randomname4325

The hugging face incident showed that AI agents have the potential produce a lot of spam (not interesting content for people). This leads to dead internet (bots taling to bots). This leads to drop in real people traffic. This leads to a drop in digital ad price and therefore revenue. This causes Google/Facebook to stumble...

Ironic that US companies are monopolistically pushing FUD for regulation and China is pushing open source to the world. How the tables have turned. The reality is the AI trade and "bubble" is masking an otherwise flat, inflated economy. History tells us that the US position doesn't end well.

Same as in every other bubble: Housing is insanely expensive, Dating sucks, That friend that just got rich, So and so company just got funded, This event coming up, When's the bubble going to burst

what the hell. I can't unsee what it generated

Companies cut ~600K tech jobs since covid purely on AI hype. Now there is actually (some) utility. The bubble will burst at some point (they always do). I think companies cut to the bone at that point. No one knows when the top is but when it turns I don't think many of the cushy knowledge worker (white collar) jobs come back. It was a good run. 1975 - 202X?

Hear me out. I'm excited about this if it means making shopping better. I want a better shopping assistant. I want someone to do all the work for me (read reviews, do product spec comparisons, price, shipping etc) and just tell me what to buy for 85% of things I purchase online. ChatGPT has this potential, but sucks at it. I'm probably going to buy it on Amazon. Work together and it'll be magic for me.

Did they develop this capability outside the US?

Does this signal the a big market for AI processing is at the edge?

My assumption is that most users won't actually care if the LLM is in the cloud or device. That said, quite a few folks have iPhones and Apple's only way into the AI race is to go to it's strength, 1B+ hardware devices that they design the silicon for. They will produce a phone that runs a local LLM and market it as private and secure. People upgrade every couple of years (lose or breaks) so this will drive adoption. I'm not saying people will vibe code on their iphones.

Based on the recently released graph of how people are using chatgpt. ~80% of use cases (practical guidance, seeking information, writing) could presumably run on a local model.

The bubble pops when Apple releases an iPhone that runs a good enough for most things LLM locally. At that point cloud hardware investments will plateau (unless some new GPU melting use case comes out). Investors will move from nvidia, AMD into Apple.

I give this one a big maybe.... What's definite is Cook talks a lot about design but clearly has no handle at all on function or marketing. Everything from the overly scripted, mercurial presentations to examples used in canned videos is all so far from reality it's a caricature of itself.

The lack of authentic examples diminishes the impressive tech. Great design is all about function. Why is it so hard to show how this would actually be used in the real world?