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Re:Grok3 Launch by rendang on Monday February 17, 2025 @11:59PM (#43086213)
Grok has gotten to the top of one benchmark:

https://x.com/lmarena_ai/status/1891706264800936307

It's been said before but it is great news for consumers that there's so much competition in the LLM space. If it's hard for any one player to get daylight between them & the 2nd best alternative, hopefully that means one monopolistic firm isn't going to be sucking up all the value created by these things

Re:Grok3 Launch by aprilthird2021 on Tuesday February 18, 2025 @12:28AM (#43086372)
I think it's already clear that these are going to be commoditized and the free / open source versions will be good enough to capture enough of the value that the remaining players will not be Facebook-level monopolies on the space
Re:Grok3 Launch by rendang on Tuesday February 18, 2025 @12:38AM (#43086421)
Apparently it isn't clear to the investors valuing OpenAI at >300B. Possibly they're betting that the ecosystem & integrations around their models will generate a certain amount of lock-in or otherwise make the difference in a close-to-even field
Re:Grok3 Launch by riffraff on Tuesday February 18, 2025 @02:28AM (#43086945)
Investors thought someone renting office space was going to revolutionize the world and valued their company 50B.
Re:Grok3 Launch by jeswin on Tuesday February 18, 2025 @07:24AM (#43088711)
I don't think it's automatically a bad idea. Offices require a lot of support, networking, security, maintenance, certifications etc. There are efficiency gains in scaling. In addition, Wework is useful for companies which hire employees in different cities.
Re:Grok3 Launch by snowwrestler on Tuesday February 18, 2025 @07:52AM (#43088919)
Lots of things are good ideas but investing is about price vs value. Good ideas can be overpriced as easily as bad ideas.
Re:Grok3 Launch by hmottestad on Tuesday February 18, 2025 @12:46AM (#43086451)
Funnily enough a lot of the open source world has landed on an API that is basically a copy of OpenAI. So if you develop against OpenAI it’s almost a slot in solution to switch to an open source solution.
Re:Grok3 Launch by pzo on Tuesday February 18, 2025 @02:02AM (#43086823)
and on top of that you have solutions like openrouter.ai where you can route inference easily with a combobox
Re:Grok3 Launch by apples_oranges on Tuesday February 18, 2025 @04:27AM (#43087713)
Well, now their job is to keep up the illusion until they have cashed out or offloaded the investment to somebody else.
Re:Grok3 Launch by aprilthird2021 on Tuesday February 18, 2025 @06:17PM (#43096381)
This reminds me of a comedy sketch where a guy is interviewing for a job at a startup, finally gets to the last round and meets the founder, and he tells him the whole thing is an illusion for investors
Re:Grok3 Launch by fragmede on Wednesday February 19, 2025 @05:21AM (#43100576)
the bet is if they can produce ai that can replace a level of generic office worker. a bot that you can add to slack and give tasks to do.
Re:Grok3 Launch by bigbones on Tuesday February 18, 2025 @02:43AM (#43087048)
the IP rights holders have yet to bare their teeth. I don't think the outcome you suggest is clear at all, in fact I think if anything entirely the opposite is the most probable outcome. I've lost count of the number of technology epochs that at the time were either silently or explicitly dependent on ignoring the warez aspects while being blinded by the possibilities, Internet video, music and film all went through this phase. GPTs are just a new medium, and by the end of it royalties will in all likelihood still end up being paid to roughly the same set of folk as before

I quite like the idea of a future where the AI job holocaust largely never happened because license costs ate up most of the innovation benefit. It's just the kind of regressive greed that keeps the world ticking along and wouldn't be surprised if we ended up with something very close to this

Re:Grok3 Launch by beeflet on Tuesday February 18, 2025 @03:03AM (#43087171)
Good historical comparison, but I doubt it this time because there is plausible deniability that a model wasn't trained on a given piece of data.

Also, the pool of public domain data is always increasing, so the AI will eventually win in any case, even if we have to wait 100 years

Re:Grok3 Launch by bigbones on Tuesday February 18, 2025 @03:06AM (#43087182)
As I recall it, there was a time when copyright infringement on YouTube was so prolific that the rightsholders essentially forced creation of the first watermarking system that worked at massive scale. I do wonder if any corners of research are currently studying the attribution problem with the specific lens of licensing as its motivation
Re:Grok3 Launch by beeflet on Tuesday February 18, 2025 @03:12AM (#43087216)
Yeah that was the old Viacom vs Youtube days. Here is a great video if you have half an hour to spare: https://www.youtube.com/watch?v=qV2h_KGno9w . Pretty funny court case where it turns out viacom was violating their OWN copyright... set a massive precedent.

But one thing this reminds me of is the idea of a "trap street", something mapmakers used to do was put in false locations on their maps to prove that other mapmakers were copying them: https://en.wikipedia.org/wiki/Trap_street . I figure you could do something similarly adversarial with AI to pollute the public training data on the internet. IDK like adversarial attacks on image classifiers https://www.youtube.com/watch?v=AOZw1tgD8dA . With an LLM you could try to make them into a manchurian candidate.

Re:Grok3 Launch by tiahura on Tuesday February 18, 2025 @08:10AM (#43089052)
If your business model depends on the Roberts’ court kneecapping AI, pivot.
Re:Grok3 Launch by Ray20 on Tuesday February 18, 2025 @08:21AM (#43089144)
>I quite like the idea of a future where the AI job holocaust largely never happened because license costs ate up most of the innovation benefit.

Not quite realistic. You are talking about very huge benefits, in favor of which licenses will be abandoned. And who don't abandoned them... I mean you can look at the Amish settlements.

Re:Grok3 Launch by bigbones on Tuesday February 18, 2025 @01:43PM (#43093465)
I'd put solid money on Warner earning a few cents every time an AI girlfriend somewhere sings happy birthday within 10 years
Re:Grok3 Launch by kragen on Tuesday February 18, 2025 @11:35AM (#43091713)
An environment where royalties inflate the pricing of ChatGPT by orders of magnitude seems like an environment where hosted models would be at a big disadvantage against whatever you can manage to get running on a pile of Macs in your garage.
Re:Grok3 Launch by bobxmax on Tuesday February 18, 2025 @08:49AM (#43089428)
The vast majority of people couldn't care less about open source
Re:Grok3 Launch by jonlucc on Tuesday February 18, 2025 @09:36AM (#43089943)
If you're paying $200/month for something I can do with open source software and $10/month of compute, why wouldn't I offer you the service for $100/month? And then someone offer it for $50?

Not everyone has to know about, understand, or use open source solutions for it to open the field.

Re:Grok3 Launch by bobxmax on Tuesday February 18, 2025 @10:11AM (#43090390)
If you can do a $200/mo service for $10/mo, the closed source will reduce their prices to $15/mo and beat you

This is just a weird dichotomy you're introducing. Open source will introduce price pressure as any competition will - that doesn't mean you won't have a monopoly.

Re:Grok3 Launch by dauhak on Tuesday February 18, 2025 @10:48AM (#43090863)
If you have virtually no pricing power and have to drop your $200/mo to $15/mo that's a big deal if your $300bn valuation is implying that not happening, which is what OP's point is about

Idk what you mean by saying this doesn't preclude a monopoly - having your pricing power eroded by competition is kinda one of the key features of what a monopolistic market isn't

Re:Grok3 Launch by bobxmax on Wednesday February 19, 2025 @09:16PM (#43110292)
Not at all. Monopolies don't imply an anti-rigid price curve. In fact, monopolies almost never have that.

A monopoly means a company has enough leverage to corner and disproportionately own the market. This is entirely possible (and usually the case) even with significant pricing pressure.

Re:Grok3 Launch by gopher_space on Tuesday February 18, 2025 @03:24PM (#43094572)
I think you're both missing a bigger picture. How many of these services can now be replicated in-house by a single developer? Which part of the service actually costs money once that dev deconstructs the process?

Feels like I won't be paying for anything that isn't real-time. And that any time delay I can introduce in my process will come with massive savings. Picture hiding the loading of loot info behind a treasure chest opening animation in a game, except that time difference means you can pull all the work in-house.

Openrouter.ai seems like a step in the right direction but I'd want to do all their calculations myself as well as factor in local/existing gear in a way they don't.

Re:Grok3 Launch by Mekoloto on Wednesday February 19, 2025 @06:35AM (#43100986)
Right now you can't run it that cheap at home.

