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In that regard, it's not too different from mobile telephony. Mobile phones drove the electronics industry 20 years ago, but there is limited demand for people who really know how to build a phone (ie. build the hardware and write all the signal processing from scratch), as there aren't that many companies that do phones at the lowest level. A few of the engineers got rich (eg. Viterbi), but most 'just' made a good living. Most people who got rich off phones didn't do it by knowing how phones work.

Incidentally, the skills for the lowest levels of LLMs aren't that far removed from those needed for mobile telephony, in that both are based on maths, computation and information theory.

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I was there at the start of the smartphone boom. I built a demo Android device that was capable of telephony/data, 3D rendering, etc. all before Google open-sourced the OS, for a SoC vendor that wasn't in Google's inner circle. Yet the industry was not interested in my junior profile during the subprime crisis.
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I wonder if the modern incarnation of Android flagships would have taken off at all if not for Apple. When Android first showed up, the dominant "smartphones" were running Symbian/Windows Mobile and they had a very different view of the world when it comes to UX and hardware.
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Phones were already going in that direction before the iPhone was released: https://phys.org/news/2007-02-samsung-unveils-revolutionary-...

But it was generally seen as a gimmick instead of desired before Apple made it look good. Even when the iPhone came out, one of the jokes was how the grid of icons looks like how a Windows user's desktop would look like when they didn't understand the filesystem.

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Ridiculous frankly.
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More than sad...
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This is super interesting because I moved from mobile telephony into ML and data science, and information theory and working with data in statistically correct way was what helped me! This was 10 years ago though.
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Good points, but I think we can expect the AI space to be more tumultuous.

What most people want from mobile technology is for it to work, not too expensively, and for it to get out of their way.

What most people want out of AI is for no leader to emerge and wield supremacy against the rest of us. People are afraid of it in ways they weren't afraid of mobile, so they're more willing to work together against whoever is in the lead.

Its more like an arms race and less like a utility. The disadvantage I face when my competition has better mobile coverage and bandwidth is minor. The disadvantage I face when my competition has better intelligence on tap is much more significant.

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Same with telecom companies.

We don't really have the demand for as many telecom companies as actually exist in the world. There's a reason we just have one Whatsapp and one Instagram, not three or four almost-but-not-quite clones in every single country that mostly differ in branding. The reason for the current situation has mostly to do with regulation and traditional, enterprise, "obviously every country needs a separate local branch, because that's what mcDonalds does" thinking. Technology has very little to do with it.

This is why the telecom world now consist of equipment manufacturers, who do most of the hard tech stuff, and actual telecom companies, who operate the equipment, rig towers in their local country, and maybe write some glue code to integrate a core from vendor A, a billing system from vendor B and a CRM / corporate invoicing system from government-approved local vendor C.

Banking also works similarly, though modern Neobanks / Fintechs and bank consolidation are slowly dissolving the concept of national bank branches.

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Also, in a few years, LLMs will be building the next generation of LLMs anyway, probably autonomously to a high degree.
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Yes. It's like looking at the (Apollo) moon rocket launch and then suggesting teenagers should learn to build rockets in their garages for the coming space age.

It is viable as a toy project, but there are vanishingly few career opportunities.

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It's like looking at the early internet and then suggesting teenagers should write browsers as their projects instead of webpages.
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If someone writes a browser in their teens, they will probably learn more about the web than if they were just writing web pages
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They'll learn so much more that won't transfer to as many job opportunities. For ex, say more about C++ and less about cutting edge CSS (because modern browser tech is an ocean). I suppose they might luck into other adjacent or unrelated roles with the same skills.
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I have a hard time imagining anything where writing a browser wouldn't be an excellent transferable foundation. Even your example: writing css will never teach you as much as writing a css engine.
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CSS wasn’t around in the early web.

Building a browser in the early web was actually a very achievable goal for exactly the reasons it isn’t now. There was not JS. No CSS. No SVG. In fact very few widely supported image formats (and graphical browsers weren’t around in the earliest days of the web anyway). TLS didn’t exist. HTML only had a subset of methods. And even POST was usually just managed by CGI/BIN calling an external process, often written in C++ or Perl.

