Fhotek

7.6K posts

Fhotek banner
Fhotek

Fhotek

@Fhotec

Signal, Image, Channel.

Присоединился Temmuz 2022
197 Подписки106 Подписчики
Fhotek
Fhotek@Fhotec·
@emollick No, it stolen from lots of other people's life work and they are never acknowledged.
English
0
0
1
2
Ethan Mollick
Ethan Mollick@emollick·
One thing thing about AI, for better and worse, is that "everything around me is somebody's life work" is no longer a true assumption going forward.
Ethan Mollick tweet media
English
23
41
621
19.1K
Fhotek
Fhotek@Fhotec·
@atmoio Isn't this something the SEC will investigate? Or is it just a free for all in Trumps America?
English
0
0
0
45
Mo
Mo@atmoio·
TechCrunch thought the Allbirds AI pivot was “funny”. CNBC called it “bizarre” but left it at that. CNN made it about Silicon Valley culture. Not a single publication used the word “scam”. But the scam was hiding in plain sight in their press release. Allbirds “seeks to acquire GPUs”, NOT “will acquire” — they are one level of abstraction away from action. They have “long term plans to be a GPU cloud provider” — not short term plans. $50M from an “undisclosed investor”. What’re you gonna do with $50M in AI compute spend in 2026? It’s a total joke. All the major tech publications kept it politically correct and refused to call the scam out. I on the other hand don’t have advertisers to worry about 😄 enjoy!
Mo@atmoio

We're in the AI bubble now

English
8
4
113
6.2K
Fhotek
Fhotek@Fhotec·
@asaio87 It's odd at the moment, we are burning through tokens experimenting and costing the company huge amounts without any noticeable ROI. I guess this period is the gamble where we try and burn cash to figure out long term productivity gains.
English
0
0
0
42
andrei saioc
andrei saioc@asaio87·
Why is nobody looking at the cost of these AI tools ? Costs are literally exploding. ROI is currently negative in most of these AI tools. I don’t know a company who says they are having massive ROI from Claude code or code or something like that.
English
8
1
25
1.1K
Fhotek ретвитнул
Robert Sterling
Robert Sterling@RobertMSterling·
Anthropic’s CEO keeps talking about AI wiping out jobs because he’s trying to IPO this year. If he positions Claude as armageddon for jobs, his TAM becomes “all white-collar human labor,” not just AI agents or SaaS. It’s completely self-interested. All the concerns he’s expressing about job disruptions are fake. It’s a marketing gambit to create hype and FOMO among the people he needs more than anyone else this year: institutional investors like BlackRock, Fidelity, pension funds, and sovereign wealth funds. If these investors pay for tickets on the hype train—if he can make them believe that AI will eliminate half of white-collar jobs, with Anthropic, as the dominant leader in enterprise AI, positioned to capture the surplus margin—the IPO will be oversubscribed and Anthropic can raise more funds for the company at a higher valuation. But Dario (or, at least, his bankers) knows that these investors are more fiscally disciplined than they used to be. A lot of them got burned during Covid SPAC-mania and don’t want to risk it again. They’re going to challenge Anthropic about whether it will ever get to sustainably high gross margins, or if its arms race with OpenAI will lead to kilowatt-hours permanently suppressing gross margins. They’re going to ask pointed questions about Anthropic’s massive capex and whether it will ever generate accretive ROIC. And Dario might not have the answers they’re looking for. So that’s why—to answer Austen’s smart question—you keep seeing Dario in the news and the podcast circuit, spreading doom and gloom about widespread job loss. It’s not to make you afraid of losing your job. It’s to get Wall Street afraid of missing out on his IPO.
Robert Sterling tweet media
Austen Allred@Austen

Honest question: Why does he keep saying this?

