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dbcpp | 2 months ago

Firstly, it's not really good enough to say "our employees use it" and therefore it's providing us significant value as a business. It's also not good enough to say "our programmers now write 10x the number of lines of code and therefore that's providing us value" (lines of code have never been a good indicator of output). Significant value comes from new innovations.

Secondly, the scale of investment in AI isn't so that people can use it to generate a powerpoint or a one off python script. The scale of investment is to achieve "superintelligence" (whatever that means). That's the only reason why you would cover a huge percent of the country in datacenters.

The proof that significant value has been provided would be value being passed on to the consumer. For example if AI replaces lawyers you would expect a drop in the cost of legal fees (despite the harm that it also causes to people losing their jobs). Nothing like that has happened yet.

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Workaccount2|2 months ago

When I can replace a CAD license that costs $250/usr/mo with an applet written by gemini in an hour, that's a hard tangible gain.

Did Gemini write a CAD program? Absolutely not. But do I need 100% of the CAD program's feature set? Absolutely not. Just ~2% of it for what we needed.

quikoa|2 months ago

Someone correct me if I'm mistaken but don't CAD programs rely on a geometric modeling kernel? From what I understand this part is incredibly hard to get right and the best implementations are proprietary. No LLM is going to be able to get to that level anytime soon.

kurikuri|2 months ago

I agree, the applet which google plageurized through its Gemini tool saves you money. Why keep the middle man though? At this point, just pirate a copy.

jama211|2 months ago

You’re attacking one or two examples mentioned in their comment, when we could step back and see that in reality you’re pushing against the general scientific consensus. Which you’re free to do, but I suspect an ideological motivation behind it.

To me, the arguments sound like “there’s no proof typewriters provide any economic value to the world, as writers are fast enough with a pen to match them and the bottleneck of good writing output for a novel or a newspaper is the research and compilation parts, not the writing parts. Not to mention the best writers swear by writing and editing with a pen and they make amazing work”.

All arguments that are not incorrect and that sound totally reasonable in the moment, but in 10 years everyone is using typewriters and there are known efficiency gains for doing so.

dbcpp|2 months ago

I'm not saying LLMs are useless. But the value they have provided so far does not justify covering the country in datacenters and the scale of investment overall (not even close!).

The only justification for that would be "superintelligence," but we don't know if this is even the right way of achieve that.

(Also I suspect the only reason why they are as cheap as they are is because of all the insane amount of money they've been given. They're going to have to increase their prices.)

emp17344|2 months ago

Uh, I must have missed the “consensus” here, especially when many studies are showing a productivity decrease from AI use. I think you’ve just conjured the idea of this “scientific consensus” out of thin air to deflect criticism.