Don’t forget SemiAnalysis’s founder Dylan Patel is supposedly roommates with Anthropics RL tech lead Sholto..

The fundamental problem with bubbles like this, is that you get people like this who are able to take advantage of the The Gell-Mann amnesia effect, except the details that they’re wrong about are so niche that there’s a vanishingly small group of people who are qualified to call them out on it, and there’s simultaneously so much more attention on what they say because investors and speculators are so desperate and anxious for new information.

I followed him on Twitter. He said some very interesting things, I thought. Then he started talking about the niche of ML/AI I work near, and he was completely wrong about it. I became enlightened.