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Comment Re: All that is old is now new again (Score 1) 22

That is a very good point. duckduckgo.com (to use an example) does not summarize the search results for you, and, once you know what to look for the ads are clearly marked. To be honest, purchasing ads on duckduckgo.com is likely a sign of good taste on the part of the advertiser as well. Honestly, I hadn't even considered using a non-Google search option for a long time. That is almost certainly part of the problem. Thanks for your response.

Comment Re:All that is old is now new again (Score 4, Informative) 22

There was nothing automatic about Google's trustworthiness. It simply counted up links that lead back to a particular page. If it had more links it was (supposedly) a better page. Almost immediately webmasters around the world started gaming the system. Google still restricts some of the things my account can do for hidden links that were added to some ads on websites that I ran in like 2001. GoDaddy and all of the other big web hosting companies of that era all rose to prominence on the strength of gaming the PageRank system.

I am sure that other industries tell the same story.

PageRank might seem trustworthy to you, but that's only because you weren't trying to game the system back in the day. I can assure you that, right from the start, people were abusing PageRank in precisely the same way that upsets you now. The only difference was that registering a domain back then cost $70 for two years, and you probably created the links you used to game the system by writing Perl. That raised the barrier to entry significantly. However, there was still real money to be made in that arena, and whether the winners paid Google directly, or paid for back links to their content (or both), I can guarantee you that the road to your trust was paved in money.

In the end Google has decided that the most reliable way to have publishers show that their information is trustworthy is to force them to pay for the privilege. Coincidentally that also happens to be the method that makes Google the most money. For years an entire SEO industry has thrived around the idea that if you pay someone enough money they can trick Google to steal your information instead of your competitors. Now we are finally at the endgame and Google doesn't even send traffic. They simply summarize the information for their customers. Chances are excellent that you don't even leave the google.com domain.

Google's competitors are simply doing the same thing at a different domain. All of them make their money by charging publishers to show up prominently in search ranks. Whether you are rooting for Oceania, Eurasia, or Eastasia it's Big Brother all of the way down.

Comment Re:100M is enough (Score 1) 153

Well wtf does he mean by speedtest then? If he's doing it from his phone or wifi connected laptop, then it's going to reflect the speed of his wifi. If he's doing it from his router, and complaining that the speedtest is wrong because his wifi is slower than his router uplink, I'd say that's a statement only a doofus would make.

Comment Re:Heavy Lifting (Score 3, Interesting) 66

Investors are chasing a company that achieves some kind of AI singularity. Let's set aside the fact that there's no reason to believe there is anything but diminishing marginal returns by making marginal refinements to current frontier models. Let's imagine someone hits the jackpot and gets, not even AGI, but a system that's as far ahead of today's frontier model are ahead of 2020's GPT 2.0 in performance.

Globally AI revenues are 150 billion, against a cumulative burn rate of 450 billion. A model that is a generation ahead of others would almost certainly capture the lion's share of that revenue.

If AGI magically appears as a Sam Altman has promised investors it will, a hundred million is way too low. Add, maybe, another zero to the revenues.

Conservatively, a safer assumption is that frontier models will get marginally better based on refinements in training and reinforcement and the other bits and bobs that go into these systems. The nobody is winning the lion's share of anything, at least overnight. But you have to define "safe". By "safe" I mean unlikely to lose money. But some investors are clearly defining "safe" as "having the greatest chance of owning a piece of the biggest thing ever."

I'm not following this super-closely, but if Anthropic is pursuing adding multi-step model based reasoning to their system, that could be the basis of a generational leap in capability. But if that is an approach that looks like it has a chance of working, then their competitors are no doubt pursuing the same thing. In that case you'd expect the revenue pie to grow as the scope of model utilty increases, but that growth to be split among several competitors. This could credibly result in a revenue stream for some of them that is as big as the entire industry's revenue stream today. But there's going to be hell to pay on the data center impacts end of things.