It was a simpler time.

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They will also know the fundamental underpinnings of the web, you know - the thing that those html devs are actually using.

That’s like saying someone who fabricates cars doesn’t have the skills to drive them. Perhaps not, but they’re very well placed to pick it up quickly. They’ve also shown they can do something far more challenging, which is actually better than hiring for narrow immediate skills.

In other words: I’d hire that candidate in a heartbeat.

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You'd hire an auto designer to be a limo driver? I think it's just two different skill sets. The auto designer is clearly smart but a limo driver also needs to have customer service skills, etc.
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Are you asserting that C++ is not a marketable skill?

If anyone reading this has this un-marketable skill, Carnegie robotics in Pittsburgh is hiring

carnegie-robotics.breezy.hr/p/2d85f5321cc7-software-engineer

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I think he's saying that building a browser is not a transferrable skill, like making a generic web page is. Employers don't like specialists. I used to build display drivers for graphics cards. Wonderful learning opportunity but other employers not in the graphics card manufacturing business didn't give a shit--those three years were essentially treated as an employment gap. "Well that's nice, but we really wish you had general experience writing CRUD apps..."
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> I think he's saying that building a browser is not a transferrable skill, like making a generic web page is. Employers don't like specialists.

I recently switched roles, and among the seven places I interviewed, none of them seemed to see my then-current browser job as a problem, even though they were not related to browsers. (The closest one was a company implementing a HTTP reverse proxy, and I did not work on the browser's HTTP stack.)

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I would argue that in a post-LLM world, becoming as specialized as possible is the only way to survive. If you have the serious systems programming skills required to write graphics drivers, your talent would be wasted writing CRUD apps anyway. I hope you eventually found/will find something more appropriate for your skillset!
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CRUD didn’t exist in the early days of the web.

People keep talking about a browser in the modern context but the GP specifically said “early days of the internet” (which, in fairness, would mean pre-web. But I think it’s safe to assume they meant “web” not Internet).

In those days, it was actually a much simpler exercise to write a browser than it is today. I even wrote one! And writing a browser absolutely teaches you how HTTP and HTML worked. Plus a lot of backed development was forms data sent to CGI and thus written in languages we wouldn’t even dream of using for web development nowadays, including C++.

So in the early web, writing a browser absolutely was a transferable skill. It might not be now, but in the context defined by the GP, it was.

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But building a web browser isn't a niche skill - it requires a whole bunch of them. You need to be a generalist to write a web browser.
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This is like saying writing a compiler doesn't give you transferable skills. The surrounding competencies required to do this grant a pretty large amount of broad domain awareness
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A few did.

  [Blake Ross] worked as an intern at Netscape at the age of 16 ... Ross became disenchanted with the browser he was working on and the direction given to it by America Online, which had recently purchased Netscape. Ross and Hyatt envisioned a smaller, easy-to-use browser that could have mass appeal, and Firefox was born from that idea ... in 2003 all of Mozilla's resources were devoted to the Firefox and Thunderbird projects. Released in November 2004, when Ross was 19, Firefox quickly grabbed market share ... with 100 million downloads in less than a year
https://en.wikipedia.org/wiki/Blake_Ross
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In the meantime Mozilla was mocked on slashdot.org and elsewhere relentlessly after the first two years of the project when nobody believed there would be any value in the effort. Hats off to the team that took around five years to get to Firefox 1.0 (and released Mozilla browser in the interim). It took a lot of conviction to see it through.
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Sure, you had to pick the browser I despise worse than Netscape 4.
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That may have worked at the time, but no companies are interested in learning projects today. If you didn’t do the reqs list for the last 5-10 years with the same title, forget about it. Because there are dozens of folks who have, lined up. No one is indulging career changers (and most fresh grads) for the time being.
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> No one is indulging career changers (and most fresh grads) for the time being.

Oh hey thank you for that. It really helps. Hope you have your rug pulled from under you today too.

— signed, a career changer trying his best.

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it's just a fact of the market, it's not an attack on you.
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Indeed, I speak from experience. Generalists like myself are unfavored as well, it seems.
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If you learnt to build a browser in 2000 you're probably doing well for yourself lol.