English
108
168
1.3K
127.2K
Fhotek
Fhotek@Fhotec·
@MrEwanMorrison Making these absurd predictions is dangerous and irresponsible. Made to help enrich a few already rich people further.
English
0
0
1
33
Ewan Morrison
Ewan Morrison@MrEwanMorrison·
They tried claiming that AI superintelligence was close - they failed and were exposed as liars. Now the AI CEOs are promising BOTH abundance AND universal income funded by AI. More lies & contradictory. It's garbage hype to make us think AI is powerful before they go to IPO.
Ewan Morrison tweet media
English
27
41
224
2.3K
Fhotek
Fhotek@Fhotec·
@Dan_Jeffries1 Agree, a very provocative and dangerous sales pitch.
English
0
0
0
84
Fhotek
Fhotek@Fhotec·
@ImBreckWorsham It would be a real shame if those data centers burnt down...
English
0
0
0
4
ThePatrioticBlonde™🇺🇸
ThePatrioticBlonde™🇺🇸@ImBreckWorsham·
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.
English
132
198
808
11.3K
Fhotek
Fhotek@Fhotec·
@firstadopter You mean they were delaying it because there is lack of inference compute rather than it not living up to expectations?
English
0
0
0
1.1K
tae kim
tae kim@firstadopter·
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 tweet media
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.

English
55
164
1.4K
292.8K
Hedgie
Hedgie@HedgieMarkets·
🦔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🤗
Hedgie tweet media
English
40
130
570
132K
Fhotek
Fhotek@Fhotec·
@ShaunPinnerUA Or he crosses the threshold and the oligarchs oust him.
English
0
0
0
44
Shaun Pinner
Shaun Pinner@ShaunPinnerUA·
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.
English
32
75
581
5.9K
Fhotek
Fhotek@Fhotec·
@asaio87 I think they just optimised the model to cope with the demand for compute.
English
0
0
1
25
andrei saioc
andrei saioc@asaio87·
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
English
4
4
25
581
Fhotek
Fhotek@Fhotec·
@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.
English
0
0
0
16
Jade Cole
Jade Cole@JadeCole2112·
I am surprised this is news. The future is unknowable. People who consistently beat the market or make "correct" predictions about future events either have insider information, or are themselves the architects of the outcome and can place bets on it.
Jade Cole tweet media
English
6
0
18
367
Fhotek
Fhotek@Fhotec·
@xriskology Billionaire misanthropic introverts.
English
0
0
4
137
Dr. Émile P. Torres (they/them)
Dr. Émile P. Torres (they/them)@xriskology·
“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!
English
8
25
186
5.1K
Fhotek
Fhotek@Fhotec·
@asaio87 Same, very little difference to 4.6.
English
1
0
1
729
andrei saioc
andrei saioc@asaio87·
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
andrei saioc tweet media
English
21
3
46
13.2K
andrei saioc
andrei saioc@asaio87·
Does codex have skills like Claude does ? I would switch from Claude because I keep hitting the limit after 15 minutes.
English
112
2
430
128.9K
Fhotek ретвитнул
ChrisO_wiki
ChrisO_wiki@ChrisO_wiki·
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.
English
1
8
147
3.7K
Fhotek ретвитнул
Ed Newton-Rex
Ed Newton-Rex@ednewtonrex·
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

English
5
35
211
5.2K
Shaun Pinner
Shaun Pinner@ShaunPinnerUA·
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.

English
22
343
1K
21.6K
Fhotek
Fhotek@Fhotec·
@FinanceDirCFO When a group of profoundly introverted people are mixed with billions of dollars, this is the result.
English
0
0
3
23
Alastair Thomson
Alastair Thomson@FinanceDirCFO·
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🤗

English
14
20
154
4.4K
Fhotek
Fhotek@Fhotec·
@asaio87 Codex has skills too, right?
English
1
0
1
135
andrei saioc
andrei saioc@asaio87·
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.
English
18
0
28
5.1K

Открыть

@emollick @atmoio @asaio87 @MrEwanMorrison @Dan_Jeffries1 @ImBreckWorsham @firstadopter @HedgieMarkets