A story of two halves

Yesterday

Today

God bless linkedin lunatics

Transcription of the image below

People often forget that Jensen is the hero who brought the light of modern AI to every household. He is also one of the most technical and charismatic CEOs in tech. He single handedly contributed more to the US and global economy than 80% of all other tech execs combined. Jensen is the heart and mind of Nvidia and one small mistake on the personal level only shows that he is human. Do not judge. ♥️ Jensen ♥️

Yes just a small personal mistake like blowing up your marriage and committing treason 😂😂😂

Why don't they just vibe code their own implementation of anthropic Scion and leave git to us "luddites" - especially since git isn't fit for purpose any more when you're slopping out 30k changes a day

The scaling laws maxed out around mid 2023 with the release of GPT-4 - that was around the time that everyone got excited about "test time inference" which is where LLMs spit out reasoning streams to convince you they are "thinking". If you look at where LLMs have improved since then it's mainly in tasks where they can be strapped into a harness and given concrete feedback like "your program didn't compile" which are also coincidentally use cases where data from gpt and Claude users can easily be harvested and new training data can be squeezed out of underpaid third world mturkers.

In other words they've improved their training data in the specific domains they are operating in like we've been doing in machine learning since the mid 90s...

The big labs have just been doing an incredible job of marketing (and particularly in Anthropic's case, brain damaging themselves into believing their own marketing)

Would be amazing if Trump's swan song was to scapegoat the CEOs who have been showering him in golden busts and laughing at his jokes for the last 2-3 years.

You haven't tried shutting down a remote server and having it wipe out the remote machine instead in the last 3 hours? Omg bro the newest models would never make that mistake! Just one more model bro!

Happy Saturday. Pleas enjoy a very schadenfreude GitHub issue

"Our main focus will be on those higher ASP (average sales price) commercial boxes as part of the AI storyboard that's there."

That's the Gavin Belson way

All the US markets are down today. Gary Marcus is declaring the GenAI bubble burst - I think that's a little premature but I am smiling seeing Coreweave at -55% of their value at the start of the year.

The website puts expert consensus at 78% but does not disclose who those experts are. I have a PhD in computer science and natural language processing and I think this is horse shit. As do most of my peers and my PhD supervisor/prof who I still talk to. I don't remember being asked and pretty sure my network weren't either.

I suspect:

We got 10 of my EA friends together. Seven of them agreed and one of them got a bit waffly so I put them down for the 8%.

Many tech figures have spent the past few years relocating operations [to Texas], including former trillionaire Elon Musk.

Emphasis mine

Zing 🔥🔥🔥