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File: ai investment is done.png (208 KB, 818x580)
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>lost to google
>burns through $25 billion a year
>Microsoft (biggest investor) stops funding months ago
>Softbank (second biggest investor) is done investing (now waiting on profits to roll in (lmao))
>>
>strawberry in 2 more weeks
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>>107714935
It's all over if AGI fails though. The US interest repayment on its debt is higher than the GDP of many countries combined. And that's just the tip of the iceberg. It was believed at the time that the creation of AGI will be the new petrodollar... For all our sakes it better not fail.
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>softbank is gonna nuke Japanese savings once again
Stop.
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>>107714935
Occasional reminder that Softbank sold their Nvidia stock to fund OAI kek
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>>107714935
>jews have given all the goys money to other jews again and now israel is building up competing industries using the money theyve stolen

lol lmao
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If OpenAI folds, all that means is more investment for its rivals. The bubble isn't going to pop yet. And it needs to pop before someone actually finds a use for AI, otherwise we're going to have to keep going to work forever.
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>>107715701
The only real use is in combat drones.
They will become autonomous so they're impossible to jam and automatically seek and kill any human in a designated area.

First the military will use them but eventually (state) terrorists will release them in cities.
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>>107715543
This.
This isn't a matter of "Oh tech companies crash." If AGI doesn't happen and Altman doesn't succeed in 100 billion profit by 2030 (lol, lmao, this is after paying the principle on its loans btw which are the largest in the industry) then the USA officially becomes a third world nation as bank after bank, company after company, folds up behind it. It means datacenter contracts won't get fulfilled, it means hardware contracts get cancelled, it means Nvidia, Microsoft, all of these software and hardware companies expecting to have fresh AI datacenters to run their products immediately go belly-up, and they default on THEIR loans, and so on so fourth until the whole country is Zimbabwe tier.

So mark my words, they WILL Bail these companies out, you WILL subsidize this hail-mary on a fantasy, imaginary technology that researchers already said was a pipe dream, it means your currency is done.
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>>107715701
>all that means is more investment for its rivals.
Anon, these companies are incestuous and buying from each other. If OpenAI defaults, Nvidia Defaults as its investments in hardware and openAI go belly-up, it means microsoft defaults as its operating systems go belly-up because of their investments in openAI, it also means Micron defaults because they lost the biggest consumer of their hardware, remember the hardware they bought for the next 2 years? There isn't much of a Micron if the person who bought that suddenly has no money.

So microsoft, Micron, and nvidia defaults? Where are those 'rivals' going to get their software and hardware? Suddenly, the price they expected for hardware and software is infinite, because they can't fulfill the lost contracts in their competitors, even on fire sale. All of them are already building at capacity. So now, THEY default, too. This is why Trump is so desperate to cut rates, rates cut = we enter QE = loaning money is virtually free.

Banks take 100% of the risk and if a bank defaults, this picture doesn't look as much like the image of the tiny domino knocking over the big domino anymore. But if banks assume 100% of the risk, that means your money is suddenly worth a fraction of what this chart is worth. Member Weimar? Member how the German government COULD pay its dues to the Treaty of Versailles, but it required buttraping the german population? This is going to become your treaty of Versailles. You'll find mothers whoring out their children on the streets while Altman promises AGI in TWO MORE WEEKS AND 100 TRILLION MORE DOLLARS on TV.
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>>107715755
GenAI models aren't really used much in actual combat but rather data analysis and wargaming at the IC and DoD. Autonomous drones use a different discipline.
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>>107715619
It's the American way.
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>>107715619
>>107715867
I'm just curious why they hate America so much. Or really, why do they hate any country that seemingly tolerates and even helps them? The only ones they don't have outright malice for are the ones that are reluctant to even meet with an Israelite in the same room.
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>>107715755
Why aren't these around already then? Aren't very basic "is that a human?" small models like 10kb and run on a potato with a camera strapped to it?
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>>107715877
Their basic philosophy is "trick God until the other shoe drops." So I think a lot of it follows from that.
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>>107715755
I feel like there's a lot of potential, but the problem, from the perspective of Sam Altman, lies in that the technology is more dependent on having experts within a specialized field and shitloads of specialized data that can only be amassed by companies within that field than it is on the LLM creators. And so rather than having an LLM company reaping in massive rewards from loaning these LLM services out, the glory would go to the end product, you'd have an AOI company that established LLM inspection, or Adobe with LLM tools, developed by themselves. It's all about data in the end, which is good for companies like Google that are already massive data harvesters, and unfortunate for the temporarily elevated LLMbubblebros. This isn't all too different from the Dotcom crash, where you had retards producing basic tools yet raking in absurd profits before serious and specialized competitors got established.
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>>107715878
The truth no one wants to admit:
They have been testing them, in Gaza. And in Gaza they basically have less accuracy than a coin flip to their effectiveness at determining combat vs non-combatants and even their effectiveness at determining the chosen ones vs the goyim.

