Comment by wagwang
7 months ago
All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.
7 months 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.
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.
I know David Fincher is jumping on his seat
Obviously these things are difficult to tell from the outside
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.
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Well it's also being slammed into everything everywhere, its just more useful so it has even more places where it's being put
Gary-Marcus-eating-popcorn.gif
> 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