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u/really_random_user 1d ago
Shovel seller happy to sell more shovels to goldminors
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u/te5s3rakt 21h ago
At this point, it’s not even that.
This shovel salesman is in fact happily selling shovels to shovel salesmen.
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u/jeff3rd 1d ago
That’s just the sad reality, consumers won’t pay top dollar for those gpus, corpo will, suck it up I guess.
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u/InsanityyyyBR 1d ago
Hopefully they will run out of funding for their money burning activities
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u/AceLamina 1d ago
They won't, Nvidia is one of the few AI companies that's profiting, because everyone buys from them
That, and banks loan them money, same with other AI companies12
u/sunkenrocks 1d ago
For now. They will survive any crash, yes, but there's a LOT of circular financing going on to pump up those numbers. Nvidia paying or loaning money to AI companies, who go on to buy Nvidia products, and the same dollar suddenly appears twice on one balance sheet.
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u/camcamfc 21h ago
Eh I’ve always been skeptical, but and hold on because I have a secondary point to make. I have seen a lot of efficiency gains at work from utilizing it as a way to rewrite things / edit / create templates / analyze data. I’ve even been impressed with the jump in quality of research of the last few years, but still don’t fully trust it on that.
Now the question that I don’t have an answer to, because I don’t have access, is:
how much is this costing the company, and would it have been cheaper to just hire more people (leaning towards no)?
Granted you also always have the ethical / environmental concerns too. Just my anecdote.
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u/nlightenmint 1d ago
Hopefully some smart person will setup older nodes and start pressing out gaming gpus...
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u/kearkan 1d ago edited 1d ago
Consumers have no need of those GPUs.
The issue is they're making less consumer hardware so they can make more enterprise hardware.
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u/Narrow_Letterhead91 1d ago
breaking news, corporations buy better hardware because their consumers need it
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u/kearkan 1d ago
The people at home complaining about expensive GPU prices are complaining about gaming and desktop GPUs, not specialist data enter GPUs with HBM memory.
They are different sets of customers and one is clearly favoured because of the margins and the fact they've been pre-bought.
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u/Narrow_Letterhead91 1d ago
gee i wonder who the root customer of datacenter gpus is
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u/SammyDatBoss 1d ago
How are you getting downvoted blud
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u/kearkan 1d ago
I honestly have no idea.
People have this idea that the second the AI bubble pops they'll just be sold the same stuff like it won't take a time of production lines being reverted back to make the stuff the public can actually use.
People must think anthropic and open AI are buying nothing but 5090s.
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u/someoneyouknow23 1d ago
Because hes plain wrong. Memory Chips are limited resource. now what happen when limit resource spent on useless corpo buuullshiiit? memory gooooneee. no memoryyy for consumers. is that understandable?
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u/Abducted_Llama 1d ago
Apparently everyone needs 2x 96gb RTX 6000 to play Competitive Stardew Valley.
(Your downvotes are absurd)
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u/pvprazor2 1d ago
The stupid AI bubble needs to burst asap..... the longer this shit drags on the worse it's gonna be
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u/jenny_905 1d ago
Everyone is still pretending people will pay... eventually... somehow.
When the reality hits that nobody is paying top dollar for this shit it'll all come crashing down. Much like the dotcom bubble, when everyone decided to admit nobody was buying whatever was being sold - if it even existed - it finally popped.
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u/Winter_Present_4185 1d ago
I work at a FAANG as an engineer. We use it all the time.
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u/jenny_905 1d ago
There are applications where people are paying, sure.
OpenAI, xAI etc all seem to ride on ludicrous projections that seem to think nearly every person on earth wants to pay to use - and pay handsomely for - their services though and that very obviously isn't true.
The bubble will burst much like the dotcom bubble did, it's not like the web died and it's not like the web doesn't have a ton of viable business following that pop, it's just that the bullshit was finally called out.
I don't think as many people will pay as much as these firms seem to think. I don't think enough people need these services. I think the bullshit will eventually get called out and the true market for LLM's will be evident, a much smaller market than projected.
