The ones who spend billions on integrating public cloud LLM services are not the ones writing that function. They are managers who based on data pulled out of thin air say "your goal for this year is to increase productivity by X%. With AI, while staffing is going slightly down".
I have to watch AI generated avatars on the most boring topics imaginable, because the only "documentation" and link to actual answer is in a form of fake person talking. And this is encouraged!
Then the only measure of success is either AI services adoption (team count), or sales data.
That is the real tragedy and the real scale - big companies pushing (external!) AI services without even proof that it justifies the cost alone. Smooth talking around any other metric (or the lack of it).
As for plagiarism, it is not something to even consider when writing code, unless your code is an art project. If someone else's code does the job better then yours, that's the code you should use, you are not trying to be original, you are trying to make a working product. There is the problem of intellectual property laws, but it is narrower than plagiarism. For instance, writing an open source drop-in replacement of some proprietary software is common practice, it is legal and often celebrated as long as it doesn't contain the original software code, in art, it would be plagiarism.
Copyright laundering is a problem though, and AI is very resource intensive for a result of dubious quality sometimes. But that just shows that it is not a good enough "plagiarism machine", not that using a "plagiarism machine" is wrong.
If I copy work from someone else, whether that be a paragraph of writing, a code block or art, and do not credit them, passing it off as my own creation, that's plagiarism. If the plagiarism machine can give proper attribution and context, it's not a plagiarism machine anymore, but given the incredibly lossy nature of LLMS, I don't foresee that happening. A search engine is different, as it provides attribution for the content it's giving you (ignoring the "ai summary" that is often included now). If you go to my website and copy code from me, you know where the code came from, because you got it from my website
Is the profitability of these electronics manufacturers more likely than the companies that are buying up all their future inventory?
If AI has a bubble burst, you could see a lot of used hardware flood the market and then companies like WD could have a hard time selling against their previous inventory.
If it's long term, it would be better to be the front runner on additional capacity, but that's assuming continuous growth. If it all comes down, or even just plateaus, it's better to simply raise prices.
Well, at least they might still have a product to sell once the AI bubble pops, unlike with NVIDIA which does seem to kinda forgot to design new consumer GPUs after getting high on AI money.
That's either a typo, or NVidia has achieved some previously unheard of levels of innovation.
Spoiler from the future: it hasn't. Get your investments in while you have time.
Eventually the music will stop when the easy money runs out and we see how much people are truly willing to pay for AI.
Not to mention that without enough competition, you can just raise prices, which, uh (gestures at Nvidia GPU price trends...)
But as it is it's not like they made any bad decisions either.
The problem with this AI stuff is we don't know how much we will be willing to pay for it, as individuals, as businesses, as nations. I guess we just don't know how far this stuff will be useful. The reasons for the high valuation is, in my guess, that there is more value here than what we have tapped so far, right?
The revenues that nVidia has reported is based on what we hope we will achieve in the future so I guess the whole thing is speculation?
Hardware just depreciates much much faster than fiber
So there is always use for more compute to solve problems.
Fiber installations can overshoot relatively easily. No matter how much fiber you have installed, that 4k movie isn't going to change. The 3 hours of watch time for consumers isn't going to change.
Why gamers must be the most important group?
I don’t quite follow the narrative like yours about nation states and investors. There is certainly an industrial bubble going on and lots of startups getting massive amounts of capital but I here is a strong signal that a good part of this demand is here to stay.
This will be one of those scenarios where some companies will look brilliant and others foolish.
It’s building materials being in short supply when there’s obviously more houses than buyers. That’s just masked at the moment because of all the capital being pumped in to cover for the lack of actual revenue to pay for everything. The structural mismatch at the moment is gigantic, and the markets are getting increasingly impatient waiting for the revenue to materialize.
Mark this post… in a few years folks will be coming up with creative ideas for cheap storage and GPUs flooding the market after folks pick up the pieces of imploded AI companies.
(For the record, I’m a huge fan of AI, but that doesn’t mean I don’t also think a giant business and financial bubble is about to implode).
We're fucking doomed.
On the otherhand lots of people here are even more uncomfortable of the other option, which is quite possible: AI software algorithms may scale better than the capacity of companies that make the hardware. Personally I think hardware is the harder to scale from the two and this is just the beginning.
And if they produce lot of video, they might keep copies around.
I was toying with getting a 2T HDD for a BSD system I have, I guess not now :)
I'd have thought HDDs aren't at the top of the list for AI requirements, are other component manufacturers struggling even more to meet demand?
One can only hope that that's the principle at work here, anyway. It could also be a critically damped system for all I know. Unfortunately I studied control systems too...
What if in the near future it is simply too expensive to own "personal" computers? What if you can no longer buy used computers from official channels but have to find local shops or sharpen up on soldering skills and find parts from dumps? The big techs will conveniently "rent out" cloud computer for us to use, in exchange of all of your data.
"Don't you all have cellphones?"
dClauzel•1h ago
Yes, AI is nice, but I also like to be able to buy some RAM and drives…
Sharlin•36m ago
XorNot•26m ago
More likely a couple of big financing wobbles lead to a fire sale.
It isn't practical for HDD supply to be wedged because in 5 years the disks start failing.
huijzer•22m ago
There is one exception though. Open WebUI with a whopping 960 MB. It's literally a ChatGPT interface. I'm only using external API providers. No local models running.
Meanwhile my website that runs via my own Wordpress-like software written in Rust [1] requires only a few MB of RAM, so it's possible.
[1]: https://github.com/rikhuijzer/fx