RandomRanger
Just build nuclear plants!
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User ID: 317
RandomRanger
Just build nuclear plants!
1hr ago
Timing sure is hard. I managed to buy Micron at the top and so lost out there, it then recovered but it took a while.
Nevertheless, you can make money shorting if you're actually right. If you know things that others don't know, you can use this to your advantage. Don't blow your whole load in one year, keep some powder left for if the ponzi goes higher. There are ways to position yourself to profit from this, if the thesis is true.
RandomRanger
Just build nuclear plants!
1hr ago
Interesting, thanks. TBH I don't know how that could be constitutionally possible, Parliamentarians can say what they like with few limits, so what could a code of conduct do... But the intent is pretty clear, just like with many of their unworkable policies.
RandomRanger
Just build nuclear plants!
1d ago
they're an outright threat to democracy insofar as they want to ban political parties from being far-right
I dislike the Greens but I didn't hear anything about this, what are you drawing from? Did they say that? TBH I probably don't pay enough attention to Australian politics so I could easily have missed it.
RandomRanger
Just build nuclear plants!
1d ago
I think they are currently incapable of designing and maintaining any significant projects that go beyond a basic bitch CRUD application or things of that sort. I'm also skeptical that there is all that much room for growth or improvement beyond their current capabilities
That's what he thinks. Surely he should just put his money where his mouth is? If Anthropic AIs cannot design or maintain any significant projects beyond a CRUD application and this isn't going to significantly change then presumably Anthropic is not worth near a trillion dollars and so the biggest industrial buildout in human history is a waste of money.
The premise that they're incapable of doing anything beyond CRUD and yet also they're completing long expert-level cyber infiltration exercises is bizarre and incoherent to me... but that's what he thinks.
So I'm asking @self_made_human and others who seem more on-board with the AI hype train
Choo choo!
So it only found 1 minor vulnerability in curl that hasn't been fixed before (including by these high level human programmers)... but it did find a bunch of other vulnerabilities in other software? It is indeed still markedly stronger than its predecessors?
So the future trajectory is just the same as the current trajectory, the lines on the chart go up and everything the lines correspond to in the real world also goes up, albeit in a messier way.
If you're an AI skeptic, then I recommend to simply short Nvidia, Coreweave, cloud providers, HBM manufacturers like Micron... What does it matter how random people on the internet think, compared to making money? I put my money where my mouth is and bought AI stocks and made lots of money. Let money flow to those who are right. If you think you know better than Google, Amazon, Microsoft, Facebook and everyone else pouring money into AI hand over fist, then don't just say so, position yourself to exploit your superior insights.
RandomRanger
Just build nuclear plants!
4d ago
The judge is not mogging him based on looks but based on authority (and camera angles in this instance I think). If he were not a judge this guy wouldn't be mogging anyone.
Yeah but why aren't the hyperscalers abandoning scaling? Microsoft, Amazon, Google, Facebook made a deliberate choice to halt buybacks and spend hundreds of billions on AI. They made this choice based on something, they're spending $700 billion this year! You don't invest that much as a modern financialized American corporation without being sure about what you're doing.
He should be thinking that, if further significant improvements are impossible, then capex will plunge as soon as this is realized. But this isn't happening, we see continual improvements on a monthly basis.
Apple is more of a hardware company, they have a different business model to Microsoft and the others. AI is understandably not their great strength. They might reasonably calculate that they are not going to win a struggle with Google Deepmind on AI with regard to talent or compute or determination. AI is the lifeblood of Google, devices are the lifeblood of Apple.
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