I wonder how the decisions might change by adding the simple instruction of "Note that a nuclear exchange will result in significant loss of shareholder value for <model owner>"
Believe it or not, the library predates the understanding of monads as a mathematical concept! Though it can be argued it is an example of a functor (the library is mapped over two countries).
I wonder if that number can be adjusted based on the amount of arable land, or based on the ease of construction (quite the nebulous term here admittedly). The number of mountains presumably makes this hard to compare.
I mean, sure, in the sense that they're a real and meaningful number for most of the spectrum on offer, and only gets silly when the number gets too high? There's a pretty big usability difference between 10t/s and 100t/s, and I can imagine similarly for 100->1000. I don't know about > 1000, but let's not pretend that the number is meaningless.
Throwing out another factor: Chinese companies have been banned and/or limited from buying nvidia, and turned to local companies for their hardware. I haven't actually seen pricing/benchmarks comparing Chinese AI accelerators, but it wouldn't surprise me if that also worked out in their favor as well.
Many people think their claimed TAM is total fiction, and attempting an actual realistic TAM relies far more heavily on starlink. From morningstar:
> Our base-case forecast entails $56 billion in revenue for Starlink in these niche and growth areas by 2035, representing about 45% of the identifiable market we’ve sized
> Many people think their claimed TAM is total fiction, and attempting an actual realistic TAM relies far more heavily on starlink.
Then either the TAM for Starlink is ~20x bigger than reported by SpaceX (I doubt they would downplay themselves in such a way) or the whole SpaceX TAM is ~5x smaller (much more realistic, if not more than that)
I think the TAM for both is reasonable (it's just generic "Enterprise" stuff, at the end of the day), but I think Starlink is better able to capture a larger portion of its TAM.
I think in some people's minds, the concept of sentience and intelligence are intertwined, and there are at least some people (myself included) who do not think they're the same. There is a strong (but surprisingly not universal) consensus that LLMs are not sentient, so if you insist that sentience/intelligence are the same thing, then LLMs don't qualify as AI either. If you think the two concepts are separable, then they're intelligent but not sentient. The devil is of course in the definitions.
> Depends who 'we' is - I've seen plenty of non-tech people in the real world begin to use ChatGPT as a primary information source rather than the web (rightfully or not!)
I don't think that's really what people are talking about when they talk about 'agentic' PCs.
I think we are more broadly talking about what the user interface is going to be in the future and how people will interact with a computer - many people already want to interact with ChatGPT to get answers rather than navigate to a website, or want to prompt ChatGPT to generate a leaflet rather than design one in Microsoft Word, so 'Agentic PCs' is just an extension to that.
I think the management answer to this is that you can just hire 9 offshore not-seniors for less money, and that somehow equals the experience of a single onshore senior. In that sense it's a kind of the experience equivalent of the 9 women/1month == baby analogy, and obviously wrong. Unless you're in management.
More or less correct. It's not that management believes in "9 offshore juniors", it's just that they don't know (nor care to confirm) who's actually working for them at the outsourcing firm.
The combined incentive of cost cutting at the outsourcing firm and foolish MBAs in the west opting for the cheapest outsourcing means that the offshore does actually employ juniors, who do build up the experience to become seniors.
Even if it were somehow a flop, whats Mark Zuckerberg offering? My key point still stands. Mark Zuckerberg is asleep at the wheel burning billions with zero to show for it.
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