CLARKE BROWN: The turkey drop was actually a real incident. ... Although the turkeys were thrown off the back of a truck, as opposed to how it was depicted on the [show].
meh - by this logic, every new tech and startup ever is a "scam"
The truth is that the AI companies are gambling that inference cost will continue following a hyper version of Moore's Law, e.g. Google TurboQuant.
The countervailing thesis is that frontier models are consuming more and more compute.
The deepest truth: you often don't need a frontier model to get commercially acceptable results from AI. Thus, bring on the true pricing! and I'll just switch models to something financially sustainable.
We work comes to mind. The math is fairly easy if we know what a company like OpenAI's datacenter commitments are, what their sub and token revenue is right now and what their operation costs are. This is very basic and if you had that info you would know exactly if we are in bubble or not. Waiting for the S-1's...
Counterintuitively, I see modern OPEC as mostly net-positive for the West because business and government most cherish stability which OPEC helps provides (emphasis on helps).
Yea there is some truth to that. The US is still in a wartime economy and cultural mode of thinking post-WWII (military budget, highway and infrastructure build, cultural characteristics around guns [1] and such). The downside is the degradation of quality of life, rage-bait, stress, those sorts of things. But if we have Americans constantly freaking out (and to some extent they should - being #1 is tough) about Chyna that does put pressure on the government to take these concerns seriously if they previously were not.
[1] Not a 2nd Amendment criticism, I’m a strong supporter. More so the folks who load up on ammo and “cool” gear and all that stuff.
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