I would respect Ed (and Gary Marcus) more if they would concede the occasional point. But everything AI is always a hyperbolic and unqualified disaster. I suppose that's what the audience wants.

"every bit of AI demand ... that exists only exists due to subsidies"

Really? NOBODY would pay whatever the fully-loaded cost is? What about people running local models on their own GPUs? Are they being subsidized too?

And this is all before the AI industry starts to feel the real impact of the ongoing oil (and helium) shock that Trump caused for no coherent reason.

Going to be an interesting next couple of years...

> What use is Perplexity without an eternal subsidy? The value of having Aravind Srivinas sitting around your office all day? I’d rather start my car in the garage.

Lmao