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The limiting factor of development (for money) is good ideas, or valuable ideas. If you have 5 features you want, but only time in a month for 2, then that forces you to choose the best 2, which come with the tech debt, support and opportunity cost.

Removing the opportunity cost doesn't eliminate the other two costs of a feature


AGI hasn't arrived, all we have is Artifical General Marketing

For me, AGI is here.

ASI is not here, but AGI is.

A few years back if you asked me to build a system and just name the price, my question would be: What should it be able to answer? Whatever i want. I wouldn't have an idea how to build a system like this.

Today we do.

Would you add any context to your comment to even have an argument we can discuss?


If Astra is AGI, then GPT 4 was AGI too. There's no qualitative difference. It can write poetry and role play with you, and code snippets, and you can run those code snippets if they're in bash format and boom, you have an agent.

But if that's AGI then it's a meaningless term; it's just a martketing gimmick. Which is entirely my point.


There is a significant qualitative difference, very obvouse one too.

The complexity of tasks GPT-6 can do are not compareable to GPT-4. We see this daily. From CVEs which became a real problem after GPT-4, generic tool use (blender, paint, etc.), agentic work (GPT-4 was at a minute or so, GPT-6 can do hours).

They broke through significant barriers in a short period of time. I would def count the agentic quality of doing hours of work as one of the main proofs.


Anthropic's Gross Income

I don't know how something that everyone can use and see with their own eyes can still cause people to be so delusional.

Like the very programmers who code with AI and no longer type code are saying AGI hasn't arrived.

It arrived years ago. And people are still in denial because it's on track to eat our identities as programmers.


Have you build anything better than what existed 5 years ago?

Is the sky blue?

No idea, give us a link so we can see

AI hasn't arrived either. I always find it so weird how marketing suddenly redefines words and concepts.

I can tolerate Teams being a bit mid because the core functionality nearly always works. I can tolerate Outlook being meh because it's doing a lot (nothing I, a lowly IC really need though I can imagine the top hatted boss who does) and I think it does okay with the scope it's tackling.

But the M365 copilot app is inexcusable for being as core to Microslop's strategy.


Lol, teams has had two multi-hour global outages this year.

It's such a broken POS. Code snippets, especially for html, frequently don't render, or if they do, they render as rendered html which will frequently be an empty box, and you have to manually (for each snippet box) switch to show code mode.

Trillion dollar industry btw.


Don't worry about. Claude Code wrote 1 million lines of tests for this functionality, that's how you know your luddite eyes are lying to you.

Jevon's paradox isn't a physical law, it doesn't magically apply to everything. Millions more copies of Atari's ET game didn't cause everyone to pickup a cheap copy, and cause extra demand for a garbage video game. Some times (actually, usually, I'd argue) things are made that will sell for less than the cost of construction because of irrationality, and they don't induce extra demand and they don't change the negative profit margins.

You can't simply wave Jevon's paradox at things. Thousands of miles of canals were dug in the UK that couldn't be sustained and were abandoned. Thousands of miles of railways were laid that could be sustained and were abandoned. And those are potentially durable investments, unlike cheap walls, pillars and roofs laid over a levelled concrete slab full of fast depreciating IT equipment.


It's true that Jevon's paradox doesn't always apply, although this does seem like a classic case.

But yes, if sold for a negative margin Jevon eventually stops because the decreasing supply will drive up prices.

> things are made that will sell for less than the cost of construction

Price is set at the marginal cost. Capital costs aren't in marginal costs.

You'll need a better counter-example than UK railways which suffered from Parliament price-fixing.


I agree, but I would say what the parent is saying is more akin to Say's law: https://en.wikipedia.org/wiki/Supply_creates_its_own_demand

> You can't simply wave Jevon's paradox at things

I'm so glad the tide here is turning on this talking point, brought on by exactly the same people beating us over the head with it for months while no progress is made towards it materializing.

Many, many people who post here are capable neither of real analysis nor distinguishing real analysis from memes. They aren't hackers, they are adherents of a cult that happens to focus on the same subject matter as hackers.


Jevon's paradox only applies to products with near infinite demand. Energy being the most famous example. I dont think its difficult to argue that compute/intelligence is also a base input into the economy and theres almost no limit to the amount of intelligence the world will want.

Jevon's Paradox, RSI, revealed preference

Jev, ASI, RLHF, Jev, Jev, water usage

>We are likely to see LLMs running locally at current frontier-quality on commodity hardware in the next 3-6 years

Yeah okay bud, anyone checked in with the state of consumer hardware recently? Not the author, evidently.

