Comment I'm curious. (Score 4, Interesting) 36
Is the on-disk copy of dpapi.dll untouched and only the in-memory instance tampered with?
Jesus Fucking Christ. It's 2026, Trump has been putting his boot on the necks of major networks and studios for a year and a half now. I realize you probably fell into a coma in 2016, but ten years later, the free press, regardless of what you think of it, or fair you imagine it is, is under direct assault. Fuck off with the "MSM" bullshit and grow the fuck up.
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.
Yes, sadly, they do not cure mental illness.
Truth Social I'm sure. As hard as it is to believe, there are still people who think Trump is a genius, and still want to "own the Libs".
How are these people not in prison?
Arithmetic is being able to count up to twenty without taking off your shoes. -- Mickey Mouse