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Cake day: August 4th, 2024

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  • Unlike the dotcom bubble, Another big aspect of it is the unit cost to run the models.

    Traditional web applications scale really well. The incremental cost of adding a new user to your app is basically nothing. Fractions of a cent. With LLMs, scaling is linear. Each machine can only handle a few hundred users and they’re expensive to run:

    Big beefy GPUs are required for inference as well as training and they require a large amount of VRAM. Your typical home gaming GPU might have 16gb vram, 32 if you go high end and spend $2500 on it (just the GPU, not the whole pc). Frontier models need like 128gb VRAM to run and GPUs manufactured for data centre use cost a lot more. A state of the art Nvidia h200 costs $32k. The servers that can host one of these big frontier models cost, at best, $20 an hour to run and can only handle a handful of user requests so you need to scale linearly as your subscriber count increases. If you’re charging $20 a month for access to your model, you are burning a user’s monthly subscription every hour for each of these monster servers you have turned on. That’s generous and assumes they’re not paying the “on-demand” price of $60/hr.

    Sam Altman famously said OpenAI are losing money on their $200/mo subscriptions.

    If/when there is a market correction, a huge factor of the amount of continued interest (like with the internet after dotcom) is whether the quality of output from these models reflects the true, unsubsidized price of running them. I do think local models powered by things like llamacpp and ollama and which can run on high end gaming rigs and macbooks might be a possible direction for these models. Currently though you can’t get the same quality as state-of-the-art models from these small, local LLMs.





  • If we get a breakthrough moment with quantum, the machines will not be evenly distributed to start with. They will be too expensive to build, power and cool unless you’re a fortune 500 exactly like LLMs right now (aside from small models like llama that can run on consumer hardware). At the moment quantum computers rely on superconductors that have to be cooled near absolute zero which is… somewhat expensive to achieve.

    Unlike LLMs (oh no I can’t talk to waifu without cell coverage waah) Not being able to run quantum algorithms on your phone in this scenario would be bad. It either means your personal comms are, for all intents and purposes decryptable by those who control the quantum machines or that you’ll have to pay rent to the people who control quantum machines to have them encrypt and decrypt stuff for you. Of course you’ll have to trust them too. Also, given governments thirst for spying on our encrypted comms, it’s possible that quantum machines are heavily regulated allowing “the good guys” a back door into our chats without giving “the baddies” a way to encrypt their comms









  • It’s easy to make this kind of generalisation but in reality we are like any other western country - extremely polarised by social and traditional media and currently vearing towards fascism because of a combination of external manipulation and increasing inequality and misplaced anger about it.

    Our population is also quite stratified in terms of race - there are some very multi-cultural cities and towns and there are towns where the population is entirely white and the locals only experience of other cultures is via the TV or speciality restaurants and shops in the next town over (source: grew up in one such place. Remember having conversation with a guy who said “tried an Indian, it was quite nice actually!”). I suppose this is comparable to the US Western and Eastern seaboards Vs “small town America”. People who have never met anyone with a different skin pigment are much easier to manipulate into thinking that all different people are here to take our jobs and live off welfare provided by our hard work. Those people are strongly influenced by the right-wing press such as the daily mail who supported the Nazis the last time around too. (Sidenote: that paper’s ownership remains with the same family. Never ever open their site and give them ad revenue).

    In reality, many cities are multi-cultural, diverse and open these days. The white fash-inclined people are worried that this open and diverse culture might spread to their town. Partly because the political class, backed up by the DM and GBNews and even the ‘impartial’ BBC tell them to be.

    I’d highly recommend watching Adam Curtis’ recent documentary series “Shifty” which follows the downfall of Britain’s industrial base and disenfranchisement of the working class led by Thatcher and Blair during the 80s and 90s. It is eye opening.

    The Labour party is supposed to be our centre-left party but they are copying the US-Dems in trying to appeal to the right who will never vote for them and alienating their base. They ousted their left-wing leader about 8 years ago and installed Starmer who is for sure a plant for the landed gentry/corporate interests.

    TL;DR not all of us are fash inclined, not even most of us. If you’re reading this and you’re new to this country, seek us out and don’t lose heart.