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Comment Re:Curate This (Score 1) 16

I wonder what "curate" means here. Is this just an LLM with a questionnaire in front?

Please select from this list of buzzwords your company is interested in so we can curate your experience:
- Cognitive Orchestration Fabric
- Enterprise Synergy Architecture
- Predictive Enablement Frameworks
- Hyperautomation Platforms
- Infinite Improbability Drives

We make fun of people using an LLM to spellcheck an email, yet here we are asking a human to define a common word, right?

Curate means you choose what goes in. Like monthly.xls orgchart.doc and context, for example, "This field means employee is NLE, unless they were a contractor, then it means the contract ...". This ain't rocket AI neurosurgery my dudes. Anyone can do that individually with existing tools, but what Cloudflare is trying to do, I guess, is make it easier to do that from one place and share with the company. Like Jupyter/run book type stuff but with LLM, probably. Just guessing but that seems kind of obvious to me.

Comment Re:WTAF?? (Score 1) 56

Because a lot of corps are saying the opposite right now, saying you'll be judge on your use of AI, and punished for your lack of use of it.

Which is why you get insane shit like people punching bullet points into ChatGPT telling it to expand it into a full email, and the recipient receiving it and putting that into ChatGPT to summarize it as a set of bullet points.

I'd say I'm glad the companies who have been doing this are the ones who'll eventually go tits up when the bill comes in (which is more than the cost of tokens, it's the lack of control over their own businesses), but the reality is that management isn't the group that'll suffer. The people fired for non-compliance with this stupidity are merely the first in a long line of people who'll get hurt despite never doing anything more than what their managers said they had to do.

This timeline absolutely sucks.

No you're conflating very different things, this "tokenmaxxing" crap is some Microsoft/Amazon/Google/Meta scale thing where we have our own data centers dedicated to AI compute that could be seen as a wasted investment if not driven at 100% usage. Maybe some startups going balls to the wall at $API rates with someone else's money, but that is not "a lot of corps"

Then you have rando fintech, edtech, *tech adjacent business paying $20/head a month for office workers to have AI access because that's what all the other cool kids are doing. There you have Sally from Accounting turning bullet points into emails because the CEO said everyone should be using AI. That is a lot of companies, and what Sally is doing is not insane. Neither is putting a $20/month high value information tool at everyone's fingertips and encouraging its use to stay competitive. That is not the craziest thing happening in IT, ffs. A lot of that usage will go down the same way online video training services that the company bought and encouraged everyone to use.. queue up an Intro to Java video and go to lunch to show you used it. This isn't REMOTELY the same thing as "tokenmaxxing".. some AI subs will get dropped, a lot will stick, because it is genuinely useful every day for a ton of people.

Comment Re:Optane (Score 3, Informative) 16

It's easy to blame Intel but that was a joint venture with Micron and Intel. IMFlash out of Lehi Utah. Micron was every bit as responsible and if I remember right still holds most of the patents.

You could even make the case it was Micron that killed it because they dumped the entire thing on Intel and sold off the Lehi fab. Without Micron sharing manufacturing costs and with scaling difficulties lagging behind traditional NAND bit density improvements, Optane became financially unviable.

Comment Is it a Master or a Copy? (Score 5, Insightful) 132

The way this is being described is asinine. You lose a master and you're fucked, lose a copy and you still have the master. It's like words don't mean anything to these people. Additionally, fuck the studio for not encrypting it or exercising any sort of security on it at all.

Pretty much everyone in this story is a moron

Comment Re: How we are subsidizing your habits. Let's sto (Score 1) 87

Ah, so you are one of the people that we-who-are-not-using-AI are being forced to subsidize. You're talking about your own budget, but how about you pay me for the delta you caused on memory prices? There is no such thing as a free lunch and I want my money.

You aren't forced and you aren't subsidizing anything, you're being priced out by people who want something more than you do and they're paying for it. It's supply and demand. It's like living in a gentrifying neighborhood, I don't know what else to tell you but nobody owes you a damned thing here. When people with more money than you do buy up all the inventory that's what happens.

Jesus dude, if we were actually talking about housing prices or closer to the issue, electricity rates, I'd have a little empathy for you, and I do think people are owed affordable housing and power, and other essentials etc, and there are ways of addressing those during spiking market demand.

But your PC parts, your PlayStations, I mean fuck off, I guess you've never lived through hard drive shortages, ram shortages before, $2000+ basic desktop PCs, internet access by the minute. Even if you think AI subscribers aren't yet paying for the full cost of AI services, you aren't subsidizing a damn thing unless you're the man behind the scenes providing private equity to some AI service provider.

Comment Re:AI break down (Score 2) 135

But I do not expect the 'excess compute supply' to be a problem. That is very likely to be the main asset that people buy up.

I not so sure about that. There's not a lot of value in a depreciating asset. At least the dark fiber left over from the dot com boom had a life that could be measured in decades. Server farms are only good for 3 to 5 years, and even then become unreasonably expensive to operate vs. new equipment that's more economical to operate.

... when in the past twenty years has replacing data center equipment been more economical? I don't get where you're coming from. We write down deprecation on IT equipment, that doesn't mean its value changes. Servers got bigger and bigger while workloads stayed about the same. It's what allowed VMware to grow into the behemoth it became. It also made replacing physical servers less and less necessary. You can run them well past their support life and replace only when truly dead or unreliable, or give up and virtualize it finally. The last big spend money to save money in IT WAS VMware. Well maybe it was mid tier SSD arrays replacing enterprise spinning disk ones, but anyways.

It's kind of like you're talking about depreciation of a minivan vs the value of a minivan full of cargo where every new day you sell a run full of cargo it's exactly as valuable as yesterday which was as valuable as it was on day one. Selling inference compute is like the selling cargo space, I mean sure you depreciate the equipment for tax purposes, but every day that thing runs 100% is money.

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