I think this is a very bad thing to flex before Xi. It's inherently juvenile, but also the antithesis of the Chinese theory of power. They always assert a full chain of legitimate transmission. Trump treats Biden years as an usurpation, thus American system itself as a shitshow.
idgaf what ppl say
lab "ARR" is concentrated in a select number of heavily VC subsidized AI spenders who often haven't achieved PMF (like neolabs)
outside of that world, growth is decelerating/ plateuing
it's all one giant reflexive bet brought to you by silicon valley
Agree with @insane_analyst it’s very likely Anthropic is losing lots of market share to OpenAI right now. Doesn’t concern me much regarding capex but should be negative for the smaller neoclouds now.
As discussed with Oracle an hour ago, Oracle remains committed to Project Jupiter and its contract with Bloom to deliver 2.4 GW of fuel cell capacity. We are excited to execute Project Jupiter on Oracle’s planned timeline.
Force-majeure notices are commonplace in developments of this scale and are often used to preserve contractual rights among project partners. They do not, by themselves, establish a project delay or change delivery expectations.
Opus 5.5 designing LEGO 👀
I asked it to design a Microduck I can build with real LEGO pieces. It:
> designed it life-size using 1113 real LEGO parts
> verified: 3,204 connections, 0 collisions, every step buildable, centre of mass inside the feet 🤯
> made a 141-page
It’s very funny how mad AI crowd got at a simple stylistic guide suggesting using technical language to describe technical concepts.
It really bothers AI cultists when people rationally refuse to revere AI models as emerging gods, and instead view them as software products.
Artificial intelligence systems do not think, feel, want or understand. Avoid language that gives them human characteristics. This is called anthropomorphizing, when we ascribe human traits, emotions or behaviors to non-human things, such as animals or inanimate objects.
Instead,
it's been 5 fucking years of having to hear the opinions of insufferable midwit tech bros like this one, and it's making me think having all my atoms rearranged into paperclips doesn't sound like such a bad fate after all
Best part of AI is shattering dev's egos, the worst part of this industry.
You are not special. Your code actually sucked like everybody else's. You were never the smartest person.
The things my sales guy BIL and designer brother are doing is beyond anything I have done.
"here's my new website design" my brother in christ no one has opened a website in the last five years. people don't know what URLs are. "go to doubleya doublya doubya dot..." what? what are you talking about? is it on twitter? is it on substack? is it in my gmail?
$ORCL set to destroy every data center bond in the world today and probably bankrupt Neo-clouds after showing that contingencies on data center delays listed within bonds are meaningless.
The whole Ai bond system just failed.
$NBIS $CRWV
OpenAI and Anthropic are clearly running out of compute.
Because of this, they are quietly serving heavily quantized and nerfed models to regular users.
The full price API does not feel degraded like this.
This only happens on the paid monthly subscriptions.
Selling people a subscription while secretly downgrading the model is just a scam.
GPT-Sol is spitting out Chinese characters mid sentence right now, which shows it's heavily quantized.
What they're giving users is straight garbage.
Is this what we're paying for?
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