Not a lot of demand, but also probably not a lot of supply.

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For this example, if you built a browser in 2000 it would put you in a great position to launch android in 2008. I think this is pg’s point. You spend all this time learning the interesting bits and when an inflection comes along that makes a new product or service possible you could be the one to likely launch it
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Each new bet will be expensive and depend less on technical merit than luck and having a backup so your family doesn't starve.
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Agree.

FWIW I built browsers from 1999 for a long time. (But I was never a wunderkind, just somewhat tenaciously curious).

And I guess I am doing fine, but not amazingly rich or so.

Browsers were always a project closer to research/charity. I think Marc Andreessen said something similar - that he would never do that again. B2B is where you can make money.

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That’s like saying if you can dunk in 8th grade you could be the next LeBron James. A LOT more things have to fall perfectly in place at the perfect time for that end result to materialize.
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I am talking from the perspective of the individual developer.

You don't need your impressive product to succeed to land a good career.

If Alice is doing LLM-from-scratch work today, and Bob is doing agent harness work today, Bob's project is far more likely than Alice's to become useful/popular/profitable.

But if neither project survives, in 5 years, Alice will be more employable/at a higher market rate than Bob.

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Neither one has even gone to college yet. I’d expect Alice’s project to be more likely to interest professors, get some undergrad research experience, maybe that can turn into something.
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This was his point. Being prepare to launch a produce when the opportunity comes.
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There is an entire graveyward of browsers, almost all that didn't die are now forgotten.
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Sure, but I'm sure most of their lead devs are well paid now.

In general C++ work and similar, if not in Chrome development.

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cause != effect
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There is a confounding variable, however -- the person is most likely a good dev. It stands to reason that they've had a decent career at least since then.
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Yes but as a dev you are shaped by the projects you work on.
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I think the point isn't that you'll necessarily build a great browser (or LLM), but the experience will benefit you in other ways.
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Yup like you go far enought you will pick lots of transferable skills like data cleaning in the case of LLM, DOM parsing case of web browser or welding case of rocket.
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If any were built by teenagers, I’d imagine those teenagers ended up with pretty good careers in technology?
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For every wunderkind that has a long career there's also plenty who are overlooked or peak early.
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Citation desperately needed.
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Ken Silverman
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I think he's doing fine? Sure, he got out of the video game industry, but that's for young people to burn themselves out.
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I don't mean he's destitute. Just that he's no longer exceptional, which is fine.
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But you were trying to refute my point of:

> I’d imagine those teenagers ended up with pretty good careers in technology?

The guy you mentioned doesn't seem to have ended up with a bad career in technology?

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https://en.wikipedia.org/wiki/Ken_Silverman

Is this the guy you’re talking about?

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Source: Sour Grapes
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Are you fingerpointing Marc Andreessen?
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Well, there's a lot more to learn from the former than the latter ...
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Really? The latter was immediately useful to lots of people which is motivating, and it had a nice smooth learning curve (html -> js -> php -> databases -> apps -> backend). Learning HTML is the first step to learning how to make full blown apps. Making a browser at 17 is like trying to climb Everest as your first hike. The expected outcome is burnout and demotivating failure. At best you'll learn some C++ or Rust.

17 is an interesting age. There are way too many comments here saying things like, 17 year olds should just do whatever seems interesting or bum around the world or focus on getting into university. But historically most kids were expected to be productive adults at 16 or 18. 17 is about the right time to be thinking seriously about what kind of work you'll do, how you'll make a living. University won't help and will just delay this decision.

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Anecdotally, I think it's great advice.

I contributed to a browser engine around that age (KHTML, which later became WebKit and Blink), and while I don't work in browsers right now, much of that knowledge, mindset and of course the professional network have done much to shape my life. And a fairly successful career, for that matter.

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Contributing to an open source project is fine, but the original analogy was "it's like telling teenagers to build browsers".

If teenagers could make small contributions to LLMs via open source then sure, go for it. Optimizing llama.cpp or similar would be a good learning project that might later get you good work via social networks. Contributing to open source is how I got started too.

