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70 sats \ 3 replies \ @Bell_curve 30 May \ on: Stacker Saloon

@optimism , what do you think of this analogy by ChatGPT...

In the restaurant analogy:

  • NVIDIA GPUs = chefs cooking the food (doing the AI computations)
  • Micron = countertops/workstations where ingredients are actively being used
  • Sandisk = pantry + refrigerators storing huge amounts of ingredients and prepared food
  • Bloom Energy = the power utility supplying electricity to the restaurant
  • IREN = the restaurant building itself
  • Vertiv Holdings = the industrial HVAC, refrigeration, plumbing, and electrical systems keeping the kitchen from overheating

The deeper theme:
AI is no longer just a software story. It is becoming a full industrial buildout involving power, cooling, buildings, networking, storage, and physical infrastructure.

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177 sats \ 2 replies \ @optimism 30 May

I think ChatGPT has been trained to be such a fucking retarded parrot that people believe it's magic. After all, when a parrot makes a sound that we can in our minds assign meaning to, we also fool ourselves to think that this is intelligence.

All the infra is nice, but what are you going to use it for? Losing customers because your LLM has a 20% compounding error rate? You cannot out of the box use an LLM. You need to train it, build frameworks, tune it, do oversight as ops, and this is hard, hard work.

So now that hype phase 2 is cooling, I'd not be too bullish.

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70 sats \ 1 reply \ @Bell_curve 30 May

can you address the analogy?

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12 sats \ 0 replies \ @optimism 31 May
  • Input tokens = ingredients
  • Output tokens = processed, toxic food

You didn't create a restaurant, but a factory.

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