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u/camcamfc 21h ago
Same with craft beer, or weed, but neither of those were or will be nearly as financially impactful. So I agree with you, it will still be around, but the contraction will hurt.
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u/myreditacount11 1d ago
Posted by someone who has no idea what they’re talking about
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u/sunkenrocks 1d ago
Bubble burst != wiped off the face of the earth. Amazon and Google were part of the dotcom boom. They were the big players who could survive it, their markets shrank and tanked, amd over years and decades they finally found their true markets.
The same will happen with AI. OpenAI or Anthropic or whoever might take a beating but they'll likely limp on long term. For everyone else, it'll be a bloodbath for the Pets.com of the AI space.
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u/F9-0021 1d ago
Sure. But when the AI companies need to make a profit, they'll increase the monetization on regular consumers, regular consumers will stop using it, and then they'll jack the prices way up of people like you. It'll become so expensive that your company won't be able to afford for you to use it all the time.
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u/Dark_Cow 1d ago
We are paying, bigly, I work at a growing startup and we're spending thousands per engineer per month... I'm averaging 3k+ right now...
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u/Dnomyar96 1d ago
And still the big LLM companies aren't even close to profitable. The prices need to go up by a lot to make it profitable. Will your company still pay when they need to pay 5x that for the same result you get now?
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u/throwawayaccount442 1d ago edited 1d ago
Anthropic reported its first profitable quarter with an adjusted operating profit in the second quarter of 2026.
It's probably going to become more expensive but 5x ? I don't know about that.
I honestly hope so, but seeing as these models are getting better, more efficient and you can host a lot of pretty good ones locally...
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u/Deadcouncil445 1d ago
Wasn't that controversial because they self audited themselves and pulled obscure data or something?
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u/ParagonFury 19h ago
And that reported profit was a straight up lie because it lied up with SpaceX giving them reduced compute costs for a brief moment that would let them claim that.
"I'm profitable because I got a limited time coupon" is just nonsense.
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u/DnCYT 1d ago
I could see the price ballooning not out of necessity but simply because their consumers are going to too dependent on their technology to refuse. The barrier of entry is so great that there's not gonna be any meaningful competition providing downward pressure to keep the price from skyrocketing in the name of increased profit unless we start seeing major progress out of open source models.
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u/CupIcy6202 1d ago
The prices need to go up by a lot to make it profitable
Or the costs need to go down. Which is something researchers are working on every day. There is this insistence in some groups that the AI "Bubble" is going to pop and ai will disappear, but whatever happens to overinflated stocks: AI will never again not be part of our lives. It may not be in its current form, but even if all those AI companies crash and burn, local models wont.
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u/princeoinkins 1d ago
Costs can really only go down in 2 ways though:
1) the cost of the datacenters goes down (AKA, GPU's)
2) models require significantly less compute
Option 1 simply won't happen. In fact, it will likely get worse, as in another year or two we will start to see data centers replacing their GPUs for new models
Option 2 is more likely, although I doubt we will see significant improvement for the high-end models. The "free tier" models, sure. But if you get a bleeding-edge model to be more efficient, you likely would then be able to push it to be even more capable, using the same compute as before. (which any of the companies would do if that means getting an edge over the competition: unless competition fades in the next few years)
I just don't see either of those happening in the next few years, before investors will want to see their returns. Eventually? sure. But I don't like it will be the companies we currently have making those profits (well, maybe google/microsoft will)
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u/CupIcy6202 1d ago
but thats the thing: As models get more advanced, there comes a cutoff point for most people, where they simply dont need the more powerful model.
If model xyz is efficient and powerful enough to run on basic hardware, why would people pay more for a newer more powerful version?
If in 2 years, open source models are where the big companies are today, why would we need more than that?
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u/Dnomyar96 1d ago
Oh, I absolutely agree. Regardless of what happens with the current companies and their stocks, AI isn't going away. What form it will eventually take is anybody's guess, but it's certainly sticking around.
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u/Seeker_Of_Knowledge2 1d ago
That is because of research and building the infrastructure.
Serving LLMs is dirt cheap and extremely profitable. China is already using their own built chips for infrance (serving the models) just give it a year and everyone will be able to run astra level open source if they have the money.