Comment Re:Massively stupid (Score 2) 133

Firmware in most consumer routers is based on Linux, with the router vendor adding some UI and chip-vendor drivers to the open source baseline. Not written from scratch. And thus just as good or bad as routers whose hardware was assembled elsewhere.
China can't manufacture the high end chips yet, but they do have their own supply chain for midrange SOCs and memory. Gigadevices cloned some European SOCs. They work. Chinese contract manufacturers build to the quality level the customer pays for. You want cheap junk, they're happy. You want good, they can. And their native design capabilities are catching up. The US, in contrast, is now mainly an exporter of raw materials -- wood, scrap metal, animal feed. Plus weapons to allies and airplanes, though Boeing's reputation ain't what it used to be.

Comment Re:Let Customers Control Their Encryption Keys (Score 1) 28

Or they'd make private cloud devices and not be in the position of handling the data or the encryption. Maybe they could offer an offsite backup service of encrypted data, but it would be just that: encrypted files that only the user has access to.

I still don't understand why we are relying on datacenters and services for storage, it just invites government overreach.

Comment Re:And Nothing of Value was Included... (Score 1) 47

I got Google Play Music for my family back when that was a thing. It was the same price as Spotify, had the same catalog, and included any music on Youtube as well. The fact that it included ad free Youtube was just a bonus. These days that has morphed into Youtube Premium, and I still pay for it. I am mostly there for the music, but the ad free Youtube is not terrible.

The interesting thing is that it is pretty clear that most people just watch the ads. Youtube had $60 billion in yearly revenue last year. More than Disney, NBCUniversal, Paramount, and Warner Brothers combined. Roughly $20 billion of that is credited to Youtube Premium which is bigger than any of its Hollywood competitors.

There's a reason that Peacock is being included with Youtube Premium and not the other way around. Youtube is worth something. Peacock, not so much.

Comment Re:Predictable. (Score 1) 47

Things have changed dramatically since the heyday when everyone had a cable subscription. I used to work for SlingTV (and then Dish), and I had a front row seat as the whole industry imploded. Every year the television networks and movie studios would sit down and renegotiate their contracts. Despite the fact that viewership was always down at least 10% year over year they always wanted price increases. If the cable providers pushed back (as Dish often did) they would lose access to channels, invariably during football season when it mattered most.

You see, as technology started allowing people to purchase their entertainment piecemeal it soon became clear what parts they were willing to pay for, and which parts they weren't willing to pay for. Hollywood thought that people paid for cable subscriptions to watch their scripted television. It turns out that, for most people anyway, the part of television that they were willing to pay for was live sports.

That's why Disney won't sell you ESPN unless you bundle it with everything else that they sell, and that's also why Disney is suing SlingTV for reselling access on a daily basis. SlingTV's "sports pass" allows you to pay for just the games that you want at a ridiculous price. Disney should be stoked, but instead it has sued because it wants to force sports fans to continue to pay for their other channels.

Almost no one is watching traditional scripted television these days. The few hits that the networks do have tends to be reality TV stuff like "Dancing with the Stars," where the audience can watch people compete in real time. Youtube (not YoutubeTV) has at least half again as many viewers as their next highest competitor (Netflix), at any time during the day, on traditional 10 foot devices (your living room TV). That's not counting people watching Youtube on their phones or their computers. Youtube is killing scripted content on living room televisions, during prime time. During the day its an order of magnitude worse.

Take a look at nielsen.com and take a look for yourself. It's absolutely grim. Look at the shows that are doing relatively well, they are all either sports or sports commentary. That's literally the only reason that anyone watches anything besides YouTube and Netflix.

Apple spent over $20 billion building up a content catalog. At their height they were spending nearly $5 billion a year making shows. They made some great shows and got rave reviews. Amazon spends $1 billion a year for the rights to Thursday night football. That is arguably the worst football game of the week. However, Prime generally gets as many viewers for a single game as Apple has total subscribers, including all of the free subscriptions that Apple gives away. It's not just Apple that is shifting away from scripted television either. Take a look at any of the streaming sites (including Netflix) and you will see that all of their recent moves have been to try and compete for the sports market. That's definitely what YouTube is doing by bundling Peacock.

Hollywood is currently circling the drain. Everyone is up for sale right now. No one is watching scripted television. They certainly aren't paying for it.

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