You need to pay energy bill, do the update/upgrade and you need to build a LLM rig.

Nvidias Digits Project could be very interesting, but this box will cost 3k.

We are a lot closer to running it at home than i assumed we would but plenty of people prefer SaaS over doing stuff themselves.

Re:Grok3 Launch by nkozyra on Tuesday February 18, 2025 @09:59AM (#43090249)
That's true, but if someone sells you a one-time-purchase box/gadget/phone that will do a snapshot SOTA work and not cost you $20-$200/mo in subscriptions, a lot of people would be in.

Right now the average person has to go through a vendor with a web app, there's not a lot of room for the public to explore.

Things could change in a hurry.

Re:Grok3 Launch by guax on Tuesday February 18, 2025 @09:43AM (#43090024)
They don't seem to care about Ai either. The vast majority of people care about the value they're getting, companies care abut open source because its usually free.

I don't think we expect a company to exist solely making a proprietary web server anymore and be a behemoth of 300B. OpenAi might end up at the same model as Nginx or Docker if they don't pivot or find a different model.

Re:Grok3 Launch by thefourthchime on Tuesday February 18, 2025 @02:03PM (#43093715)
Exactly. I use GPT4o for nearly everything, and occasionally, I'll need o1. For 95% of what I do, it's already good enough.
Re:Grok3 Launch by ddxv on Tuesday February 18, 2025 @01:52AM (#43086777)
Yep, seeing Grok come out I'm just so glad there are free alternatives that aren't behind paywalls.
Re:Grok3 Launch by qingcharles on Tuesday February 18, 2025 @01:56AM (#43086792)
I've spent the last hour testing it and I'm blown away. And this is coming from a very hardcore user of OpenAI/Claude products on a daily basis.

It passed every goofy test I have for writing articles which involves trying to surface arcane obscure details. (it certainly means however they are scraping the Web they are doing a good job here)

It made the database code I wrote over the last week with o3/o1/GPT4o/Claude3.5 look like a joke.

It fills me with rage over who owns this thing.

Even if people tank Tesla's car business and run Twitter into the ground, I think our new Galactic Edgelord is going to win his first trillion on xAI and Teslabots anyway.

btw: it tried to charge me $40/mo for this thing: https://imgur.com/a/QXslgBo

Re:Grok3 Launch by RobinL on Tuesday February 18, 2025 @03:22AM (#43087273)
Apologies for possibly stupid question but where can you use it right now? Just on 'direct chat' on https://lmarena.ai/ or is there a better alternative? Or do you have early access?
Re:Grok3 Launch by int_19h on Tuesday February 18, 2025 @03:51AM (#43087491)
You need an X Premium Plus subscription on Twitter.
Re:Grok3 Launch by qingcharles on Tuesday February 18, 2025 @03:27AM (#43087308)
I was using it on grok.com, logged in via a Twitter account. But I notice it just got added to the Grok tab on Twitter a moment ago.

Also, the "Deep Search" button was not available when it first went live, so I'm retesting everything again with this feature enabled, which I assume is a reasoning version of the same model.

Re:Grok3 Launch by giancarlostoro on Wednesday February 19, 2025 @10:16AM (#43102965)
One neat feature is you can use Grok on any tweet, its helped me find context to obscure tweets many times over, very quickly.
Re:Grok3 Launch by jug on Tuesday February 18, 2025 @07:51PM (#43097163)
Hopefully, you’ll be able to avoid the whole X Premium Plus thing in the near future with OpenRouter. It’ll still use xAI backend but via your OpenRouter API key. Then you can use it with any web or mobile app that supports OpenRouter.

Personally, I wouldn’t use it though. What’s going on with Elon Musk right now is completely insane. I hope to see OpenAI’s GPT-4.5 & GPT-5 releases to catch up soon, if nothing else. Announced for this year.

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @02:39AM (#43087012)
If he's so successful why do people keep doubting his abilities to lead a team that audits the government.
Re:Grok3 Launch by mnewme on Tuesday February 18, 2025 @02:42AM (#43087039)
Because running a company is different to running a state and we doubt his intentions, not his skills.

Someone that is not elected gets 8mill/day from the government now overseas the government with some 20-year old fanatics that can’t even put up a secure website for DOGE?

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @03:58AM (#43087534)
Yeah, most of the government isn't elected, that's how it works. You only vote for 3 roles in the Federal government (I guess 4 if you count the veep). The rest of them are hired.
Re:Grok3 Launch by mnewme on Tuesday February 18, 2025 @05:47AM (#43088174)
Yes but in most modern societies we have laws against conflict of interest…
Re:Grok3 Launch by addandsubtract on Tuesday February 18, 2025 @06:11AM (#43088271)
Being appointed is still different from being hired. It's a process that includes oversight and background checks.
Re:Grok3 Launch by givinguflac on Tuesday February 18, 2025 @07:08AM (#43088620)
“Outside of that, everyone is hired / appointed.”

Tell me you don’t know how the US government works without telling me you don’t know how the US government works, why don’t you?

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @08:19AM (#43089113)
Article II, Section 2, Clause 2 of the US Constitution:

""[The President] shall nominate, and by and with the Advice and Consent of the Senate, shall appoint Ambassadors, other public Ministers and Consuls, Judges of the supreme Court, and all other Officers of the United States, whose Appointments are not herein otherwise provided for, and which shall be established by Law: *but the Congress may by Law vest the Appointment of such inferior Officers, as they think proper, in the President alone, in the Courts of Law, or in the Heads of Departments.*"

Emphasis on the last sentence. There have been a plethora of such vestments in the Executive branch over the decades.

5 U.S.C. § 105 - This statute authorizes the creation of "necessary agencies" within the Executive Office, giving the President flexibility to establish entities like the USDS and staff them as needed, subject to funding.

5 U.S.C. § 3101 - This law states that "each Executive agency" (including the EOP) "may employ such number of employees ... as Congress may appropriate for." It implies broad authority to hire staff, with Congress controlling the budget but not necessarily the individual appointments.

Excepted Service Authority (5 U.S.C. § 3301 and Schedule A) - Under 5 CFR § 213.3102, agencies like the OMB can use Schedule A hiring authority for positions requiring specialized skills (e.g., tech expertise) that aren’t practical to fill through standard civil service exams.

This authority, delegated by Congress via the Civil Service Reform Act of 1978 (Public Law 95-454) and regulations from the Office of Personnel Management (OPM), allows the President (or OMB leadership) to appoint USDS personnel directly.

Term Appointments - Many roles are temporary or term-limited (e.g., 2-4 years), often filled by detailees from other agencies or private-sector experts. These don’t require Senate confirmation because they aren’t permanent "officers." This flexibility is supported by 5 U.S.C. § 3161, which allows temporary organizations within the executive branch to hire staff for specific projects.

Re:Grok3 Launch by givinguflac on Tuesday February 18, 2025 @10:53AM (#43090939)
Thanks, I’ve read the constitution too. Ever heard of congress, full of elected officials? Or the senate? Your claim that there are so few elected officials is patently absurd.
Re:Grok3 Launch by derektank on Tuesday February 18, 2025 @03:23AM (#43087284)
Because he and his organization have demonstrated ignorance of the services he's not only auditing, but making pretty substantial cuts to. One example I'm familiar with, cutting up to 10% of the personnel to the Technology Transformation Services at GSA is quite likely to reduce the efficiency of both government and private sector government contractors.

https://news.ycombinator.com/item?id=43037624

Re:Grok3 Launch by FreeRadical on Tuesday February 18, 2025 @03:03AM (#43087168)
Success doesn’t imply honesty, good faith or absence of bias. You already know this.
Re:Grok3 Launch by agubelu on Tuesday February 18, 2025 @03:11AM (#43087208)
Because he owns companies that contract with the government and are affected by its policies. It's the very definition of a conflict of interest.

And he's not even "auditing" the government. When you're auditing, you emit a report that the audited party later analyzes and acts upon. He's been given freeway to fire government workers as he pleases as if he's an elected officer, which he's not.

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:02AM (#43087568)
Washington has been known for revolving doors among particular industries for quite a few decades! Why the hoopla over this one?

They are auditing as part of their process of cutting costs. They're literally tracing trillions of dollars in financial records.

He's doing everything he's doing by executive order of the President of the United States, who was elected.

