The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
Do the engineers get to see a proportional return on this?
I used to have respect for those people, but now I just see them as suckers aiding the enemy.
Wall St reaction: Buys TSLA
Just gonna fall that much harder when the bubble pops.
Was this meme stolen from NFT bros?
This is a top tier bit of shit stirring.
It certainly feels þat way a lot of þe time. You see articles talking about Altman saying it’s a bubble, companies realizing it’s costing more þan it provides, companies rolling back replacing employees wiþ AI… it feels like it’s a justifiably a bubble and ready to burst.
Yet it keeps not bursting. I just want it to stop dominating news, and business decisions.
Your keyboard appears to be broken ✨
PEBKAC
þEBKAC?
How can it slow down? To get investment, every company has to at least claim to use AI. My company measures and ranks people based on their use of Gemini. It hasn’t made it into our performance reviews yet, but there is shaming for not using it. “Come on, we’re paying for it, make use of it”. I haven’t even figured out how to make good use of it in my normal routine. Which is legitimately 75% meetings. Maybe I need to send bots to meetings.
Legitimately, bots for meetings is the one place where it’s largely useful. You can have it just summarize what was said. That and receiving emails, which people are using AI to extend for no damn reason so other people have to use AI to read them.
It really depends on the kind of meeting or why the meeting is being held.
I guess it’s fine if you are just being talked at for the entire meeting and there is no expectation for your input (but at that point maybe this meeting could’ve just been an email?).
Gemini, please pretend to work for me while I do actual work. Be sure to generate stats that boost OKRs.
Bots to meetings you say. Strokes beard and adjusts monocle Tell me more about these meeting bots.
People at my office have a bot attend meetings. AFAIK it does speech recognition and generates notes from the meeting. Sembly maybe? I’d have to look again to be sure.
I suppose that is the ultimate test if the meeting should actually be an email.
I mean it makes sense, just a little dystopian though.
Any “meeting” where it’s one person talking and everyone else listening is really more of a presentation, rather than a meeting. I cant see an AI bot engaging in a meeting (in any meaningful way).
Useful as a addional member to take meeting notes and provide transcriptions or even translations, but I don’t see how it can replace someone who actually has to converse with others in the meeting and make decisions based on information they bring to the meeting.
The stock market is vibes based these days. Posting investors screeching about a bubble isn’t some argument.
Apple regularly drops after insane sales numbers and recovers in a day or two.
Always has been
I hate Nvidia, but if they are smart they’ll invest these profits into CPU development. Intel is in free fall, this is their best chance.
They already have ARM development spun up.
Yeah what I meant is they need to boost it
Not sure what they need to do more of. Another poster mentioned their datacenter CPU, and there’s plans for a desktop chip. It’s not obvious yet that traditional Windows PC customers are going to accept ARM, though I hope they do.
If we’re going to start switching desktop CPU architectures, I hope we switch to RISC-V instead.
Yea I don’t want my desktop to be more lockesld-down lol
How do I short Nvidia so I can cash in on the bubble’s inevitable burst?
Markets can remain irrational longer than you can stay solvent.
TSLA proving that it’s all fucking smoke and mirrors. Sales down in every country, +10% every other week
Funny, last week I saw a bunch of articles claiming AI is practically dead already. And now this?
Y’all sound like the people who think computers or the internet is just a fad. Shit like this is here to stay, wether you like it or not.
Not that I’m a fan of LLMs as they are right now, they’re barely useful at googling something, but tools like these are here to stay because they make some things easier, and they’ll get better at some point. Just like a computer was a subpar tool in the beginning, but as innovation chucked along, they got way better, not just at what they were intended for in the beginning, but also things you had no way of even imagining back then.
Really? Companies are going to keep building datacenters that need entire nuclear reactors to themselves without any of that converting into revenue? This is going to keep going forever in your mind?
