dammit… I was hoping for ad infested AI girlfriends running skynet would save us from skynet effectiveness at genocide.

In China, 25% are in the top quartile!!! check mate USA.

then install linux on it.

China has self driving taxis. They have sleek lidar integrated EVs that are under $50k. Even at 100% tariff that would seem a better platform than Waymo. US Oligarchy tax is at play in making it a $250k only option. Same will apply to Optimus.

This is not credible. A self promoting stock pump and dump PR. Vision AI models are smaller than text models. They do need fast/faster GPUs, but less memory. Very narrow purposed AI/Neural Network models need less memory because the memory is more about storing facts than logic/reasoning capability. LLM breakthroughs in benchmark score/GB are currently having more gains by smaller models than frontier largest models. 32gb is a reasonable ceiling for memory requirement. Robots can swap in task specific AI models as well.

A big, stupid magic trick: As these companies get desperate, expect someone — especially OpenAI — to try and show something “new and crazy” as a means of trying to turn the narrative. When or if this happens, look very carefully at what they say about the product’s availability, or what it can do, or who they show it to.

Alternative scenario — Sora launches: If OpenAI gets desperate, it may move up the public launch of Sora, its generative video product. Doing so will only cause more problems — there isn’t a chance in hell that Sora is profitable, and I’m fairly sure it’s even more expensive to run than ChatGPT, and I imagine its visual inconsistencies and hallucinations would make for some entertaining content for YouTubers and tech reporters.

It was a horseman, just not the part where they cancel it a few months later.

To be fair to OpenAI, they are now saying “just use ChatGPT for video too”. Good chance that Disney cancelled them before they cancelled Sora

See, @CodeBlooded@programming.dev 's goofing off with free version is what destroyed the AI bubble. Of course, he wasn’t going to convert to paid service.

The market for professional video is fairly small, and most of the cost is in sales. ie. the advertising agency, or movie/show pitch that demands the producers get rich independent of production costs.

Sora 2 was massive lost leader for OpenAI, and a massive basis for its compute demand. Images and video use expensive compute time, and its ambition level was high before Seadance 2, and small open models. With its falling behind in coding/office LLMs as well, only Skynet/Government can pay for its roadmap.

Like Randy would say, ok I was going to do it for a cheeseburger, but give me the $10.

According to Scott Bessent (Treasury secretary), Iran will be selling the oil for USD which the US will promptly freeze. Iran knows to not sell in USD, but in case it didn’t, I does now.

uh oh… if only GPUs could do proof of work mining, if the AI thing gets oversupplied.

Sam Altman floated paying employees in chatGPT tokens, that surely their landlord will accept. The main motive would be being broke. Nvidia is not broke, but it is weird as fuck to be comparing it to salary, if it doesn’t segue into the OpenAI plan. The $500k salary example would seem to generate more tokens than you could have time to skim over in review.

The biggest user of Helium is MRIs at about 40% of global demand. Chips were 20%, but maybe they are catching up. Since AI chips, or even ddr5, has such huge profit margins, expect MRIs to be less insurable instead. No more fiber optics or quantum computing research.

These are DHS uniforms made to look like local police