The bear case on big generative AI. I think he may be overindexing on DeepSeek, but the general point (that it is very unlikely all the investment in data centers and power generation can ever pay off) strikes me as at least reasonable. Of course, I’m a complete GenAI skeptic.
Larkfarm Returns
Retired. SDAM and aphantasia mean that I've forgotten all the stuff you used to know about me. These days: Hiking, photography, house-husband, vegan, AA9MG, Linux, Oregonian.