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julkali commented on America's top companies keep talking about AI – but can't explain the upsides   ft.com/content/e93e56df-d... · Posted by u/1vuio0pswjnm7
nelox · 3 months ago
The claim that big US companies “cannot explain the upsides” of AI is misleading. Large firms are cautious in regulatory filings because they must disclose risks, not hype. SEC rules force them to emphasise legal and security issues, so those filings naturally look defensive. Earnings calls, on the other hand, are overwhelmingly positive about AI. The suggestion that companies only adopt AI out of fear of missing out ignores the concrete examples already in place. Huntington Ingalls is using AI in battlefield decision tools, Zoetis in veterinary diagnostics, Caterpillar in energy systems, and Freeport-McMoran in mineral extraction. These are significant operational changes.

It is also wrong to frame limited stock outperformance as proof that AI has no benefit. Stock prices reflect broader market conditions, not just adoption of a single technology. Early deployments rarely transform earnings instantly. The internet looked commercially underwhelming in the mid-1990s too, before business models matured.

The article confuses the immaturity of current generative AI pilots with the broader potential of applied AI. Failures of workplace pilots usually result from integration challenges, not because the technology lacks value. The fact that 374 S&P 500 companies are openly discussing it shows the opposite of “no clear upside” — it shows wide strategic interest.

julkali · 3 months ago
The issue is that the examples you listed mostly rely on very specific machine learning tools (which are very much relevant and good use of this tech), while the term "AI" in layman terms is usually synonymous for LLMs.

Mentioning the mid-1990s' internet boom is somewhat ironic imo, given what happened next. The question is whether "business models mature" with or without a market crash, given that the vast majority of ML money is provided for LLM efforts.

julkali commented on Perplexity is using stealth, undeclared crawlers to evade no-crawl directives   blog.cloudflare.com/perpl... · Posted by u/rrampage
mbrumlow · 4 months ago
Well then. Seems like you would be a fool to not allow personal shoppers then.

The point is the web is changing, and people use a different type of browser now. Ans that browser happens to be LLMs.

Anybody complaining about the new browser has just not got it yet, or has and is trying to keep things the old way because they don’t know how or won’t change with the times. We have seen it before, Kodak, blockbuster, whatever.

Grow up cloud flare, some is your business models don’t make sense any more.

julkali · 4 months ago
Do not conflate your own experience with everyone else's.
julkali commented on The EU could be scanning your chats by October 2025   techradar.com/computing/c... · Posted by u/saubeidl
julkali · 5 months ago
This kind of legislation has been proposed so many times at EU and national level, and will fail like always, at the lates at the European Court of Justice for violating human rights.
julkali commented on Bot or human? Creating an invisible Turing test for the internet   research.roundtable.ai/pr... · Posted by u/timshell
thatnerd · 6 months ago
julkali · 6 months ago
That is the silicon valley cryptoscam version.

This concept has been studied already extensively, e.g [1] (in 2000!) by people like Rivest and Chaum, who have actual decade-old competence in that field.

[1] https://people.csail.mit.edu/rivest/pubs/pubs/LRSW99.pdf

julkali commented on AI threatens to raid the water reserves of Europe's driest regions   politico.eu/article/artif... · Posted by u/molteanu
schnitzelstoat · 6 months ago
I hope this cheap populism doesn't win out. As someone who actually lives in Spain I want there to be good jobs for my children in the future.

Without tech companies and data centres we will just be a theme park for tourists with the poorly paid, precarious hospitality jobs that go along with that.

julkali · 6 months ago
How would "tech companies and data centres" alleviate the situation? Tech companies typically employ highly specialized staff that are often not even local to the community. The result of inviting tech companies to your country can be seen in Ireland (/Dublin).

Data centres are even worse - they need only a handful of staff members while draining incredible amounts of energy and water.

You live in Spain - why not advocate for boosting the energy sector, better grid infrastructure, more renewables, etc.? This would harness a tangible, sustainable strength of your country within the EU and, considering the blackout last month, is definitely something to work on before any tech company or datacentre can settle in Spain ...

julkali commented on At Amazon, some coders say their jobs have begun to resemble warehouse work   nytimes.com/2025/05/25/bu... · Posted by u/milkshakes
julkali · 7 months ago
I think there is a fundamental misconception of the benefit / performance-improvement of LLM-aided programming:

Without sacrificing code quality, it only makes coding more productive _if you already know_ what you're doing.

This means that while it has a big potential for experienced programmers (making them push out more good code), you cannot replace them by an army of code monkeys with LLMs and expect good software.

u/julkali

KarmaCake day388April 3, 2018View Original