CompactFlax @ CompactFlax @discuss.tchncs.de

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5 mo. ago

AI is a commodity but the big players are losing money for every query sent. Even at the $200/month subscription level.

Tech valuations are based on scaling. ARPU grows with every user added. It costs the same to serve 10 users vs 100 users, etc. ChatGPT, Gemini, copilot, Claude all cost more the more they’re used. That’s the bubble.

Theres openAI, google and meta (american), mistral (French), alibaba and deepseek (china). Many more smaller companies that either make their own models or further finetune specialized models from the big ones

Which ones are not actively spending an amount of money that scales directly with the number of users?

I’m talking about the general-purpose LLM AI bubble , wherein people are expected to return tremendous productivity improvements by using a LLM, thus justifying the obscene investment. Not ML as a whole. There’s a lot there, such as the work your colleagues are doing.

But it’s being treated as the equivalent of electricity, and it is not.

ChatGPT loses money on every query their premium subscribers submit. They lose money when people use copilot, which they resell to Microsoft. And it’s not like they’re going to make it up on volume - heavy users are significantly more costly.

This isn’t unique to ChatGPT.

Yes, it has its uses; no, it cannot continue in the way it has so far. Is it worth more than $200/month to you? Microsoft is tearing up datacenter deals. I don’t know what the future is, but this ain’t it.

ETA I think that management gets the most benefit, by far, and that’s why there’s so much talk about it. I recently needed to lead a meeting and spent some time building the deck with a LLM; took me 20 min to do something otherwise would have taken over an hour. When that is your job alongside responding to emails, it’s easy to see the draw. Of course, many of these people are in Bullshit Jobs.

I guess you didn’t see the several points in the article where they make it clear that it is “opt in”?

I do look forward for the bursting of the LLM bubble, but the article isn’t just about LLM.

https://discuss.tchncs.de/comment/17767086

There’s no way he’s 100kg.

Ben Thompson has been saying that they need to collect user data (like google) for a decade.

It seems the botched Apple Intelligence release changed some minds, a little bit.

I personally hate crocs, but I don’t work in healthcare. I have a friend who loves them.

There’s a specific workplace line for things like healthcare. Probably can’t autoclave them but you can use a liquid disinfectant.

You do want to avoid most running shoes. Narrow toe boxes, upturned toes, too much heel, and too much foam are all bad for your feet.

I dated my partner in high school and through university. We went to schools in different countries. They got a job in a different country before I finished. We’re still together.

There’s a huge benefit to being separate and together at the same time. You get to individually experience things and grow as a human, while also sharing the experiences with and of the other half of the relationship. Growing up together as adults can really strengthen your relationship.

I know him

he’s shy and introverted

I’ve watched over him

I’ve helped him find a group of friends

You are smothering him. You’re not his mom; you’re not his brother.

People need to figure things out for themselves. Universities have strong support structures available to help undergrads through this difficult transition. Go to university. Gain life experiences.

This makes sense. Give the companies like Apple and nvidia time to set up some local factories. How long could it take to acquire land, set up a chip foundry, and train up staff? 90 days?

I know someone who’s his height and weight and trump looks like he’s got a good 10-15kg more. I don’t know who’s got their finger under the scale but I don’t believe that weight for an instant.

To be pedantic, there is no 6e. Just 6A. I am looking at a spool labelled 6e as I type this, but that’s just a manufacturer thing, not an actual spec.

$AAPL stonk go up.

And dental.

varicose veins

wasn’t as active

lost muscle mass, like significantly.

Find a workout or sport routine you enjoy and commit to it. Be mindful of you diet. You’ve got another 10 years at least before things start to get sore.

Hmm this seems to line up with some of the research (sociology) referenced in The Righteous Mind: Why Good People are Divided by Politics and Religion by Jonathan Haidt.

Last time I think he fired this off after the harvest. It was very bad. At least this time the farmers haven’t planted. Not that I have any sympathy for them; they’re just recovering from the last time leopards ate their faces.

[…]it's not about the Canadians or Americans. This is about one guy. That will not stop them from coming,”

It’s about 70 million people, and the additional 80 million who were silent.

Asian indices are down double digits (percentage). FTSE “holding” at -4% as of this post.

Don’t leave famous anti-onanist Kellog out. He promoted the idea of high carb breakfasts to dull the sexual appetite. Contrast to the filthy-minded English, eating titillating substances like sausages and eggs.

Anyhow, there’s “dessert for breakfast” foods and there’s “breakfast” foods and it sounds like your girlfriend is a bit more towards the dessert side of the spectrum. Nothing wrong with a fry-up. I used to be a big dessert for breakfast guy but I realized that it sent me into a sugar rush/crash and was very bad for my mood and productivity.

Personally, I just don’t bother with it. Started off as intermittent fasting but now that I’ve seen there’s not a ton of evidence to support the theory, I just don’t because convenience.