From his latest article:
One of my sources has come forward and brought me a story that will possibly burst the AI bubble. The reason they brought this to me is that I’ve shown — and will continue to show — that I actually give a shit about this industry and the people in it. If you’re wondering what the story is, know that it’s the information I’ve wanted for years, delivered as I have always wanted it, and I will treat it with the reverence it deserves. Imagine what the worst possible thing for me to get would be and you’re probably close.
Link: https://www.wheresyoured.at/ai-is-slowing-down/
I must say I’m pretty excited.
He’s pretty thoroughly covered how using just the available public information explains the insider deals and how demand for LLMs is not enough to justify the cost of developing at the scale that it is. It’s honestly hard to imagine what inside information could possibly worse.
Unless it’s something way out of left field like Nvidia chips are made of freeze-dried orphans or that Jeffrey Epstein invented LLMs.
I bet its evidence that the people involved in this are fully aware of the situation and are making plans for how to cash out and leave us holding the bag when it falls apart.
We can (and should) assume that to be the case, but actual evidence would be pretty significant.
Isn’t that what this is? Taxpayer bailout at the tippy top valuation?
Yeah that seems more likely, such as neatchee laid out. They got the perfect guy for it. God damn it.
Yeah I’m not quite sure, I guess the actual worst think of is something like they already got caught doing, having actual humans (slave labor) being the ones who are doing all the work in some place far away, not AI, not LLM, nothing. That would be pretty insane I guess.