nostromo

Dan Sullivan in Alaska would like a word.

Two things I wish I knew:

1. Will the RAM shortage turn into a RAM glut & crash in the next year?

2. Even if that happens, will Apple just keep prices sky high anyway?

These are very well-suited for running local AI models, which must be held in memory, and are very large.

Nobody is buying these to write Word docs and play MP3s.

On what planet has AI under-delivered since 2021? Because it certainly isn't planet Earth.

That was more true in the 2000s than it is today.

Today everything you’re exposed to has to be approved for release by Google, Meta, and all of the backbone providers along the way - or you’ll be shouting into the void.

TV is dying and streaming is stagnant so I don’t think it’s particularly worrisome that big companies are buying up the dinosaurs before they go extinct.

Stated another way: this is humanity’s most probable response to the question, more than it is AI’s view.

The three great epochs of AI:

Way too many bullets -> way too many emojis -> way too many em dashes

You’re almost there…

The only way Anthropic and OpenAI can stop the Chinese open models is by convincing the US public and government that AI is dangerous and needs strict regulation.

Of course, they will be at the table writing the regulations (but you and I won’t be).

Viewed through this angle, their histrionics make complete sense.

> very stable number of monthly users

Wikipedia has seen their traffic decline with AI eating more and more of their lunch. I imagine it’ll only accelerate from here.

Agents are increasingly accessing Wikipedia, but do not make donations.

There will be a lot of belt tightening at the foundation in the coming years.

It makes me sad that people don’t see right through Anthropic’s gambit.

They want to position AI as an insurmountable threat in order to regulate away any future competitors. They’re trying to speedrun regulatory capture.