@DarioCpx NV simply must keep overbooking the fabs, as long as possible.
They can't stop.
Otherwise they unlock their gradeA allocations & thus unblock their competition, including China; and then their sole real moat falls, as hyenas start biting, as investors start running.
@TrueAIHound@sd_marlow Smoke and mirrors and low hanging fruit. They started testing/deploying this blanket yesterday afaict, right in the php hysteria.
@provisionalidea viewed from the top (as in 'fulfilling') down to 'providing' etc, it's more about the surroundings, than the ai, industry, or the types of jobs even; there'll be no will, to work/educate, in an !certain/!safe general setting; & with no organic ~demand, nobody will care to supply.
@kakashiii111 they don't care about retention too much, at this stage it's all about data scooping (& why everyone else is pushing 'computer use'/"agentic" whatever too -- they crave filesystems/files/data/workflows), plus profiling data, to boost ads -- avg user is probably consumed in ~week.
@JTillipman A blanket maybe might be easier, domestically, while it can be extremely chaotic internationally and respin various retaliatory escalations, including REMs, up to inducing tensions around straits, and whatnot.
@xlr8harder 1. protecting the poor fluffy ipo kittens at any cost
2. china were already considering curbing access to >2t models in response to anthropic cutting access, so this can be just a 'preemptive "saving face" move' by usa
3. limiting it to 'ds only' makes it safer, as less political
@sporadica Even if they replace humans, it would collapse GDPs making the outputs less valuable thus deflating branches, since the offset demand is not gonna be there as they'd also kill disposable incomes and organic competition via centralisation. State, debasement, war, is their case.
@provisionalidea What's peculiar in this arrangement is, can't really know for sure, could be decoys, noise, all fake, mind games. Anthropic are so sensitive there, thus possibly exploitable, in a way that can't really harm the other side anyhow.
@edzitron A friendly reminder that NV invented-normalized absolutely blatant cheating on industry-standard benchmarks, gosh it's almost a quarter century ago now, way back in 2003. NV were doing basically the same thing VW did with diesel gate, 12 years before VW.
archive.arstechnica.com/archive/news/1…
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