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mvdtnz commented on The warning signs the AI bubble is about to burst   telegraph.co.uk/business/... · Posted by u/taimurkazmi
mmaunder · 2 days ago
NVidia’s PE is below 60 and they have 100% year over year revenue growth. A bubble is typically based on future earnings potential Nvidia is a money printing growth creating machine.
mvdtnz · 2 days ago
One indicator there may be a bubble is when internet investors are bragging about a P/E "under 60" like it's a safe pair of hands.
mvdtnz commented on The warning signs the AI bubble is about to burst   telegraph.co.uk/business/... · Posted by u/taimurkazmi
streetsmartai · 2 days ago
All you have to do for next 3 years is just put blinkers on and remain laser focussed. Ignore everything they throw at you and remain committed in this once in a life opportunity to be part of the movement that will change the world.
mvdtnz · 2 days ago
Which cryptocurrency did you lose you shirt on?
mvdtnz commented on The warning signs the AI bubble is about to burst   telegraph.co.uk/business/... · Posted by u/taimurkazmi
gboss · 2 days ago
It kind of did, Facebook, YouTube, Google, were all enabled by the massive internet cable infrastructure investment laid in the 90s.
mvdtnz · 2 days ago
A bursting bubble doesn't instakill an entire industry. No one is suggesting that. Bursting bubbles are harmful to most market participants and often have a blast radius beyond the industry. It's great that Facebook and YouTube emerged (I suppose) but that doesn't help grandad who lost 35% of his retirement fund.
mvdtnz commented on The warning signs the AI bubble is about to burst   telegraph.co.uk/business/... · Posted by u/taimurkazmi
daft_pink · 2 days ago
The fact that we’re talking about warning signs the bubble is about to burst indicates the bubble is not about to burst lol.
mvdtnz · 2 days ago
Can you expand on that?
mvdtnz commented on What is going on right now?   catskull.net/what-the-hel... · Posted by u/todsacerdoti
SamBam · 2 days ago
That’s a great question — and one that highlights a subtle misconception about how LLMs actually work.

At first glance, it’s easy to compare them to a charismatic “know-it-all” who sounds confident while being only half-right. After all, both can produce fluent, authoritative-sounding answers that sometimes miss the mark. But here’s where the comparison falls short — and where LLMs really shine:

(...ok ok, I can't go on.)

mvdtnz · 2 days ago
This isn't funny or clever. Stop it.
mvdtnz commented on In a first, Google has released data on how much energy an AI prompt uses   technologyreview.com/2025... · Posted by u/jeffbee
nosignono · 2 days ago
That's not what "dog whistles" are, lol. Dog Whistle means "coded language" basically.

Dog whistles are where someone says something that their audience will understand to mean a specific thing, but will be inaudible or neutral sounding to people who are not in their audience. They are named that because they are like the whistles only dogs can hear, while most people cannot.

"Inner city" is a canonical example of a dog whistle. Where the literal meaning is the districts in a city in the urban center, but is often used to denote poor minority communities. (If the literal meaning is only "city centers", then would you describe Manhattanites as inner city?)

On the left, "tax the rich" might be a dog whistle that carries a similar literal meaning disjoint from the understood meaning within the community.

mvdtnz · 2 days ago
> Dog whistles are where someone says something that their audience will understand to mean a specific thing, but will be inaudible or neutral sounding to people who are not in their audience. They are named that because they are like the whistles only dogs can hear, while most people cannot.

That's basically what I said, except you're missing that more often than not it's an intentional stretching of a literal phrase in order to cast aspersions on someone who didn't do the thing you're mad about.

For example, here was one of the top results when I googled "trump dog whistle",

> In February 2018, during Trump’s first term as president, the Department of Homeland Security issued a 14-word press release titled “We Must Secure The Border And Build The Wall To Make America Safe Again.” I and other investigators of far-right extremism attributed this phrase’s use to a clear dog whistle of the common white supremacist saying known as “the 14 words” – “we must secure the existence of our people and a future for white children.”

https://theconversation.com/musks-inauguration-salute-is-not...