Re:Grok3 Launch by ddxv on Tuesday February 18, 2025 @05:36AM (#43088115)
I'm sure he's trying his best. But I don't doubt that, even if not doing it on purpose, he will mostly cut departments and services that do not hurt him or indirectly benefit any of his many businesses.

He, a single person, has far too much control of our system.

Re:Grok3 Launch by Mekoloto on Tuesday February 18, 2025 @07:16AM (#43088674)
Lets just then let it slide?

Thats not how it works.

Btw. i think having the richest man in the world in his current position is very very unique.

Re:Grok3 Launch by viraptor on Tuesday February 18, 2025 @07:34AM (#43088777)
> He's doing everything he's doing by executive order of the President of the United States, who was elected.

And already has a number of lawsuits started because he's trying to do things neither he nor the president are allowed to do. Getting an EO to do something doesn't mean it's automatically legal. Multiple big decisions have already been reverted or are held until judges can review them. Even things like the promised payout for quitting are not practical, because only congress can approve the money for that.

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @08:31AM (#43089232)
There's lawsuits naturally as lawfare is a normal part of modern politics. All the laws necessary to do payouts for voluntary separation already exist, as long as it fits within the budgetary appropriations already set by Congress.
Re:Grok3 Launch by viraptor on Tuesday February 18, 2025 @02:10PM (#43093781)
Correct and this one didn't. Legal Eagle posts good summaries of the actual legal failures of those.
Re:Grok3 Launch by KeplerBoy on Tuesday February 18, 2025 @03:40AM (#43087423)
Because people have different opinions on which things the government should spend on. The objective function to optimize for is disputed.
Re:Grok3 Launch by MaxGripe on Tuesday February 18, 2025 @03:03AM (#43087165)
I think they just don’t like him for political views and they feed themselves with mainstream media
Re:Grok3 Launch by agubelu on Tuesday February 18, 2025 @03:13AM (#43087222)
You should be more respectful of other people's intelligence. Not everyone who disagrees with you is brainwashed.
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:05AM (#43087585)
That was a perfectly respectable critique.
Re:Grok3 Launch by concordDance on Tuesday February 18, 2025 @03:49AM (#43087485)
I think a lot of that comes from people thinking the eye-catching memorable views they've read are the most common views. When they're really not and are mire likely just the views of the most passionate 1%.
Re:Grok3 Launch by MaxGripe on Tuesday February 18, 2025 @07:30AM (#43088754)
I used to play a lot of RPGs, and I believe that intelligence and wisdom are two separate traits. Not everyone who’s smart is actually wise.
Re:Grok3 Launch by croes on Tuesday February 18, 2025 @03:24AM (#43087286)
Because he brought coders to a financial audit.

Wrong tools.

Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:03AM (#43087572)
I disagree. I believe engineers are generally smarter than accountants.
Re:Grok3 Launch by steve_adams_86 on Tuesday February 18, 2025 @04:24AM (#43087692)
But are they well-versed in the things accountants specialize in? Is there a possibility that not every programmer can be a good accountant, or that accountants know things you're unaware of when you wrote that statement?
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:43AM (#43087828)
Even better, they're well versed in things that accountants aren't. When you're auditing trillions of dollars in spending, it helps to have software, data science and analytics experts that can use modern tools beyond COBOL written 62 years ago.

They can use data processing, detect anomalies better, leverage AI models, automate data extraction from analog records, ingest unstructured data like emails and memos, build complex financial dependency graphs, detect leaks, build custom scrapers, etc etc.

I'm sure there's at least one accountant in the loop, but you really want the team to consist mostly of data nerds.

Re:Grok3 Launch by steve_adams_86 on Tuesday February 18, 2025 @04:56AM (#43087909)
What about GAAP/IFRS? How do you endow these software engineers with knowledge of common patterns of fraud or leaks so they can actually write the correct software to find them automatically? How do they identify material misstatements?

You also seem confused; COBOL might be used, but it isn't the only tool available to accountants working for the government. COBOL is a straw-man. What you're describing here—software engineers who presumably have training in accounting—already exists, and they work inside and out of the government. This is an existing career path.

You're speaking about this as though you know a better way to do something, but it's already happening, and has been for years. Accountants aren't writing 62 year old programming languages waiting to die in their chairs while the world continues to progress without them.

Accounting just about anywhere you find it is already accomplished by accountants, some of them technically trained, as well as data scientists and software engineers. It's an interdisciplinary collaboration in any serious organization.

Re:Grok3 Launch by rgavuliak on Tuesday February 18, 2025 @05:41AM (#43088147)
As a person who works with data and has done both consulting and product building in Data Science and lack of domain knowledge is what makes or breaks the end result. Too often do technical people think they know better and then build mediocre solutions that don't get used.
Re:Grok3 Launch by steve_adams_86 on Tuesday February 18, 2025 @01:49PM (#43093546)
If technical people were so good at these things, technical people would have a hell of a lot more successful startups for one thing.
Re:Grok3 Launch by 42lux on Tuesday February 18, 2025 @06:10AM (#43088267)
Let me guess you are an engineer?
Re:Grok3 Launch by croes on Tuesday February 18, 2025 @06:22AM (#43088323)
Accounting isn't about being smart.
Re:Grok3 Launch by Philpax on Tuesday February 18, 2025 @07:29AM (#43088751)
Re:Grok3 Launch by viraptor on Tuesday February 18, 2025 @07:41AM (#43088823)
An audit accountant can ask an engineer to implement whatever is needed to achieve a goal they understand. An engineer with no finance background will have no idea where to start or what questions they can ask an accountant.

Or they will have absolutely no idea about the context and for example reveal secret information while they think they're just looking at money https://www.huffpost.com/entry/elon-musk-doge-posts-classifi...

Re:Grok3 Launch by tzury on Tuesday February 18, 2025 @06:09AM (#43088258)
“Figures don’t lie, but liars can figure”.

You can easily get drowned by a see of numbers and get confused and gaslighted, unless you don’t make sure all data is available and computable.

Not sure how this release, which impressive by all means transformed into an attack on DOGE which is the exact approach startups are taking to disrupt an industry.

Re:Grok3 Launch by croes on Tuesday February 18, 2025 @06:24AM (#43088338)
Because it's not their data.

How much disruption started with massive failures?

You don't start with a live system or did SpaceX put astronauts in therir first rockets?

Re:Grok3 Launch by simondotau on Tuesday February 18, 2025 @03:23AM (#43087278)
For the same reason I doubt Einstein's abilities as a painter. History is littered with the stories of smart people who tried to treat government dysfunction like corporate dysfunction and failed spectacularly.
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:10AM (#43087617)
Re:Grok3 Launch by simondotau on Tuesday February 18, 2025 @05:26AM (#43088063)
I would doubt Feynman's skill at parkour
Re:Grok3 Launch by ncallaway on Tuesday February 18, 2025 @02:54AM (#43087123)
Because oligarchs looting government funds for their own personal gain is good business but pretty fucking awful public policy.
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:12AM (#43087623)
Fixing the deficit is the opposite of looting, actually.
Re:Grok3 Launch by steve_adams_86 on Tuesday February 18, 2025 @04:28AM (#43087721)
There is no solid evidence of a path to fixing the deficit at the moment.

There is no evidence of this happening, nor of a serviceable plan to do so.

All recovered expenses, to date, add up to a laughably small amount, and are one-time cutbacks. The strategy shows signs of costing the government in unexpected ways as well.

Most governments of developed nations operate in more sensible ways with clearer plans than this. I won't claim they are looting, but it's absurd to suggest they are fixing the deficit at the moment. The economy appears to be getting worse, not better.

Re:Grok3 Launch by Hamuko on Tuesday February 18, 2025 @06:22AM (#43088329)
Let me guess: the deficit will be fixed without taking the axe to any contracts to Musk-affiliated companies like SpaceX.
Re:Grok3 Launch by btreecat on Tuesday February 18, 2025 @07:14AM (#43088657)
> Fixing the deficit is the opposite of looting, actually.

What evidence is there that the current moves will lead to "fixing the deficit?"

Illegally redistributing of appropriated spending could be easily understood as looting in most context. Not sure how this would be excluded.

Re:Grok3 Launch by ncallaway on Tuesday February 18, 2025 @11:06AM (#43091123)
> Fixing the deficit is the opposite of looting, actually.

I think this has two errors.

