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Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by endisneigh on Saturday May 11, 2024 @09:11PM (#40331699)
How much money does Son need to lose before he loses such liquidity?

More relevant to the article - I'm highly skeptical that our current architecture - LLMs in particular - will scale to AGI, let alone super intelligence. Humans in particular literally use orders of magnitude less energy and the smartest among us are still more capable. IMHO AGI, let alone superintelligence will require quantum computing getting somewhere, some sort of organic/biological computing or something else not invented yet.

Arm does seem like a natural fit, though. It seems everyone want to make their own chips these days.

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by chefkd on Saturday May 11, 2024 @09:16PM (#40331716)
imo his bets were really cool wework is the famous one and idk it would have been cool to see commercial real estate replaced with locally owned spaces with remote work becoming a norm but idk i can see how that might be preference

this is such a dumb question but can arm chips even run AI models? it seems like AI on the edge is still 10-15 years away with everyone trying to build a moat

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by chenxi9649 on Saturday May 11, 2024 @09:24PM (#40331743)
Imo it feels more like 1-2 years away. Smaller 7B, 34B and 70B models are becoming a lot better, with more context length. Faster inference methods are coming out day by day. Better ways to quantize/distill models. All of that on top of chip advancements we saw a couple days ago with M4, Qualcomm/Googles arm chips...

I can't imagine more than 2 years for GPT4 level LLM on edge devices.

The question is, will ppl want GPT4 on the edge when GPT 6 is one request away?

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by RetroTechie on Sunday May 12, 2024 @09:03AM (#40334118)
Hehe, this caught my eye:

"According to Precedence Research of Canada, the AI chip market is poised for explosive growth, with projections indicating a rise from $30 billion this year to over $200 billion by 2032.

Another research firm DataHorizzon Research even projected the AI Chip market to be 1,114.3 billion by 2032."

Ok, few here will deny the AI (chip) market is exploding. And CEOs will have visions of datacenters packed with expensive AI chips, extracting value from consumers. But if I were to take a guess:

AI models will be optimized the heck out of. Their architecture is only at the beginning of a long road of innovation (and in particular: simplification - aka race to the bottom). With so many heavyweights getting into the game, competition will be fierce.

Bottom line: yes, AI chips will be everywhere. But they'll also be cheap(-ish). Not unlike current day cpu's, flash, RAM etc.

With that in place, the next revolution: local-running AI models in everybody's hands. Cheap, easy to use & tinker with like mobile/PC apps today.

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by duxup on Saturday May 11, 2024 @09:25PM (#40331747)
> idk it would have been cool to see commercial real estate replaced with locally owned spaces

But that's NOT what wework was.

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by chefkd on Saturday May 11, 2024 @09:42PM (#40331811)
i used it through work so idk how the landlord side of things works

isn't it like AirBnB but for offices? isn't that good? like obviously there are complaints about AirBnB and stuff but it let your average person list their spaces

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by rsynnott on Sunday May 12, 2024 @03:43PM (#40336983)
> isn't it like AirBnB but for offices?

No.

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by chefkd on Sunday May 12, 2024 @04:20PM (#40337297)
> locations in 150+ cities, and 500,000+ members worldwide

i love the emphatic no made me feel like 5 year old me like Shizuku :)

Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by hiddencost on Saturday May 11, 2024 @09:21PM (#40331740)
Bruh, SoftBank was not a democratizing force. It was a Saudi funded effort to take over the commercial real estate industry in the United States.
Re:$64B Gamble: SoftBank Arm Plan to Launch AI Chip in 2025 by chefkd on Saturday May 11, 2024 @09:44PM (#40331823)
i love tidbits like this could you say more? why can't they just buy the real estate out right why go through a startup isn't that more risky? isn't wework just airbnb but for offices

Wikipedia says $100 billion was raised with PIF contributing $45 billion, SoftBank contributing $28 billion, the Mubadala Investment Company contributing $15 billion and the rest from other investors including Apple. The estimated total dollar value of commercial real estate was $20.7 trillion isn't 45 billion a drop in the bucket compared to that