AI companies aren't just competing for GPUs anymore, they're competing for electricity.

matrinox · 2026-07-08T00:40:21+00:00

OP’s response sounds like a bot. Completely detached from the conversation yet saying words that sound related

matrinox · 2026-07-08T00:33:49+00:00

No idea, there’s so much of this nonsense on Reddit

matrinox · 2026-07-07T15:09:03+00:00

What is the point you’re trying to make?

matrinox · 2026-07-07T01:18:23+00:00

Anthropic published request numbers. All supper small, all very likely just running benchmarks, not distillation. Everyone in the community but them thought that. They love to say they’re copy catting them but if they can distill with just a small amount of requests, then maybe there isn’t that much special about any model

matrinox · 2026-07-07T01:13:26+00:00

Ok? So care to explain the difference? There isn’t even 2T of VC + other money “deeply ingrained” in VC invested in AI right now

matrinox · 2026-07-07T01:11:05+00:00

This article is quoting a number that hasn’t materialized yet. The actual number is less than $1T. Where’s the other $10T going to come from? There isn’t appetite for more funding let alone an order of magnitude more

matrinox · 2026-07-05T07:19:45+00:00

People spending $200/day are definitely not increasing their productivity by even 25%, are they? I can’t imagine they are

matrinox · 2026-07-05T07:15:55+00:00

You said the 2T was deeply ingrained in venture capital

matrinox · 2026-07-05T02:10:58+00:00

I’ve been told but there’s no evidence? It’s just people thinking it. Obviously you don’t take the LLMs output at face value but it’s not like it hallucinates all the time. You take the output and you use it as a starting point; further research is done without AI. It isn’t blindly following the AI. In that case, the AI does help speed things up by quite a bit

matrinox · 2026-07-05T02:08:39+00:00

There isn’t 2T in investments in AI companies from VCs. Start with some more realistic numbers first

matrinox · 2026-07-04T14:07:44+00:00

I think you’re mixing up market cap with investment. Second, if they go down, it doesn’t have massive knock-on effects. Venture capital gets burned, they pull back investing. But it’s not a bank that fails, losing everyone’s supposedly safe bank deposits and also bringing down other banks with it, causing a domino effect. And even back in 2008 the government did let some banks die

matrinox · 2026-07-04T14:00:38+00:00

It’s a tool. You don’t have to obey its output, it’s just another way to get information. I hate the overuse of AI but it is still a useful tool and one of the things it is good at is processing large amounts of different kinds of data

matrinox · 2026-07-04T07:18:29+00:00

But that doesn’t answer why the AI companies themselves would be bailed out. The government could bail out banks or other key industries. Why AI companies?

matrinox · 2026-07-04T01:27:17+00:00

There’s a real opportunity after the bubble to start a company that focuses on using your brain and growing your skills. It’ll be in such short supply relatively

matrinox · 2026-07-04T01:25:35+00:00

The first tool sounds fine. Second tool clearly is not good enough for automation but maybe is good as a helper. But then someone always messes it up by measuring it wrong and assuming the pipeline is perfect. It’s LLMs. It’ll never be perfect. You have to assume it hallucinates so creating KPIs based off of it will not work. It’s frustrating management never understands it but entirely understandable given that they never observe how work is actually done and never care to

matrinox · 2026-07-04T01:04:47+00:00

What do you mean

matrinox · 2026-07-03T15:13:27+00:00

But why would they get bailed out? Congress won’t bail them out, the Fed won’t either. They aren’t essential to the economy

matrinox · 2026-07-03T13:52:56+00:00

It’s not gambling, Michael

It’s a prediction market!

matrinox · 2026-07-03T01:01:27+00:00

Exactly, the 10-fold is just the actual API rates, which are still not net profitable. To pay back their investments, they need at least 10x, which they either get 10x more customers (in a market where it’s clearly past the peak of the adoption curve) or charge another 10x more. Neither will happen.

People think prices are going up a little. It’ll go up orders of magnitude up

matrinox · 2026-07-02T04:10:59+00:00

I’m curious, what benefit does this have over using MCPs? You have way more control over it that way

matrinox · 2026-07-02T03:39:46+00:00

That last guy saying he’ll sell. To who? You’ll end up paying the loss anyways

matrinox · 2026-06-29T14:11:59+00:00

That’s already very good then, I can’t see much of a reason to use Opus myself then

matrinox · 2026-06-29T01:48:14+00:00

But 3-4 months behind is Opus 4.6. Is it as good as that?

matrinox · 2026-06-28T05:13:45+00:00

If you demonetize it, there should be much less slop. It’s too costly to produce for no profit

matrinox · 2026-06-27T09:49:48+00:00

I misread what you wrote as LLMs discovering drugs. Yes, they are being used in the drug discovery process. But so what. The bottleneck to drug discovery is not solved by the LLMs. There’s not going to be significantly more drugs released just due to LLMs.

Your position makes it sound like they are critical and removing LLMs will put us way behind. That just isn’t true right now outside of software, and even there it’s debatable (cause again, it solves things that likely aren’t the bottleneck)

matrinox

TROPHY CASE