Artificial Intelligence thread

[9dashline]

Yeah it could all be a stunt, but it doesn't really matter: either they can't afford to run anything above Opus 4.8, or they're not allowed to run anything above Opus 4.8, in both scenarios they're f*ed, because China can both afford to run it and are giving them out for free to anyone in the world.

If it is a compute problem and US models are being capped due to compute while Chinese models aren't, that would transcend irony and enter poetic territory

I had the feeling with Fable they finally hit a wall of deminishing returns... The thing was 10 trillion parameter, twice the cost of OPUS and by my tests, no where near the capability they hyped it up to be

Why else would both Dario and Altman come out in recent days to call for global pause on AI development

Then Anthropic got called out for making Fable secretly sabotaging anyone using it for AI development including lawful fine tuning etc....

Plus they were only doing this as a stunt until June 23... It was a limited PR stunt for their IPO and then Fable was going to be pulled from subscriptions and only available via extra credit spends or API at $50 per million output tokens...

Clearly this was unsustainable and the US AI bubble was already popping anyway so maybe the US gov did this as a way to give these hyperscalers a way out etc lol

 

[valysre]

Maybe Musk rushed his IPO to beat the bubble out? Who knows. Very interesting. I await the next few weeks with bated breath.

 

[Engineer]

If it is a compute problem and US models are being capped due to compute while Chinese models aren't, that would transcend irony and enter poetic territory

 

[Some1Guy]

I had the feeling with Fable they finally hit a wall of deminishing returns... The thing was 10 trillion parameter, twice the cost of OPUS and by my tests, no where near the capability they hyped it up to be

Why else would both Dario and Altman come out in recent days to call for global pause on AI development

Then Anthropic got called out for making Fable secretly sabotaging anyone using it for AI development including lawful fine tuning etc....

Plus they were only doing this as a stunt until June 23... It was a limited PR stunt for their IPO and then Fable was going to be pulled from subscriptions and only available via extra credit spends or API at $50 per million output tokens...

Clearly this was unsustainable and the US AI bubble was already popping anyway so maybe the US gov did this as a way to give these hyperscalers a way out etc lol

Considering that we're in a oil, LNG & Helium crisis due to the closure of the strait of Hormuz, it's not that crazy that they would pull the plug now.

Since Helium is essential for the production of computer chips and 40% of the supply was essentially taken offline of the supply of Helium and the fact that the US can't make up for all of the lost supply then there's bound to be a drop in the production of computer chips resulting in the slow down of data center rollout and than there's 20% of oil & 30% LNG cutoff which effects electricity generation which would again lead to a halt in data center rollout and lead to problems with powering the remaining data centers.

Than there's the problem with nuclear power and getting the reactor grade uranium where Russia has a monopoly, it also doesn't help that it takes a lot of time to build reactors in the US. There's a theory that the reason the US tried to steal the enriched uranium from Iran is that it was needed as fuel for reactors to power data centers, them failing might have lead them to steal enriched uranium from Venezuela.

Someone could probably do a more in depth analysis since i am not a expert in energy supply chains and this is just on the surface analysis.

 

[bsdnf]

I believe Anthorpic can obtain an exemption from the (extremely corrupt) Trump administration, or launch Opus5.

AI stocks are too important to the US stock market; in my view, this is blackmail by the Trump administration, and it won't last long.

 

[BoraTas]

Nice rage bait

https://twitter.com/i/web/status/2066094449567125650

 

[iewgnem]

I believe Anthorpic can obtain an exemption from the (extremely corrupt) Trump administration, or launch Opus5.

AI stocks are too important to the US stock market; in my view, this is blackmail by the Trump administration, and it won't last long.

Anthropic was going to pull Fable next week anyway, they're not getting directly screwed by pulling Fable a week early.

What they're getting f*ed by is going forward they won't be able to build any model better than Fable, nor can any other American company build any model better than Fable, without limiting them to USG customers only which means USG is now on the hook to pay for their entire datacenter buildout.

AI stock might be too important for US stock market, but so is oil supply, it's not about the intent, it's about the competency, or lack thereof.