Is today the day AI died?

17,383 Views | 268 Replies | Last: 8 days ago by Dungeon Crawler Carl
infinity ag
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Pacifico said:

Zobel said:

Maybe. On the other hand humans have always likened themselves to the latest technology (or the other way around).

Humans like Ted Kaczynski?


Have you listened to Ted speak Kaczynski ? Do it, his interviews should be on Youtube. He is a very smart dude, a real genius (not the H1B genius types we ship from overseas) and makes a lot of sense if you hear him out.

Sad that something went wrong with him and he went off the deep end. A true genius and the world would have benefited if things had gone right.
Pacifico
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AG
Zobel said:

Union with God


Who is God?
Zobel
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AG
Start a thread in R&P / quit trolling.
ErnestEndeavor
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100%

And I hate that they have effectively changed the definition of AI to be synonymous with LLMs. AI has been around for a long time in many forms and has so many great use cases. LLMs also have some great use cases.

Deepmind developed Alphafold which has made tremendous progress in understanding the way proteins fold. Not an LLM. Heck, routing on Google maps and Apple maps is AI. No one thinks of it that way but it is. Not LLMs. Tesla and Mercedes-Benz are way ahead on AI self-driving and neither are primarily based on LLMs.

The problem is these LLM execs went on all these podcasts after Chat-GPT went public and greatly overstated what their companies were developing or could develop and it took over the AI narratives. There was an assumption among some of them that model improvement was exponential and it is not. The podcasts were always friendly and they developed kind of a cult worship of these people. Unfortunately that spilled over into the political and financial space and a lot of people have handed these guys hundreds of billions of dollars to develop data centers and other things that really don't have the economic value that they claim it does.

They caused a lot of people a lot of distress and there are some young people who have made a lot of life decisions based on this "AI takes all jobs" narrative, from not having kids to not going to college or pursuing knowledge work. It's very sad. Now they've walked back a lot of those narratives but it's too late.
Mr President Elect
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AG
not dead... so back
TexasRebel
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AG
Zobel said:

nah, I mean in antiquity people thought of humans in hydraulic terms then in the renaissance people thought about it as mechanical systems, then once we got into thermo they described us as engines, then we thought of nerves as signal networks when we invented telecom systems, and then we describe things as electrical circuits when we got those. Now that we have computers that's the dominant metaphor, and LLM / neural networking especially. It's hard to say which way the metaphor goes.


Which one is wrong?
ts5641
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Mr President Elect said:

not dead... so back


What in the **** are we looking at here?
94chem
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ts5641 said:

Mr President Elect said:

not dead... so back


What in the **** are we looking at here?


Isn't it obvious?

DON'T BE A MEAT PROXY!!!
94chem,
That, sir, was the greatest post in the history of TexAgs. I salute you. -- Dough
infinity ag
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ErnestEndeavor said:

100%

And I hate that they have effectively changed the definition of AI to be synonymous with LLMs. AI has been around for a long time in many forms and has so many great use cases. LLMs also have some great use cases.

Deepmind developed Alphafold which has made tremendous progress in understanding the way proteins fold. Not an LLM. Heck, routing on Google maps and Apple maps is AI. No one thinks of it that way but it is. Not LLMs. Tesla and Mercedes-Benz are way ahead on AI self-driving and neither are primarily based on LLMs.

The problem is these LLM execs went on all these podcasts after Chat-GPT went public and greatly overstated what their companies were developing or could develop and it took over the AI narratives. There was an assumption among some of them that model improvement was exponential and it is not. The podcasts were always friendly and they developed kind of a cult worship of these people. Unfortunately that spilled over into the political and financial space and a lot of people have handed these guys hundreds of billions of dollars to develop data centers and other things that really don't have the economic value that they claim it does.

They caused a lot of people a lot of distress and there are some young people who have made a lot of life decisions based on this "AI takes all jobs" narrative, from not having kids to not going to college or pursuing knowledge work. It's very sad. Now they've walked back a lot of those narratives but it's too late.



100%.

