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Comment by papichulo2023 | Hacker News Reader

papichulo2023

It is kinda funny the irony of going from "we are going to replace devs" to "we <3 devs, keep burning those tokens"

> the irony of going from "we are going to replace devs" to "we <3 devs, keep burning those tokens"

This is so true. Nicely put.

I don't think its as big of a deal as its made out to be. They are human after all and have overestimated the capabilities of LLMs. What's more important is that this signals product market fit.

They are backpedaling because AI backlash is slowing down their data center builds.

Millions of Nvidia GPUs are stranded in warehouses right now with nowhere to be installed and some will be deprecated in less than a year. Good thing Micron and everyone in the supply chain is scaling up to make millions more... I am sure this will work out fine when they write down all of the inventory which is too old to install

Are you telling me I only have to wait just a little longer and the GPU are going to be really, really cheap?

No, the GPUs used in AI data centers don't have the capability to do normal graphics. They're completely useless for games and content creation. Additionally, B200s can consume up to 14kW of power. There are no consumer power supplies that could power such a thing.

The sad thing is all that silicon will basically be worthless.

Prediction: it's not gonna be worthless for games. This is what's gonna make cloud gaming really take off. True, you can't use these as desktop GPUs, but they can be installed in data centers for purposes of video game streaming rather than AI.

The physics of latency disagree fundamentally here.

Gaming, as a market, dislikes Live Service games, and many recent ones have basically flipped right out of the gate.

Stadia was the exact flop everyone predicted, and simply throwing bigger compute won’t help. That market, simply, does not want that product offering.

I think you're just wrong on this. Stadia did flop, but that's a Google problem, not a tech problem. I play online games with multiple people who only play through GeForce Now, and they've never complained. Especially in an era of increasing hardware prices, this is just gonna grow.

Also, do you know much about the games space? There's an enormous difference between a live service game, and a cloud game streaming platform.

> The physics of latency disagree fundamentally here.

We just use AI to predict player actions, duh?!

> This is what's gonna make cloud gaming really take off.

Hypepunk at the dawn of silicon gothic.

They lack the raster engines to display graphics. So they couldn't be used to render games.

Molotov bombing Altman's front gate did not help AI apocalypse hype either

"They are human after all.."

Hahaha! Good one!

> They are human after all and have overestimated the capabilities of LLMs

They self-servingly overinflated the capabilities and now its coming to roost.

There are many humans without any skin in the game that accurately estimated the capabilities of LLMs.

It has nothing to do with "being human". This wasn't about finding "product market fit" either. It was about griftin' while the gettin' was good. That certainly is "human".

Sufficiently advanced incompetence is indistinguishable from malice.

I seriously doubt their actual beliefs* have changed in the slightest. They just see which way the wind is blowing with public sentiment and are trying to do damage control.

*I doubt they HAVE actual beliefs. Their entire job is managing PR and convincing investors.

No. This is a ridiculous take on the recklessness Altman and Amodei have stated. Both men flat out lied, kept lying and continue to lie about their numbers and capabilities. They have literally destroyed markets that aren't coming back anytime soon (consumer hardware). They should be held accountable, not let off the hook like "Oh well, they fucked our economy long term. Guess they're just human."

Literally fuck them and an oversimplification like this.

> They have literally destroyed markets that aren't coming back anytime soon (consumer hardware)

Ram is more expensive it's not the apocalypse for consumer hardware.

> "Oh well, they fucked our economy long term. Guess they're just human."

Not sure what this is a reference to.

Thats not what the consumer hardware companies are saying

https://www.youtube.com/watch?v=zyQwAhppWj8

I'm not going to watch a 3 hour video, but custom PCs are a tiny fraction of the consumer hardware market. Also, the custom PC market is struggling partly due to people overstating the price of RAM. It's not like the cost of building a PC has doubled. RAM and SSDs were typically some of the least expensive components in a complete build. Looking at prebuilt PCs from iBuyPower, a pre-built that would have cost $2000 last July now costs a whopping $2100 with the same components.

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