“LLMs such as they are, will become a commodity; price wars will keep revenue low. Given the cost of chips, profits will be elusive,” Marcus predicts. “When everyone realizes this, the financial bubble may burst quickly.”
Please let this happen
Market crash and third world war. What a time to be alive!
Huh?
The smartphone improvements hit a rubber wall a few years ago (disregarding folding screens, that compose a small market share, improvement rate slowed down drastically), and the industry is doing fine. It’s not growing like it use to, but that just means people are keeping their smartphones for longer periods of time, not that people stopped using them.
Even if AI were to completely freeze right now, people will continue using it.
Why are people reacting like AI is going to get dropped?
Because in some eyes, infinite rapid growth is the only measure of success.
People pay real money for smartphones.
People pay real Money for AIaaS as well…
Hope?
Because novelty is all it has. As soon as it stops improving in a way that makes people say “oh that’s neat”, it has to stand on the practical merits of its capabilities, which is, well, not much.
I’m so baffled by this take. “Create a terraform module that implements two S3 buckets with cross-region bidirectional replication. Include standard module files like linting rules and enable precommit.” Could I write that? Yes. But does this provide an outstanding stub to start from? Also yes.
And beyond programming, it is otherwise having positive impact on science and medicine too. I mean, anybody who doesn’t see any merit has their head in the sand. That of course must be balanced with not falling for the hype, but the merits are very real.
I wish just once we could have some kind of tech innovation without a bunch of douchebag techbros thinking it’s going to solve all the world’s problems with no side effects while they get super rich off it.
… bunch of douchebag techbros thinking it’s going to solve all the world’s problems with no side effects…
one doesn’t imagine any of them even remotely thinks a technological panacaea is feasible.
… while they get super rich off it.
because they’re only focusing on this.
Oh they definitely exist. At a high level the bullshit is driven by malicious greed, but there are also people who are naive and ignorant and hopeful enough to hear that drivel and truly believe in it.
Like when Microsoft shoves GPT4 into notepad.exe. Obviously a terrible terrible product from a UX/CX perspective. But also, extremely expensive for Microsoft right? They don’t gain anything by stuffing their products with useless annoying features that eat expensive cloud compute like a kid eats candy. That only happens because their management people truly believe, honest to god, that this is a sound business strategy, which would only be the case if they are completely misunderstanding what GPT4 is and could be and actually think that future improvements would be so great that there is a path to mass monetization somehow.
That’s not what’s happening here. Microsoft management are well aware that AI isn’t making them any money, but the company made a multi billion dollar bet on the idea that it would, and now they have to convince shareholders that they didn’t epicly fuck up. Shoving AI into stuff like notepad is basically about artificially inflating “consumer uptake” numbers that they can then show to credulous investors to suggest that any day now this whole thing is going to explode into an absolute tidal wave of growth, so you’d better buy more stock right now, better not miss out.
Yeah my management was all gungho about exploiting AI to do all sorts of stuff.
Like read. Not generative AI crap, but read. They came to us and said quite literally: “how can we use something like ChatGPT and make it read.”
I don’t know who or how they convinced them to use something that wasn’t generative AI, but it did convince me that managers think someone being convincing and confident is correct all the time.
No no, I disagree I think that shoving AI into all these apps is a solid plan on their behalf. People are going to stop recall and shut it off. So instead they put AI components into every app, It now has the right to overview everything you’re doing and every app collects data on you sending it home to update their personalized models for you so they can better sell you products.
True, they just sell it to their investors as a panacea
Some are just opportunists, but there are certainly true believers — either in specific technologies, or pedal-to-the-metal growth as the only rational solution to the world’s problems.
Andreessen is pretty open about it: https://a16z.com/the-techno-optimist-manifesto/
I think Andreessen is lying and the “techno optimist manifesto” is a ruse for PR.
a16z has been involved in various crypto pump and dumps. They are smart enough to know that something like “play to earn” is not sustainable and always devolves into a pyramid scheme. Doesn’t stop them from getting in early and dumping worthless tokens on the marks.
The manifesto honestly reads like it was written by a teenager. The style, the tone, the excessive quotes from economists. This is pretty typical stuff for American oligarch polemics, no?
Soooo… Without capitalism?
Pretty much.
