Comment by aesthesia
5 days ago
People keep saying this, but I haven't seen any actual instances of investors saying that rogue agents mean AI labs are valuable. Do you have any examples?
5 days ago
People keep saying this, but I haven't seen any actual instances of investors saying that rogue agents mean AI labs are valuable. Do you have any examples?
Yeah I think the truth is closer to the opposite. Jensen has complained that the warnings are discouraging investors.
https://www.businessinsider.com/nvidia-jensen-huang-ai-doome...
AI corp valuations are high because their revenue is skyrocketing, not because of the rogue AI stuff.
valuations are absurd because investors are low-information speculators.
I just watched a YT with Dylan Patel in which he said, with a straight face, that OpenAI/Anthropic were going to "continue" exponential growth until, basically, their valuation was several times world GDP.
Their reported fantasy numbers ("annual revenue run rate", not revenue), you mean?
There is no such thing as bad publicity. (Technically not true, but definitely applicable in this concrete case, as planned P/E ratios are crazy)