And to your comment about young folks making decisions based on "AI will take all jobs", a lot of kids in my daughter's high school gave up on plans to study Computer Science because of this. But since I've seen several of these "OMG! the world is coming to an end!" cycles, I had my daughter continue in computer science as she enjoyed it. This worked to her advantage, it cut down the competition and with fewer international students thanks to Trump, she was able to get into a very good school for CS. Most of those other kids are doing "business" or Psychology or other things.

There will not doubt be some change in how things are done and it is true anyway. My way of working has changed in these many decades. A lot more tools available. That is why I laugh at idiots like Musk (yes he can be one too) who say that a time will come when no one will work, everyone will get a universal income and AI agents will do all the work. Nonsense.
Rossticus
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AI. Making already stupid human processes even more efficiently stupid.

Mr President Elect
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AG
I think this is just temporary while systems adjust. I have to think there will be an AI arbiter before too long that won't be impacted by the fluff, just the facts.
Mr President Elect
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AG
Haha, I dunno, but I kind of liked it. It was all over my timeline today, along with the upping my p-doom song (in the quoted tweet) that is packed with AI lore.
Dungeon Crawler Carl
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Quote:

Data Centers are now being packaged into CMBS. Seven in the case. All tenants are confidential. Most fraudulent debt market in history.

The portfolio is 100% occupied by four confidential investment-grade-rated tenants and three small network carrier tenants, with a weighted average remaining lease term (WARLT) of 12.9 years as of September 2026. Confidential Tenant 1, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies three properties (PHX2DC2, PHX2DC3 and DFW1DC4), comprising 40.8% of critical IT load and 42.6% of Fitch base rent across the portfolio.

Confidential Tenant 2, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies two properties (RIC2DC3 and RIC2DC5), comprising 28.4% of critical IT load and 25.9% of Fitch base rent. Confidential Tenant 3, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, leases 36 MW of capacity at ASH2DC2 and comprises 14.2% of critical IT load and 16.6% of Fitch base rent. Confidential Tenant 4, a confidential investment-grade-rated cloud, IT services and content and digital media tenant, leases 42 MW of capacity at PHX2DC5 and comprises 16.6% of critical IT load and 14.8% of Fitch base rent.

Average in-place rents across the portfolio are 23.0% below the appraiser's weighted average (WA) concluded market rent of $119.08 per kW/month.



Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.


Y'all starting to figure it out yet. The technology is awesome, the financing is absolutely 100% fraudulent dog *****....


Rossticus
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Mr President Elect said:

Haha, I dunno, but I kind of liked it. It was all over my timeline today, along with the upping my p-doom song (in the quoted tweet) that is packed with AI lore.


You're now an enemy of the state.

FWTXAg
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AG
Dungeon Crawler Carl said:



Quote:

Data Centers are now being packaged into CMBS. Seven in the case. All tenants are confidential. Most fraudulent debt market in history.

The portfolio is 100% occupied by four confidential investment-grade-rated tenants and three small network carrier tenants, with a weighted average remaining lease term (WARLT) of 12.9 years as of September 2026. Confidential Tenant 1, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies three properties (PHX2DC2, PHX2DC3 and DFW1DC4), comprising 40.8% of critical IT load and 42.6% of Fitch base rent across the portfolio.

Confidential Tenant 2, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, fully occupies two properties (RIC2DC3 and RIC2DC5), comprising 28.4% of critical IT load and 25.9% of Fitch base rent. Confidential Tenant 3, a confidential high investment-grade-rated cloud, IT services and content and digital media tenant, leases 36 MW of capacity at ASH2DC2 and comprises 14.2% of critical IT load and 16.6% of Fitch base rent. Confidential Tenant 4, a confidential investment-grade-rated cloud, IT services and content and digital media tenant, leases 42 MW of capacity at PHX2DC5 and comprises 16.6% of critical IT load and 14.8% of Fitch base rent.

Average in-place rents across the portfolio are 23.0% below the appraiser's weighted average (WA) concluded market rent of $119.08 per kW/month.



Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.
Data Centers are now being packaged into CMBS.


Y'all starting to figure it out yet. The technology is awesome, the financing is absolutely 100% fraudulent dog *****....






Yes sir. The train is uh cominnnnnnnnnn'

Choo Choo!
schmendeler
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AG
Rossticus said:

Mr President Elect said:

Haha, I dunno, but I kind of liked it. It was all over my timeline today, along with the upping my p-doom song (in the quoted tweet) that is packed with AI lore.


