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I love how now you have to consider the possible s** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by
by jimmySixDOF 22d ago
I love how now you have to consider the possible s** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods -- it's one of the best stories in AI that SemiAnalysis is not cut from the same cloth as Gartner McKinsey et al
- xyzsparetimexyz 22d agos** posting? sex posting?
- msh 22d agoshit posting
- minimaltom 22d agoThats what I thought too but then it would be s**?
- jareklupinski 22d agoi see 'hunter2'
- madspindel 22d agos**? Edit: OK, hn is removing one *
- yjftsjthsd-h 22d agoIf it's trying to convert it to italics, you may have to use a backslash to escape them
- masfuerte 22d agoOr double them up: s****** gives s***.
- 2001zhaozhao 22d agoI like that to type s****** you had to type s************.
- yjftsjthsd-h 22d agoOr escape them;)
- deleted 22d ago[deleted]
- deleted 22d ago[deleted]
- verall 22d agosemianalysis is pretty good
- latchkey 22d agoAre they? https://jon4hotaisle.substack.com/p/influence-as-a-service-semianalysis https://jon4hotaisle.substack.com/p/influence-as-a-service-s...
- 7thpower 22d agoThis would have been far more effective with 1/10 as many words.
- verall 21d agoI've been reading them since before all of the AI hype, and I've always thought they're pretty good. You a few spicy takes with the overview/opinions/benchmarks. Better than semiaccurate. The article you link says not a lot of criticisms with very many words, and the AI prose gets much worse towards the end, seemingly when the author also gave up on reading it. I am disappointing in the plagiarism though, especially of Ryan Smith. I am much more interested in what you think of the site though vs your own experiences running a GPU cloud. I've seen your comments on it for a long time, it's super interesting. So if you think their takes are mostly bunk I'd consider it way more than this hot aisle guy.
- 21d ago
- tmp10423288442 22d agoSemiAnalysis’ founder was roommates with Anthropic people, not OpenAI, so he may be slightly (very slightly) more objective here.
- LogicFailsMe 22d agoAlong with Leopold Aschenbrenner so maybe not so much.
- rustystump 22d agoThe guy that was part of FTX, fired from openai for alleged theft, got billions in a hedge fund somehow then lost billions. Why are all these people so scummy? It is like voting Trump three times in a row.
- onion2k 22d agoThey're very intelligent people who do very clever things at a young age, which draws the attention of very rich people who can exploit them to get richer, and no one tells the young person they're being exploited. They're heaped with praise and 'wealth' (millions, but crumbs compared to what they're making for other people), and told they're geniuses who can do no wrong, mostly by the media that happens to be owned by the rich. Then the rich people pull the rug leaving them holding the bag, and they move on to the next young clever group. And the cycle continues.
- thelastgallon 22d agoThe only effective altruism is making the mega-billionaires richer. https://fortune.com/2026/03/16/peter-thiel-giving-pledge-billionaire-philanthropy-backlash/ https://fortune.com/2026/03/16/peter-thiel-giving-pledge-bil...
- antonvs 22d ago> I love how now you have to consider the possible s*** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods I mean, previously you could have said something much the same except substitute "frat boys".
- FrustratedMonky 22d ago"not cut from the same cloth as Gartner McKinsey et al" Yeah, those guys aren't biased at all.
- Alifatisk 22d agoWhy censor yourself?
- TiredOfLife 22d agoBots do that because other platforms remove or hide posts with bad words
- onion2k 22d agoHumans do it because they've been raised not to swear.
- adabovehuman 22d ago> because they've been raised to grant advertisers and their vile spawn more rights than humans
- TiredOfLife 22d agoPeople that have been raised to not swear either do not swear or replace words.
- onion2k 21d agoI f**ing do actually.
- doctorpangloss 22d agoThe semianalysis people have scripts which incorrectly count their numerators and denominators all the time. All their benchmarks are flawed. It is such a slipshod operation and they charge exorbitant amounts of money for it.
- ShrigmaMale 22d agoSay more about this please
- doctorpangloss 21d agofor example, their people think that GB300s are twice as fast as B300s, when really their benchmarks just incorrectly divide GB300 instances on azure by 8 instead of 4, since they don't read or verify any of the code that executes their benchmarks. the problem is they're so cryptopilled, surprises are what they want. they don't look at surprises and think, "that's wrong." they look at surprises and double down!
- subtlejellyfish 22d agoThe "industry news and research" part of the AI industry feels very... suspect to me. My intuition is telling me that it's a bunch of people with influencer-y type social media skills and no actual credentials just grifting because there's so much money floating around.
- senordevnyc 22d agoWhat credentials do you need to write a substack about an industry so it’s not grifting?
- A_D_E_P_T 22d ago> McKinsey lol. lmao even. Have you seen the quality of their output? I'd take Claude or ChatGPT Free Tier over advice from McKinsey these days.