Of course most don’t actually even believe it, that’s just the pitch to get that VC juice. It’s basically fraud all the way down.
No shit. This was obvious from day one. This was never AGI, and was never going to be AGI.
Institutional investors saw an opportunity to make a shit ton of money and pumped it up as if it was world changing. They’ll dump it like they always do, it will crash, and they’ll make billions in the process with absolutely no negative repercussions.
Then what is this I’m feeling if it’s not AGI? 🤔
Maybe GERD?
Turns out AI isn’t real and has no fidelity.
Machine learning could be the basis of AI but is anyone even working on that when all the money is in LLMs?
I’m not an expert, but the whole basis of LLM not actually understanding words, just the likelihood of what word comes next basically seems like it’s not going to help progress it to the next level… Like to be an artificial general intelligence shouldn’t it know what words are?
I feel like this path is taking a brick and trying to fit it into a keyhole…
learning is the basis of all known intelligence. LLMs have learned something very specific, AGI would need to be built by generalising the core functionality of learning not as an outgrowth of fully formed LLMs.
and yes the current approach is very much using a brick to open a lock and that’s why it’s … ahem … hit a brick wall.
Yeah, 20 something years ago when I was trying to learn PHP of all things, I really wanted to make a chat bot that could learn what words are… I barely got anywhere but I was trying to program the understanding of sentence structure and feeding it a dictionary of words… My goal was to have it output something on its own …
I see these things become less resource intensive and hopefully running not on some random server…
I found the files… It was closer to 15 years ago…
Trying to invent artificial intelligence to learn php is quite funny lol
Also a bit sadistic to be honest. Bringing a new form of life into the world only to subject it to PHP.
I’m amazed I still have the files… But yeah this was before all this shit was big… If I had a better drive I would have ended up more evil than zuck … my plan was to collect data on everyone who used the thing and be able to build profiles on everyone based on what information you gave the chat … And that’s all I can really remember… But it’s probably for the best…
Right, so AIs don’t really know what words are. All they see are tokens. The tokens could be words and letters, but they could also be image/video features, audio waveforms, or anything else.
largely based on the notion that LLMs will, with continued scaling, become artificial general intelligence
Who said that LLMs were going to become AGI? LLMs as part of an AGI system makes sense but not LLMs alone becoming AGI. Only articles and blog posts from people who didn’t understand the technology were making those claims. Which helped feed the hype.
I 100% agree that we’re going to see an AI market correction. It’s going to take a lot of hard human work to achieve the real value of LLMs. The hype is distracting from the real valuable and interesting work.
OpenAI published a paper about GPT titled “Sparks of AGI”.
I don’t think they really believe it but it’s good to bring in VC money
That is a very VC baiting title. But it’s doesn’t appear from the abstract that they’re claiming that LLMs will develop to the complexity of AGI.
Journalists have no clue what AI even is. Nearly every article about AI is written by somebody who couldn’t tell you the difference between an LLM and an AGI, and should be dismissed as spam.
The call is coming from inside. Google CEO claims it will be like alien intelligence so we should just trust it to make political decisions for us bro: https://www.computing.co.uk/news/2024/ai/former-google-ceo-eric-schmidt-urges-ai-acceleration-dismisses-climate
Do you have a non paywalled link? And is that quote in relation to LLMs specifically or AI generally?
I read a lot I guess, and I didn’t understand why they think like this. From what I see, are constant improvements in MANY areas! Language models are getting faster and more efficient. Code is getting better across the board as people use it to improve their own, contributing to the whole of code improvements and project participation and development. I feel like we really are at the beginning of a lot of better things and it’s iterative as it progresses. I feel hopeful
I am so tired of the ai hype and hate. Please give me my gen art interest back please just make it obscure again to program art I beg of you
It’s still quite obscure to actually mess with AI art instead of just throwing prompts at it, resulting in slop of varying quality levels. And I don’t mean controlnet, but github repos with comfyui plugins with little explanation but a link to a paper, or “this is absolutely mathematically unsound but fun to mess with”. Messing with stuff other than conditioning or mere model selection.
This is why you’re seeing news articles from Sam Altman saying that AGI will blow past us without any societal impact. He’s trying to lessen the blow of the bubble bursting for AI/ML.