Unfortunately, training LLMs isn't something that fits well to open source open collaboration. Inferencing codebases are better.

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Excellent point, and I agree. Much of the benefit I saw was from working within a like-minded, smart team, not going it alone. And also specifically working on software with a real user audience to learn what providing value to them actually constitutes.

In that sense it's more a "seek out the open source community and real projects when young" rather than "do web browsers", with a bit of "look for ambitious types of projects few get to work on".

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Historically people lived very different lives, required different skills, were poorer, had different opportunities etc.

A lot of people will make better decisions with a few yeas more maturity, and spending a few years developing themselves.

University will help a lot of people, and for some it will help.

There is a lot more to life than making a living.

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Early web didn’t have JS. Nor PHP. In fact a lot of early web pages were written using static HTML with C++ invoked via CGI/bin for processing form data. So writing a browser would teach you the HTML plus C++ too.

The early Internet (which the GP mentioned) didn’t even have the web. But that’s nitpicking.

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17 is a weird age but ymmv. I left home at 16 alone to study abroad. I had tons of free time due to dorm curfews and such. Unfortunately, I was too poor to have a computer and the computers we had access to were completely locked up. (Naturally we waltzed past the locks to play some games but it was also under surveillance)

Paradoxically I coded way more between ages 12-14, I regret my wasted late teens.

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Me too:

ages 8-15: lots of great 8-bit computer fun.

ages 15-20: girls, booze, motorcycles.

20 onwards: get a PC, back to computers, realize how much I've been missing.

To be honest, judging by my own kids and their friends, late teens seem to generally be an era of hard to avoid stupidity.

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If your focus on girls, booze, and motorcycles ends at 20 years old that's a pretty good sign.
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I mean... that's actually amazing advice. Not because they would grow up to create browser startups. But because they would grow up to create web startups that succeed because of very fundamental of how the web is rendered.

Which is paulg's point really

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This site exists because paulg created a webshop in a niche language (Lisp) and got a prototype bought out (and discarded) in the gold rush. No browser internals needed to make a fortune on the platform. Just rapid development of an application with natural monetization, and being in a place to do so way at the beginning.

Jeff Bezos did similar, but he did his own fulfillment and hired out the coding.

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Early internet let me create the best personal web page in my city that I knew of with 2 weeks experience as a 12 year old. I imagine that same 12 year old could be more knowledgeable about LLMs than 99% of people in the same period.
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You're vastly over-estimating the difficulty of making a web page and even more vastly under-estimating the difficulty of LLMs.
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I doubt it. Creating a website can be done by copy pasting a few snippets together and checking if it visually looks like expected.

Good luck with that approach when trying to toy around with models and their training/inference.

There is also a lot of math basics missing that a 12 year old may be able to grasp, but I would bet they are at least 13 by the time the knowledge is deep enough to understand what operations are happening.

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That seems like a perfectly good use of time for a kid in the 70’s! You’d learn a lot of engineering skills and demonstrate a tenaciousness that most people don’t have. I don’t think the goal is to predict what will be the important technology in 10 years. The goal is to challenge oneself with hard tasks and learn interesting stuff. A lot of the “AI” people today were compilers people yesterday
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There are more career opportunities building rockets than designing rockets. Lots of welders, machinists, electrical engineers etc build rockets, and those skills transfer.

The same is not so different for AI. A few people design novel AI, but there are a lot of people training AI (especially if you include fine tuning) and implementing AI, even as a hobby.

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Building an LLM covers a lot of CS fundamentals and forces you to do lots of research in order to implement one, especially on more modest hardware.
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So do a lot of things, that isn't what Paul is implying when he says "I would build a LLM if I was 17".
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How far into the future can you see?
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But he’s not saying that it’s a career opportunity.

It seems to me like he’s saying that doing this thing would be 1) fun and 2) a great way to become employable in the future. I don’t believe he’s saying that this project would be some kind of job training exercise.

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sounds like a great way to not establish social skills
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It’s not either/or. You can do 2 things.
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I never thought of that :)

I "guess" you could put all your effort into moving up to the next level in computer science, or you could put the same progressive effort into reaching new levels in video games on the same hardware.

