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Why is it bad? I think they deserve what's getting to them. And frankly the AI hype needs an ugly episode to simmer things down.


Nvidia is willing to do anything to keep the hype going - there's a desperation to find a 'killer app'.


Haha.

I dont get all this obsession over LOC. Having a crystal clear vision is the most important thing. If you've got that with conviction, shipping is trivial and not limited by people - you can go raise the money and hire the people to do it.

LOC is not the measure of productivity people think it is. Getting closer to actualising a vision is the true goal.

Im convinced there's two kinds of innovators 1) people who throw stuff at the wall and see what sticks 2) a much much smaller group of people who are very deliberate, methodical and think strategically before investing a dime in producing


LLMs are capable and able to produce value. There's no questioning that - anyone who says otherwise is in absolute denial.

The problem is.... the amount invested makes zero sense and the returns needed to justify the valuations of these firms won't come.

The players in the Tech industry in general have gotten way too ahead of themselves. When this all settles the big danger for MSFT, Google, Meta etc is that investors will trust them with the cash on the balance sheet less - demanding more cash return. Apple will come through this period very strong and end up looking like they played a genius move keeping out of it.


Define "value", because is seems pretty negative value at the moment.


Oh yeah? What value have they generated? How is it valuable to rehash existing data in a non-deterministic stream of nonsense?


Its not rehashing, its recombining and mixing any concept ever in minutes. If you cant find value in that you're not being creative enough


We use local models in data processing pipelines. Being able to do compute with language has plenty of use cases


I used Grok heavily to generate a 5min marketing video that got MP's to back my project.

So... go ahead. Try and claim Im lying. I pity you - I'm not lying.

Do I care about whether xAI/Grok survives as a going concern? Absolutely not. Did it generate value for me? Absolutely yes.


insider influence backed up by deniable narative is hardly a new idea(called a "fix"), though conflating that with AI having "value" is quite a stretch. AI is just another pivot point or prop, hookers, drugs, cash, blackmail, favors, etc will still,

trump, AI glossy slop.


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