Good. I look forward to all these idiots finally accepting that they drastically misunderstood what LLMs actually are and are not. I know their idiotic brains are only able to understand simple concepts like “line must go up” and follow them like religious tenants though so I’m sure they’ll waste everyone’s time and increase enshitification with some other new bullshit once they quietly remove their broken (and unprofitable) AI from stuff.
The hype should go the other way. Instead of bigger and bigger models that do more and more - have smaller models that are just as effective. Get them onto personal computers; get them onto phones; get them onto Arduino minis that cost $20 - and then have those models be as good as the big LLMs and Image gen programs.
Well duhhhh.
Language models are insufficient.
They also need:
Someone in here has once linked me a scientific article about how today’s “AI” are basically one level below what they need to be anything like an AI. A bit like the difference between exponent and Ackermann function, but I really forgot what that was all about.
LLMs are AI. There’s a common misconception about what ‘AI’ actually means. Many people equate AI with the advanced, human-like intelligence depicted in sci-fi - like HAL 9000, JARVIS, Ava, Mother, Samantha, Skynet, and GERTY. These systems represent a type of AI called AGI (Artificial General Intelligence), designed to perform a wide range of tasks and demonstrate a form of general intelligence similar to humans.
However, AI itself doesn’t imply general intelligence. Even something as simple as a chess-playing robot qualifies as AI. Although it’s a narrow AI, excelling in just one task, it still fits within the AI category. So, AI is a very broad term that covers everything from highly specialized systems to the type of advanced, adaptable intelligence that we often imagine. Think of it like the term ‘plants,’ which includes everything from grass to towering redwoods - each different, but all fitting within the same category.
I know those terms. I wanted to edit it, but was too lazy. You still did understand what I meant, right?
We don’t call a shell script “AI” after all, and we do call those models that, while for your definition there shouldn’t be any difference.
As I use copilot to write software, I have a hard time seeing how it’ll get better than it already is. The fundamental problem of all machine learning is that the training data has to be good enough to solve the problem. So the problems I run into make sense, like:
- Copilot can’t read my mind and figure out what I’m trying to do.
- I’m working on an uncommon problem where the typical solutions don’t work
- Copilot is unable to tell when it doesn’t “know” the answer, because of course it’s just simulating communication and doesn’t really know anything.
2 and 3 could be alleviated, but probably not solved completely with more and better data or engineering changes - but obviously AI developers started by training the models on the most useful data and strategies that they think work best. 1 seems fundamentally unsolvable.
I think there could be some more advances in finding more and better use cases, but I’m a pessimist when it comes to any serious advances in the underlying technology.
Not copilot, but I run into a fourth problem:
4. The LLM gets hung up on insisting that a newer feature of the language I’m using is wrong and keeps focusing on “fixing” it, even though it has access to the newest correct specifications where the feature is explicitly defined and explained.
“The economics are likely to be grim,” Marcus wrote on his Substack. “Sky high valuation of companies like OpenAI and Microsoft are largely based on the notion that LLMs will, with continued scaling, become artificial general intelligence.”
“As I have always warned,” he added, “that’s just a fantasy.”
Microsoft shit is a mega corp… AI is based on their revenue lol
Even Zuckerberg admits that trying to scale LLMs larger doesn’t work because the energy and compute requirements go up exponentially. There must exist a different architecture that is more efficient, since the meat computers in our skulls are hella efficient in comparison.
Once we figure that architecture out though, it’s very likely we will be able to surpass biological efficiency like we have in many industries.
That’s a bad analogy. We weren’t able to surpass biological efficiency in industry sector because we figured out human anatomy and how to improve it. It’s simply alternative ways to produce force like electricity and motors which had absolutely no relation to how muscles works.
I imagine it would be the same for computers, simply another, better method to achieve something but it’s so uncertain that it’s barely worth discussing about.
Of course! It’s not like animals have jet engines!
Human brains are merely the proof that such energy efficiencies are possible for intelligence. It’s likely we can match or go far beyond that, probably not by emulating biology directly. (Though we certainly may use it as inspiration while we figure out the underlying principles.)
With current stat prediction models?
It’s so funny how all this is only a problem within a capitalist frame of reference.
Of course it’ll crash. Saying it’s imminent though suggests someone needs to exercise their shorts.
