The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)
I think we’re quite a long way off before they actually crash and burn, if they ever do. We have no idea how much money the ads will inject and they also receive significant government contracts and will probably get a lot more going forward
If the market can pretend Tesla is worth so much i think it can easily sustain AI for many years
It’s already been several years. Tesla had an actual product that people wanted. Yes, they’ve been doing their best of late to torpedo their market share and brand name but at one point they were doing what they set out to do. Open AI has never done what they said they would do.
Kinda but also not entirely. I know a lot of people who use ChatGPT and other AIs at work and it does basically exactly what they want and just gets better
I’m not a proponent but the naysayer doomers are almost as wrong as the tech evangelists
Is it overvalued? Sure
Is it worthless? Absolutely not
That’s cool. I have yet to find a use case for AI. Am I doing it wrong or are they just bad with computers?
I am with gustofwind here. I use AI to help me quickly draft up mindless policies, then read through it and edit it where needed. It is a lot faster than any typing I can do.
I also use it to help me find configs for stuff I deploy, but I make sure it attaches the source link for me, so I can read the original source docs and keep a sane approach to what I am doing.
Again, I also think it is way overvalued, but to say it has not helped me build successful stuff over the past 2 years would be a lie. My 2c
Yes, why do you care about the pointless corporate crap you produce . Ai slop is the desired result you are just letting your pride get in the way.
Products and services have been dropping in quality well before ai slop
You overestimate the quality of acceptable work in many industries. AI and a little human editing and oversight is perfectly capable of producing legitimate work product.
The real problem is capitalism driving everything to shit and that really has nothing to do with ai influenced workflows
Did you read what I wrote, only to rephrase and repost? Good work gustwind
I went from Windows laptop and Netflix and Hulu to a Linux desktop for a home server running Immich, Mealie, Jellyfin, and the Arr suite in docker containers. All proxied on Cloudflare for remote access. I would never have been able to do that without the use of ChatGPT. I had no knowledge of software development, Linux, networking, etc at all. If you know how to query, AI can be a huge aid in learning. It’s helping me brush up on my Italian right now too since I haven’t spoken it in 5 years.
Did you pay for the AI service you used to do that and if it hadn’t been available would you have just started reading the online resources the AI trained on and got to the same place eventually?
No and no. The barrier to entry would have been too high. I don’t have hundreds of hours to track down the answers I was looking for. It’s not that I’m incapable of finding the information I was looking for in forums. It’s that its such basic knowledge to most tech forum users that I probably would have been seen as a leech. Have you been to tech forums lately? Its a bunch up people telling you to be a better programmer and calling you a fucking idiot. That’s why stack exchange is failing.
Access to information should be free. That’s partially why we’re all here. Everything that we post could be scraped by an LLM and used for free. When it becomes an issue is when AI crawlers quadruple server load.
Tbh it’s not much different than search engines. You need to learn how to use them and when it’s appropriate to do so…it’s basically a skill issue 🤷♀️
Reminds me of when search engines first arrived and we were taught very early in school how library research works and then when to use digital academic databases vs regular search engines or just hit the books.
And yeah tech support is a great use case and you can just use the Gemini links that send you to the Reddit threads where the information came from to verify it.
I feel like if you’re minimally responsible it’s pretty hard to have AI backfire on you
That’s cool. I did all of that without AI coming from a similar place as you. AI didn’t open up a new path for you, it just showed you a path that already existed, which isn’t any different from what a regular search engine can do. There was nothing stopping you from finding that path on your own except your unwillingness to look.
Willingness to look is a pretty important factor. LLMs reduce the personal cost incurred to look up information, similar to how search engines saved us from having to go to the library for every question we had.
They presented to you a reasonable use case (assisted learning) and your response was “lol, you’re just lazy. Do it on your own. I did it, so can you”.
I am in a similar position, networking is Martian to me and if I search guides on how to do stuff, it’s full of people that go “just use X to do a reverse proxy”, as if I have 200h of experience under my belt. I’d rather have a chatbot explain to me like I am 5 in some cases.