▲ | aik a day ago | |||||||||||||||||||||||||||||||
Hard disagree. You don’t need AGI to transform countless workflows within companies, current LLMs can do it. A lot of the current investments are to help with the demand with current generation LLMs (and use cases we know will keep opening up with incremental improvements). Are you aware of how intensely all the main companies that host leading models (azure, aws, etc) are throttling usage due to not enough data center capacity? (Eg. At my company we have 100x more demand than we can get capacity for, and we’re barely getting started. We have a roadmap with 1000x+ the current demand and we’re a relatively small company.) AGI would be more impactful of course, and some use cases aren’t possible until we have it, but that doesn’t diminish the value of current AI. | ||||||||||||||||||||||||||||||||
▲ | kllrnohj a day ago | parent | next [-] | |||||||||||||||||||||||||||||||
> Eg. At my company we have 100x more demand than we can get capacity for, and we’re barely getting started. We have a roadmap with 1000x+ the current demand and we’re a relatively small company. OpenAI's revenue is $13bn with 70% of that coming from people just spending $20/mo to talk to ChatGPT. Anthropic is projecting $9bn in revenue in 2025. For nice cold splash of reality, fucking Arizona Iced Tea has $3bn in revenue (also that's actual revenue not ARR) You might have 100x more demand than you can get capacity for, but if that 100x still puts you at a number that in absolute terms is small, it's not very impressive. Similarly if you're already not profitable and achieving 100x growth requires 1,000x in spend, that's also not a recipe for success. In fact it's a recipe for going bankrupt in a hurry. | ||||||||||||||||||||||||||||||||
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▲ | bloppe a day ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||
This is a relatively reasonable take. Unfortunately, that's not what most AI investors or non-technical punters think. Since GPT 1 it's been all about unlocking 100%+ annual GDP growth by wholesale white collar automation. I agree with AK that the actually effect on GDP will be more or less negligible, which will be an unmitigated disaster for us economically given how much cash has already been incinerated | ||||||||||||||||||||||||||||||||
▲ | a day ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||
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▲ | Culonavirus a day ago | parent | prev [-] | |||||||||||||||||||||||||||||||
Oh look, people with skin in the AI game insist AI is not a massive bubble. More news at 11. | ||||||||||||||||||||||||||||||||
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