@ImBreckWorsham It would be a real shame if those data centers burnt down...
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Fhotek
7.6K posts
It’s pretty clear at this point that AI was developed to force a universal income.
Replace the people with artificial intelligence, make the people dependent upon the government and force compliance with threats to withdraw funding.
Welcome to 1984.
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@firstadopter You mean they were delaying it because there is lack of inference compute rather than it not living up to expectations?
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Oh look! Anthropic's entire "we are delaying Mythos" narrative was marketing hogwash.
Kudos to FT for confirming what was obvious. Anthropic simply doesn't have the compute.
FT: "Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider release until it could reliably serve the model to customers."
tae kim@firstadopter
Everyone should read what's below. This is why actually knowing your stuff instead of naively regurgitating a particular startup's marketing propaganda bullet points is important. I've also included a screenshot of my Substack writeup of Nvidia's Bill Dally and Google's Jeff Dean GTC session that confirms Gavin's analysis.
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🦔Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters. KPMG surveyed 2,100 senior leaders and found US companies plan to spend an average of $178 million on AI over the next 12 months, with Asia-Pacific firms budgeting $245 million and EMEA $157 million. The two reports together show companies are spending more than planned and intend to spend even more.
My Take
Inference costs approaching headcount parity is an extraordinary number that most finance teams did not model when they approved their AI strategies twelve months ago. The compute crunch, electrical component shortages, and GPU spot prices up 48% in two months are all flowing into corporate operating costs faster than anyone budgeted for, and Goldman's trajectory suggests it accelerates from here.
What I find hard to reconcile is that $178 million average sitting alongside enterprise data showing eight in ten workers are either avoiding AI tools or not using them at all. Companies are committing to nine-figure inference budgets while their own employees aren't using what's already been deployed.
I've watched this dynamic build all year and my honest read is that a significant portion of this spending is driven by competitive fear rather than demonstrated returns. Nobody wants to be the company that didn't invest in AI when everyone else did. That's how bubbles get funded, and at some point boards are going to demand a number that justifies it.
Hedgie🤗
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The only way this Russian aggression stops is if Putin dies, or is ousted. I'm afraid to say he will just keep going, his war crimes are too great and he has annexed more territory than he is realistically going to take.
He will keep going until the last Russian.
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I feel like Anthropic did this:
- launch opus 4.6
- make it the best
- announce the launch of 4.7
- make opus 4.6 worse
- launch opus 4.7 and say its better
That's it. We are still using old 4.6, only it's not performance limited and it's called 4.7
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@JadeCole2112 I went to my local prediction market shop and made a prediction on a horse race. Let's just call it betting and stop right there.
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“People always talk about AI, just in terms of money and jobs,” MIT physicist Max Tegmark told The Post. “I think most people don’t realize how much of it has to do with the transhumanist ideology of some people in [the] Valley.”
This is what Timnit Gebru and I have been saying!
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Alright, I tried Claude with opus 4.7
Here are my first impressions:
- i did some coding and to be honest I dont see anything changed, it does exactly the same as it did with 4.6
- i wrote some seo articles, same as before, there is nothing groundbreaking
- i tried to oneshot something, it did a good job, but its similar to what i got with 4.6
Its more hype than reality with these updates
they are incremental
I got to admit that Claude is the one app that gets you very fast off the ground.
full disclosure, I havent been able to test Codex properly, because I have everything saved in Claude
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Does codex have skills like Claude does ? I would switch from Claude because I keep hitting the limit after 15 minutes.
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Fhotek retweetledi
5/ "They recently announced that they were training two more men for the infantry... The tankers are disappearing ingloriously.
Then, most likely, the battalion will be abolished on paper. If there are no men, there will be no tanks, no battalion.
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Fhotek retweetledi
When I pointed out to the head of the UK's ‘Sovereign AI Fund’, @Jameswise, that previous technologies weren't built by stealing the work of the country's creatives, he ignored the point and called me a “comment guy”.
