It occurs to me that Muppets are the anti-AI.
AI personas look real, but have no soul. And, despite being made of complex technology, they generate uncanny valley reactions, when they’re visual and not just chatbots.
Whereas Muppets look fake, but they have all the soul. They’re made of simple materials, animated just by human hands, and are immediately attractive. They’re people you want to know, despite never forgetting they’re artifice.
Henson & Co ftw. ❤️
RE: https://mastodon.social/@glyph/115839163441384816
@rmi My initial comparisons to substance abuse were somewhat tentative and reluctant, back in January. But these have gone from being a few troubling-but-subtle bits of hearsay and implication to a drumbeat of near-daily incidents and I wish I were not feeling so validated in this particular view
"We didn't have autism like 100 years ago"
Right that's why stamp collection is a thing
For neurotypical reasons
"[T]he target of my criticism is not the models. Rather, I am concerned about the actions of people: the data theft, the exploitative labor practices, the haphazard creation of and failure to document datasets, the complete disregard for environmental impact, and the astonishing willingness of so many to surrender their own power and turn to synthetic text (for which no one is accountable) for all kinds of weighty decisions." by Emily M. #Bender
This great paragraph reminds me of Joe #Weizenbaum once saying that he is not a computer critic as computers don't understand criticism, therefore he's a society critic.
https://medium.com/@emilymenonbender/stochastic-parrots-frequently-unasked-questions-49c2e7d22d11 @emilymbender
Intel's current market capitalisation is $576B. AMD's is $841B.
When I bought NVDA, I thought that they were in a good position to be able to take 30-50% of the market for server and client chips from these two. If they did that very well, they'd have a sustainable business with a market cap of around $800B. I bought at 183 (pre-split, so 18.3 in new money).
NVIDIA's market cap is currently $5.11T. That is all driven by the bubble, a lot of which is circular financing. If their market cap were $800B, their share price would be 33. That would be the stock price for an NVIDIA that is taking a massive chunk of the laptop, desktop, and server markets, for CPUs and GPUs. That would have been a nice 100% return.
Their current price assumes a lot of growth. And that means selling more GPUs than the current bubble amounts.
I sold at 1,000 (100 new money) because the price was unsustainable and I didn't want to be holding it when the crash hame. It's now more than double that. This in no way reflects current fundamentals or growth potential, it is trading entirely on vibes.
To put that $5.11T in perspective, Microsoft, which has an enormous percentage of the population locked into Windows and / or M365, has a bunch of products in diversified markets (advertising, cloud hosting, gaming, and so on) and massive revenue streams from all of that, has a market cap 2/3 of that size. I suspect MS is also overvalued (sovereignty pushes in the EU and China are going to reduce its addressable market a lot).