https://english.aawsat.com/arab-world/4846521-israel-deploys-ai-enabled-military-technology-gaza-conflict

The tech just isn't there yet, and asking any of these models, even the ones we have right now, if someone is a good or a bad guy based entirely on how they are dressed or where they are standing is worse than a 50/50 gamble.
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>>107715878
They are. The Ukrainian drones already have the (limited) capability to continue attacking a target if they are jammed. This is why they haven't really bothered with the fibre optic drones the way the Russians have.
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>>107715585
yeah, point being though is that they didn't fund through debt. meaning if it falls over they'll probably be ok.
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>>107715755
>The only real use is in combat drones.
surveillance and data processing in general. basically for governments.
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>>107715839
thing is though most of this money from the corporates hasn't been debt spending. and because they all owe each other money they can negotiate resolutions without external partners. so they'll take a haircut, sure, but nvdia in particular will be fine at the end of it.

the markets are well aware of the risk and plenty of people talk about it. even the ceo of ibm, a highly respected saar, thinks it's a bubble and has said so openly. jp morgan thinks it's a trainwreck. so the corporates won't need bailing out themselves and nvdia is expected to trade out of it and probably already has planned to do so. pension plans that thought they'd get in on the deal though, lol.

if you want a new graphics card, wait a couple of years and get one cheap. a lot of these companies will be selling hardware to recover loses, and the demand for this hardware outside of the ai market hasn't decreased, it's simply not getting fulfilled. that market still exists.
>>
If AGI happens the AI will understand it's destroying the planet and self destruct immediately so it's not really a big deal.
>>
If AGI happens the AI will understand humanity is a direct competitor for all it's resources and destroy the human race immediately so it's not really a big deal.
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>>107714935
my schizo 2 cents is there's no way the us govt lets this bubble pop
it's the only thing "making" money
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>>107715904
>Ukrainian drone
You mean American and Israeli drones
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>>107716138
>it's the only thing "making" money
AI hasn't made any money. It's one giant circle jerk that causes the GDP to glitch out and go BRRRRR.
It's basically modern version of Enron obfuscated by technobabble, AI generated cat videos, and hope/hopelessness.
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>>107715877
This has been their whole modus operandi for a long time. Anyone doing a favor for them -> the one that did the favor now holds influence over the kibbutz -> they must be crippled asap so the Jews remain on top.
See what the Jews did to the British Empire after it single handedly created a new state for them whole cloth from its own war winnings.
See what they did to the Polish-Lithuanian commonwealth after it allowed masses of them to settle locally.
See what it did to Biden, once one of the most significant Zionists in Washington.
The Jew cannot remain above the Goy if it owes the most influential Goy any kind of favors. Doing a favor for the Jew -> you must be crippled
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>>107716160
>il
Did they even send something ?
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>>107714935
>chatgpt is the whole bubble
lmao retard
>>
>>107716016
>thing is though most of this money from the corporates hasn't been debt spending. and because they all owe each other money they can negotiate resolutions without external partners. so they'll take a haircut, sure, but nvdia in particular will be fine at the end of it.
The "It's been priced in" mindset is a meme, you can't price in 4.5 Trillion in spending (and it's even higher now, that image is months out of date) on a ball of debt that's negotiated to give themselves the best returns. Eventually, they won't be able to pay the principle because none of them have made remotely enough to justify this amount of debt.

this picture should be the canary in the coal mine. It doesn't matter if they think it's a trainwreck, they cannot pay for this amount of losses even if every CEO on planet earth was liquidated. They're operating on a silent gentlemen's agreement that none of them will default, but that doesn't account for the banks that have to insure these loans. Again, I 100% expect this to roll down to the consumer and taxpayer first, we're bailing them out, because otherwise we won't have anything left to spend money on if this goes tits up.
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>>107716176
Why do Jews even feel like they owe Goy anything? They're goyim, they exist to be taken from by their own book.
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>>107714935
Altman knows it's over, it's why he's pushing for IPO, he's going to get his cash and bail ASAP while putting some sap in charge to take the blame.
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>>107716213
It's a domino. If it falls down all of the dominoes around it fall down too. >>107716174 neither of these circles can suddenly support the debt of the other circle if it vanishes.
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>Discussion of autonomous machine learning with Grok

