Just got this cryptic message in a whatsapp chat, unprompted and in a German languge chat:
“This one needs to make a call to the franklin.”
Anybody know what is going on?
Grand Theft Auto??
??? Huh?
some game, it seems:
in which you call Franklin and demand an assassination.
you should change your handy, AI has taken over lately it seems 
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He he, thanks @curley…
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Had your fill of AI and cant stand it anymore?
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funny. I can get an AI free search with DuckDuck.
In fact except for Bowlie’s and marton’s posts I never see AI
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Trump wanted to ‘break-up Nvidia’ without knowing what it was:
“I said, look, we’ll break this guy up — this is before I learned the facts of life — I said we’ll break 'em up,” he continued. “They said ‘very hard’, I said ‘Why?’ I said, what percentages of the market does he have? ‘Sir, he has 100%.’”
Trump continued, "I said, ‘Who the hell is he? What’s his name?’ 'His name is Jensen Huang, Nvidia, ’ I said, ‘What the hell is Nvidia?’ I’ve never heard of it before.
“I figured we could go in and we could sort of break them up a little bit, get them a little competition, and I found it’s not easy in that business.” Trump even claims he suggested putting together “the greatest minds” to work “hand in hand for a couple of years” to try and match Nvidia’s success, upon which he says he was told it would take 10 years to catch Nvidia if Huang ran it “totally incompetently from now on.”
Trump celebrated Huang and his achievements, noting, “And then I got to know Jensen, and now I see why.”
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Well! It’s not exactly real estate. For once he is honest.
Now there’s a private AI called Lumo.
Ask it anything without fear. Your questions will go no further than you.
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When I tried to find out how many messages/questions lumo free version allows it was a bit of a struggle. As if it didn’t really want to tell me 
But I’m a stubbern one and finally got:
“Lumo Free allows you to send approximately 50 messages per day”
If that’s true, that’s pretty good.
Bowlie, marton, while you’re at it, can you check if this amount is about right? 
edit: It seemed slow. But that might only mean it is thorough.
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Is value destruction a use for AI?
Very interesting speculation from FT’s Alphaville.
According to Morgan Stanley analysts:
- AI companies will spend 3 trillion USD in CapEx by 2030.
- A significant part of that money comes from debt.
Questions arise:
- Who’s going to fund that debt? Hopefully, not my retirement fund.
- How to structure a loan for Nvidia GPUs (and similar) that depreciate as fast as 30% annually?
- What if the data centers are effectively built but no power generation to…power them?
- Who is willing to invest on this?
Finally, overbuilding and obsolesence. The internet is a great thing, but a lot of money went up in smoke. Same thing might happen to AI.
In 2000, at the telecoms bubble’s peak, communications equipment spending topped out at $135bn annualised. The internet hasn’t disappeared, but most of the money did.
It’s been a long time since I’ve read “build and they will come”. Who’s going to be next Worldcom?
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Probably even faster than that.
A100 was released in 2020 and already obsoleted by H100 in 2022. That in turn was obsoleted by H200 in 2024. That in turn is obsoleted by B100 in 2025.
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I’ve been running the numbers on plonking down $2500 for a GPU for AI, but it doesn’t make sense. I can rent an H100 for $2 per hour. If I need just 8 hours of compute time per week, that budget would last 3 years.
By then, hopefully something faster and cheaper will be available.
I assume that when you buy 100+ million USD of GPUs you’d get a discount per unit
Anyway, the numbers are crazy. If a data centers fails at generating income, the value of equipment is very low. Useless as loan collateral.
Who needs AI if they already have I. Of course my I has been getting slower lately.
On holiday, I did not have a book with me to read by the pool in our rented cottage… there was a wall inside full of books there, tons of choice… so I took a picture and told Chat GPT to find me a good book for me to read… Bingo bongo… some great suggestion and I got to read a good book by the pool.
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I admit that sounds cool (although I like to browse through a wall of books actually).
Did you define “good book for me”?
well I gave my age, my gender and the kind of things I liked… based on a wall of book spines I could never have searched through - it gave me options, with reasoning behind each choice and where it actually was on the book shelf… and what was this book then you ask 
The Overlook by Michael Connell - a crime thriller featuring a naked tied up wife…
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Pretty cool. I think this is the first time I’m actually impressed by AI.
You have found an amazing use for it.