the following are all probably true and not in the least contradictory: 1. There's a huge bubble in AI investment, the crash is going to be bad 2. A majority of the tasks we've been promised AI will "take over," it will not 3. AI will completely transform coding
OpenAI (unprofitable) is burning investor cash to prop up Oracle (down 35% with debt at nearly “junk” status) while Anthropic (profitable but possibly because of sweetheart deals on compute) is doing the same for SpaceX (no earnings, PE ratio ♾️) — have I got all this right?
There is a civil war happening in tech over Chinese / free to use / open weights AI? At least on X. I realize no one else cares, but this is my World Cup. tl;dr a former Trump official joined OpenAI, said some stuff about open models he's since walked back, everyone is losing their minds
This morning my AI powered fitness band was like “why don’t you go for a run??” and I was like “actually dangerous air quality” and it was like “good decision!!” Anyway do not take health advice from AI ever
The more I talk to folks trying to implement AI in small and medium size businesses the more apparent it is that what they really need to do is figure out their internal IT stuff & create streamlined systems for the humans already doing the work. Can't even begin to bring in AI until this is done.
my most cancelable take is that AI-inspired layoffs are a temporary realignment that doesn't make them good, that doesn't make them any less painful, it just means that any narrative that's like "AI will lead to permanently less jobs" is pretty silly
I do not think the average American has the slightest sense the sheer scale of the current AI / stock market bubble. It doesn't mean it will pop in a way that's as dramatic or catastrophic as 2001 or 2008 -- we could get what Gary Marcus calls a "great fizzle" -- but a big trough is coming.
Between the over-spending on AI capex, all these IPOs and stock offerings of unprecedented size, strain in the private debt markets, waves of inflation that could be arriving in the coming months on account of energy shocks, the stagnant job market etc. I'm feeling queasy
today I was trying to explain to someone how toxic it is to a brand when they want to lead with how their product uses AI and what I landed on was "it's like saying you made your product out of forever chemicals and built it with child labor"
anyone else haunted by the degree to which AI could become the most powerful surveillance technology ever invented?
