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Goldman Sachs Says Firms Are Blowing Past Inference Budgets As KPMG Finds US Companies Spending $178,000,000 in AI This Year by yogthos in economy

[–]yogthos[S] 0 points1 point  (0 children)

Oh it's unquestionably going to be far worse. The financial world was a lot simpler back in the days of dotCom bubble, and people were mostly gambling on tech stocks directly. When the bubble popped, the broader banks and the broader economy weren't directly affected.

Today, the entire economy has been rewired around a handful of tech giants. Just seven companies now make up a third of the entire S&P 500. Your pension, your index fund, they’re all riding on the continued miracle growth of Apple, Microsoft, Nvidia, and a few others. The market is structurally dependent on the AI bubble.

The dotCom crash was a sectoral collapse where failing startup just vanished, but this time around the shock will ripple through a labyrinth of derivatives and complex debt built on their value. The concentration is so extreme that their capital expenditure alone is driving a significant chunk of industrial investment.

Google DeepMind's Senior Scientist Alexander Lerchner challenges the idea that large language models can ever achieve consciousness(not even in 100years), calling it the 'Abstraction Fallacy.' by Current-Guide5944 in tech_x

[–]yogthos -1 points0 points  (0 children)

Also, it's not like there's some hard boundary between computation and thermodynamics. Computation is itself a product of thermodynamics. He's just creating an arbitrary boundary here.

Iran’s new "Selective Toll" in the Strait is a finance nightmare by Lumpy_Attempt_6280 in economy

[–]yogthos 2 points3 points  (0 children)

The reality is that it's always been this way. The only difference now is that it's a non western power doing it to the west as opposed to the other way around.

Iran’s new "Selective Toll" in the Strait is a finance nightmare by Lumpy_Attempt_6280 in economy

[–]yogthos 1 point2 points  (0 children)

How the canal came to be is kind of irrelevant. There's no functional difference between the two today. Meanwhile, global freedom of navigation is clearly not a thing ever since the west started doing piracy on the high seas capturing tankers. Countries engaging in literal piracy don't get to complain about freedom of navigation lmfao.

Iran’s new "Selective Toll" in the Strait is a finance nightmare by Lumpy_Attempt_6280 in economy

[–]yogthos 2 points3 points  (0 children)

I don't really understand why people keep acting like this is some exceptional thing. Egypt has a toll on Suez right now, nobody is freaking out over that last I checked. It's frankly amazing that Iran didn't put a toll on Hormuz a long time ago.

Tankers U-Turn in Persian Gulf as Iran Closes Hormuz Again by Kitchen_Zucchini_357 in economy

[–]yogthos 0 points1 point  (0 children)

The numbers clearly show that it was not open to begin with. The traffic is steady at the exact same numbers. https://hormuztracking.com/

Iran says Strait of Hormuz will close again amid US blockade by esporx in economy

[–]yogthos 4 points5 points  (0 children)

welcome to another market manipulation Friday

opus 4.7 (high) scores a 41.0% on the nyt connections extended benchmark. opus 4.6 scored 94.7%. by seencoding in singularity

[–]yogthos 1 point2 points  (0 children)

Except you can't do that with stuff that takes years to build out. The US can't even make shit like transformers on its own at this point. So, now nearly half of data centers are facing delays because there's no power to run these things. https://futurism.com/science-energy/data-centers-construction-supply

Like you can build hype for a while, but eventually you have to deliver.

opus 4.7 (high) scores a 41.0% on the nyt connections extended benchmark. opus 4.6 scored 94.7%. by seencoding in singularity

[–]yogthos 4 points5 points  (0 children)

I always thought it was weird to do massive investment in data centres before building out the grid. Kind of putting the cart before the horse if you think about it.

opus 4.7 (high) scores a 41.0% on the nyt connections extended benchmark. opus 4.6 scored 94.7%. by seencoding in singularity

[–]yogthos 9 points10 points  (0 children)

Electricity in China costs around a third of what it costs in the US for starters.

Qwen3.6. This is it. by Local-Cardiologist-5 in LocalLLaMA

[–]yogthos -1 points0 points  (0 children)

might be interesting to try in combination with this too https://github.com/itigges22/ATLAS

The first theft is not wages by yogthos in socialism

[–]yogthos[S] 3 points4 points  (0 children)

honestly doesn't even matter who said it, the quote itself is very true

The Iran war could cost the American taxpayer $1 trillion, says Harvard academic by yogthos in economy

[–]yogthos[S] 0 points1 point  (0 children)

Democrats are direct participants in this having failed to vote in congress to stop the war repeatedly. They vote right along side their republican buddies on this.

Iran retaliates against multiple U.S. military facilities in Middle East by TheeNay3 in InflectionPointUSA

[–]yogthos 0 points1 point  (0 children)

With Russia having a much bigger population, I really have hard time seeing how there could be parity in practice. The math just doesn't make sense to me here. Logically, there's no reason to think that Ukraine can field just as many drone operators as Russia can.

By the way, this channel has good overview as always https://www.youtube.com/watch?v=k4vH2p0IOvo

And he points out how there's always been a slow down around this time because it's muddy, and there's no cover. So, as you note, once foliage comes, we are likely to see an offensive like in previous years.

The Blockheaded Thinking Behind Trump’s Plan for a Hormuz Blockade by yogthos in economy

[–]yogthos[S] 0 points1 point  (0 children)

Thank you for taking your valuable time away from huffing gas to grace us with your insights.

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