The need for more GPUs/datacenters was based on xAI using them for their own models, instead of competing with new datacenters/GPUs in the rental market. GPU rental prices went down to below cost levels for H series after Anthropic deal. It has bounced back this last week, but rates are still in the “very well supplied” range. On demand rates half of Anthropic/Google rental deals. GPU rental rates are the best measure of AI bubble point. Concerted fraud is still possible to provide the illusion of “this is fine”. The google deal only starts in September, while Anthropic got some free GPU time when deal was announced.

In a way, pumping more money into AI (through IPO) delays the bubble pop, even if NVidia doesn’t sell as many GPUs if their customers add them to rental market. Bubble can pop from 3 directions. Less GPUs/TPUs sold than forecast; datacenter overcapacity ; understanding poor economics/tokenomics of high competition LLM labs.

The sad part is that the more money invested, the greater the funding for the fraud, and longer lasting fraud.

There are signs that IPO is too big for market. 30% retail, and $135/share fixed price are because demand is not present. The illegal private/SPV market is trading below $129, where SPV entity that was not a fraud about to go bankrupt, and confident in the IPO would buy back shares up to close to $135.

This BS by google is desperation to pump their existing stake. Anthropic’s headline $1.25B/month deal is also a fraud. Big discounts until after the IPO, and same cancellation rights.

xAI got a made up (no one putting cash in) $250B valuation in its merger. Including Twitter it has barely any revenue, and without having to rent gpu datacenter space, was still losing $10b/year for a not particularly competitive Grok model.

What’s withholding SpaceX from selling more stock with an even shorter time until they can be dumped?

97% of the stock is already issued. 3% goes to new IPO bagholders, shortly later, passive index forced buying from the 3% market. The 97% are the ones with accelerated dump rights, that kick in a percentage shortly after fraudulent accelerated index inclusion date.

training data is as important as the source code here to replicate the end result

this is the nature of this flame war. Perfect replication of the end result, which is extremely opaque in how it works, is not nearly as important as the weights, that you can post train for any domain specific/general improvement with any other dataset. Which is how the authors would improve/change the weights further as well.

It could also take $Trillions to make better EVs or solar panels or sneakers than China. Instead of spending $Trillions, just buy Chinese AI, and make them invest in US datacenters. The need for sectoral supremacy is objectively/purely for war against China “value”. This necessitates a skynet goal for military and information/population control supremacy. Neither skynet nor war on China will make your (non corrupt insider) life better.

This is needed for all the 0 negotiation BS between reopening somewhere between any day in last 2 months and labour day, and just letting Israel supremacists derail any reopening of SoH.

It’s treasonous corruption that steals too much of our money for their privatized profits that need to be nationalized, in similar confiscation proposal. Amtrak/rail doesn’t steal excessive public money or elect corrupt leaders. Nationalizing libraries or transportation doesn’t necessarily fund it more. Nationilazing corrupt evil is path to control lobbying for the supremacism of evil.

it actually creates symetry for risk/reward, but it does incentivize giving skynet contracts with argument that people get 50% of the proceeds from skynet abuse.

Defense, oil, and media industries should be a higher percentage. They are historically responsible for most corrupt lobbying/disinformation/warmongering and alliance with zionazi rule over the US. The strategic unanimity of “must beat China or maintain zionazi bias over population control” for AI means that it is meant to be a corruption vector for skynet, funneling all of our wealth and liberty onto privatized profit from skynet.

very hard graph to follow but “popular music” means highest rated radio pop station. Nothing alternative.

Don’t understand graph. is dark line what people think of songs released 11 years ago? WTH is graph before age 0? Oh ok, maybe. A song released when you were 40 is rated the same as one released 45-80 years earlier.

There is huge bias in “popular music” category. Can get very sick of old songs, or just stop listening to contemporary pop after a while. I’m surprised old people would still like pop songs of their youth, after being overplayed over the years.

tariffs are confusing. Courts keep striking them down. Used EVs are doing very well in current gas crisis. Cheap subcompact hatchbacks should appeal for same general reason.

It’s something you think you want, until you hear silence.

deleted by creator

without the sound through speakers, it seems a bit like manual power settings on an ebike. Caps the max speed to a gear/PAS number.

US is not one of their listed market options/ambitions.

It all depends on how this is funded, and this is mostly a colonization trap for Iran. US has recently controlled the budgets of Afghanistan, Iraq, and now Venezuela. There is full threat of confiscation for any non-compliance, and this was done to Afghanistan.

Funding could be extorted from GCC colonies, and like Venezuela, pressure for US major oil companies. There is zero history of any US investment in these colonial trap arrangements. Just bribery of political class to keep US control as long as feasible. Like Venezuela (and Iraq), US oil companies would be reluctant to spend cash because future nationalization is a likely retaliation to US extortion.

There is a lot of hate. First 2 paragraphs are not AI. Rest just supports those statements and headline.

There is missing physics background. Only radiative cooling is available in space. Hot temperature chips would cool more easily, but the materials don’t permit 3nm or less state of the art chips, and only permit pentium 1/1993 technology. Though regular silicon, can be cooled in space by spraying a mist of oil towards another wall, and recycled back to pump through chips.

The technological/insurmountable economic problem is chip obsolescence vs power generator life. Discussion of economic viability of space datacenters is fraud. It’s a fraud used to pump the stock of SpaceX both in its xAI merger, and now its IPO.

top 11 hottest are 11 years since 2015. Top 3 are last 3.

there were 23 and 24 records set. 25 was 3rd warmest year. Every year since 2015 is in the top all time list. I get the point that el nino will break record this or next year. But progression has bigger consequences than this headline.

Definitely military as the only funding source. UK also had pirate radio from a boat in 70s. I was thinking of Seasteading institute (Peter Thiel) as a “freedom colony”.