simonh

Sure, but both can be true. The internet bubble bursting did not kill the internet. All that investment in severs and fibre was still there, and still got used. A lot of investors lost their shirts, but the Internet future still happened.

OpenAI going bust would not cause those data centres to cease to exist, they’d still be there just owned for cheap by someone else that can run them at cost.

A crash would drastically cut investment and research funding, but research would still happen. New companies would rise from the ashes of the old. It might still trigger a recession though.

If the capital cost gets written off, because it can never be recouped, then there’s only the operating cost left.

Suppose OpenAI goes bust tomorrow and all those data centres get sold for pennies on the dollar. Whoever buys them can operate them at cost.

At this point AI company valuations only make sense if each of them captures most of the value of the entire IT sector. Soon. If that doesn’t happen, it’s a matter of time before reality catches up, but how much time? Who knows. It could be years still.

Or AI could in the next few years generate more value than the whole IT sector a few times over. That would be cool.

The investments these companies are making depends entirely on the confidence that number go up, a lot, very quickly and soon.

Number go down, or even not go up as much as expected, is not good. These valuations are entirely matters of confidence. When that goes away…

Of course, which shows how real the threat is to Google.

The risk of not putting in AI is that someone else does, users like it and Google’s lock on search gets compromised.

That would be a much, much more existential risk for Google. It may well be worth a substantial hit to revenue and even market cap to stave off that possibility.

The 27" 5K iMacs are great, I'm writing this on a 2020 model. So disappointed they went away. I'm resigning myself to having to go with a mini and a separate display when the time comes.

My first gen 5k iMac (2014) is our kitchen machine these days. Still a joy to use. The final gen (2020) model is still my main machine.

I almost wish one of them would konk out so I can get an M series, but then I wouldn’t be on a 5k iMac anymore, which would suck. Love these machines.

Kind of, but without a sub you only get a trivial amount of storage.

Pro chips come much later than base chips and vary significantly in ways other than number of cores (which can be up to double), such as doubled memory bandwidth and peripheral support (thunderbolt 5 instead of 4).

Home. java:2: error: <identifier» expected Public static void main (String[] arg){ ^ Recursion error: void main gazes back

If you are invaded you're in a war whether you like it or not. At that point there are three ways to end up with less war. Surrender, force a truce, or win.

And I imagine time. A significant issue for a lot of medical situations.

As far as I can tell it's actually Office 365 Copilot for Windows 11 with Copilot, for Copilot+ PCs.