Comment by CuriouslyC
12 hours ago
Ed's right about OpenAI being out over its skis, he's right about the numbers for everything being wildly optimistic and he's right about the circular financing/leverage aspect of a bubble. He hates AI though so he can't acknowledge its usefulness, it was pretty clear to see on his DOAC interview, Stephen kept bringing up real wins and clear progress, and Ed wouldn't engage in a substantive way.
Yes, his thesis is pretty much correct, his personal opinions aren’t too relevant or valuable. It’s a mistake to take his predictions as the important thing, it’s pretty much irrelevant, the whole field is very dynamic and complex, and he obviously isn’t an oracle who can predict the future. The only thing that matters is the thesis