You're now an enemy of the state.




An insane person is president.
YouBet
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AG
Guess I'm an enemy of the state now.

In other news, OpenAI just pulled $20B from their expected annualized revenue that they initially told market.

Whoops.
AustinAg2K
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YouBet said:

Guess I'm an enemy of the state now.

In other news, OpenAI just pulled $20B from their expected annualized revenue that they initially told market.

Whoops.


Slight clarification. OpenAI did not change their revenue numbers. Analysts changed their expectations because they miscalculated the revenue growth based off the way Anthropic reports revenue, which is different than OpenAI.
GeorgiAg
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AG
Quote:

  • Overall, about 80% of job tasks by working time are exposed to either robots or LLMs. Robots do work where LLMs cannot. The remaining unexposed work is highly interpersonal or requires physical skills that robots today don't have.
  • While robots can do most physical work tasks today, they are much more expensive than human labor. Robots are cost-competitive for just 0.3% of job tasks. If robot price declines follow past trends, it will take 40 years for that share to reach 10%. Beyond price, factors including capabilities, preferences, and regulations pose further barriers to robot automation.


https://www.anthropic.com/research/what-work-can-robots-do
ETFan
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Rossticus said:

Mr President Elect said:

Haha, I dunno, but I kind of liked it. It was all over my timeline today, along with the upping my p-doom song (in the quoted tweet) that is packed with AI lore.


You're now an enemy of the state.




POTUS is an idiot.
TexasRebel
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AG
I'm safe.
I don't use the word "intelligence" when describing it.
hph6203
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AG
Cost depends on scale. In the past it didn't make sense to make a humanoid robot, because you had to have a human control the robot. Their essay reads somewhat like they believe the mental barriers of robots will be resolved faster than the physical aspects. My guess is that it's the opposite. Highly capable machines that do dumb tasks, because their brains are dumb.

A lot of the work they describe as being capable of being performed by robots but not yet cost-competitive are tasks done in discrete environments. Meaning the grail for automation is being able to stick cameras all over the factory and be able to translate externally monitored actions into an internally understandable perspective of the robot.






Their discussion of drywall work was pretty funny. Either I'm misunderstanding or they are. They seem to think the skim coat is substantially different material than the mud. If your goal is to accelerate and automate drywall it seems like developing a mud pump that regulates mud flow wall smoothing over joints as a purpose built tool isn't a big ask. Taping also doesn't have to be paper. Walls also don't have to be drywall.

Drywall is easily my least enjoyed project at my house. I am not good at it at all.

Quote:

Tasks for tapers are split between unexposed and highly exposed. Workers building interior walls use paper tape and a paste called mud to smooth over seams, joints, and screws in drywall sheets. Mud and tape are messy materials, so robots cannot perform the task "Press paper tape over joints to embed tape into sealing compound and to seal joints." After the first tape coat dries, workers "Apply additional coats to fill in holes and make surfaces smooth." This task is rated E3: an autonomous drywall robot uses AI to scan walls, spray additional coats of sealant, and sand walls once dry. Overall, by work time, 41% of tapers' tasks are exposed at E3, while robots cannot do another 26%.




.
Correction
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schmendeler said:

Rossticus said:

Mr President Elect said:

Haha, I dunno, but I kind of liked it. It was all over my timeline today, along with the upping my p-doom song (in the quoted tweet) that is packed with AI lore.


You're now an enemy of the state.




An insane person is president.

Dungeon Crawler Carl
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Quote:

So let me get this straight.

Nvidia invests $30 billion in OpenAI. OpenAI in return commits massive capital to Nvidia, Microsoft, and Oracle for chips & cloud infrastructure. Microsoft also invests in OpenAI, then gets paid back through Azure spending.

Meanwhile, Oracle is building data centers and buys Nvidia chips to fill them. Nvidia also owns a stake in Coreweave while paying Coreweave for cloud capacity. Yet, Coreweave's entire business model revolves around renting out Nvidia GPUs

The entire foundation of modern AI firms is built around using the same dollar as an investment, and a sale.

 
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