Seems to have more to do with China than AI per-se considering that TSMC, Samsung and SK Hynix are unaffected.

Actually buying the dip is timing the market, not trying to. You really can’t go wrong with that. It becomes an issue when you don’t invest because you’re waiting for the dip.

I don’t use ChatGPT anymore as I’ve switched to another model but back when I did this wasn’t something they were secretly doing. It’s a feature. You can read the memories it has saved, delete the ones you don’t want it to store and IIRC it can also be turned off.

It’s technically true but not the whole truth. Those calculations leave out certain costs such as the value of the stocks given to employees, the cost of training new models and revenue shared with partners like Amazon. It’s not that uncommon practice with technology companies when wanting to show inverstors a cleaner picture of the core business but it does not mean that the company as whole has become profitable.

Generally the benchmark for AGI has been “human level intelligence” meaning that from there on AI is also the best AI researcher and human input is no longer needed in developing it. That’s where the concept of singularity or intelligence explosion stems from.

The narrative here tends to be that it goes from AGI to ASI (Artificial Super Intelligence) very rapidly but in my view there’s not a significant difference between the two. AI that is as intelligent as a human but not more would still process information about a million times faster so effectively it would still be superintelligent.

That’s perfectly reasonable. I mostly take issue with the people claiming absolute certainty either way.

What good could hundred thousand of the world’s best scientists do for me if they had decades to study every question I asked and could answer them immediately?

Nothing I guess if you absolutely want to figure it all out by yourself.

That article reports that Anthropic told investors it expected one profitable quarter in 2026. It does not claim the company as a whole had become profitable.

Anthropic has raised large amounts of money by giving investors special instruments that can later turn into stock. When the company’s overall value rises a lot, the value of those instruments also rises. Accounting rules require the company to record that increase as a loss on its books, even though no cash actually went out the door to anyone. This explains about 72 of those 80 billion. It’s not actual money spent.

Anthropic has committed to spending at least $518 billion over a decade on cloud services, computing and infrastructure.

They’re betting everything on AGI. I don’t think anyone there at any point has even hoped that the tiny initial revenue streams would cover the absolutely gigantic upfront costs of setting everything up.

Now, whether they’ll actually reach AGI before this thing implodes is anyone’s guess. The people who claim that they absolutely will are full of shit just like the ones claiming they absolutely will not. Nobody knows and only time will tell.

Agreed. Even without internet connection, there still remains a ton of other stuff I don’t like about modern cars. I find them quite frustrating to drive honestly.

I’m perfectly happy with my -07 Nissan pickup and willing to drive it the next 20 years too if I have to. Just gotta try and stay ahead of all the rust.