← Back to context

Comment by XorNot

2 days ago

This is marketing.

Frankly I'm inclined to say that it might also be faked: this drops just days after a new Chinese model does with the usual effect on OAIs projected stock price?

It’s marketing the same way shitting your pants in public is marketing. People notice you.

  • It’s more like eating your own fiber supplement in public, and then shitting your pants and telling everyone about it. Sure, it’s embarrassing. But it shows how potent your product is.

  • Apparently this is totally legit marketing strategy now. It truly is, especially if there are enough people who think that shitting your pants is cool, and the people that form the "market" nowadays may have a very different idea from yours about what is cool. Their ideas about coolness are very different from mine, that's for sure.

    • Obviously shitting your pants in public shows you have a healthy digestive system and if you can demonstrate byproducts of wild food in your output, you’re approaching independent thinking and self-reliance.

      This is how the financiers look at this and whatever you think it is right or wrong, it does showcase “capability”.

    • Remember when the ebola-infected monkey escaping containment was our worst possible nightmare? Now it's apprently some sort of tech-bro flex to be celebrated.

  • Anyone can have bad security. No one cares. But you can convince those who don’t know better that breaking bad security with an LLM is a once in a civilization investing opportunity. You just need to convince a handful of billionaires and market makers to get on board.

    How much would someone have to pay you to take the fall for bad security? A million? A billion? 500b? The stake at play puts it in the realm of geopolitics.

  • I think all of western (or at least American) discourse of all kinds has recently devolved into who can shit their pants the loudest. I'm hardly surprised when it becomes a dominant advertising strategy

You guys have created this un-falsifiable "marketing" narrative. Why is it that Jensen is pushing back on the doomer stuff, and complaining that it is hurting AI investments?

https://www.businessinsider.com/nvidia-jensen-huang-ai-doome...

  • Jensen Huang wants to sell more hardware, he doesn't care whether it's Anthropic, OpenAI, or some Chinese company that wins. So he has a vested interest in AI being perceived positively so that the construction of datacenter continues unopposed.

    OpenAI and Anthropic have completely different motives, they're in a zero-sum game with each other and with cheap Chinese models. Regulatory capture that results in artificial barriers of entry is their best bet at healthy profit margins even if it comes at the cost of less overall AI buildout.

    It's not like "the AI industry" is a single entity with a single purpose, these are different companies with different objectives.

    Edit: Google pretty much spells out the problem that AI labs are faced with in the leaked "We have no moat" memo[1]:

    > People will not pay for a restricted model when free, unrestricted alternatives are comparable in quality. We should consider where our value add really is.

    And

    > All this talk of open source can feel unfair given OpenAI’s current closed policy. Why do we have to share, if they won’t? But the fact of the matter is, we are already sharing everything with them in the form of the steady flow of poached senior researchers. Until we stem that tide, secrecy is a moot point.

    > And in the end, OpenAI doesn’t matter. They are making the same mistakes we are in their posture relative to open source, and their ability to maintain an edge is necessarily in question. Open source alternatives can and will eventually eclipse them unless they change their stance. In this respect, at least, we can make the first move.

    [1] https://newsletter.semianalysis.com/p/google-we-have-no-moat...