Just because there’s an anti-Altman/-OpenAI sentiment on HN at the moment, it doesn’t mean that he’s wrong about everything, nor the people at TSMC are necessarily right.
Where does Altmann get $7 trillion dollars
Again, the Russians laughed at Musk. The legacy space companies didn’t produce reusable boosters when they clearly could’ve, and people laughed at the idea until it was working. Etc.
(I’m not sure what relevance the NASA comment has; of course small underfunded startups need money to realise their goals? SpaceX needed NASA’s money to develop various projects faster, and NASA needed SpaceX to a) reduce launch costs and b) reduce their reliance on Russia for human launches.)
Who will by pay $7 billions so Altman can follow his?
SpaceX costs were much lower and there goal was to become cheaper.
OpenAI will cost more even with all the chips Altman wants. Those chips need energy.
Sam Altman - savior of humanity.
HN comments: https://www.youtube.com/watch?v=ATCrco_V-24
if this house of cards collapses, it will be magnitutes bigger than any bubble (be it hype or fraud) we've seen so far.
what a waste of resources and focus, i really can't take vc players seriously any more (from what is left after the crypto hype run)
That's what you see. When you're out of earshot we refer to you by several infantilizing expressions that connote npcness.
AMD and NVidia are important now because someone else struck gold on their property. Within 5 years they won't be because both are fucking up monumentally for different reasons: AMD for being AMD [0] and NVidia for expecting 10x markup to continue indefinitely.
People hate success but LLM swarms are the next wave of improving output and they consume compute on par with training for inference.
[0] https://twitter.com/__tinygrad__/status/1839219312952766942
What would have been the alternative for them? Excluding the US, software is not a high margin business.