scruiser

Oh, I had misunderstood their role in this. So they are more like someone that was already in place for other (scammey) reasons than anyone's preferred partner or middleman? And they are critical enough to be a weak link that breaks first and brings everyone else down?

Ultra ultra high end gaming? Okay, looking at the link, 94 GB of GPU memory is probably excessive even for eccentrics cranking the graphics settings all the way up. Hobbyists with way too much money trying to screw around with open weight models even after the bubble bursts? Which would presume LLMs or something similar continue to capture hobbyists' interests and that smaller models can't satisfy their interests. Crypto mining with algorithms compatible with GPUs? And cyrpto is its own scam ecosystem, but one that seems to refuse to die permanently.

I think the ultra high end gaming is the closest to a workable market, and even that would require a substantial discount.

Isn't being a fall-man the point of Coreweave for Microsoft, NVIDIA, and everyone else using them as middle-man? They all theoretically have the ability to do the things Coreweave does in-house, but that would expose them to more risk if the bubble pops, so they have Coreweave take on the biggest part of the risk and draw in outside investor money?

It's really the perfect opportunity for integration! They can steal the data and content of their own users, instead of other people's users, and then they can serve their slop directly to their own users instead of users having to generate and export their slop to other people's social media sites. And both of these applications can distract from the fact that AGI isn't happening and even more modest LLM agents aren't practically useful. And since Altman already built up a user base on ChatGPT, he'll have a head start on getting a critical mass of users!

Thinking about it... something like this is probably Altman's best bet for making OpenAI's financials work out, because as David Gerard and Ed Zitron and others have all pointed out, they are losing money per LLM user, so they really do need a way to convert a huge user base into money that doesn't involve LLMs.

That feels like a fitting ironic fate, a company selling AI slopcode generation looses a bunch of users from believing their own bullshit and using an LLM as customer support. Hopefully that story repeated a few dozen times across other businesses and the business majors stop pushing LLM usage.

Edit... looking at the orange site comments... some unironically cited Anthropic ~~research~~ marketing hype, which (correctly) shows "Chain-of-Thought" is often bullshit unrelated to the final answer (but it's Anthropic, so the label it as deception and unfaithfulness instead of the entire approach being bullshit in general).

Linking this recent comment on an older thread because it was so relevant: https://awful.systems/comment/6966312

TLDR; GPUs cost as much to operate as they normally depreciate over time, so even if the bubble pops people might be sitting on piles of GPUs without reselling or using them.

That is substantially worse than I realized. So possibly people could sit on GPUs for years after the bubble pops instead of selling them or using them? (Particularly if the crash means NVIDIA decides to slow how fast the push the bleeding edge on GPU specs so newer ones don't as radically outperform older ones?)

I mean... Democrats making dishonest promises of actual leftist solutions would be them making any acknowledgement of actual leftism, so I would count that as net progress compared to their current bland status quo maintenance. But yeah, your overall point is true.

That sounds like actual leftism, so no they really don't have the slightest inkling, they still think mainstream Democrats are leftist (and Democrats with some traces of leftism like Bernie or AOC are radical extremist leftists).

These people need to set through a college level class on linguistics or something like that. This is a demonstration of why STEM majors need general higher education.

Yeah if the author had any self awareness they might consider why the transphobes and racists they have made common cause with are so anti-science and why pro-science and college education people lean progressive, but that would lead to admitting their bigotry is opposed to actual scientific understanding and higher education, and so they will understood come up with any other rationalization.

Keep in mind the author isn't just (or even primarily) counting ultra wealth and establishment politicians as "elites", they are also including scientists trying to educate the public on their area of expertise (i.e. COVID, Global Warming, Environmentalism, etc.), and sociologists/psychologists explaining problems the author wants to ignore or are outright in favor of (racism/transphobia/homophobia).