First, I don't agree that he's fixing the deficit. I think that's an assumption not in evidence. We'll see in a few years time, though. I'd be willing to bet in 4 years the deficit is > 0, and likely larger than it is today.

But let's assume arguendo that he is fixing the deficit. It's still possible to loot the treasury while fixing the deficit, which shows that they aren't actually the opposite.

Consider this example with completely made up numbers:

Before

- Revenue: $1T

- Defense Spending: $500B

- Benefits Spending: $1T

- Public Services Spending: $499.9B

- Government Contracts with Musk's Companies: $100M

The before scenario has $1T in revenue, and $2T in spending, for a deficit of $1T. Now, let's allow hypothetical Musk to have free-reign to "fix the deficit"

After

- Revenue: $800B

- Defense Spending: $300B

- Benefits Spending: $300B

- Public Services Spending: $100B

- Government Contracts with Musk's Companies: $100B

In this scenario the deficit has been reduced to $0, while Musk has enriched himself and his companies with $99.9B in government funds. This would be an extreme example of Musk looting the treasury, while still completely resolving the deficit.

Re:Grok3 Launch by lenkite on Tuesday February 18, 2025 @03:21AM (#43087268)
How is he "looting" government funds ?
Re:Grok3 Launch by ncallaway on Tuesday February 18, 2025 @11:11AM (#43091223)
The (unelected) richest person in the world, with a sprawling business empire that has many interactions with the federal government, has been given free-reign with no oversight to fire any federal workers that he wants and has usurped Congress' power of the purse by stopping Congressionally appropriated spending.

This creates numerous conflicts of interests and opportunities for self-dealing.

Consider a NASA employee that is awarding government contracts. They know all of the above. They have three bids in front of them. One from Boeing (lol), one from SpaceX, and one from Axiom Space. They NASA employee thinks the bid from Axiom Space is the best value and fits the requirements the best. But will they select them, or will they select SpaceX, knowing that they could be fired tomorrow by Musk's whim?

Repeat this scenario across every interaction any of Musk's companies have with the federal government.

This isn't a novel scenario. Putin's Russia is a great example of what happens when oligarchs are granted significant autonomy over organs of the government. It is a system designed to facilitate corruption.

You could assuage my concerns, though, by describing the ways that there is effective oversight over Musk, or by describing the anti-corruption anti-self-dealing measures that have been imposed on Musk. The Press Secretary gave a statement on this saying: "As for concerns regarding conflicts of interest between Elon Musk and DOGE, President Trump has stated he will not allow conflicts, and Elon himself has committed to recusing himself from potential conflicts." That...does not resolve my concerns.

Re:Grok3 Launch by FranzFerdiNaN on Tuesday February 18, 2025 @03:20AM (#43087266)
Because he is a nazi that was sieg heiling. He has no place in the government and should be shunned by all the world, unless you think 1942 Germany is something to admire.
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:05AM (#43087579)
Hi Franz, it's 2025. We beat the Nazis 80 years ago. It's time to move on to the 21st century.
Re:Grok3 Launch by btreecat on Tuesday February 18, 2025 @07:11AM (#43088640)
> Hi Franz, it's 2025. We beat the Nazis 80 years ago. It's time to move on to the 21st century.

Then why the hell are they still waving flags?

https://www.nbcnews.com/news/amp/rcna191304

Your bias is showing.

Re:Grok3 Launch by Rover222 on Tuesday February 18, 2025 @05:20AM (#43088037)
It's bizarre how many people believe that was literally meant as a Nazi salute.
Re:Grok3 Launch by fenomas on Tuesday February 18, 2025 @08:44AM (#43089372)
Rule of Goats.
Re:Grok3 Launch by FirmwareBurner on Tuesday February 18, 2025 @05:54AM (#43088206)
Nazis would incarcerate people into work camps and turn them into soap or hang them in public squares, kind of different than what Elon did. There's a pretty big gap between doing something in poor taste like Nazi salutes in public because you have the intellectual maturity of a 12 year old edge-lord on Xbox live seeking attention, and being an a actual Nazi committing crimes against humanity.

When everyone goes around calling everyone they hate a Nazi, it only desensitizes people to the real Nazi behavior, kind of like the boy who cried wolf, since there's people out there committing actual atrocities against humans going under the public radar because they never do the Nazi salutes on camera to not draw attention. So then the Nazi term starts to loose any meaning, kind of like the overuse of calling everything "woke" today.

The problem is people as a whole are retarded due to mob behavior and too focused on optics and only judge based on feelings rather than facts, that's how we have actual criminal Nazis going free under the radar while innocent people being swatted and doxxed because they said something right wing on social media. Not all Nazis today wear jackboots and do heils, plenty go about appearing like normal people in public, they could even be your neighbor, police officer or local congressman.

So save your anger for those people instead, as Elon is just a 3 year old throwing tantrums seeking attention, annoying but relatively harmless. If people stopped giving him so much attention, he'd stop doing it.

Re:Grok3 Launch by computerthings on Tuesday February 18, 2025 @06:49AM (#43088489)
Before the atrocities come other things, and you can't dismiss criticism of those things by what hasn't followed, yet. Trump already declared himself -- and anyone who breaks the law to "save the country" -- as above the Law and Musk reacted to that with enthusiasm. Sure, also "just trolling", they're not just ignoring the law and kicking down doors. Of course it's all limited by what one can get away with at any given time, but how much of that can be credited to those who keep trying to push the boundaries.

He said the far-right extremist AfD is "the only hope" for Germany. You can maybe tell other people on how they're not taking the Nazis seriously enough by not "saving their anger" until literally Holocaust; but not us. Americans may still be ho-humm about it, but as far as Germany is concerned, he wants to cross the Rubicon, and every single movement he makes or syllable he utters will be viewed with that in mind.

> If people stopped giving him so much attention, he'd stop doing it.

This is basically blaming the thing criticized on the people criticizing it.

Re:Grok3 Launch by Ray20 on Tuesday February 18, 2025 @07:50AM (#43088901)
>but as far as Germany is concerned

How cunningly you replace "circle of corrupt ruling German elites" with "Germany".

Re:Grok3 Launch by computerthings on Tuesday February 18, 2025 @10:35AM (#43090714)
If you want to make the argument that only "the corrupt elites" are against fascism, then make it. This route of pretending I "replaced" something in an argument you are not verbalizing is very tedious.
Re:Grok3 Launch by FirmwareBurner on Tuesday February 18, 2025 @07:31AM (#43088760)
>but not us

What makes you so sure/special in this regard? What are you gaining from this? If your were that enlightened as you claim, Germany wouldn't be in such a mess right now. If you only spent as much effort in securing your borders, energy independence and defence, as you spent lecturing others on imaginary Nazis and banning hate speech on social media, you'd be a respectable world power right now at the table with Trump and Putin ending this war before it even happened. The "we know better than you" arrogance is Germany's biggest problem.

>This is basically blaming the thing criticized on the people criticizing it.

It's not blaming, I'm just telling you what the simplest solution is. Ignoring attention seekers is better than giving them more attention. Which is why I'm also gonna ignore your future comments form now on.

Re:Grok3 Launch by computerthings on Tuesday February 18, 2025 @10:43AM (#43090804)
> What makes you so sure/special in this regard?

Germany? the scope of the discussion is already limited to the AfD. What makes Germans special in their opinions about Nazis in Germany to is deep experience and knowledge with the subject you are belittling. And I'm also not spending any time banning hate speech on social media, heh. Whatever chip on your shoulder you have about Germany I can barely even decipher and you're right, it's best to agree to disagree.

Re:Grok3 Launch by cess11 on Tuesday February 18, 2025 @02:58AM (#43087146)
The government puts money into his corporations, maybe you could elaborate on what extent said "success" is dependent on this relation?
Re:Grok3 Launch by chrisco255 on Tuesday February 18, 2025 @04:09AM (#43087611)
He bids for contracts just like anyone else and most of those contracts were won under Democrat presidents, but I digress. If you're saying government contractors can't work for the government, then you're going to have to explain the military-industrial complex to me.
Re:Grok3 Launch by steve_adams_86 on Tuesday February 18, 2025 @04:29AM (#43087728)
Government contractors can't work for the government in roles where there's a conflict of interest. Even in the MIC.
Re:Grok3 Launch by cess11 on Tuesday February 18, 2025 @05:18AM (#43088023)
I don't see the relevance.
Re:Grok3 Launch by belter on Tuesday February 18, 2025 @06:10AM (#43088266)
As he says in the video: He does nothing
Re:Grok3 Launch by Mekoloto on Tuesday February 18, 2025 @06:32AM (#43088382)
Look who builds it. Its not Musk. Its his money who bought smart people.

