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[–] 242 points 5 months ago* (17 children)

Now that AI-companies need to get profitable, they suddenly aren't affordable anymore. ¯\_(ツ)_/¯

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  • [–] 71 points 5 months ago (9 children)

    They aren't going to get anywhere near profitable if the their capital expenditures are added into the mix, amortization or no, they are so far in the hole they probably will have to offload it in some kind of texas two step kind of scheme where they spin off their debts into a subsidiary.

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  • [–] 26 points 5 months ago (2 children)

    They'll just get bailed out by tax payers. Business as usual.

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  • [–] 19 points 5 months ago (1 child)

    These companies with no discernible services or usefulness to society are simply too big to fail!

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  • [–] 6 points 5 months ago

    Theres a usefulness. Super code auto complete at its core is cool. Filling 100 rows of excel with data I supplied is dope. Is it worth making everyone sick and poor and frying the planet? Absolutely not. But the surveillance it can provide apparently is to our overlords.

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  • [–] 6 points 5 months ago (3 children)

    Well, you're assuming that a company needs to be profitable for investors to get their return. Don't be ridiculous. You just IPO and cash out with no plan on how to become profitable and then the company collapses. We've seen this play a million times before. Also AI companies are big enough that NASDAQ just changed their rules for adding new companies to indexes so that AI companies can get forced into your retirement fund 15 days after joining the market, and then the private investors can cash out on your retirement fund buying in and collapse the stock as soon as you're involuntarily invested. This is why spacex (which owns xai and twitter), openai, and anthropic are all coincidentally having their IPOs this year

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  • [–] 2 points 5 months ago (2 children)

    Oh yes. Pension funds are the perennial suckers of wall street too.

    They should stick to solid non stock investments, the managers of these funds, ivy league douchebags, get paid regardless.

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  • [–] 1 point 5 months ago (1 child)

    Isn't that risky if the bond market gets fucked?

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  • [–] 1 point 5 months ago

    More traditional pension investments are in things like buying timber land that is maturing, or bonds backed by mortgages. Today's bond market idk, treasuries you are losing money to inflation, even corporate bonds are probably just breaking even with real inflation.

    But yes, all the stocks and bonds are risky because Wall Street is an out of control monster with no real check on their fuckery.

    I would add it's hard to feel too sorry for these pension funds when they invest in private equity and the like. They need radically new leadership at these funds.

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  • [–] 4 points 5 months ago (3 children)

    Eh. I help run a service for coding games in Godot with AI (https://ziva.sh/) and we see users who are paying non-subsidized prices on small models produce some really good stuff. I would agree most services are selling borderline snake oil and evaporating lakes of water to get their thing working, but if you invest in genuinely good tooling, it's affordable and works

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  • [–] 4 points 5 months ago (2 children)

    I don't get why agent based small models are not used more. Like.if the user asks.for code, load a code only model. If they want an image, load an image only model. If they want a bedtime story, load that. Etc.

    Not really supporting AI, but it feels like a way these companies could reduce costs etc, instead of these giant all or nothing models.

    Plus they could reduce pre prompting maybe? Because the coding model has no idea how to say, "make a naked celebrity image."

    It can just fail and say "I can't do that dave."

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  • [–] 121 points 5 months ago (17 children)

    One time at work I was tasked with writing a python script to compare two data sources. Like, you give it two CSVs and a primary key, and it tells you what data is in one but not the other, or mismatched, and so on. This worked fine and was in git, so anyone can use it.

    My boss then asks if I can "put it on a website so anyone can use it".

    This team has never done web development. Nothing for that is set up. Like, I could spin up a quick Django app or similar, but there's a lot of stuff to do and potentially fuck up.

    I said "that sounds like a lot of research and ongoing maintenance costs. I think it'd be better to just check out and run the script"

    Luckily for me he said "oh, okay"

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  • [–] 84 points 5 months ago (3 children)
  • [–] 34 points 5 months ago (4 children)

    I had a boss who read an article about APIs and then came to me and ordered me to start using them. I said I would research it and he went away and never mentioned it again. This was in 2010.

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  • [–] 18 points 5 months ago* (1 child)

    Pretty sure he read the famous Bezos email ordering everyone to implement and use APIs in Amazon

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  • [–] 9 points 5 months ago

    No, he actually showed me the article later. It was remarkable because it never said what an API actually was, or even stated what the initials stood for. In my memory it seems like it was obviously written by AI, but it couldn't have been 16 years ago (as far as I know).

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  • [–] 14 points 5 months ago (3 children)

    How big were the CSVs? That sounds like a standard thing most spreadsheet apps can do already, unless the data size made traditional apps unusable.

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  • [–] 23 points 5 months ago (1 child)

    The biggest ones I've seen are 1.2GB.

    Why this company uses gigabyte CSVs is a separate problem.

    (Also sometimes they want to compare a CSV to what's in a database, which the script can also do but I didn't mention in the post)

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  • [–] 8 points 5 months ago

    That makes sense. I have been asked to write a program that does a standard spreadsheet function on multiple occasions, so I was just curious. Sometimes people just don't know the tools at hand, want to offload their work, or think an over complicated workflow is a better workflow. I can see how it was actually useful in your case though.

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  • [–] 4 points 5 months ago

    I have an easier time doing that shit in powershell than I do in Excel which are the only tools I have available at work. I'm probably doing something wrong but I don't do it often enough to remember what that is. My PS script just works.

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  • [–] 65 points 5 months ago (6 children)

    "The gang starts an AI company."

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  • [–] 31 points 5 months ago* (3 children)

    Spoilers the AI Is just 500 Filipino teenagers in a warehouse in Mindanao

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  • [–] 57 points 5 months ago (2 children)

    Show them claude's operating cost and ask if your boss is willing to invest in that.

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  • [–] 2 points 5 months ago (1 child)

    I do wonder about that though. The Big AI operating costs include being able to service a certain number of customers within a certain amount of time. So if they need to service 10,000 requests per minute and fulfill them within 2-4 seconds, that's a big datacenter.

    Now if a company does a few dozen requests a minute and on average needs double-digit response times... the costs to implement could be much different. The thing is finding a model that will do that and provide accurate (enough) output versus how much it Claude's pricing is built around speed+volume versus accuracy.

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  • [–] 3 points 5 months ago

    A lot of cost is on training it as well. Which you need if you want to "build your own claude". If you run only the inferences with an open model then ya it's directly correlated to how fast you want the responses to come in.

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  • [–] 50 points 5 months ago (1 child)

    Anything except thinking for themselves 🙄

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  • [–] 80 points 5 months ago (2 children)

    Technically yes, practically no..

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