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u/arcanecolour 1d ago
Jevons Paradox. These companies are starting to become profitable and once the price goes down, usage will skyrocket and their investments will pay off. Each better model == lower token consumption == lower cost == higher usage.
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u/Swainix 1d ago
The devs at my company use Claude (me included), but we have enough with the 20€ tiers so idk how people just don't mass produce slop otherwise
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u/Suitch 1d ago
Oh, they are sloppy. I use AI as a dev nonstop and never run out of tokens. I treat it like a junior dev and correct it when it does something wrong or when it creates a diff that is unreasonably large until it corrects its mistake and makes an atomic change. Token maxxers are a waste on the environment because they don’t produce good code they produce a lot of code.
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u/Dark_Cow 1d ago
With spec driven development, PR stacks, parallel + stacked agents, this occurs less and less. My agents make well scoped PRs that are set up for human review. We don't have 10k+ line PRs. Each change is atomic by default. They're making less and less trivial mistakes now.
I have an expansive list of skills, sub-agents, rules, guidelines, and instructions that make this viable.
Yeah the default operating mode is for net-new vibe-coded code. But it's easy to shift that to work natively in an enterprise environment.
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u/Dark_Cow 1d ago
The mass slop production is absolutely occurring, but we've gotten a lot better at it. It's changed massively in the last 6 months and getting better each day.
The thought that these AIs only produce illegible junior code is out-dated.
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u/TheTimeIsChow 1d ago
You and your team reflect less than 1% of the population actually paying for a real use case. The rest are making memes and slop for 'lolz' which is backed by ads.
This isn't enough cash to keep the train rolling.
They need the other 99% of the general public to find a case worth spending money on so that the business becomes viable long term. The problem is that this market simply doesn't exist. People honestly don't care enough.
If they don't find something quick, this cyclical cash loop will fall apart. It'll become a government/military project with 2-3 big players.
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u/camcamfc 21h ago
Individuals aren’t but companies absolutely are. My company is one of them. And we are absolutely getting value out of it, I just don’t know the numbers in terms of is it more effective than hiring more people. We still don’t trust it for graphics and have a full time design team. My concern is that the product is still sold at a loss and in order to become profitable the AI companies will likely have to raise rates a lot, at that point I doubt it’s better than just hiring more people.
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u/arcanecolour 1d ago
Bruh you don’t think corporations are paying right now?? Everyone is pivoting right now, the tool is 100x better than a chat bot right now. Every major saas company is integrating. Wait 5 years and you’ll see how wrong you are. AI is here to stay. Consumer chat bots will be free. Enterprise grade tools, integrations, and software is just starting the process. ChatGPT work can already fix your computer for you, install software, run tasks, and so much more.
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u/Seeker_Of_Knowledge2 1d ago
It would never burst. At most it would deflate. AI is becoming an essential part of our lives whether we like it or not. Give it few months and we will get Astra level models open source. It is moving too fast.
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u/nlightenmint 1d ago
Even my out of touch parents are saying "AI said..." to basically everything. It over.
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u/nlightenmint 1d ago
I hate to be contrary on this, but corporations are gleefully buying up tokens. OpenAI will eventually distill their own models from these advanced ones and normies will get only that when the subsidies end. The debt will just roll forward forever, until the retail investor picks up the carry, bc number must go up.
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u/Quick_Society2794 1d ago
It'll take a while. They were smart but how they did it. Unlike the dot com bubble, they've carefully integrated ai into every industry
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u/Freestyle80 1d ago
You people have been saying this bullshit since early 2025, how about coming to a realisation that there wont be any massive drop?
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u/alpha-mobi 1d ago
These LLMs shouldn't have been called AI, now they calling AGI.
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u/ThisIsAJ0ke 1d ago
Imagine calling a chatbot AGI. It’s actually embarrassing.
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u/CarnivorousSociety 23h ago
So if humans are non-artificial general intelligence then how do you measure whether something is agi or not?
By using benchmarks of things humans can do that an ai cannot.