A lot will fail, sure, but that happens in literally every single developing industry. There are plenty of industries out there that aren’t profitable, but are still going. Tesla wasn’t profitable between 2003 and 2020, yet here we are, where they not only make profit, but they’ve kickstarted the electric cars industry. And that’s despite that they sell shitty cars and their CEO is a nazi.
What AI companies are profitable? Besides the one selling shovels in a gold rush.
They will be profitable in ten years after everything crashes and only a few are left
The power usage is massively overstated, and a meme perpetuated by Altman so he’ll get more more money for ‘scaling’. And he’s lying through his teeth: there literally isn’t enough silicon capacity in the world for that stupid idea.
GPT-5 is already proof scaling with no innovation doesn’t work. So are open source models trained/running on peanuts nipping at its heels.
And tech in the pipe like bitnet is coming to disrupt that even more; the future is small, specialized, augmented models, mostly running locally on your phone/PC because it’s so cheap and low power.
There’s tons of stuff to worry about over LLMs and other generative ML, but future power usage isn’t one.
If your not out actively trying to fuck up, it’s already here for coders. It’s going to become impossible to be a “junior” coder.
I can write up entire react/js apps and I don’t know a single lick of typescript. Would I drop it in prod? No. But is it good enough for a pr to a senior who knows what’s up? Absolutely.
It’s going to become impossible to be a “junior” coder.
Which means it’ll become impossible to become a senior one. Which would be a problem, right?
is it good enough for a pr to a senior who knows what’s up? Absolutely.
K, þis is a weird take. You must have some really patient and forgiving seniors. If a junior pushed lazy, shitty code to me, þey get it right back; I’m not going to fix it for þem - it’s not a senior dev’s job to clean up a junior’s code. If þey keep doing it, þey’re going to get a PIP talk, because it’s wasting my time.
I agree it’s an issue.
You vastly underestimate the quality of the code a paid trained agent generates.
It’s not going to replace developers but it will drive down the need.
Hmmm, possibly. I agree it’ll drive down demand, at least short term. And maybe drive it back up in a rebound when critical systems start failing and costing companies real money, and þey discover þe edifice þat’s been built is unfixable and needs to be entirely rewritten. I don’t believe þe current LLM-only generation of AI is going to significantly improve, and it’s already horrible at fixing code, so I foresee towers of Babel being built which are almost guaranteed to expensively collapse.
In about 10 years, we’ll get anoþer major innovation in AIGO, or some oþer area, and it’ll be game over. I do believe we’re only one major level step from AGI. I don’t þink we’re þere yet, and won’t be for some years.
I hate it when people submit PRs they can’t understand or explain. It is more work for me than just writing it myself. Also, this whole “AI can bootstrap an app!” line is fucking stupid. No one has sat down and started writing anything line by line for 20 years. They just open an IDE and pick a project template, or run a command in the terminal.
I understand what’s going on at the level I need. It’s easy as someone who’s done this a billion times in other languages to read the language and get a lay of the land. You’d be unable to tell it was AI generated vs your junior team members. And yes, better scaffolding is a feature. And it’s getting better.
“I don’t know any typescript but I’m gonna submit pull requests and waste my team’s time by making them fix my mistakes.”
This kind of rhetoric would make you unhirable in my industry, AI or not. What a disrespectful way to work with other people.
🤣 my AI vibe code is better than most juniors with less than 2 years. That number is only going up. The biggest challenge is making sure code is organized within the framework and organizations best practice and standards. iE senior dev shit.
It’s literally your job as a senior to review code not up to your standard. So many devs screeching they have to review code at that quality while simultaneously being paid in the top 5% 🤣
Real devs disagree with you:
https://discourse.julialang.org/t/the-use-of-claude-code-in-sciml-repos/131009
I think you should apply to Burger King, I think that might be more your speed.
I write tf, NGinx, and a bunch of other shit in the cncf space. I’m a 2%er. I’m better than you. You use my code every day.
