alt Hacker NewsI think AI is useful and has value, but what I find problematic is the illogical behavior that people display while claiming to be engaging in thoughtful writing.
Rather than saying NVIDIA will be the ultimate winner, I think Apple could be the final winner as a hedge against semiconductor stocks, at least for now.
In that sense, I'm not sure. You can't time a bubble, so it's just a bubble.
But I do think NVIDIA will remain powerful because of its CUDA ecosystem—though the future is uncertain.
[Bro I was hoping you'd rip into your own OX idea here.. then we could have a convo here or offline.
I wouldn't say I get frustrated by illogical writing--esoecially ones that only _seem_ illogical---, but more that people like us who might know better don't point out precisely where that illogic is after thinking carefully about it. ]
It's possible to time a burst _if_ you see the pin, but anything you do _when_ you see it is technical illegal?
So your OX idea feels like just the sort of thing that could open our eyes new kinds of pins.
Further, I'm not totally closed to the idea that actively trying to pop the Anthropic bubble is moral, indie of how quixotic that sounds. Even if it might be a good case study for deinstitionalizing research math.. even if that Napoleon quote that's trending..
I would also never bet against Jensen taking some ideas from "the Apple playbook". Especially when multiple people have already pointed it out. Though this is tangential. Less tangential---
Refinement of OX framework would help us think about how NVIDIA can or cannot play the Apple game. Certainly, if given calibrated riskiness and timing, Apple would move against Anthropic. You know what I mean?