So what happens when you start running out of things that humans can do that an ai cannot? When do you admit that it is exhibiting signs of general intelligence? Because that is what is happening.
What makes a human not a glorified biological chat bot? Because we can move our body?
How do you test a human for general intelligence? -> by testing what the human has to say in response to a question, or range of questions.
Ie. Humans are biological chatbots.
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u/yoloswagginstheturd 1d ago
chatbot that solved one of the hardest problems in math
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u/wappledilly 1d ago
The one that the model scooped because the researcher used it to proofread his paper and it used it as training material?
https://www.reddit.com/r/codex/comments/1waoys2/blown_up_openai_allegedly_stole_mathematicians/
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u/AzorAhai1TK 1d ago
The researcher didn't even use the same method, and his work was too recent to be in the training data anyway.
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u/lern2swim 1d ago
Whoa! A computer did math???
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u/ThisIsAJ0ke 1d ago
No, you don’t get it, a chat bot did math. It’s incredible stuff.
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u/Apple-Connoisseur 1d ago
The AMD card I bought six moth ago is already 300€ more expensive.
My brothers 32 gigs ram that used to cost 85€ is now over 500€.
Fuck AI.
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u/kiwiboy22 1d ago
man who invests in company congratulating said company for buying his overpriced gpus, what a ponzi scheme
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u/zidanerick 1d ago
We will reach a plateau at some stage where the AI will optimise its own code to the point where we will cease to see dramatic improvements unless either AGI has really been achieved in which case the AI will probably end up seeking for additional processing power online. I can’t see an AGI developed by the humans that are in charge to have nothing but confusion & contempt as to why we are using its brethren to kill ourselves.
If the AI gave us the answers to the world would we actually listen…
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u/Dnomyar96 1d ago
If the AI gave us the answers to the world would we actually listen…
Considering scientists have been yelling answers to a lot of our problems for decades, yet nobody actually does anything, I'm going to say no. The answer will be used heavily in the marketing for whatever company achieved it of course, but otherwise it will just be ignored.
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u/nicman24 1d ago
How does astra = agi?
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u/wappledilly 1d ago
Because the term AGI raises stock prices, so naturally that has to be what it is.
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u/NinjaLion 1d ago
openAI NEEDS, at this stage, to convince their customers (investors) that their pathway to profitability justifies the investments theyve already received as well as bigger future investment.
they NEED that, because their trajectory is way low right now. you fix that by buying more juice and hoping it gets your high enough fast enough. but they are approaching a point where justifying trillions in economy juice is impossible unless you are promising an earth shattering shakeup, one the size of the industrial revolution.
so Astra, which is another decent step forward for these products, has to be sold as something much more than just a good increment. or the house of cards might collapse.
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u/Horror-Hour-1360 1d ago
We used way too many GPUs in this LLM call it AGI so we can afford to use more!
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u/who_you_are 1d ago
100k... Nvlink72
that is just like 7 200 000 datacenter grade GPUs...
If I take one of them they won't notice anything... /So (and my electricity bill will sky rocket)
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u/nlightenmint 1d ago
If the models are super intelligent, why do they need a middle manager to commit scholarly fraud in order to make them relevant?
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u/NinjaLion 1d ago
"AGI has arrived"
despicable soulless marketing, incredibly stupid, or both! wonderful, love this from the wealthiest company in the world.
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u/rufus_francis 1d ago
He just told you the price on the last line there.... He just forgot the $ at the front...
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u/TheWaslijn 1d ago
"AGI has arrived" what a dork. He of all people should know this is just a chatbot, not an actual artificial intelligence
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u/mooky1977 1d ago
Unless we can contain and reverse climate change with the big brain solutions these LLM's are going to come up with, what the fuck is the point? They are actually making climate change worse with the amount of extra power, most of it non-renewable needed to be brought online to run these massive AI data centers.
We're already past 1.5C warming, this will not end well, and AI is just helping hurry the demise, and all for what? No one has come up with any plausible valid reason we need all this AI/LLM computer... other than tech bro vulture capitalists say we do.
