Here's hoping you are chinese, then.
Well, I tried to specifically frame it in a neutral way, to outline the thinking that pretty much all the major nations / companies currently have on this topic.
Readit Newsuejfiweun commented on The AI boom is causing shortages everywhere else washingtonpost.com/techno... · Posted by u/1vuio0pswjnm7
uejfiweun commented on The AI boom is causing shortages everywhere else washingtonpost.com/techno... · Posted by u/1vuio0pswjnm7
I have been having this conversation more and more with friends. As a research topic, modern AI is a miracle, and I absolutely love learning about it. As an economic endeavor, it just feels insane. How many hospitals, roads, houses, machine shops, biomanufacturing facilities, parks, forests, laboratories, etc. could we build with the money we’re spending on pretraining models that we throw away next quarter?
There is a certain logic to it though. If the scaling approaches DO get us to AGI, that's basically going to change everything, forever. And if you assume this is the case, then "our side" has to get there before our geopolitical adversaries do. Because in the long run the expected "hit" from a hostile nation developing AGI and using it to bully "our side" probably really dwarfs the "hit" we take from not developing the infrastructure you mentioned.
I started programming over 40 years ago because it felt like computers were magic. They feel more magic today than ever before. We're literally living in the 1980s fantasy where you could talk to your computer and it had a personality. I can't believe it's actually happening, and I've never had more fun computing.
I can't empathize with the complaint that we've "lost something" at all. We're on the precipice of something incredible. That's not to say there aren't downsides (WOPR almost killed everyone after all), but we're definitely in a golden age of computing.
I agree with you with the caveat that all the "ease of building" benefits, for me, could potentially be dwarfed by job losses and pay decreases. If SWE really becomes obsolete, or even if the number of roles decrease a lot and/or the pay decreases a lot (or even fails to increase with inflation), I am suddenly in the unenviable position of not being financially secure and being stuck in my 30s with an increasingly useless degree. A life disaster, in other words. In that scenario the unhappiness of worrying about money and retraining far outweighs the happiness I get from being able to build stuff really fast.
Fundamentally this is the only point I really have on the 'anti-AI' side, but it's a really important one.
> The Waymo World Model can convert those kinds of videos, or any taken with a regular camera, into a multimodal simulation—showing how the Waymo Driver would see that exact scene.
Subtle brag that Waymo could drive in camera-only mode if they chose to. They've stated as much previously, but that doesn't seem widely known.
I've always wondered... if Lidar + Cameras is always making the right decision, you should theoretically be able to take the output of the Lidar + Cameras model and use it as training data for a Camera only model.
The guy's a master of spin, no doubt. I don't know how you start out with the concept of ads in AI chatbots and end with "This time belongs to the builders, not the people who want to control them." What a bunch of generic nonsense... and yet people lap it up like puppy dogs.
I'm for AI the technology. Who doesn't want cool sci-fi future tech? But I'm against AI being co-opted by our dear leaders to end white collar work and lock us all in a permanent underclass.
I have no doubt that someday in the future these world models will revolutionize gaming. However, they are clearly very far off from that point in capability, not to mention the cost. And a lot of these articles I'm seeing are confidently stating very incorrect facts like "this new model will completely change the workflow of game developers and accelerate game development." No it won't.
I don't trade individual stocks but it does seem like an easy case of "buy the dip" here.
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uejfiweun commented on Tesla ending Models S and X production cnbc.com/2026/01/28/tesla... · Posted by u/keyboardJones
Worth related statistics doesn't mean anything in the realm of hard engineering. I completely look from the point of "what the companies are doing tech-wise".
When Tesla came about, they were distinctively different. A different chassis, a different weight distribution, completely different dynamics. Since they started with a blank slate, their cars were greenfield projects, and they correctly took note of the pitfalls, and avoided them.
On the other hand, avoiding past pitfalls or remedying them doesn't make you immune from the future ones, and doesn't mean the other companies can't learn, too. This is where they made the mistake.
They overpromised (esp. with the Autopilot thingy) and underdelivered massively on that front, and while they "made" the software-defined-vehicle, they underestimated the problems and behaved like the problems they face are as simple as configuring a web service right. This is what slowly broke them. They also underestimated hardware problems of the car (like using consumer grade parts in the critical parts of the hardware. Remember wearing down flash chips and bricking cars?)
Because while car is software defined now, it's also an "industrial system". It has to be robust. It has to be reliable, idiot-proof even. Playing fast and loose with these things allowed automakers to catch them, maybe slowly but surely.
Because, "the old automakers" has gone through a lot of blood, sweat and tears (both figuratively and literally), and know what to do and what not to do. They can anticipate pitfalls better then a "newbie" carmaker. They shuddered, sputtered, hesitated, but they are in the move now. They will evolve this more slowly, but in a more reliable and safer way. They won't play that fast, but the products will be more refined. They won't skimp on radars because someone doesn't believe in them, for example.
Not everything is numbers, valuations and great expansions which look good on quarterlies, news, politics, and populists. Sometimes the slow and steads wins, and it goes for longer.
Physics and engineering doesn't care for valuations. They only care about natural laws.
This is what I'm seeing here.
Thank you for the explanation. I guess the thing I don't understand is what exactly the problems are that you are seeing. We've all heard the stories of wooden parts in initial production runs of Tesla models, sure. But it does seem like they iron out these kinks over time. Maybe I'm biased because I'm in the bay area, but it seems like every 3rd car you see on the highway is a Tesla, and lots of my coworkers speak very highly of theirs that they own. It just doesn't seem to me like there is actually a quality issue here?
If anything, ending production of SX and giving more focus to 3Y would probably increase the quality of those models, I'd imagine.
If you're pointing to Autopilot / camera-only as the main transgression here, yeah I'll agree that they have definitely overpromised, but it doesn't really seem to me like the lack of a L5 system is actually a deal-breaker for anyone, because from what I hear they are just damn good cars anyway.
These models are vast and, in many ways, clearly superhuman. But they can't venture outside their training data, not even if you hold their hand and guide them.
Try getting Suno to write a song in a new genre. Even if you tell it EXACTLY what you want, and provide it with clear examples, it won't be able to do it.
This is also why there have been zero-to-very-few new scientific discoveries made by LLM.