>oh in 3-6 years this will all be over

Yeah I'm sure Samsung, Nvidia and sk hynix will all be very calm with lower volumes and lower margins.


Seems like 3-6 years is a pretty conservative timeline to me. Memory and inference chip production could ramp up massively in that amount of time.

The article observes that the cost of frontier intelligence from 2025 has fallen 100x in the last year. It also notes that the energy to run models is also collapsing. Consumer hardware is borked right now because these new algorithms are revolutionizing the utility of a computer. Computing is technology who's cost has been collapsing for 90 years, and its a safe prediction that it will decrease again.

> Yeah okay bud, anyone checked in with the state of consumer hardware recently? Not the author, evidently.

RAM prices will crash when demand drops even a little. They'll probably crash to a lower (inflation adjusted) level than before. This has happened before.

Industrial scaling in general often looks like a sawtooth: price spike, capacity investment, crash, repeat.

Part of what's keeping prices high a little longer is that everyone knows this and is a little reluctant to plow resources into chip fabs for fear of having the bottom fall out before they recoup or sell that to someone else to hold that bag.

Graph the average compute and RAM in a mid-high end laptop at an inflation adjusted price point for the past 40 years. It's very exponential and hasn't slowed down much.


No. Prices will crash when supply side expands to meet the increased demand. Because demand won't go down to pre-bubble times any time soon. Unfortunately the supply side has been very slow in increasing production, partly because most steps of the production chain are all maxed out.

On a long enough scale you are right that prices will likely normalize to a better level, but before 2030? That would mean the factories are built quickly once they begin.


> everyone knows this and is a little reluctant to plow resources into chip fabs

except cxmt who is plowing resources in like crazy


That has more to do with geopolitics than it does the current price of memory.

The entire reason why hardware prices are so absurd right now is because manufacturers across the board are doing everything to prevent that crash.

They all collectively chose NOT to increase supply with increased demand. So if the bubble pops, they just go back to previous prices without oversupply driving the prices to rock bottom.


There's been multiple YouTubers saying they've been paid recently to make... AI Doomerism videos (e.g. Sabine).

I imagine this is simply part of the campaign, AI doomerism followed by AI Bloomerism, it could even be part of the same organisation's campaign; selling the solution to a problem they put in your mind. Hype, criti-hype, it's all so tiresome.


AI doomerism more importantly I think legitimises current AI as being super powerful and useful. If something can take over the world then surely it's a powerful technology !

What we instead really have is Simple Skynet


I just saw the video, Sabine was offered money, not paid...

>could even be part of the same organisation's campaign

Eh we know its part of the same campaigns. "Please provide us with regulatory capture because our tech is an existential threat" has been going on for a while now.


the boomer news have been turning the ai doom scenario to 11 for that pre ipo ramp up

> people writing in a non native language This category of people are going to be most betrayed by LLM output: 1) the receiver loses the signal that the sender might need to be queried to find their real intent and 2) the sender doesn't have the ability to determine if what they are sending is what they mean

> people insecure in their writing These people can grow up, I don't care. Not a good enough reason to send a slop grenade.

>people not used to writing in industry terms Similar to the non-native speakers, but slightly less in magnitude. They can educate themselves though.

- people with the curse of knowledge that are aware that they can’t write for a general audience well These people probably can get some value out of it but they should take care

Still not really a good enough reason in the end


That’s like, just your opinion man.

I disagree, but I think neither of us are going to benefit from continuing this discussion.


Btw calorically dense foods are, in fact, hyper nutritious. While you may imagine healthy foods to be green vegetables and raw meats, you can buy - from regular supermarkets - roast chickens ready to eat, salad bowls and fresh fruit. You need not even store it, but buy and eat on the go.

People repeat the myth that healthy food choices are expensive (they aren't) and time & space consuming to make (they can be) so often that most people believe it. But it just isn't so: you can eat at McDonalds every day, and if it's only a part of your diet, it's healthy. If you can get fibre and some vitamins elsewhere, and aren't overeating, the protein and calories in a fries and a hamburger are fine. Good, actually.

Healthy foods are simply principally marketed to, sold at a large markup to, middle to upper class Americans so they believe that's the usual market value.

Now, it can be expensive in time, effort and equipment for struggling, hard working, irregular shift workers. That's a different issue though.


You are correct, but regular supermarkets can even be scarce or non-existent in many areas.

Also known as food deserts.

Gavin: I don't want to live in a world where anyone makes a bigger boulder than Hooli does.

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