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jimmySixDOFyesterday at 6:52 PM9 repliesview on HN

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


Replies

tmp10423288442yesterday at 7:05 PM

SemiAnalysis’ founder was roommates with Anthropic people, not OpenAI, so he may be slightly (very slightly) more objective here.

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xyzsparetimexyzyesterday at 7:06 PM

s** posting? sex posting?

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Alifatiskyesterday at 7:39 PM

Why censor yourself?

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subtlejellyfishyesterday at 10:56 PM

The "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.

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FrustratedMonkyyesterday at 7:28 PM

"not cut from the same cloth as Gartner McKinsey et al"

Yeah, those guys aren't biased at all.

doctorpanglossyesterday at 8:03 PM

The 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.

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verallyesterday at 7:01 PM

semianalysis is pretty good

antonvsyesterday at 7:07 PM

> 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".

A_D_E_P_Tyesterday at 11:04 PM

> 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.