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[return to "2025: The Year in LLMs"]
1. ksec+RD[view] [source] 2026-01-01 07:40:29
>>simonw+(OP)
All these improvement in a single year, 2025. While this may seem obvious to those who follows along the AI / LLM news. It may be worth pointing out again ChatGPT was introduced to us in November 2022.

I still dont believe AGI, ASI or Whatever AI will take over human in short period of time say 10 - 20 years. But it is hard to argue against the value of current AI, which many of the vocal critics on HN seems to have the opinion of. People are willing to pay $200 per month, and it is getting $1B dollar runway already.

Being more of a Hardware person, the most interesting part to me is the funding of all the developments of latest hardware. I know this is another topic HN hate because of the DRAM and NAND pricing issue. But it is exciting to see this from a long term view where the pricing are short term pain. Right now the industry is asking, we have together over a trillion dollar to spend on Capex over the next few years and will even borrow more if it needs to be, when can you ship us 16A / 14A / 10A and 8A or 5A, LPDDR6, Higher Capacity DRAM at lower power usage, better packaging, higher speed PCIe or a jump to optical interconnect? Every single part of the hardware stack are being fused with money and demand. The last time we have this was Post-PC / Smartphone era which drove the hardware industry forward for 10 - 15 years. The current AI can at least push hardware for another 5 - 6 years while pulling forward tech that was initially 8 - 10 years away.

I so wished I brought some Nvidia stock. Again, I guess no one knew AI would be as big as it is today, and it is only just started.

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2. Humbly+lU1[view] [source] 2026-01-01 19:05:29
>>ksec+RD
It's a great tool, but right now it's only being used to feed the greed.

>> Again, I guess no one knew AI would be as big as it is today, and it is only just started.

People have been saying similar about self driving cars for years now. "AI" is another one of those expensive ideas that we'll get 85% of the way there and then to get the other 15% will be way more expensive than anyone will want to pay for. It's already happening - HW prices and electricity - people are starting to ask, "if I put more $ into this machine, when am I actually going to start getting money out?" The "true believers" are like, soon! But people are right to be hugely skeptical.

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3. aspenm+562[view] [source] 2026-01-01 20:28:23
>>Humbly+lU1
I agree -- skepticism is totally healthy. And there are so many great ways to poke holes in the true underlying narratives (not the headlines that people seem to pull from). E.g. evaluation science is a wasteland (not for wont of very smart people trying very hard to get them right). How do we tackle the power requirements in a way that is sustainable? Etc. etc.

But stuff like this im not sure I understand:

> It's a great tool, but right now it's only being used to feed the greed.

if its a great tool, then how is it _only_ being used to "feed the greed" and what do you mean by that?

Also I think folks are quick to make analogies to other points in history: "AI is like the dot com boom we're going to crash and burn" and "AI is like {self driving cars, crypto, etc} and the promises will all be broken, its all hype" but this removes the nuance: all of these things are extremely different with very specific dynamics that in _some_ ways may be similar but in many crucial and important ways are completely different.

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4. Humbly+8I2[view] [source] 2026-01-02 00:49:07
>>aspenm+562
>> if its a great tool, then how is it _only_ being used to "feed the greed" and what do you mean by that?

Look around?

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5. aspenm+MJ2[view] [source] 2026-01-02 01:02:20
>>Humbly+8I2
Very confused, I still don’t know what you mean at all
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