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Joined 3 years ago
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Cake day: June 12th, 2023

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  • No this does not seem related to market capitalism or “shareholder culture”, yes some of the firings excused as AI disruption can be attributed to that but we must understand that every economic system wants to get the most output with minimal input. The disruption from AI isnt something that I think has happened yet. If the tech just affected 1 industry I wouldnt call it labour destroying. This is not just LLMs but vision models and general robotics all at breaking through at once.




  • Yes people invest in developing technology I dont know what rock youve been living under. They dont invest because investment pumps the stock that would be illegal and the market is so big theres very few who could move it. Instead they invest because the technology getting better raises the stock. I dont think anyone would claim AI hasnt gotten a ton better since the early days of chatgpt 2

    As for sustainable, Inference is profitable but training costs a lot. Agentic models are driving up inference usage by 10x so its printing money they just need to own enough compute to provide the inference while training their next model. The market is growing like crazy, anthropic 30x their revenue in the last year going from 1b to 30b revenue and they expect to be profitable next year. Their latest model cost 5b to train.

    The business model is fine. They’re over the hill and the tech has proven to be useful… unfortunately.