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Are you claiming NVIDIA manufactured the demand for AI?

by nonethewiser 4d ago

silverFork 4d ago
Yup. Investing in your customer, what is that if it is not buying demand. They get the cash to buy your output.
- JumpCrisscross 4d ago
  > Investing in your customer, what is that if it is not buying demand It can be manufacturing demand that wouldn't otherwise exist. It can be facilitating demand to come online sooner and smoother. You can't tell which it is by only looking at the transaction; you need to know how many dollars are going into the ecosystem as a whole for purchases of goods and services. Until Anthropic's S-1 lands tomorrow-ish, we won't have that publicly.
Avicebron 4d ago
Not a lot of people were clamoring for copilot in their outlook. But NVIDIA are giving money to labs so that they will buy their hardware. Manufacturing demand for their hardware, which is used for more AI, which eager PMs stuff into every crevice they can find and call demand.
- CuriouslyC 4d ago
  ChatGPT was the fastest growing software of all time not that long ago. Citing a bad AI product as evidence for lack of demand is saying the failure of the Homer car was due to the fact that people don't like automobiles.
  - brazukadev 4d ago
    Don't need to go far. Sora by the same company was the fastest incineration of dollars in software of all time.
  - oblio 4d ago
    ChatGPT was the fastest growing gratis software of all time. I wish we still lived in an age where things were sold to cover their costs. My money's on their product having 10% of its current user base if they charged 50 cents per month.
    - deleted 4d ago
      [deleted]
      - RussianCow 4d ago
        Which doesn't matter if they're still not profitable.
    - deleted 4d ago
      [deleted]
    - saberience 4d ago
      You could have said this about Google's Search product... How much would the average normie pay if Google suddenly charged? Sure the user-base would drop. And what? Did Google suddenly become a bad business? I find it funny how people have these strange and hypocritical viewpoints when it comes to OpenAI and Anthropic when the hyperscalars like Google, Amazon etc, followed these exact same kinds of playbooks for years and years.
      - oblio 4d ago
        Oh, besides my other comment. Yes, I'm against all predatory economic behavior. Selling user data, price dumping, platforms/walled gardens/monopolies/oligopolies/cartels/etc.
      - detourdog 4d ago
        Probably not a normie but I pay for Kagi search because it’s a lot like pre-seo google. So far haven’t tried any AI since OpenCYC.
      - disgruntledphd2 4d ago
        The labs have raised far, far more money than any of the hyperscalers ever did, with no sign of a route to monopoly profits.
  - simoncion 4d ago
    > ChatGPT was the fastest growing software of all time not that long ago. Google+ was the fastest-growing social network of all time not that long ago. When you're one of a pair of VC darlings that have effectively-infinite money because of -in part- handwavy promises to cure cancer and eliminate 90% of payroll everywhere, or if you're an established company that has total control over very widely used consumer products, you can do all sorts of things to manufacture amazing growth numbers. In the case of those VC darlings, we're seeing their shift towards providing their products that are most expensive to create exclusively to B2B customers and also the shift towards justifying the elimination of most of their R&D expenditure. Every company performs belt-tightening in advance of their IPO, [0] and those two are no exception. [0] ...which is when their finances will be scrutinized by the public and regulators...
    - echelon 4d ago
      ChatGPT is in my tool belt now, and I barely touch Google anymore. The world is fundamentally and momentously being rewired.

Are you claiming NVIDIA manufactured the demand for AI?

silverFork 4d ago

Yup. Investing in your customer, what is that if it is not buying demand. They get the cash to buy your output.

JumpCrisscross 4d ago
> Investing in your customer, what is that if it is not buying demand It can be manufacturing demand that wouldn't otherwise exist. It can be facilitating demand to come online sooner and smoother. You can't tell which it is by only looking at the transaction; you need to know how many dollars are going into the ecosystem as a whole for purchases of goods and services. Until Anthropic's S-1 lands tomorrow-ish, we won't have that publicly.

Avicebron 4d ago

Not a lot of people were clamoring for copilot in their outlook. But NVIDIA are giving money to labs so that they will buy their hardware. Manufacturing demand for their hardware, which is used for more AI, which eager PMs stuff into every crevice they can find and call demand.

CuriouslyC 4d ago
ChatGPT was the fastest growing software of all time not that long ago. Citing a bad AI product as evidence for lack of demand is saying the failure of the Homer car was due to the fact that people don't like automobiles.
- brazukadev 4d ago
  Don't need to go far. Sora by the same company was the fastest incineration of dollars in software of all time.
- oblio 4d ago
  ChatGPT was the fastest growing gratis software of all time. I wish we still lived in an age where things were sold to cover their costs. My money's on their product having 10% of its current user base if they charged 50 cents per month.
  - deleted 4d ago
    [deleted]
    - RussianCow 4d ago
      Which doesn't matter if they're still not profitable.
  - deleted 4d ago
    [deleted]
  - saberience 4d ago
    You could have said this about Google's Search product... How much would the average normie pay if Google suddenly charged? Sure the user-base would drop. And what? Did Google suddenly become a bad business? I find it funny how people have these strange and hypocritical viewpoints when it comes to OpenAI and Anthropic when the hyperscalars like Google, Amazon etc, followed these exact same kinds of playbooks for years and years.
    - oblio 4d ago
      Oh, besides my other comment. Yes, I'm against all predatory economic behavior. Selling user data, price dumping, platforms/walled gardens/monopolies/oligopolies/cartels/etc.
    - detourdog 4d ago
      Probably not a normie but I pay for Kagi search because it’s a lot like pre-seo google. So far haven’t tried any AI since OpenCYC.
    - disgruntledphd2 4d ago
      The labs have raised far, far more money than any of the hyperscalers ever did, with no sign of a route to monopoly profits.
- simoncion 4d ago
  > ChatGPT was the fastest growing software of all time not that long ago. Google+ was the fastest-growing social network of all time not that long ago. When you're one of a pair of VC darlings that have effectively-infinite money because of -in part- handwavy promises to cure cancer and eliminate 90% of payroll everywhere, or if you're an established company that has total control over very widely used consumer products, you can do all sorts of things to manufacture amazing growth numbers. In the case of those VC darlings, we're seeing their shift towards providing their products that are most expensive to create exclusively to B2B customers and also the shift towards justifying the elimination of most of their R&D expenditure. Every company performs belt-tightening in advance of their IPO, [0] and those two are no exception. [0] ...which is when their finances will be scrutinized by the public and regulators...
  - echelon 4d ago
    ChatGPT is in my tool belt now, and I barely touch Google anymore. The world is fundamentally and momentously being rewired.