Comment by wagwang
1 day ago
All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
1 day ago
All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
Are the AI capabilities tapering-off, or commoditized? Building the next Windsurf (iteration 0) doesn't feel it's quite niche anymore.
I think the current valuations imply at least 2 magnitudes of improvement over existing functionality.
I know David Fincher is jumping on his seat
If by Documentary, you mean a new Silicon Valley sitcom, yes , all the ingredients are there: The AGI believers, the doomers, the "cure all diseases" people, the board drama, the money grabbers, the VC dance , the poaching, the lawsuits for copyrights ... there s a whole new universe of caricatures
Even a very risky attempt at "cure all diseases“ is worth all this economic upheaval, though.
And AI applied to biomedicine arguably already delivered some acceleration.
Obviously these things are difficult to tell from the outside
Gary-Marcus-eating-popcorn.gif
Apparently somebody missed crypto mania between 2019-2022
AI has nothing in common with crypto other than it being hyped a lot. The better comparison is the dot-com bubble.
> AI has nothing in common with crypto other than it being hyped a lot.
Don’t forget all the GPUs. Nvidia always gets its cut.
1 reply →
Well it's also being slammed into everything everywhere, its just more useful so it has even more places where it's being put
> if AI capabilities taper off
AI growth has slowed to a crawl, and it's priced it self out vs cost of compute.
NVIDIA feels a lot like SUN.
> amazing documentary
Been there, done that: 2001, Startup Dot Com https://www.youtube.com/watch?v=cP4PGjnZwJE