut off a few server racks and save everyone the annoyance instead.
If it wasn't a marketing stunt, they would have at most quietly settled any legal matters with huggingface behind the scenes, fixed their evaluation harness so it wouldn't happen again, and avoided the potential future liability.
As solar and batteries become even cheaper (we're already at the point where they're cheaper than anything else) we can just choose to overbuild capacity and turn down/off whatever other generation isn't necessary at any given time. Utilities already have to predict grid usage based on weather and all sorts of other factors, so it's not like this isn't something that isn't already happening.
It's the same problem as all other LLM solutions (that I hope OpenAI is working on!) it's non-deterministic, and there's no way for the user (or model provider) to know what the distribution of possible outcomes is. This just gets compounded when multi-call harnesses come onto play.