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Comment Re:Heavy Lifting (Score 2) 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 There Is No Larger Can (Score 4, Interesting) 48

Zymurgy's First Law of Evolving System Dynamics:
Once you open a can of worms, the only way to recan them is to use a larger can.

So. Who wants to bet that no one will point out what abysmal sysadmins they are, letting internal servers run amok all over the open Internet, only finding out days afterward after someone had to tell them.

And who wants to further bet that the AI grifters will respond that the only way to prevent this from happening again is to give them trillions more dollars so they can build bigger, "hardened" datacenters?

Is there no level of rank incompetence they won't excuse?

Comment Re: Put out fires quickly letting fuel build up (Score 4, Insightful) 33

40% of Canada's land area is covered in forests. It is simply impossible to "manage" that much forest, and it's utterly fucking absurd to suggest otherwise. And to try to take climate change out of the equation is just a way of misdirecting away from the actual fucking cause; GHG emissions raising surface temperatures.

When will humans stop buying the most trivially fucking moronic red herrings? What a disreputable idiotic species.

Comment Re:Put out fires quickly letting fuel build up (Score 2) 33

It's almost as if allowing emissions to ramp up with little meaningful effort to control them is having the inevitable consequences predicted decades ago. But let's not deal with that, because it's hard. Instead let's have the President of the United States demand Canada hold back the tides.

Comment Re:Can I pay him not to post? (Score 2) 215

Well, yes. For many years, presidential candidates, both Democratic and Republican, referred to the United States as "the indispensible nation". And my reaction was always, "Doesn't that mean the US is a single point of failure for civilization?"

We are currently performing an experiment which addresses this question: can the US enjoy the benefits of soft power without the cost? That's the whole point of obeying *norms*. No individual force is going to punish you if you are treacherous, mercurial, foul-mouthed, disrespectful and generally unpredictable. Everyone will punish you.

I think an inevitable cost of this experiment will be that the world will decide that the US can't be a single point of failure for global democracy any longer. In many ways, that's something that will be good for us. But it's also going to cost us in painful ways. When the world decides to move away from the dollar as the international reserve currency, you will see both inflation and higher interest rates on everything from credit cards to mortgages, to business loans that will offset the export advantages. We will need *more* business investment to shift the economy to producing low value goods again, so the transition will be rocky.

Comment Re:Why do you hate yourself? (Score 1) 105

I don't actually use Apple Store all that often. A fair portion of the software I have installed, like LibreOffice and Firefox is just installed via DMG images. It kicks up a window about unrecognized source, but then just works. iOS devices are definitely more locked down, but the Macs are really no different as far as installing software than Windows or Linux.

Comment Re:For Insiders on the Experimental channel (Score 1) 105

I imagine the Mac Neo is the real source of their panic. Right now RAM prices are probably saving them from even more losses, but the hegemony is coming to an end. If a credible useful, at least for average users, non-Windows platform using smart device level hardware can sell as well as the Neo has, I'd say Microsoft's reckoning is finally upon them.

Comment I wonder (Score 2) 105

At what point in this long and seemingly endless list of fixes to even the most basic usability features in Windows do its users finally admit it is really a shitty and badly maintained operating system. I use Gnome or MacOS, which are streamlined and uncluttered, and then I head over to Windows and it's like looking into the mind of someone with severe ADHD. It's a colossal mess where nothing particular makes sense, there's no coherent approach, everything is slow and inundated with advertising, context menus that worked for decades don't function right or at all, even the simplest tasks just seems to land you in the wrong place.

I suppose under the hood it's still a fairly decent operating system, although tools like Powershell, which can be achingly slow itself, demonstrate that there's a lot of layers of cruft.

I don't play video games, and frankly Office isn't that much better for my needs than LibreOffice, and Outlook is a bloated pile of crap, so I rarely even access the Windows desktop I have at work via RDP, save for two applications I rarely use. Windows is rapidly becoming irrelevant in my world.

Comment Re: Wait...? (Score 2) 105

I would say that any kind of substantial level of investment in a jurisdiction is a reasonable indicator of an expectation of a return on investment, and thus confidence in the economic growth of at least some industries in that jurisdiction. I'm not sure why people are trying to hand wave away that kind of an indicator, unless the fact of it creates some problem for some narrative they have bought into, creating a level of cognitive dissonance necessitating peculiar denials.

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