Alternatively you could even put all your effort into social activities and leave the technology to other people entirely.

It might even be possible to find a balance between things that are widely "understood" "socially", and those that are not ;)

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When I was 17 and still witnessing Apollo Moon launches, I wanted to build an AI that would handily outperform LLMs as we know them today.

But that was way back in the early 1970's and all I had to work with was a mainframe.

Well the mainframe itself wasn't bad, the real show-stopper was that I didn't own the computer outright, no strings attached, no debt, etc.

>I'd probably try to make an LLM that I could use on some specific problem.

I thought so too back then, still do so I guess this is one of those things that could stand the test of time. I always wanted to start with something a lot simpler than a Moon mission myself. At 17 I already had a significant breakthrough in the chem labs and it was from alternatives to a single processing step plus everything that descended from that, rather than trying to tackle a much more complex detailed multi-step synthesis. I was only 17 but I was not trying to be a slouch, I don't think pg was either at that age but his advice is not for just anybody. I couldn't have done it if I hadn't made major progress since being 16, and it really emphasized at the time how much maturity can make a difference. My imagination ran wild as I extrapolated :)

In a reply from LeCun to pg:

>>I'll figure out a set of methods and architectures beyond LLMs that can quickly learn to perform physical tasks as efficiently as humans and animals. That last item is also what I would if I were 30, 40, 50, or 66 years old

I see no reason to stop at 66 either ;)

But I figured that people owning more computer power than I could ever afford were going to be doing something like this as soon as they could, without having to wait for something like an LLM to arrive before getting peoples' attention.

It did seem like things were going to take longer than you expect, so it's pretty good to have a lifetime of concentrating on the specialized natural science domain expertise, focused now for 50 full years on how it would combine if AI ever got good enough.

Both the natural science and the AI need to be a major cut above, I still see dramatic room for improvement in my own work. If I'm going to have to rely on "other peoples' AI" then that natural science component is going to have to pull a lot of weight to keep up with the kind of computers that only rich-as-hell high-rollers have access to.

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I agree with mostly all of this, but personally I wrote a toy LLM almost 5 years ago and while it never saw much use outside of boring my wife with a shitty command line demo with glee it did help me understand how they worked and how to apply them, played a lot with JAX and pytorch, ended up building a ghetto version of MCP and an LLM-Pool to proxy requests to my baby local models and so I didn't struggle to see the evolution of openrouter and MCP agentic workflows. The same way i'm really glad when I was younger I built a bad webserver by myself, a really painful SQLx type database, etc etc etc - none of these things led me to developing for Nginx or Oracle nor will knowing JAX get me a job at an AI research lab, but I do have a lot of depth in understanding how the technology works so that the flavors on top of them are easy to digest and make more use of immediately, and I think the same can be said for engineers coming into the field - if it's a spooky LLM box you aren't going to be squeezing the same amount of juice as the guy that knows how they work inside and out so having at least the understanding of a _babys first LLM_ is going to get you miles ahead of people who don't.

For anyone who wants to dork around there is https://github.com/rasbt/LLMs-from-scratch which is something amazing that I think anyone who wants to engineer things around LLMs should at least blast through and read.

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Game cheating and reverse engineering MMO backends taught me a lot: databases, networking, securing a backend (and frontend), limitations of simpler languages when comparing them to more native options for building backends.
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Agreed, I was very late to the game and was forced to learn VBA for excel sheets and that is how I finally broke into programming.

When I was a pre-teen I stumbled upon CD-rom hacking guide to bypass disc requirements on games, I remember opening up the file and the screen being filled with HEX code. I was so overwhelmed I just closed it and never touched programming after that for 15 years. My life would have been totally different if I had embraced the unknown instead of retreating.

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This was my introduction, too, but with Counter-Strike cheats.
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A curse upon you and your descendants
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It was Quake World for me
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> The reality is that an incredibly small minority of companies in the world do any real training or optimisation. It's unnecessary and inefficient for most purposes unless you are fully dedicated to being an LLM company, and still then it's a struggle. Those few that do train, they spend most of their budget on compute and have relatively small teams.