If he does to the USA Gov what he did to Twitter, he will destroy the brand, reduce the workforce by 80% and reduce the value by 80% too.

The issue with him is, tha tin Twitter, the affected people had money. A missed payment of USA can literaly kill people.

Re:Grok3 Launch by sebzim4500 on Tuesday February 18, 2025 @06:41AM (#43088432)
Do you believe that Elon regrets acquiring Twitter? Despite being constantly told how much we was fucking up, it seems to have worked out OK for him.
Re:Grok3 Launch by Mekoloto on Tuesday February 18, 2025 @07:18AM (#43088685)
Im pretty sure he doesn't like that he is not able to make it more successful but i don't believe he regrets it.

He would have regretted it if it wouldn't have played out (and this game he is currently playing, is not finished yet) like it currently does. He said in an interview that he puts everything on one card now.

Edit: Also he gets a lot of valuation due to him being a cult or whatever. From companies surviving the AI phase we are in right now, if he can't get the nazi people on his side to buy his stuff, he is a very high risk.

He destroyed twitters brand and bluesky emerged. He destroys Tesla and other car makers making ground. SpaceX needs a lot of subsidies and his goal for mars is only a cult topic not a financial success topic.

Re:Grok3 Launch by weavejester on Tuesday February 18, 2025 @09:27AM (#43089832)
It's lost 80% of it's value in 2 years, which usually isn't great. The most charitable view of X/Twitter is that it's now a propaganda platform that Musk doesn't mind taking a loss on in order to enact political change.
Re:Grok3 Launch by yuppii on Tuesday February 18, 2025 @07:53AM (#43088929)
No one doubts his abilities, and reasonable people are grateful for his work with DOGE and support of free speech. Unfortunately, this platform has become an echo chamber for mainstream media, merely repeating news and links from sources like verge/bbc/politico etc. This is just a bias in the user groups. Still, we should hopefully put politics aside and focus on more tech related subject in this website :)
Re:Grok3 Launch by dangus on Tuesday February 18, 2025 @11:17AM (#43091338)
It’s not a doubt of abilities, it’s a doubt of his interests aligning with the interests of US citizens.

Here is an unelected NAZI and ILLEGAL IMMIGRANT (worked illegally on a student visa) who did a seig heil at the presidential inauguration taking up an informal unconfirmed-by-congress department head role (DOGE is just US Digital Services renamed) and getting wide access to government systems, and seemingly firing thousands of government employees.

Billionaires, who should not exist, are so rich that they don’t need government services and would rather the government go away so they can make more money. But regular people do need a government, and that’s just one reason of many why Elon shouldn’t be anywhere near policy decisions.

Now, you might say I’m being dramatic. But I’ll say there is no criticism of this man is unfair. He is one of the world’s biggest hypocrites, along with the other MAGA Nazis in his camp.

[dead]
Re:Grok3 Launch by Mekoloto on Tuesday February 18, 2025 @07:23AM (#43088706)
Thats not how musk looks like at all :D

And lets see if Musk is pushing too many people too far. Everything he currently does can blow up in his face very fast

Re:Grok3 Launch by giancarlostoro on Tuesday February 18, 2025 @10:38AM (#43090748)
For whatever it is worth, I frequently enough see the devs asking for feedback, so I suspect, if you tweet about Grok, or reply to any of those threads, they definitely read them, even if they don't respond / interact. It shows. I've seen improvements based on feedback I see others make almost instantly.
Re:Grok3 Launch by Hamuko on Tuesday February 18, 2025 @03:17AM (#43087243)
>It's been said before but it is great news for consumers that there's so much competition in the LLM space.

Is it? Because it seems like a bunch of megacorps pirating every single copyrighted work available in digital format, spending an enormous amount of electricity (that is probably not 100% clean) to churn through them, and the end result we have a bunch of parrots that may or may not produce accurate results so that spammers can more effectively fill the Internet with crap.

Re:Grok3 Launch by thephyber on Tuesday February 18, 2025 @03:34AM (#43087356)
Quit being overly pedantic.

That statement is clearly in reference to the fact there are more than 2-3 companies constantly improving their models. You are referencing the fact that there is greater than zero models available.

Re:Grok3 Launch by croes on Tuesday February 18, 2025 @03:26AM (#43087301)
Who cares about benchmarks?

These things still cost me time because of hallucinations.

Re:Grok3 Launch by cheema33 on Tuesday February 18, 2025 @04:22AM (#43087684)
Humans hallucinate as well. Benchmarks count.
Re:Grok3 Launch by croes on Tuesday February 18, 2025 @06:22AM (#43088320)
But with less power consumption.
Re:Grok3 Launch by golergka on Tuesday February 18, 2025 @07:58AM (#43088962)
I'm willing to bet $100 that a human consumes at least 10x times energy than a latest LLama (picking the open source model so that it can be easily verified) to produce two pages of text. All of this "AI is destroying the environment and consuming too much power" is about total consumption, both training and inference. Inference itself is cheap and green.
Re:Grok3 Launch by croes on Tuesday February 18, 2025 @08:01AM (#43088996)
Yeah, too bad it’s about quality not quantity.
Re:Grok3 Launch by idiotsecant on Tuesday February 18, 2025 @08:52AM (#43089459)
Those goalposts just keep sliding
Re:Grok3 Launch by brulard on Tuesday February 18, 2025 @08:58AM (#43089506)
What percentage of humans produce high-quality text?
Re:Grok3 Launch by gkbrk on Tuesday February 18, 2025 @09:01AM (#43089534)
Less than half, and that's being generous.
Re:Grok3 Launch by golergka on Tuesday February 18, 2025 @10:36AM (#43090719)
We can control for quality too, of you want. A lot of real life uses for Chatgpt are really trivial. I regularly ask it for some basic recipes based on my groceries and likes, quality is basically 100% hits so far.
Re:Grok3 Launch by Mekoloto on Tuesday February 18, 2025 @07:24AM (#43088712)
It doesn't matter if it costs time.

It matters if it is better than what you have.

If it breaks a cup but is 10x cheaper than a human, go figer

Re:Grok3 Launch by ban-evader on Tuesday February 18, 2025 @08:15AM (#43089084)
You’re a very poor user of LLMs if they’re not a net time saver for you.
Re:Grok3 Launch by Cheer2171 on Tuesday February 18, 2025 @08:59AM (#43089518)
So the No True Scotsman fallacy of LLM productivity?
Re:Grok3 Launch by gdhkgdhkvff on Tuesday February 18, 2025 @09:29AM (#43089849)
Most people do see productivity gains from using LLMs correctly. Myself included. Just because some people don’t learn how to use them correctly doesn’t mean LLMs aren’t helpful. It’s like when internet search came out and a handful of laggards tried it once, failed to get the exact perfect result, and declared “internet search is useless”. Using a tool wrong is not evidence of the tool being useless, it’s evidence that you need to learn how to use the tool.
Re:Grok3 Launch by smeeger on Tuesday February 18, 2025 @09:49AM (#43090110)
hallucinations are literally the finger in the dam. if these models could sense when an output is well-founded and simply say “i dont know” otherwise… say goodbye to your job
Re:Grok3 Launch by gdhkgdhkvff on Tuesday February 18, 2025 @02:06PM (#43093748)
Googling a question and finding an incorrect answer every now and then doesn’t mean that googling is useless. It means that you need to learn how to use google. Trust but verify. Use it for scenarios where you aren’t looking for it to be the trusted fact checker. It excels at brainstorming, not at fact giving.
Re:Grok3 Launch by aprilthird2021 on Tuesday February 18, 2025 @06:58PM (#43096746)
I agree with your last sentence strongly, but a lot of the benchmarks are based on factual accuracy
Re:Grok3 Launch by gopher_space on Tuesday February 18, 2025 @02:40PM (#43094075)
> say goodbye to your job

How many times do you think I've heard that over the past three decades? And you know what? They've been right every time, except for this one little fact:

The machine cannot make you give a shit about the problem space.

