I love how now you have to consider the possible s** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods -- it's one of the best stories in AI that SemiAnalysis is not cut from the same cloth as Gartner McKinsey et al

SemiAnalysis’ founder was roommates with Anthropic people, not OpenAI, so he may be slightly (very slightly) more objective here.

s** posting? sex posting?

Why censor yourself?

The "industry news and research" part of the AI industry feels very... suspect to me. My intuition is telling me that it's a bunch of people with influencer-y type social media skills and no actual credentials just grifting because there's so much money floating around.

"not cut from the same cloth as Gartner McKinsey et al"

Yeah, those guys aren't biased at all.

semianalysis is pretty good

The semianalysis people have scripts which incorrectly count their numerators and denominators all the time. All their benchmarks are flawed. It is such a slipshod operation and they charge exorbitant amounts of money for it.

> McKinsey

lol. lmao even.

Have you seen the quality of their output? I'd take Claude or ChatGPT Free Tier over advice from McKinsey these days.

> I love how now you have to consider the possible s*** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods

I mean, previously you could have said something much the same except substitute "frat boys".