It seems to me that Nvidia has largely abandoned the consumer market in order to chase the seemingly-bottomless demand for AI hype. While AMD is more than happy to stay in their lane, continue making record profits on their same market, and not waste billions trying to catch up on 10 years of CUDA development. By the time they have anything remotely comparable, the AI grift will be over just like crypto. Tech grifts only have a 1-3 year cycle these days.
Really surprised to see such low effort commentary akin to Reddit/twitter on here.
In what way has Nvidia abandoned the consumer market? They have something like 80%+ market share on discrete gaming GPUs and still rake in billions a year from GeForce, which at their revenue is a sizable fraction.
And what makes you say that current AI hype is a grift? Do you truly think that the work with transformers is just a fad? I swear people on this site were saying the same thing about AI in general 3+ years ago before transformers blew up the scene.
It's kinda strange seeing some people link advancements in transformer models with stuff like cryptos and NFTs. You've gotta ask, where are these thoughts coming from? Plus, the ongoing use of the 'stochastic parrot' argument is starting to feel a bit repetitive in these discussions.
Their consumer stuff barely competes with itself. They can only get away with that because nobody is interested in that market. I’d also say current AI hype is hard to tell from a grift now - my team is doing some useless crap because CEO basically has tech FOMO. It’s so uncalled for and I’m only guessing not uncommon.
Companies doing useless crap with AI has been a thing long before the current AI popularity spike. I've heard a specialist complain about that trend 5 years ago, where clients couldn't say what they wanted to do with an AI but they "knew" they needed one. That doesn't make it a grift, though.
Nvida literally doubled the prices of their entire product line overnight and then spent their entire GDC keynote talking about how AI was going to eliminate the need for game developers.
Like crypto, fraud is the only use case that will pan out for transformers in the end.
We’ve been here before. ChatGPT isn’t functionally all that different from ELIZA from the 1960s. It’s tricking people just the same, into thinking it’s more than it really is.
I’m also eagerly awaiting the discovery process that will show that all of this generative AI was built on mass copyright infringement. OpenAI certainly ingested the entire z-library. They’d have to be stupid not to, right? If they didn’t use it, less ethical competitors would have beaten them to market.
Oh, I’m sure they used some sketchy subcontractor to do it. We’ve all seen a variation of this in our careers, where a dataset was acquired under questionable circumstances, and you don’t ask and don’t tell if you want to keep your job, right?
And that’s just speculation. There’s hard evidence for the Getty Images lawsuit.
Comparing ELIZA to GPT because it's not quite there yet is like comparing horse carriages to autonomous cars because they still have accidents. People have already found actual real-world uses for GPT, meanwhile ELIZA's most popular use-case is an obscure feature in Emacs.
Regarding the questionable training data I agree, but the likely outcome is that those AI models will be used regardless.
I'm guessing it's a gut feeling based on seeing a lot of the same types of influencers who used to endlessly hype up crypto now making similar noise about AI. But I agree that that assessment is unfair to AI, even if the hype is ahead of current abilities.
Best kept secret in the AI boom really is that you don't need a ton of local horsepower to run a model and do something useful, you only really need the grunt once, to do the training in a reasonable amount of time.
Combine that with the stuff that Mythic was working on in texas (before they ran out of burn) and we're looking at a world where, most people won't have a need for heavy GPU compute.
It’s gonna take another decade before the suits at F500 companies figure that out, though. You wouldn’t believe the wasteful nonsense that’s in production already…
Oh hell yeah, super happy for them. They've got the right idea for edgeAI stuff, I hope they can survive, or, at least sell their IP to someone big and buy a few acres to DGAF on.
As long as sanctions and ransomware exist, I don’t think it will ever fully die. But I don’t think the price will ever hit an ATH again without SBF, tether, and their co-conspirators pumping the price by printing stablecoins out of thin air.
Pretty much everyone has heard of crypto by now. The Ponzi scheme is out of marks. There will be no next time. Sell now if you’re still holding the bag.
