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metobehonest | on: Anthropic S-1
Two things can be true at once:

- AI is a useful tool and we're still seeing steady improvements in performance and efficiency

- There is a bubble in the stock market, fed by unrealistic expectations of what AI can achieve in the timeframes the investments need to provide returns in (e.g "AI is pretty useful and delivers productivity improvements in coding, law and other desk jobs" vs "in 12 months everyone will be out of a job and/or humanity will be exterminated, AGI is almost here, winner takes all")

So yeah, the schizophrenic Yudkowsky tier hype bullshit should hopefully disappear soon and then we can move on to something else.

JacobAsmuth | parent | next
Okay so you agree that big companies can keep funding this buildout, NVidia (and everyone in their supply chain) is backlogged 18+ months, and there's essentially zero risk of insolvency from any of the major customers, all of whom are committed and able to increase their purchasing (pursuant to their contractual obligations) of AI hardware over the next 3 years?

No one serious cares if there's a bubble in the stock market because the financials are solid and when those play out then whatever "bubble" you imagine exists today will be small compared to realized revenues in a few years.

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origini | parent
Some thinktank estimated that there is enough money in the system for reaching 2030 with continues investment.

There are a few numbers of scaling laws, i'm pretty sure VCs want to see being hit. Just to see what will happen when you scale an LLM to 100T Parmeters.