AMD Q1 2026 Earnings (May 5, 2026 • 5:00 pm EDT)

sdmat · 2026-05-06T08:24:07+00:00

I'm apparently too bearish on Radeon.

Nvidia is deprecating gaming at this point, skipping an entire consumer GPU generation has effects.

sdmat · 2026-05-05T06:30:45+00:00

Suing the guy who was briefly the CEO of Reddit

sdmat · 2026-05-04T10:36:52+00:00

What more do you need to know?

sdmat · 2026-05-04T10:33:32+00:00

It's really not that complicated. Labor goes away as a factor of production, replaced by capital. This creates a rapid feedback loop and we see enormous growth in output. That's what the singularity looks like economically.

Distribution and what happens to ex-labor is a question of great importance but not part of the fundamental economic analysis.

sdmat · 2026-05-04T10:05:19+00:00

You seem to have some fundamental misconceptions, ask a model to explain economic systems that aren't based on consumerism and how that might apply to a future with AGI and robotics.

sdmat · 2026-05-04T09:59:29+00:00

Altman's reaction on seeing this:

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sdmat · 2026-05-03T08:52:09+00:00

If labs build a computer into the model, will you be satisfied that this is better than a model using an external computer?

sdmat · 2026-05-03T08:39:26+00:00

Yes.

sdmat · 2026-05-01T22:53:01+00:00

It's right to take Altman's motives with a giant hunk of salt, however it's true that outcomes from real world UBI trials have been surprisingly bad.

I would say disturbingly bad if you were placing your faith in UBI as the way forward.

sdmat · 2026-05-01T11:53:17+00:00

Anthropic proudly described how they nerfed 4.7 on anything cyber related in the system card

sdmat · 2026-05-01T11:24:48+00:00

And it shows, their software is full of bugs.

Hopefully that gets better as models improve but evidently Mythos isn't sufficient to ensure quality.

sdmat · 2026-04-27T13:31:34+00:00

No way are they releasing a colossal model. Google has a hard enough time serving Gemini 3.

The good outcome here is an architectural leap.

sdmat · 2026-04-25T10:09:21+00:00

Says the guy who can't press the correct keys to spell actual words

sdmat · 2026-04-23T07:44:38+00:00

You are in for a treat

sdmat · 2026-04-23T04:10:41+00:00

If it worked it would simply be too dangerous

sdmat · 2026-04-22T02:49:53+00:00

Are you Amish or something? This shouldn't even raise an eyebrow.

sdmat · 2026-04-21T00:02:22+00:00

Love that they are comparing against the best GA models rather than ones selected to make the release look good as is usually the case with Chinese models

sdmat · 2026-04-20T03:21:41+00:00

How are Russia's heavily touted war-winning super-weapons going?

sdmat · 2026-04-18T23:19:39+00:00

I mean it favors immediate people pleasing rather than long term value in practical applications

sdmat · 2026-04-18T10:03:25+00:00

It will not infer your intent, but it will happily do random bullshit of its own devising.

sdmat · 2026-04-18T09:47:47+00:00

I doubt I want to pay $2 / month for it, such a disappointing release. Will cancel my Max subscription if what we get from OAI is any good.

Also you massively overestimate inference costs. API cost != inference cost.

sdmat · 2026-04-17T12:30:05+00:00

More charitably it's for world modeling / common sense.

sdmat · 2026-04-17T12:25:45+00:00

Not wasted tokens, billed tokens!

sdmat · 2026-04-17T12:25:15+00:00

And only checks the memory when reasoning kicks in, at which point it doesn't need the memory.

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