Re:Grok3 Launch by CrimsonRain on Tuesday February 18, 2025 @05:01PM (#43095677)
It's a real issue! But only for people who built the habit of typing in address bar, clicking the first stack overflow link and copy paste the first answer. Maybe break that habit first?
Re:Grok3 Launch by esafak on Tuesday February 18, 2025 @09:32AM (#43089903)
It depends on what you're using it for, but you may well be holding it wrong.
Re:Grok3 Launch by adolph on Tuesday February 18, 2025 @12:52PM (#43092845)
Probably closer to "You're Holding It Wrong"
Re:Grok3 Launch by crocowhile on Tuesday February 18, 2025 @04:06AM (#43087593)
It's not good news when this competition comes at cost of a gigantic over inflated bubble, in which all the big players keep on sucking billions from investors without even having a business model.

This hype will burst sooner than later and will trigger yet another global recession. This is untenable.

Re:Grok3 Launch by qgin on Tuesday February 18, 2025 @06:18AM (#43088308)
The premise is that this ultimately replaces all intellectual and physical labor for the rest of time. It’s possible it becomes commoditized as soon as it exists, but in terms of investment dollars it’s either worth as much as you can spend or nothing at all.
Re:Grok3 Launch by pjc50 on Tuesday February 18, 2025 @07:58AM (#43088960)
> ultimately replaces all intellectual and physical labor for the rest of time

Sounds incredibly valuable, but in reality collapses into Butlerian Jihad fairly quickly when you have 90% unemployment.

Edit: if the claims are true, then this will be far more destabilizing than social media. What do elections mean when the AI-guided political parties are putting out AI press releases for the AI press summaries, which voters have read out to them through their AI? What happens when >50% of the voters ask the AI who they should vote for? You end up with an AI dictatorship where the levers of discontent are fake.

Re:Grok3 Launch by conartist6 on Tuesday February 18, 2025 @08:06AM (#43089022)
Yeah at some point it seems inevitable that if machines do all the work that creates real "value" and people have no comparable value, in a very practical sense we will all be slaves to machines
Re:Grok3 Launch by thrance on Tuesday February 18, 2025 @08:47AM (#43089400)
Like in Dune, we won't be slaves to the machines, but to the people owning the machines.
Re:Grok3 Launch by mwigdahl on Tuesday February 18, 2025 @09:27AM (#43089840)
"Once men turned their thinking over to machines in the hope that this would set them free. But that only permitted other men with machines to enslave them." -- Frank Herbert, _Dune_
Re:Grok3 Launch by kadushka on Wednesday February 19, 2025 @12:33AM (#43098911)
Are we free today? For example, I have to work for a living. If I don't, my family and I will be miserable. Let's just hope that future "men with machines" don't decide to kill the rest of us - I'm not sure what use we will be to them.
Re:Grok3 Launch by fragmede on Wednesday February 19, 2025 @04:53AM (#43100419)
Your choice is corporations, government, or billionaires. One of those is going to be the "men with machines" that has use for the rest of us.
Re:Grok3 Launch by qgin on Wednesday February 19, 2025 @09:52AM (#43102729)
I think this is the key change. We’re already beholden to a “machine” (the economy) that none of us completely understand or control or created explicitly. It has its own goals and tendencies that emerged from the complexity.

What AI and robotics does is actually create a machine that has no use for humans at all. Ñ

Re:Grok3 Launch by ben_w on Tuesday February 18, 2025 @01:28PM (#43093284)
> Sounds incredibly valuable, but in reality collapses into Butlerian Jihad fairly quickly when you have 90% unemployment.

But nobody really knows if that happens or not as a consequence, let alone quickly, because the transition itself only happened at all so far in fiction.

Whatever does happen, I think it's going to be a surprise to at a minimum 80% of the population.

Re:Grok3 Launch by Ray20 on Tuesday February 18, 2025 @08:03AM (#43089005)
I think business model there pretty simple: to be in the front line when AI will go into the category of landscape-changing trillion dollar technologies. And investors keep pouring their billions exactly for that business model.

>This hype will burst sooner than later and will trigger yet another global recession.

It seems to small of bubble for global recession. I mean if it is a bubble at all, there is all the reasons to believe that the strategy will work with a significant probability.

Re:Grok3 Launch by moduspol on Tuesday February 18, 2025 @08:31AM (#43089235)
IMO that's not really a business model. That's a hope that you can come up with one by being at (or near) the front of the pack if one materializes.
Re:Grok3 Launch by jsheard on Tuesday February 18, 2025 @09:35AM (#43089939)
See also: Meta's previous push into VR/AR/Metaverse. They spent a hundred billion to be at the front of the pack when that revolutionary world-changing paradigm-shift took off... which simply didn't happen.
Re:Grok3 Launch by crocowhile on Tuesday February 18, 2025 @10:45AM (#43090830)
That's a bit different though. META invested in a product that, as of now, as very little competition. The QUEST is sold at a slight loss but at least at an approachable price and to a volume that makes them the clear leader in the market at the moment. Moreover, their OS is open source. Clearly, what they want is to sell enough VRs to get the monopoly on the ecosystem and its apps (they basically want to make an Android play store for VRs). You may argue they are far but at least that's a clear business model.

OpenAI's business model was literally "we don't have one: we'll make AGI and we'll let AGI tell us how to make money". This is so idiotic it's not even a scam. xAI will compete on the same plane field. Not sure about Anthropic: they seem a bit more sane.

Re:Grok3 Launch by satvikpendem on Tuesday February 18, 2025 @01:34PM (#43093366)
Their Orion glasses are apparently mindblowing in fidelity as well as the lightness of the glasses. Someone will absolutely make the smart glasses paradigm work so that we don't need to carry around phones anymore, and Zuck is racing to be first. This is because he lost out on the platform wars and was at the mercy of Apple and Google; remember Apple's privacy update that killed much of Meta's revenue? Zuck doesn't want a repeat of that by owning his own platform.
Re:Grok3 Launch by AlchemistCamp on Tuesday February 18, 2025 @03:26PM (#43094602)
Seconded. I’m very excited for the day when/if their dev platform is opened up and it’s possible to access pass-through vision.

There’s a whole class of educational apps that could open up for people learning in the physical world. Whether it’s building physical things, sports or reading books or notes written in non-latin scripts... the impact will be enormous!

Re:Grok3 Launch by satvikpendem on Tuesday February 18, 2025 @03:30PM (#43094659)
The only thing I'm concerned about is it'd be another locked down platform, like Oculus / Quest already is, only now much more disruptive just like Apple's and Google's (to a smaller extent). I want something more like Windows Mixed Reality or Steam VR to succeed more.
Re:Grok3 Launch by idiotsecant on Tuesday February 18, 2025 @08:50AM (#43089438)
If that scenario comes to fruition, it's literally the only viable business model. Everyone else gets eaten alive .
Re:Grok3 Launch by moduspol on Tuesday February 18, 2025 @09:08AM (#43089615)
Apparently not. Apparently xAI can catch up in a year. And we already saw what happened with DeepSeek.

What does the scenario look like where everyone else gets eaten alive?

Re:Grok3 Launch by logicchains on Tuesday February 18, 2025 @09:52AM (#43090154)
xAI had the help of the world's richest and arguably the world's most powerful man; most other companies don't have that.
Re:Grok3 Launch by thegeomaster on Tuesday February 18, 2025 @09:32AM (#43089907)
Every bubble has a narrative.
Re:Grok3 Launch by bobxmax on Tuesday February 18, 2025 @08:34AM (#43089253)
ChatGPT is literally generating billions in revenue. Cursor is the fastest growing company of all time.

This lame HN trope of LLMs having no business model needs to die.

Re:Grok3 Launch by HarHarVeryFunny on Tuesday February 18, 2025 @12:19PM (#43092358)
What source(s) are there for cursor's growth rate/revenue ?
Re:Grok3 Launch by aprilthird2021 on Tuesday February 18, 2025 @06:56PM (#43096721)
Yeah I would be shocked to see that Cursor is the fastest growing company of all time by a good metric...
Re:Grok3 Launch by HarHarVeryFunny on Thursday February 20, 2025 @04:13PM (#43120275)
So, answering my own question, there is this.

https://sacra.com/research/cursor-at-100m-arr/

Sounds legit.