So I ask him this directly, instead of in his comments:
James - will the Sovereign AI Fund invest in companies that train on copyrighted work without a licence?
This is a yes/no question - and the answer should be no, because doing so is illegal in the UK.
Ed Newton-Rex@ednewtonrex
@Jameswise The steam engine, jet engine and MRI scanner weren’t built by stealing the work of the country’s creatives
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More and more calls for Putin to leave office, it’s unprecedented in my lifetime, the bunker midget is under so much pressure at home, more than I’ve ever seen, that’s for sure.
Natalka@NatalkaKyiv
Russian business elites are ready for old man Putin to go 🔽 “Any elite, frankly, has a certain limited time in power. Then there comes a purely physiological moment when a decision has to be made about what will happen next.” — Russian economist and industrialist Vladimir Boglaev at the Moscow Economic Forum.
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@FinanceDirCFO When a group of profoundly introverted people are mixed with billions of dollars, this is the result.
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Not a day goes by where I don't wonder if people in Silicon Valley have ever met or interacted in any meaningful sense with an actual human being.
Today isn't the day that streak is going to be broken...Jeez, what are these people smoking...???
Hedgie@HedgieMarkets
🦔Meta is training an AI avatar of Mark Zuckerberg on his mannerisms, tone, and public statements so employees can interact with it in meetings, according to the Financial Times. The goal is for employees to feel more connected to the founder. Zuckerberg is personally involved in training the avatar and has also been spending five to ten hours per week coding on other AI projects. Meta is considering rolling out similar AI avatars for creators if the internal experiment succeeds. My Take I want to set aside the obvious jokes because the actual implications deserve attention. Meta is building an AI clone of its CEO to interact with employees while simultaneously developing AI tools that touch hiring, wages, and content moderation across its platforms. Each individually is a significant development. Together they describe a company whose founder is systematically replacing human interaction with AI-mediated versions of it at every level. A CEO avatar trained to make employees feel connected to their founder is a management tool designed to project presence and authority without requiring the actual person to be in the room or accountable to anyone in it. The memo says this will help employees feel more connected to Zuckerberg. I'd gently suggest that if your employees need an AI simulation of you to feel connected to you, the problem isn't a lack of AI simulations. Though admittedly the AI version being more personable than the original does solve at least one of the underlying issues. Hedgie🤗
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I just discovered skills in Claude.
But not using them for development work. But for SEO.
They are amazing when paired with ahrefs and other tools
That's why I'm reluctant to get to use codex
Still, the $20/mo for Claude is a ripoff, you cant even write 2 articles in a row with it without hitting the limit.
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So recently, whenever I see a new video from this guy, I just click. Something about the content feels brutally honest, although I'm not "experienced enough in AI" to know for sure.
Mo@atmoio
AI is giving every CEO the same advice
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Fhotek retweetledi
Fhotek retweetledi
After spending the last few years telling everyone that AI will take their jobs and replace humans, Sam Altman blamed journalism when someone targeted him with violence. The man is not fit to lead anyone into the future.
My latest, on what everyone (except him) is thinking.
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Fhotek retweetledi
Trump’s blockade is getting an immediate test. A Chinese tanker has cleared the Strait of Hormuz. Will the US seize it? If the US does, is that an act of war? If it doesn’t, does the blockade collapse? This is a scary moment. newsweek.com/first-chinese-…
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@Microinteracti1 Ukraine will win this war, they just need to keep bleeding the Russians dry of man power and oil until the oligarchs crack.
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Zelensky didn’t need to win the pipeline argument. He just needed to wait.
Viktor Orbán spent 16 years as Europe’s most useful obstacle.
Last week his own electorate voted him out.
The €90 billion EU loan Orbán had vetoed for months will now clear.
Hungary’s new government signalled cooperation with Ukraine within hours of the result.
The man who called Zelensky an energy saboteur is packing his office.
Sometimes the most effective foreign policy is just not losing a war long enough for your enemies’ friends to vote them out.
Gandalv / @Microinteracti1
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