And the job postings are often ridiculous. I recently was an AMD job advert in Germany for an ML Kernel Engineer, not Senior mind you. The requirements went something like

> Masters Degree required with strong preference for a PhD with peer reviewed articles in {journals_list} > 10+ years of experience in C/C++ > GPU programming experience required > 10 more ridiculous lines

No idea how a teenager self teaching himself LLMs is supposed to even get a shot...

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It reminds me of that "stone soup" story.

1. I can make turn a stone and water into a delicious soup

"17 year olds, learn to build an LLM from scratch"

2. This soup would be more delicious if we add a few carrots. Does anyone have carrots

"Increase your chance of success by getting a Masters degree"

3. How about potatoes?

"And get a PHD"

4. What about some salt?

"And publish some peer reviewed articles in {journals_list}

5. We should also add beef

"Now work in the industry for 10 years"

6. See, this soup is delicious, and I made it all with a stone

"See, you're rich, and it's all because you learned LLMs as a 17 year old"

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I have always been pro fundamentals. It caused me trouble early in my career with bosses that didn’t understand why I would spend time trying to understand how something worked at a low level if I was a high level user. But then knowing the fundamentals gave me an edge as a designer and developer by understanding capabilities and limitations of the tools I was using. For example understanding how indexes work internally in a relational database. So I see the value in this type of work, not to land a job as a LLM researcher, but as an informed user of the tool.
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I’ve been wondering about this.

There are high school students competing in contests that cover parts of the (Math) theory behind AI. A lot of high school research programs are integrating AI with other things and complex mathematical models…

To me, this is bizarre as Calculus is barely taught in high schools (and likely poorly).

Don’t get me wrong, these kids certainly aren’t the usual lot.

Yet, I really wonder if they know the fundamentals. Do they even understand derivatives or just memorized the rule for polynomials? Can they even explain what a transistor is?

Normal curriculum takes 5 years to go from Algebra I to Calculus. Real Analysis, Linear Systems, etc. are fundamentals taught only in college…

Feels like too many are trying sprint before even learning to walk.

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I disagree with the premise.

Learning should not be done only as a direct path to getting paid.

Learn to create pattern matching and intuition to solve future problems.

When you are 17 it is a good time to understand how the world works so you can build on top of it in the future. If we assume most tech is going to have an LLM as part the stack, a solid basis in how LLMs work is likely to help you in future endeavors the same way a solid basis in how the web works helps you today.

Maybe a 17 year old should learn both. As a small anecdote when I was 17 I learned a lot about load balancers, failover, and building self-healing systems running small hosting company that had to be fault tolerant when I was attending high school. This wasn't at state of the art levels (e.g. I wasn't configuring gigabit routers or global CDNs -- but it was useful pattern matching for future problems)

I currently don't touch any of that tech, but I have working knowledge that still serves me today.

Think long term.

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You haven't actually refuted their premise.
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I am not the parent but I took it as them saying the premise was wrong to begin with, which I very much agree with. Learning should not be primarily directed by job availability.
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That's like saying the only way to do real engineering is with Google-scale Borg deployments. You can do quite a lot on very little hardware, r/StableDiffusion is a prime example.
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You can do plenty of "real engineering" under normal conditions. But specifically when it comes to LLM engineering, no there's really not much you can do, they are called "large" for a reason. You can play around at small scale, but those lessons you learn will not be very relevant to the real problems in the market.

Sure you can gradually climb the ladder by demonstrating your skills bit by bit and getting access to more resources. It has very good prospects if you do manage to push through. But it's a hard and risky path, and you will not be able to get any interesting results for the longest time.

For a young middle-class student, it just doesn't make much sense. You can do much more impressive and impactful things with your time without getting into that black hole.

I know how to build an LLM, I know plenty of fellow young engineers that do too. It's really not that complex. But they can't do much with it without capital or access.

Good engineering has never been a bottleneck in this field, it's been all about having access to capital and taking smart but dangerous risks burning it on compute, without much idea of how long you need to keep burning for. There's still no end in sight, some are still managing to convince investors and keep burning, and we are seeing progress, but the business case is still unclear. If you want to get in that game, go ahead, but it's not something I would advice the average young engineer.

