Eh, market logic as designed (as high profits should attract more manufacturers).

But...

The amount of cash sloshing through will probably purchase that supply too.

The problem isn't exactly the market but the gradient of cash. When only dollars get a vote, the distribution starts looking tyrannical.

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.

You most certainly deserve a prize for actually clicking on the article.

Or deep suspicion for possibly being an alien.

I'm not sure which.

Oh I'm not disagreeing with you.

And yet.

Please allow me to direct your attention to the entirety of the medical device industry. Also the automotive industry.

et cetera

Right now, we have AI models that are good enough, what we need is for someone to focus on making them affordable, because even the Enterprise level for Github Copilot doesn't let you do anything remotely resembling the level of usage I was at before they changed their business model. I used to talk to Copilot all day long and I didn't really do anything manually anymore, with excellent results. It coded a lot better than I ever did and since it freed me from mundane work I could focus on making an excellent OOP architecture with great performance and security. Including refactoring legacy code to bring it up to the level of quality you can get in minutes. Now instead of minutes everything takes me entire weeks. Ah the joys of old-fashioned artisanal coding. After 3 years I barely know how to code anymore.

Better interpretation is why there wasn't flexible hours offered for full-time? Why should flexible hours incur a pay reduction?