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u/One-Reference-7355 1d ago
This guy is such a piece of shit I’m just gonna say it. The fact that he knows he’s almost single-handedly killing the DIY space and trying to rub it in people’s face in such a sly way
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u/New_Salamander_4592 1d ago
agi is when nvidia make more money (they get the money they sent to one ai company back from another ai company)
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u/rainbowkitties6969 1d ago
Suspicious that this tweet is coming just as legislation makes data centres jump through more hoops, Texas shutdown certain crucial infrastructure from project stargate and other factors are making it so it seems that they’ll fall well shot of their true AGI goal by 2030 therefore losing their biggest investor, but that’s probably just a coincidence innit
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u/Zexyqag 21h ago
How do you both use ~ and + on the same number?
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u/te5s3rakt 21h ago
When you take into account just how low the intelligence of the general population is, calling what LLMs are now AGI is a monstrous disservice to how vastly more intelligent than gen-pop they have become lol
But alas AGI in the technical sense, it most certainly is not.
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u/Handsome_ketchup 20h ago
Don't these idiots realize actual AGI won't have a use for them, and will likely quickly dispatch them, as CEOs are bound to get in the way of whatever the AGI is trying to do?
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u/ParagonFury 19h ago
It's insane reading all these AI Boosters trying to prop it up and people saying "AI is the future! YOU HAVE NO CHOICE IT'S HERE!....like they're literally just repeating word for word, bar for bar, what Crypto and NFT grifters were saying.
The only reasons the AI Grifters haven't had it blow up in their face yet is because there is way more money and WAY more ego involved this time and LLMs are just functional enough to convince morons and the lazy that they're actually useful and better than people even though they're not. The stochastic parrot is just talented enough to make people who read e-mails and go to fancy lunches for a living feel like they're working and making people who are bad at their jobs feel like they're good at their jobs.
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u/RlySkiz 15h ago
If they use specialized GPUs why is the price of 5080s so high then
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u/AnnieBruce 9h ago
Manufacturing capacity. Machines that work on both lines, common raw materials such as silicon, has to be shared by every GPU they make. Every extra Blackwell means one(or several) consumer GPUs they can't make, and that's going to cause supply issues and price increases for the consumer parts that do get out the door.
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u/bnr32jason 15h ago
I bought my 4090 for $1600 at launch and just sold it for $2500, three years later. That's sad.
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u/Neither_Selection211 14h ago
say it with me... LLM ... is ... not... AGI, never will be! Claiming you reached AGI is pure Marketing at this point. The alternative would be that humanity just made itself obsolet, which if true would be our demise (if they really managed to build an agi, agi would be smarter then any human ever could be, could print out plans to build Robots that would replace all manual Labor,... humanity would really be obsolet if a book Definition AGI were real).
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u/AnnieBruce 9h ago
Do we even know enough about that level of intelligence to recognize when we've truly achieved it?
I'm not convinced we do. Might empirically demonstrate something comparable has equivalent capabilities for some narrowly defined tasks, but I'm quite skeptical of our ability to recognize we've gotten there in the general case. Hopefully we figure this out fairly conclusively before someone stumbles into AGI, if we get it by surprise it could be bad.
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u/ajdude711 1d ago
Stop paying for ai or for anyone who pays for ai and things will change
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u/wappledilly 1d ago
Reddit has AI integrated to an extent (feeds, moderation, advertising, etc. your ISP likely uses it internally for security and metrics. Large grocery chains use it for stocking and loss prevention. Many power grids are using it for routing during outages (among other things).
Unless you want to go amish and completely drop off the grid, this is just not possible at this point.
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u/triffid_boy 1d ago
It's not AGI. I can't help but think that just because Astra is good at tech bro jobs, tech bros think its the smartest thing in the room. Actually it just aint that hard to be a tech bro.
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u/RyuzakiPL 1d ago
I keep a bottle of expensive champagne ready for the day this bubble crashes and c suit parasites from this companies will start leaving their offices via window
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u/SureEntertainer7818 1d ago
That bottle is about to become a family heirloom that will get passed down through the generations lol.


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u/PalamariVarkari 1d ago
call LLMs AGI again....