Smack54 -stop calling it SI-
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Smack54 -stop calling it SI- (@smack54.bsky.social), 6 Eylül 2023 tarihinde katılan bir Bluesky kullanıcısı. 851 takipçisi var, 198 hesabı takip ediyor ve 7.131 post paylaştı.
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I'm back on Friday with a piece about "fault lines" - the areas most-exposed to the collapse of the AI bubble, the datapoints to watch, and what might cause things to fall apart. I'm also doing a week-long sale of 10% off annual for life. edzitronswheresyouredatghostio.outpost.pub/public/promo...
Postu gösterAs I've said before, the AI bubble pops when the money runs out. And whether or not Anthropic has a successful IPO, things are looking mighty parched out there. www.wheresyoured.at/running-dry
Postu gösterMeanwhile, Elon Musk's rate limit tightening on Grok Bot has caused a stir around the end of subsidized AI subscriptions, with Replit's CEO saying that subsidized users would be "rugpulled" - something he did to his customers multiple times last year. www.wheresyoured.at/running-dry
Postu gösterOpenAI's $11bn raise is a very, very bad sign, especially given that A) $11bn won't cover a quarter's compute costs and B) a $1.25tn private valuation is overinflated in the face of Anthropic's potential $1.5tn IPO. It's unclear what OpenAI does next. www.wheresyoured.at/running-dry
Postu gösterThe AI industry is facing a growing liquidity crisis. In the space of a month, OpenAI went from raising $30bn at a $1.4tn valuation to raising $11bn at $1.25tn, with "tepid" interest from investors. The AI bubble can only continue with infinite resources. www.wheresyoured.at/running-dry
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