Re:Grok3 Launch by crocowhile on Tuesday February 18, 2025 @12:17PM (#43092318)
You are comparing apple with oranges. Cursor is not an LLM and yes, it has a business model. So does openrouter and million other applications that can switch API to the low bidder any moment.
Re:Grok3 Launch by latexr on Tuesday February 18, 2025 @08:56AM (#43089491)
> ChatGPT is literally generating billions in revenue.

It’s losing more billions than what it’s generating. Revenue does not equate profit.

https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-t...

Re:Grok3 Launch by spacebanana7 on Tuesday February 18, 2025 @09:17AM (#43089741)
True, but presence of significant revenue is still promising. It's much better to have an "expensive compute" problem than a "nobody wants to pay for the product" problem.
Re:Grok3 Launch by latexr on Tuesday February 18, 2025 @09:22AM (#43089786)
> It's much better to have an "expensive compute" problem than a "nobody wants to pay for the product" problem.

That is only true is your primary concern in life is personal wealth and you’re burning other people’s money.

Re:Grok3 Launch by spacebanana7 on Tuesday February 18, 2025 @09:38AM (#43089971)
YouTube is an optimistic example.

The bandwidth costs made it deeply loss making for a long time despite having loads of engagement and ad revenue. However over time they became more cost efficient at sending video over the internet and became profitable.

This strategy obviously doesn't always work, with WeWork being the canonical example. But it's not guaranteed to fail either.

Re:Grok3 Launch by crocowhile on Tuesday February 18, 2025 @10:46AM (#43090846)
YouTube did not have competitors and certainly not open source competitors.
Re:Grok3 Launch by sebzim4500 on Tuesday February 18, 2025 @01:24PM (#43093247)
This is a bit before my time but I remember a bunch of competitors to YouTube. They just all sucked.
Re:Grok3 Launch by sebastiennight on Saturday February 22, 2025 @05:39PM (#43144009)
I was there when YouTube became a thing, and I was running a music video-hosting website that I had built myself (on top of phpBB, even). We were encoding videos in Windows Media and RealPlayer formats.

There were LOTS of funded competitors to YouTube between 2006 and 2009, including Viddler (who paid Gary Vaynerchuk a small fortune to host his WineLibraryTV show there exclusively), DailyMotion (which is still alive today, although no longer a threatening contender), etc.

In 2009 I had a coaching business and was buying marketing courses and software which would deploy your videos across 40+ different video websites (including Google Video which was a separate thing until they acquired YouTube and merged those), and YouTube wasn't yet amounting to 50% of our video traffic.

I think you might be mistaken with the bold statement above.

Re:Grok3 Launch by athrowaway3z on Tuesday February 18, 2025 @10:53AM (#43090929)
YouTube's network effect creating a winner-take-most was recognized, pitched, and valued from the very start.

The capabilities of LLMs are impressive, but none of them have published an idea I consider to have the same potential for a trillion $ monopoly that the current hype looks like.

There are far more similarities with the dot-com hype.

No critical first mover advantage in sight. All parts are replaceable for the cheapest variant with little to no down side to users.

Re:Grok3 Launch by Gothmog69 on Tuesday February 18, 2025 @12:10PM (#43092225)
They bought youtube for 1.65 billion which is pennies on the dollar compared to what it is worth today.
Re:Grok3 Launch by latexr on Tuesday February 18, 2025 @12:33PM (#43092563)
Technically true, though in fairness it is unlikely the original owners would have gotten YouTube to where it is today. On the other hand there are companies who didn’t recognise they were nothing more than passing fads, refused buyouts, and crumbled.
Re:Grok3 Launch by bloomingkales on Tuesday February 18, 2025 @01:40PM (#43093437)
The monopoly is that no human can ever create anything again without AI. It’s the same psycho trap we put women in, where a vast majority of them will never feel comfortable without makeup.
Re:Grok3 Launch by athrowaway3z on Tuesday February 18, 2025 @02:43PM (#43094107)
You could have asked any one of the dozen available LLMs to review this comment.

Most of them would have responded by explaining what a monopoly is, and why this reply makes little sense.

Re:Grok3 Launch by bloomingkales on Tuesday February 18, 2025 @03:47PM (#43094894)
You don't have a monopoly on the word monopoly. I can use it in another sentence if you like, but I won't spell it out for you.
Re:Grok3 Launch by mike_hearn on Tuesday February 18, 2025 @04:20PM (#43095261)
It wasn't obvious at the time YouTube would have a network effect though. It was very dependent on coming up with a great recommendation algorithm, along with monetization and revenue sharing. At the time, YouTube didn't have anything like that, iirc.
Re:Grok3 Launch by athrowaway3z on Thursday February 20, 2025 @05:31AM (#43113146)
Even the basic front page of youtube was of immediate and obvious value to a creator, and would increase disproportionately in value the more people were on YouTube. The same goes for Amazon, and the same goes for Facebook.

All the LLM providers are - extremely useful - tools. Currently I can only see the 'non-monopoly' proportional improvement when their userbase grows from 100 to 1000.

But I might be wrong, and I wouldn't be surprised if in hindsight it will be obvious what the real disproportionate advantages there were to be found.

Re:Grok3 Launch by jsheard on Tuesday February 18, 2025 @09:43AM (#43090023)
Keep in mind that not only is OpenAI being directly propped up by investor hype, the downstream API users who contribute much of their revenue are also being propped up by investor hype. A big chunk of OpenAIs revenue is actually even more VC money in a trenchcoat.
Re:Grok3 Launch by mullingitover on Tuesday February 18, 2025 @01:27PM (#43093281)
The biggest marker of a bubble, to me, is that you have money-losing startups selling to other money-losing startups. On paper you see a lot of 'line go up' but it's just a lot of circulation in a closed body of water which will eventually evaporate.
Re:Grok3 Launch by holoduke on Tuesday February 18, 2025 @03:29PM (#43094653)
Uber doesn't agree
Re:Grok3 Launch by krainboltgreene on Tuesday February 18, 2025 @04:27PM (#43095328)
Uber is an outlier because in a functioning economy that valued workers we wouldn’t have shipped all our jobs overseas and made gig economies the last line between housing and street schizophrenia.
Re:Grok3 Launch by mechagodzilla on Tuesday February 18, 2025 @04:29PM (#43095342)
Uber's revenue was never coming from other food delivery startups.
Re:Grok3 Launch by CraigRood on Tuesday February 18, 2025 @10:49AM (#43090881)
I'm not sure how promising? I can't help but see how easy it would be to change API endpoints to a different platform.
Re:Grok3 Launch by iteratethis on Tuesday February 18, 2025 @06:33PM (#43096513)
It's loss-making at current usage, and usage per user will exponentially grow.
Re:Grok3 Launch by 1shooner on Tuesday February 18, 2025 @11:03PM (#43098433)
>True, but presence of significant revenue is still promising.

If started selling 5 dollar bills for 1 dollar, I could generate a lot of revenue with $150B. You wouldn't believe the demand we would see for $5 bills.

Re:Grok3 Launch by bobxmax on Tuesday February 18, 2025 @10:10AM (#43090375)
As did almost every large tech company today. Amazon lost money for decades.

Are we really still doing this nonsense? If Open AI wanted to become profitable they could do it inside of 12 months - growing companies don't care about profitability (nor should they)

Re:Grok3 Launch by athrowaway3z on Tuesday February 18, 2025 @11:04AM (#43091103)
You're way too smug for spewing what is clearly survivorship-bias.

All currently known profitable use-cases are competing on price. All the unicorn examples you're biased for had in their pitch deck the network effect of being the largest.

OpenAI, Grok, etc, have shown no unique value prop or an idea with monopoly potential.

Re:Grok3 Launch by jonas21 on Tuesday February 18, 2025 @01:54PM (#43093598)
They're still early on the growth curve where there's enough opportunity for future growth that investing in scaling and improvement is more important than turning an immediate profit.

Remember when everyone on HN was sure Uber would never be profitable? Or Tesla? Or Amazon?

Re:Grok3 Launch by devin on Tuesday February 18, 2025 @02:33PM (#43094010)
I do remember that, and I would say that they are still largely correct. Tesla needed government subsidies, Amazon needed AWS, and Uber needed a pandemic and Uber eats. The core businesses that HNers were referring to are still weak.
Re:Grok3 Launch by krainboltgreene on Tuesday February 18, 2025 @04:29PM (#43095341)
Tesla needs government subsidies. Uber needs a broken economy.
Re:Grok3 Launch by LorenDB on Tuesday February 18, 2025 @08:54AM (#43089477)
OpenAI is losing money on their $200/mo (!!) Pro subscription[0].

