DogWater

Probably for evidence of intent

Oh yeah lol that's exactly what happened

Why do you seem perplexed by this

Yeah, someone else commented with their financials and they look really good, so while I certainly agree that they are overvalued because we are in an AI training bubble, I don't see it popping for a few years, especially given that they are selling the shovels. every big player in the space is set on orders of magnitude of additional compute for the next 2 years or more. It doesn't matter if the company they sold gpus to fails if they already sold them. Something big that unexpected would have to happen to upset that trajectory right now and I don't see it because companies are in the exploratory stage of ai tech so no one knows what doesn't work until they get the computer they need. I could be wrong, but that's what I see as a watcher of ai news channels on YouTube.

The co founder of open AI just got a billion dollars for his new 3 month old AI start up. They are going to spend that money on talent and compute. X just announced a data center with 100,000 gpus for grok2 and plans to build the largest in the world I think? But that's Elon, so grains of salt and all that are required there. Nvidia are working with robotics companies to make AI that can train robots virtually to do a task and in the real world a robot will succeed first try. No more Boston dynamics abuse compilation videos. Right now agentic ai workflow is supposed to be the next step, so there will be overseer ai algorithms to develop and train.

All that is to say there is a ton of work that requires compute for the next few years.

{Opinion here} -- I feel like a lot of people are seeing grifters and a wobbly gpt4o launch and calling the game too soon. It takes time to deliver the next product when it's a new invention in its infancy and the training parameters are scaling nearly logarithmically from gen to gen.

I'm sure the structuring of payment for the compute devices isn't as simple as my purchase of a gaming GPU from microcenter, but Nvidia are still financially sound. I could see a lot of companies suffering from this long term but nvidia will be The player in AI compute, whatever that looks like, so they are going to bounce back and be fine.

I'm not sure, these companies are building data centers with so many gpus that they have to be geo located with respect to the power grid because if it were all done in one place it would take the grid down.

And they are just building more.

Upper echelon on YouTube has been covering this.

Not sure about him outside of this story, but he seems to be doing a decent job if you are looking for something to watch with all details. He's got 4 or 5 videos in the series in the past month or 2

Oh for fucks sake I'm so tired of this bullshit.

Governments nowadays are constantly acting like a tech platform has a responsibility eliminate privacy for users because if they have privacy, then they can't be tracked. It's infuriating.

This is all true. Like I said, I wasn't sold on the take I gave (which was a gut take) from the logical side. I think your point about wanting more evidence is the best takeaway. Shady vance is the guy you can just give rope to and he'll hang himself.

I'm conflicted.

I feel that the assessment you made is accurate.

But, Context matters. and in this case he made this comment that shows him being annoyed as a dad after going on the record about how useless people without kids are and calling childless women crazy cat ladies.

It just reeks to me of him being jealous of people who don't have kids and/or him regretting being a parent?

Idk. I'm not sold on my take. I guess good for him for being in the kids life in a significant way, but again I don't like the framing of his anti family stances with complaining about being a parent. Pick a side lol

That's fucking weird lol

Thank God Dems got their act together. Thank God Biden stepped aside. This is a much better timeline now.

Biden was still the right choice if the Dems were never going to run someone else. Full stop. Trump literally just told Christian voters they'll never have to vote again if they vote for him this time.

But I never "rode hard for Biden" in the sense that I felt he should've been the choice for the Dems. My argument has always been whoever the Dems pick is necessary to save the democratic process in this country (among many other things).