No War in Ukraine 💙💛 Or in Gaza 🇵🇸 Save people in Sudan 🇸🇩 Proud gay man 🏳️🌈 Russian liberal democrat
Joined May 2016
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🌼Alex🌼 retweeted
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
businessinsider.com/amazon-2…
Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe.
wheresyoured.at/wherere-all-…
🌼Alex🌼 retweeted
If I'm not mistaken, Anthropic's 85% gross margin and >40% compute margin from this Bloomberg story implies that 70-75% of their compute is now going to R&D.
bloomberg.com/news/articles/…
🌼Alex🌼 retweeted
This hacker news thread is absolutely heart-breaking.
Whoever thinks “humans will find a way” ought I read it.
🌼Alex🌼 retweeted
The meeting is over and some numbers are starting to be reported by people who were in attendance.
Anthropic's third-quarter revenue rose 45% to $16.8 billion. Revenue in the first quarter was $4.7 billion, and $11.6 billion in the second quarter.
How to spot a native Russian speaker, from a native Russian speaker:
- Weird usage of articles (a/the) or lack of one when needed
- Writes the name of an ethnic/national group uncapitalized, so "mexican" instead of "Mexican"
Whenever I see AI Art or a discussion surrounding it, I think of Joanna's robot from the ending of Stepford Wives. Pretty, yet entirely devoid of a soul.
🌼Alex🌼 retweeted
Character.AI said on Monday it had filed for Chapter 11 bankruptcy in the US and agreed to sell some of its assets to Walt Disney for $20 million. reuters.com/legal/litigation…
🌼Alex🌼 retweeted
There's a story going around: after the drone strikes on Yandex data centres, comments on AfD and MAGA accounts collapsed.
We monitor 17,000+ politicians, media and civil society accounts in 30+ countries. 50,000+ posts a day.
So we checked.
We don't see it. 🧵
🌼Alex🌼 retweeted
BIS on circular financing in AI:
"The parallel with the telecommunications boom of the late 1990s is instructive: upstream equipment vendors such as Lucent and Nortel financed network operators so that the operators could buy the vendors’ equipment. This meant that part of the equipment vendors’ reported sales was being funded by the vendors themselves..."
🌼Alex🌼 retweeted
The inability of the left to distinguish between an imperfect ally and an enemy is the height of privilege and will be our downfall
🌼Alex🌼 retweeted
AI boosterism is just thinly veiled right wing anti-intellectualism:
- you don’t need to understand the code
- you don’t need to understand math or science just let ai do it
- you don’t need to read or write, just dictate
They want you to be uneducated cattle.
