You're car will have spun off the road and you'll find it harder and harder to control it and keep it on the road because you have less and less visibility into the vehicle, nor will you be able to clearly see out your windscreen to use the car and road metaphor. You'll be driving blind eventually, unless your working on some simple closed toy problems and/or other small systems.

Building large systems means understanding the system. Without understanding the system, you lose control of it.

The LLM can probably help you understand the system to gain/regain some control of it again, but now you're becoming a system specialist rather than someone who's repeating, "fix it" and "make it good" or whatever.

I get why the people in power want it, you can concentrate dependence on your asset, do surveillance and industrial espionage. But it's so obviously better to have the power distributed out among the people that it's a no brainer for the average joe/jane.

No doubt, there is still a need for large datacenters to generate models, but we should be looking to a more sustainable/distributed approach when it comes to inference, or running the models. That way people can keep their data, not have their ideas ripped off, not be subject to the whims of whatever policy some technocrat dreams up and not be shit out of luck if someone strikes us-east1 or some such place.

That dynamic will fuel further borrowing until we get to some kind of equilibrium, or some kind of washout occurs where interest rates spike higher and/or the value of GPUs and GPU services start leveling off or even declining. We might get a test soon as the FED has started hiking.

https://youtu.be/c1D3RHmw7GA

I've got a Transalp over in the states now, so i'm looking forward to touring roads like the one mentioned in the article. Glad this popped up.

SpaceX knows that pulling the risk out of system is the ask here and they continue to progress and push their limits and capabilities, which is a healthy sign for the US space industry and more broadly for technical progress worldwide.

That said, there are other moat factors like, a US company needing to use a US AI provider, sticky customers due to corporate onboarding friction, and others. Not nothing, but not as large a moat as some imagined.

And yet there are humans that treat animals well (e.g. dogs, cats, crows and so on... ) These animals would feel the loss if humans disappeared. So i don't think it's right to say that nature (animals) wouldn't care and that the sentiment is a bit of implied put down of animals capacity for emotion and caring. Animals can care about their own and across species. Humanity would do well to feel less disjoint and separate from other humans and animals. That alone would reduce conflict a great amount and highlight the good that can be done between humans and animals.

As you probably noticed, I'm not fond of making a big distinction between humans and animals or nature. Hope that gives another perspective, and yeah, she probably was against the war and upset about the way humans were behaving at the time.

https://youtu.be/mTEUrdKehSg

I added a ko-fi link to my about page, thanks!

I think the larger problem is that restricting US AI companies gives the Chinese a leg up because they now have a window open where they can become the source of the most powerful models available due to government restrictions rather than on technical merits. All Anthropic customers just got a downgrade last evening, for example. While the Chinese are able to serve the world or whoever, the US corporations will be limited to the US market, or whatever the powers that be will allow. This restrictiveness could turn out to be disadvantageous to American companies since people will migrate to wherever they can get the most powerful models.

You could probably do some simulations to see this was almost always going to be a losing strategy. Detailing the N order effects is good accounting, but the picture likely gets murkier the more you try to extrapolate N+1.

I'm concerned that the regular Joe/Jane won't be getting a GPU or a system upgrade for some time. And then you have people in Africa and elsewhere who can't afford new phones.

There probably is some distortion in that the top spenders aren't terribly against cornering the RAM market and forcing everyone to pay more for local AI due to higher RAM, GPU and CPU costs while squeezing people through their APIs to access AI services, but that's an expensive gambit that depends on local models not getting good enough and frontier models to continue to get better while requiring large swaths of memory and compute, keeping consumers demanding the latest models from the APIs. But if the supply increases and people have more access to RAM, GPUs and CPUs, we'll likely see more local model usage and people doing all sorts of creative work, even training their own models.

I'm bullish, not so much of an overzealousness as having witnessed so many of these computing explosions to not doubt it much anymore. We'll collectively find all sorts of creative uses for these wafers and tech. If I were to bet on it, I'd simply buy a basket of stocks and hold, riding out the noise - nothing too surprising there.

China is trying to be vertically integrated, completely independent of outside influences and own the future supply/means of production. Memory and chips are piece of their larger plan. In any event, whatever China brings online will be absorbed - imagine a future where people's home computer has 100 to 1000GB of RAM in one variety or another. Folks are going to want better chips and more memory for years to come, supply will be absorbed.

I doubt consumers will regret these compute purchases in 3 years, my 3 year old GPU is still holding value, actually increased in value, and I use it more now than ever.

I did predict or expect that if oil went to $150 we'd be in recession territory, currently hovering below that level and folks are feeling the squeeze and aren't happy. Things could get worse or better, tough to tell, but I think silicon demand is more or less secular and will do relatively well in a variety of macro conditions.