just out of interest... where does the boundary around "social media" stop?

This isn't capitalism. It's closer to mercantilism.

do you have a link to a case that definitively establishes that AI training is legally transformative?

If there's an actual mechanism to this outcome for him, it's the inverse of what you seem to think.

He's over invested in new data centers that are all taking longer to build than projected, has debt to service because of that that he needs the AI companies to pay for, and they have not yet demonstrated that they can actually be profitable enough to ever do that.

It occurs to me that this isn't the first time he's tried to do that during this administration. Look up the Cartel Marque and Reprisal Reauthorization Act from December last year.

I'm not sure that doing these folks the favor of assuming there must be rational thought behind their assertions is the right strategic move.

is this a number that has any reference or are you just caught up in the exuberance?

He used a genome language model...? Like a statistical model that shows the relationship between different parts of the genome...?

How did you guys think they did this in the past...?

There's... nothing new here. This is relying on people not understanding what these terms mean, including perhaps the author.

I'm pretty sure what's actually happened here (that is, I heard through the grapevine, read some of the notes, have seen conversations between established mathematicians who are using it at the moment) that someone has built a natural language interface to Lean.

This is only relatively true.

Nothing will make a general purpose statistical neural network more efficient at arithmetic than just doing it directly on the CPU.

That's the rub innit

The business case has always had the unstated assumption built into it that curating the data properly was waaaay too expensive. Additionally though... even doing that wont get rid of the potential for invalid or unwanted associations and overtraining.

hrrrm.... Softbank are up to their eyeballs and represent a fair chunk of Japanese capital

It will primarily hit the US, that's true... but it wont be confined there.

Based on how my own indexed fund is set up (what we call 'superannuation' in Australia), I expect that I'll also take a hit... I'll just be insulated by my other investments (hopefully).

I can see some research institutes snapping up some cheap just-out-of-warranty Blackwell 200s and running them until they die. I've got proximity to that, so it's visible to me... I can't see a lot of other use cases. I imagine they're going to be similarly niche.

Most HPC systems use commodity hardware, just a lot of it in cluster. The most recent nodes we have on the system I help to manage are equipped with either ECC DDR5 5600 or 6000, depending on which batch they came in.

Zitron's analysis definitely agrees with you about who will be hurt if/when this all crashes... and I can't see how he's wrong about OpenAI's commitments vs their income. I can't see how any of it go to this point unless the market operation selected for people who were irresponsible (but lets face it, that's not exactly a new idea).

Yeah this isn't new either. I first remember reading this as speculation over a decade ago.

Oh I'm not disagreeing with you.