Or this top result from the search "musk dog whistle",

> Omar Suleiman has called on Elon Musk to stop blowing political "dog whistles of Islamophobia"

> Yet, for the past week, you have blown every conceivable dog whistle of Islamophobia, by highlighting a select group of (horrifying) incidents supposedly in the name of Islam

In this case absolutely no examples were given, but that's the great thing about accusing someone of dog whistling - you don't need to provide any evidence! In fact, literally any evidence you can provide would only serve to weaken your accusation because by definition anyone who isn't whichever -ist you're accusing them of will literally be unable to decode the -ism in their phrasing. If it sounds obviously -ist then by definition it can't be a dog whistle.

mvdtnz commented on Mark Zuckerberg freezes AI hiring amid bubble fears   telegraph.co.uk/business/... · Posted by u/pera
tracker1 · 3 days ago
I'm somewhere in the middle on this, with regards to the ROI... this isn't the kind of thing where you see immediate reflection on quarterly returns... it's the kind of thing where if you don't hedge some bets, you're likely to completely die out from a generational shift.

Facebook's product is eyeballs... they're being usurped on all sides between TikTok, X and BlueSky in terms of daily/regular users... They're competing with Google, X, MS, OpenAI and others in terms of AI interactions. While there's a lot of value in being the option for communication between friends and family, and the groups on FB don't have a great alternative, the entire market can shift greatly depending on AI research.

I look at some of the (I think it was OpenAI) in generated terrain/interaction and can't help but think that's a natural coupling to FB/Meta's investments in their VR headsets. They could potentially completely lose on a platform they largely pioneered. They could wind up like Blackberry if they aren't ready to adapt.

By contrast, Apple's lack of appropriate AI spending should be very concerning to any investors... Google's assistant is already quite a bit better than Siri and the gap is only getting wider. Apple is woefully under-invested, and the accountants running the ship don't even seem to realize it.

mvdtnz · 2 days ago
> they're being usurped on all sides between TikTok, X and BlueSky

Good grief. Please leave your bubble once or twice in a month.

Tiktok yes. X and Bluesky, absolutely not.

mvdtnz commented on In a first, Google has released data on how much energy an AI prompt uses   technologyreview.com/2025... · Posted by u/jeffbee
nerevarthelame · 3 days ago
Yes, but you can neither drink rainwater nor use it to cool a data center. And the rain may end up falling thousands of miles away. Excessive use of water reduces flow in natural bodies of water and can mess up local ecosystems.
mvdtnz · 2 days ago
Uhhh I have been living on rainwater directly for several years, and like every other person on the planet indirectly for my entire life.
mvdtnz commented on In a first, Google has released data on how much energy an AI prompt uses   technologyreview.com/2025... · Posted by u/jeffbee
chickenbig · 3 days ago
> When I hear reports that AI power demand is overloading electricity infrastructure ...

It feels like dog-whistle tactics. "Aren't the technology companies bad for the environment!" "What about the water usage?" "What about the electricity?"

For me the peak of this is complaining about water consumption at the Dalles datacentre [0]. The buildings are next to the Colombia river and a few miles away from the Dalles Dam [1] which generates an average of 700MW. The river water should be used for cooling, taking out some of the water, warming it up by a few degrees and returning it to the river; one might argue that this is simply returning the heat to the river that would have come from the water flowing downhill.

[0] https://www.oregonlive.com/silicon-forest/2022/12/googles-wa...

[1] https://en.wikipedia.org/wiki/The_Dalles_Dam

mvdtnz · 2 days ago
That's not what a dog whistle is. A dog whistle is when someone isn't doing something, but their ideological opponent wants to imply they are doing that thing, so they accuse them of "dog whistling" the thing. Like if Elon Musk says something that categorically isn't racist but his opponents want to call him racist anyway then they just say he's "dog whistling" to racists.
mvdtnz commented on I forced every engineer to take sales calls and they rewrote our platform   old.reddit.com/r/Entrepre... · Posted by u/bilsbie
jmuguy · 3 days ago
There's just something about the specifics that seems really odd to me. "60% of features"... really? Sixty percent, specifically? Like I think this story is maybe based on some series of events at a SaaS and I agree with you in principle but it seems like the author ran it through a Linkedin thought leader LLM.
mvdtnz · 2 days ago
60% of the features in a product small enough to rewrite in 2 weeks is probably 3 features.

u/mvdtnz

KarmaCake day4821May 3, 2023View Original