[0]: https://www.theregister.com/2025/01/06/altman_gpt_profits/

Re:Grok3 Launch by sebzim4500 on Tuesday February 18, 2025 @01:25PM (#43093260)
But making money off their subscriptions in general. They lose it all training models and on R&D
Re:Grok3 Launch by mullingitover on Tuesday February 18, 2025 @01:30PM (#43093312)
I wonder how long it'll last. Just using myself as a demo customer: I canceled my subscription because Google AI Studio was doing more for me, and it's free. OpenAI is not really competitive at $20 a month anymore.
Re:Grok3 Launch by sebzim4500 on Tuesday February 18, 2025 @05:40PM (#43096039)
Yeah not sure. I cancelled a while ago but I subscribed again once o1-preview came out and now o3-mini exists I still find it useful.

Of course, they are clearly cooking something or they wouldn't have just published a benchmark in which they do badly.

Re:Grok3 Launch by Hamuko on Tuesday February 18, 2025 @08:37AM (#43089287)
Revenue or profit? WeWork at a time also did billions in revenue.
Re:Grok3 Launch by phillipcarter on Tuesday February 18, 2025 @08:50AM (#43089437)
WeWork trapped themselves into a real estate hole, selling services for less than they rented property for.

OpenAI is currently in an explicit non-profit seeking mode using a technology that we have demonstrated 10-100x or greater decreases in compute to achieve the same outcomes.

This is not a declaration that OpenAI will become wildly profitable. This is just me saying that these aren't comparable companies.

Re:Grok3 Launch by linuxftw on Tuesday February 18, 2025 @09:15AM (#43089717)
WeWork was a scam to enrich the founders of the company. They owned or had interests in many of the properties that WeWork leased from. I'm surprised no one was thrown in prison.
Re:Grok3 Launch by ben_w on Tuesday February 18, 2025 @09:20AM (#43089770)
Lots of people dervive great value from things that are too easily reproduced to be directly profitable.

Google gives everyone free access to a good spreadsheet tool, even though Microsoft Office exists.

Web browsers are free, despite the value of the entire internet.

Compilers are free, despite the value of all software collectively.

LLMs being really valuable doesn't automatically mean anyone can get rich from them.

I think everyone last year parroting "moat!" was cringe (like Altman of all people wouldn't know about this already, c'mon), but you do actually need something that other people don't have. I expect Altman's already got stuff in mind, but he's hardly the only one, and that means it's a game of "which multibillionaire with lots of experience building companies will win?", and that's hard for non-skilled normies (in this case incluing me) to guess.

Re:Grok3 Launch by KKKKkkkk1 on Tuesday February 18, 2025 @12:44PM (#43092725)
HN has turned into the Slashdot of the 2000s. No wireless? Less space than a Nomad? Lame.
Re:Grok3 Launch by jedberg on Tuesday February 18, 2025 @01:25PM (#43093259)
I suspect a lot of the active users on HN today don't remember Slashdot of 2000...
Re:Grok3 Launch by fragmede on Tuesday February 18, 2025 @03:05PM (#43094360)
HN already had its ipod moment back in 2007. /.'s ipod moment was in 2001, not as longer before that as I would have guessed.

Re: Dropbox, from a well known user. It didn't age well and we've been asked not to repeat it because it makes the author with connections to this site's operator look bad.

> 1. For a Linux user, you can already build such a system yourself quite trivially by getting an FTP account, mounting it locally with curlftpfs, and then using SVN or CVS on the mounted filesystem. From Windows or Mac, this FTP account could be accessed through built-in software.

https://news.ycombinator.com/item?id=8863

the controversy: https://news.ycombinator.com/item?id=27067281

Re:Grok3 Launch by giancarlostoro on Wednesday February 19, 2025 @10:20AM (#43103016)
> Cursor is the fastest growing company of all time.

I assume you're referring to this:

https://sacra.com/research/cursor-at-100m-arr/

It went from 10M MRR to 100M

Re:Grok3 Launch by jimbokun on Tuesday February 18, 2025 @01:43PM (#43093471)
The dot com bubble wiped out many billions of dollars in valuation.

The dot com bubble also gave us the most valuable companies in history, like Google, Apple, Amazon, Facebook, etc.

Re:Grok3 Launch by rukuu001 on Tuesday February 18, 2025 @02:54PM (#43094227)
It’s a battle royale. Whoever lasts longest gets to profit at leisure
Re:Grok3 Launch by rendang on Tuesday February 18, 2025 @05:55PM (#43096186)
The big companies could crash significantly, but if the technology keeps bringing productivity gains, it will have a big positive impact on GDP over the next decade
Re:Grok3 Launch by LightBug1 on Tuesday February 18, 2025 @04:54AM (#43087897)
Maybe ... but competition in the form of a product I would never use, due to it's association with the world's biggest douche, is of limited value.
Re:Grok3 Launch by wyclif on Tuesday February 18, 2025 @08:51AM (#43089444)
Nobody except a small clique of boring Elon-hating nerds cares you won't use it.
Re:Grok3 Launch by theshackleford on Tuesday February 18, 2025 @09:12AM (#43089681)
> small clique

Whatever helps you sleep at night I suppose.

Re:Grok3 Launch by Refusing23 on Tuesday February 18, 2025 @07:28AM (#43088742)
benchmarks dont show the quality or 'correctness' of the response though.
Re:Grok3 Launch by sejje on Tuesday February 18, 2025 @11:51AM (#43091958)
What do they show?
Re:Grok3 Launch by raincole on Tuesday February 18, 2025 @01:27PM (#43093278)
If you mean this particular benchmark, it shows how much people like the responses a LLM gives.
Re:Grok3 Launch by SecretDreams on Tuesday February 18, 2025 @08:10AM (#43089053)
Probably bad news for the vendors, though. I genuinely struggle to see how most of these LLM companies are going to monetize and profit off their efforts with LLMs already in commodity territory. Government contracts can only flow for so long?
Re:Grok3 Launch by k__ on Tuesday February 18, 2025 @08:17AM (#43089095)
Yes, I couldn't have imagined that in the end, the AI wrappers are where the money is.
Re:Grok3 Launch by tpm on Tuesday February 18, 2025 @08:30AM (#43089221)
What if the money isn't there either? What if this AI thing lowers costs of everything it touches without generating meaningful financial returns itself?
Re:Grok3 Launch by ineedasername on Tuesday February 18, 2025 @09:09AM (#43089633)
Lowering costs is pretty valuable. People will pay for that. Everyone will pay for that. It may be that margins go razor thin but outside of running your own instance locally (which is increasingly viable for mid quality & requirements on modest HW) people will pay. I’m not surrounded by early adopter types at all abd there’s still a small but growing chunk paying $20/mo right now.
Re:Grok3 Launch by tpm on Tuesday February 18, 2025 @09:15AM (#43089716)
> It may be that margins go razor thin

That's what I mean. One example are PV panels, they are making energy production cheaper, so their producers should be good investment right? No they go bust all the time because prices are falling and margins are thin even if the volume grows. Of course the economies of scale here are different but still.

Re:Grok3 Launch by cuuupid on Tuesday February 18, 2025 @08:24AM (#43089169)
Government contracts are so big a few of them can sustain a F500 company; for AI, many CDAO contracts are 50-500MM$. If they do a big SI project with it, could be 1-2B$. Money is also guaranteed over 5 years and if the program doesn't get shuttered, the contract will renew at that point (or go to recompete).

That being said it's my understanding that these companies don't have many huge contracts at all -- you can audit this in like 10 minutes on FPDS. Companies need a LOT of capital, time, and expertise to break into the industry and just compliance audit timelines are 1-4 years right now, so this could definitely change in the next couple years.

Re:Grok3 Launch by antupis on Tuesday February 18, 2025 @08:26AM (#43089190)
Like always through ads.
Re:Grok3 Launch by KingMob on Tuesday February 18, 2025 @09:11AM (#43089663)
> Government contracts can only flow for so long?

I wouldn't bet on that, given the undemocratic influence Grok's owner has in government.

Re:Grok3 Launch by throw16180339 on Tuesday February 18, 2025 @05:56PM (#43096195)
My guess is that Elon will soon announce that Doge is replacing the fired government workers with Grok AI.