Riley Cramer @RileyCramer6

@geoffreyhinton Why don’t you work on safety and alignment with @ilyasut instead of spreading fear to the general public who cannot do anything about it?

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Riley Cramer @RileyCramer6

6 days ago

@jordannovet ANTR

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Riley Cramer @RileyCramer6

7 days ago

@SemiAnalysis_ You guys are actual liars for pumping TPU so much with your fake benchmarks

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Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement. I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible. But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

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Riley Cramer @RileyCramer6

3 weeks ago

@The_AI_Investor You have a great track record. Tesla, Nvidia, Google, Micron have all been giant performers for you

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Gavin Baker @GavinSBaker

2 months ago

Interesting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental to this. As would their new business model where they take a revenue share of neocloud revenue in return for guaranteeing offtake. I do think the latter point has not been well explored by analysts and is likely to be super important going forward.

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tae kim @firstadopter

3 months ago

To show how broken and dishonest the current media ecosystem is, NOT ONE mainstream financial outlet covered @SemiAnalysis_'s super positive post on Nvidia's "HUGE SECOND HALF RAMP" fundamentals. Yet every outlet wrote up the potential Kyber delay. I also guarantee nearly every writer had no idea what Kyber was the day before.