Publicly-available LLMs are already a complete and utter commodity. Didn't take long to destroy that market, since they all basically do the same thing and are trained on the same data set (the Internet).

Worthless junk that is going to melt the glaciers and bankrupt the people running the data centers, basically.

Short $NVDA.

Reply to this note

Please Login to reply.

Discussion

Imagine the person in sales and marketing, who came up with the brilliant idea, to come up with a chatty, mildly retarded search engine, for a few billion dollars, train it on information everyone and their mother can reach, and then give it away for free. 🤣

I am in awe at their brilliance.

Nvidia has long term value outside of AI.

Also there will be companies like Microsoft, Google, and Facebook who can make AI viable.

But yes for the vast majority of companies outside of those three it is probably Malinvestment to invest into AI research.

I disagree, I've only just recently tried LLMs and honestly for me as a small business owner, the only two that are really incredible and a real game changer are Claude and to a lesser extent GPT.

All the others are such junk and such a waste of time that if I'd only tried those I would've said that the entire AI/LLM thing is a complete gimmick, complete waste of time. But Claude and GPT are so good that they're actually useful to me.

I'd been putting off rewriting my website text for ages, with Claude, bang it's done. It's not as good as I would do it, but that doesn't matter because the website just needs to be online as a business card. And frankly it doesn't matter how good I would've theoretically done it if I hadn't actually gotten round to it in years.

Using it for things like that has increased my output massively, and it's not in any way harmed my core business. Quite the opposite, it gives me time to focus on my core business and what I should be doing.

And even going a step further, Claude and GPT are actually good enough to build into products to enhance my core business, whereas the others are all so laughably bad (looking at you Copilot and Amazon Q) that they should just delete them from the internet.

step one) train the generations to ask questions without thinking

step two) target them with ads based on exactly everything they want to ask

step three) profit

how can this fail? 😂 pretty sure its aliens doing it anyway. #cattle