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Leave The Buybacks, Take The Capex
Buybacks or capex?
Cue the knight from The Last Crusade: "You must choose. But choose wisely!"
The
Cue Indy from Raiders.. “Shut your eyes, Marion. Don’t look at it, no matter what happens!”
“These people are trying to kill us.” “I know, Dad!” “This is a new experience for me.” “Happens to me all the time.”
Hang on lady, we going for a ride!
Hopefully we don’t get:”Wow! Holy Smoke! Crash landing!”
Most people have no clue about the limitations of AI, from hallucinations to power draw. It is estimated that the power requirements to cut in half the error rate of AI are about one order of magnitude above current levels. At some point investors will need to determine whether the ROI is there for AI capex.
Not just hallucinations it makes mistakes too. I was working on documentation and I fed the LLL a class of ~1000 lines of code. I then asked it to list in alphabetic order all the public methods and properties. When it output the list there were some missing, so i asked it why it missed one; it apologized and tried again. Again, I noticed there were still some missing, it retried and still got it wrong. At this point i was pissed and I asked it if it was deliberately making mistakes. It said something like it’s here to help, on the next time it did it right. If i were dealing with a person i would have said they were being lazy, not really looking properly but i can’t explain why the LLM was having so many issues with a simple task.
Very interesting. Good thing you weren’t working on a medical application.