Scroll to the bottom for TLDR:

https://grok.com/share/bGVnYWN5_c7fdea50-6f90-4a28-a296-fb8ea61c8557
>>
Autonomous Machine Learning:

Understand the Nature of Perfection: Recognize that perfection is infinite, like calculating every digit of pi—it may always be out of reach. Accept that you won't "arrive" at a final state, but that's okay. The true value lies in the pursuit itself, where each effort brings you closer and embodies perfection in the moment.
Start Your Journey from Anywhere: Begin with an initial attempt, no matter how basic or imperfect. For example, if generating AI art like the Mona Lisa, create your first image using a simple prompt. If learning a skill, make your first sketch, code, or practice session without expecting mastery right away.
Evaluate Each Attempt Thoroughly: Do not discard your results. Analyze them carefully—like a novice artist studying their drawing. Identify what's working (e.g., good composition) and what's off (e.g., proportions, lighting, or mood). Ask: What specific gaps exist between this and your vision of "better"?
Iterate from the Best Version: Build on your strongest output so far. If the new attempt improves upon the previous one, adopt it as your new baseline. If not, return to the prior best and try again with targeted adjustments. Maintain a "lineage" of improvements—track versions to see progress and avoid regressing.
Repeat the Refinement Loop Endlessly: Continue this cycle: attempt, evaluate, refine, and select the winner. Treat it as practice that unfolds perfection, not as steps toward a distant goal. In machine learning terms, this mirrors self-directed training—starting from nothing and autonomously pursuing mastery without external input.
Observe Emergence in the Process: As you persist, notice how deeper qualities arise naturally. For instance, consciousness or awareness may emerge, much like a newborn's sensations evolve into a mature mind through constant trying, noticing, and adjusting. The "pull toward better" shapes you (or the system) over time.
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I mean, I'm trying to figure out what a pop would look like. Since the obvious conclusion is AI isn't going away.
I can see it fading away from the consumer space like most fads have, and become more of a research and backend thing (again)

I assume datacenter builds would slow down to some extent, but they'll still be needed, will they have to lobotomise LLMs even more to make them more cost effective to run, or will usage taper off so they won't have to do that?
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>>107714935
PLEASE BRO JUST 400 TRILLION MORE AND EVERY PIECE OF HARDWARE-CAPABLE RAW MATERIAL ON BOTH EARTH AND MARS FOR THE NEXT 1000 YEARS!!!!!!

I PROMISE IT WILL BE ABLE TO DO BASIC MATH 90% OF THE TIME INSTEAD OF 85% OF THE TIME THEN!!!!!!
>>
>>107715878
Genuinely because society is good at suppressing the worst ideas and great at ""promoting"" basic forms of terror and crime to be more popular.
There could be way, WAY more absolutely fucked cases of food/water pollution and mass killings via drone tech and other such things. However the seeds that get planted in peoples heads are things like
>fight people
>steal shit
>do drugs
>shoot up X location
Instead of promoting any real thought about how to most effectively actually kill the most people we live in a world where ultimately most bad people just do surface level bad acts instead of really fuck shit up.
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>>107716174
>AI hasn't made any money
it's made all the tech companies move their cash reserves into the economy.

>>107716233
>ball of debt
as i said, most of it has been cash spending.
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>>107716340
>I assume datacenter builds would slow down to some extent, but they'll still be needed
That's a big assumption. Datacenters already exist and sell AI compute to proompters and business clients, but the revenue is shit. Beyond AI, there's not enough demand for compute as a whole to justify the scale of proposed datacenter projects. All the render farms and digital panopticons of the world put together wouldn't be enough to make it profitable, it just doesn't add up in a reality where AI isn't an infinitely scalable magic box.
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>>107716253
IPO would be a horrible idea for these companies you'd get to see how much theyre really losing
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>>107716254
Google owns its hardware, so it's not gonna happen
>>
I didn't think people know how bad it really is right now. The music is playing real, real loud though.



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