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Comment Re: Frauds frauding frauds (Score 1) 15

I donâ(TM)t think AMD purchased them for the current product, but rather to bootstrap R&D. Itâ(TM)s difficult to bring together experts and say, hey make something using our stuff and tell us what works/doesnâ(TM)t, vs finding an operation that is already
Doing that, has the infrastructure and operations in place to continue doing it (or start new experiments etcâ¦) to then inform product.

Comment Re: Search for a traffic jam (Score 3, Insightful) 59

Why would they do that? Taxiâ(TM)s operate on demand. If thereâ(TM)s so little demand in an area for such an extended period of time, the more likely scenario is for Waymo (or whatever robo taxi company) to either send the vehicle to a different location with more current demand, or back to the main hub and power down.

Comment Re: Obvious questions (Score 1) 60

According to the article, the (Google, Meta, Amazon) have changed the life of a deprecating asset (Google and meta up to 6 years, from 4 and 5.5 respectively) AWS has bounced from 5 to 6 and then back to 5)

The neo-clouds are doing something different and appear to be taking out loans to purchase the gpuâ(TM)s and then using those assets (the gpuâ(TM)s) to back the loan. Kind of like how you or I could take a loan out on a car or mortgage on a house. Neo-cloud loans are for 3 years it appears and they are saying the assets are still good for a total of 6.

So basically Burry is saying he disagrees with both sets of companies over how long those assets will be of value.

But the article points out you have things like A100â(TM)s, released in 2020, which are still heavily utilized in inference workloads (just not training workloads) and were already going 5 years out, so maybe that 5-6 year window is justified)

It also appears to miss the point that the assets are just an input (like seed, fertilizer and water for crops) either the time rented for the gpuâ(TM)s and related infrastructure by cloud customers, or the creation of a trained model, or SaaS offering using the inference platform is the economic output.

Comment Re: Where's the line (Score 2) 31

Itâ(TM)s not the share holderâ(TM)s being sued (the owners) itâ(TM)s the officers. The law is clear in regards to what is required by them, and that if they fail to do that, and are found to have failed to do they, they can be held responsible.

They accept this responsibility and risk for the paychecks that they get.

If they follow the rules, and lose money they are fine.

I donâ(TM)t know all the details on the charges. But limited legal liability does not apply here. I do know that. If they are guilty or not in the eyes of existing laws, thatâ(TM)s for the court to determine.

How do I know, Iâ(TM)ve worked in the banking sector on and off for 20 years, and regularly recieved training about the things that if I fail to do, or in some cases do, that I might be legally liable with fines and up to jail.

As to the Boeing example, if any of those developers were Professional Engineers, they absolutely can be legally liable. Limited liability is a good thing, but does not apply in all cases is not a protect me from negligence, when my role at the company is specifically to not be lawfully negligent.

Comment Re: Where's the line (Score 4, Insightful) 31

SVB was a C-Corp not an LLC (and Iâ(TM)m not aware of any U.S. bank that is or can be an llc).

The people being sued had a fiduciary duty to not do what happened, and were, or should have been, quite aware that they can be held Legally Liable if I court finds that they did not uphold the duty.

Comment Re: I mean, accurate enough. (Score 1) 75

I think you need to do some more research.

Crap in, crap out. If you are using all of the Internet, you will get crap.

If you constrain the input of the rag model, and the questions asked, it will do a generally, to amazingly, great job.

Upload the original wizard of oz from Gutenberg to a rag system.

Then ask about Dorthyâ(TM)s ruby shoes.

Vs ask that question to a general llm that is not constrained by the actual story

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It is wrong always, everywhere and for everyone to believe anything upon insufficient evidence. - W. K. Clifford, British philosopher, circa 1876

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