Posted by fbuilesv 2 days ago
I guess what Steve is saying is that we don't need all of these data centers then! In his picture he paints a bleak world where, just outside, pollution seems to be the norm. Maybe this is a new rendition of Animal Farm he's working on?
I do agree with him, though... I don't think most companies will want to send their code to OAI, Anthropic or Google either. Not because they can't afford it or are worried about that being stolen (Steve: the point is rarely the code, it's the customer base) but more because they're starting to wake up to the snake oil AI market. Always has been and always will be when you're hocking a subjective and non-deterministic product! We've seen this time and time again within the cyber security space and, well look at that, now the problem space for AI has achieved global charlatanism!
Does it have value? For sure. It does. But it's also not "nuclear weapons" level. OAI was just putting out roulette porn last week yet now we're here? This is all another "hacking tool" strawman that the USG loves to run around with like Chicken Little.
Finally, speaking of the USG. Those in power absolutely love this. Why? Because the USG has always destroyed what could have been great platforms by scope creeping them into mediocrity. Look at the F-35 (JSF). It a mediocre airframe because it had very different requirements for every branch of the military. Just the same way LLMs are not useful for 80% of the enterprise. Nobody gives two shits about a chatbot that can write a haiku. They want a platform that can solve specific problems. Do we really think the enterprise is dumb enough to think that they should redirect a significant spend into LLMs just to be in the exact same position as their competitor? Rewind the clock and start with SLMs and you'd see a much more palatable AI market right now. But instead we're trying to hit an impossible target through brute force and raw dollars. Not through strategic tact but wasteful and egregious weaponization of money that's flowing to some of the most narcissistic people on the face of the earth.
This article, just in the first paragraph, seems fueled by an episode of AI psychosis.