They’re investing into huge, energy intensive compute resources that aren’t going to pay off for at least a decade, and meanwhile investors are going to want returns on those investments ASAP. They need to fill warehouses with compute and power them with nuclear reactors, but there’s no profitability model. That means stranded assets, especially if investment dries up and they can’t pay or if demand shifts away from their models. This is set up to be a massive crash.
NVIDIA will probably be fine though.
Gigabrain (already linked) and Perplexity does this:
Yeah, and what they’ll do is invent sources from thin air or draw made up conclusions from real sources. They’re just LLMs, no matter how much data you feed them and how much the results are tinkered with they only regurgitate a statistically likely answer. Perplexity is a bullshit machine. It’s fine if you don’t really care about the answer and are just kind of curious, but no serious researcher should ever rely on a chatbot.
They’re investing into huge, energy intensive compute resources that aren’t going to pay off for at least a decade, and meanwhile investors are going to want returns on those investments ASAP. They need to fill warehouses with compute and power them with nuclear reactors, but there’s no profitability model. That means stranded assets, especially if investment dries up and they can’t pay or if demand shifts away from their models. This is set up to be a massive crash.
NVIDIA will probably be fine though.
Yeah, and what they’ll do is invent sources from thin air or draw made up conclusions from real sources. They’re just LLMs, no matter how much data you feed them and how much the results are tinkered with they only regurgitate a statistically likely answer. Perplexity is a bullshit machine. It’s fine if you don’t really care about the answer and are just kind of curious, but no serious researcher should ever rely on a chatbot.