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Comment An Alliance of Companies You Trust. Really Trust. (Score 4, Insightful) 12

Adobe, Cadence, CapitalOne, Cisco, Cloudera, Cloudflare, Cognition, Crowdstrike, databricks, Dell Technologies, DoorDash, Elastic, HPE, HuggingFace, IBM, Longchain, The Linux Foundation, Microsoft, Naver, NetApp, Nous, Nvidia, OpenClaw, Palantir, paloalto, RedHat, Reflection, salesforce, SAP, servicenow, siemens, SK telecom, snowflake, SpaceX, synopsys, thinking machines, and TrendAI.

Comment Re:AI break down (Score 4, Interesting) 130

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.

Comment Apple Plays It Smart (Score 4, Interesting) 130

Generally speaking, Apple doesn't follow trends, it sets them. Not following the AI "trend" is in their DNA, and very much to their benefit.

From the start, the current AI iteration led by the likes of OpenAI has been a dumpster fire for investor money. No profit in sight, and a continuous burn rate that dwarfs every other financial bubble in history. A few firms in the hardware business have cashed in on the shovel trade, while outright fraudsters like the DRAM cartel have raked in a windfall, but neither is sustainable in the long term. Apple, unlike just about every other tech firm out there, has contented themselves with sitting out the AI bubble, and it very much looks like they're going to benefit. At the end of the day Apple will have pile of cash on hand to cherry pick the remains, while the likes of Microsoft and Meta will be left holding so much debt it could well sink them. Oracle will be toast.

Comment No One Could Have Known? (Score 3, Insightful) 103

Didn't we all think that eliminating human workers, in this case taxi drivers, would be nothing but unicorns and rainbows for everyone. Maybe we could use AI to screen passengers for risk, and then only serve those most likely to not cause our robots trouble?

Comment Re:GIGO unlocked (Score 2) 106

LLMs are trained on web scrapings. How many times over the years have I seen someone jokingly suggest using rm -rf * as an answer to a technical question? Lots. Trouble is that LLMs can't tell a joke from a solution, so if the joke made it into the LLM's training set then whoopsie! Honest mistake.

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