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> I know how to build an LLM, I know plenty of fellow young engineers that do too. It's really not that complex.

I’m 40, and I don’t.I took that abstraction for granted and “left it to the big labs”. However I want to build my own LLM for learning purposes.

On needing big expensive hardware.. necessity is the mother of great innovation. Perhaps 18year olds trying to build their own LLMs in constrained resources environments will result in ground breaking ideas of achieving better intelligence than the one we currently have….

The world needs pragmatic folks who work at a higher abstraction and make LLMs useful, AND also folks who think why not “this other way”? And build newer ways to do fundamental things.

Given the usefulness of current LLMs, I would certainly encourage anybody to try and build their own LLMs, and see what they come up with…

Heck if they build a rack full of old laptops and run something with it that could be done “better” with modern servers, I’d still appreciate the learning running things on those little machines bring.

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Well, that's not how it works. You don't just put some old laptops into a rack.

Maybe with a decent consumer GPU like a 4090, you could do experiments like distilling and fine tuning a small image model for edge deployment for specific tasks.

Even there, many use cases might require renting compute for $10/hour and investing a few hundred.

A LLM from scratch? Forget it. You can do theoretical experiments, but not build anything remotely useful with that kind of budget.

If you're talented enough to come up with revolutionary methods, maybe an university or AI lab would be the place to be.

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[dead]
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To me the bottleneck is not even the compute, which is an issue for sure, but the data. All these large companies got their hands into petabytes of data, a lot of which of illegally acquired, but now they are large enough to pay the fines.
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> On needing big expensive hardware.. necessity is the mother of great innovation. Perhaps 18year olds trying to build their own LLMs in constrained resources environments will result in ground breaking ideas of achieving better intelligence than the one we currently have….

10000%.

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One of the things to think about when it comes to many kinds of "expensive" technology, is that from so many well-funded ventures, from the capitalists on down almost every decision-maker involved has not spent the majority of their life making every dollar count in some way or another.

Even more so when things are not just expensive by nature, but truly overpriced beyond that point.

>10000%

Once in a while you do get somebody who only spends a dollar and gets more out of it than a seasoned high-roller spending $10000. Most of the time the waste is borne by those who can afford to throw away $10000 more easily than an economizer can afford to lose one dollar, so nobody is crying about it.

With how ridiculously large the language models have gotten though, a 10000x improvement in actual intelligence does seem like it could be lurking unrecognized at a different point on the compass.

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Agreed. It's hard to learn unless you have access to quite high end hardware, and even paying by the hour is expensive. There's a low ceiling on what you can learn without doing training runs.

You can however learn everything you need to know to get on the career ladder as a software engineer on a regular home PC.

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While the topic here is narrow, the concept is broader.

Do you take the first step or rule it out because you don’t yet see the complete picture.

As a teenager I never hesitated to try things out. As a young adult I wanted the whole picture. Now I’m back to playing / trying things out. I kinda wish I’d not given it up. PG being a bit older and reminiscing - I bet he’s in that bucket too, whereas someone trying to establish themselves professionally probably (aka me early 20s) wants to see the path.

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> . But specifically when it comes to LLM engineering, no there's really not much you can do, they are called "large"

The “large” qualifier dates back to pre-transformer language models, where even training a multi-million model was hard due to how poorly it scaled. GPT-2 was a large language model, despite being only 124 millions parameters.

Due to how much high quality data is readily available, anyone can now train a sub-billion (L?)LM on commodity hardware.

And I'm personally convinced that pretty much any enterprise use-case of an LLM (except coding) is better served by a fine-tuned small (<2B) model that is trained specifically on the task, rather than a generalist frontier model, so learning the engineering around fine-tuning is a key skill that companies will realize they need sooner than later.

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Why? Oersted is correct, for any size class you can find an LLM that is free and well trained at this point. They are highly adaptable even without fine tuning, in-context learning is still superior to fine tuning in most cases also. And real world fine tuning is mostly about data gathering and cleaning. The actual adapter training is automated and put behind simple APIs.

I saw my first language model in action in 2014, I was writing blog posts about them back in 2016. In recent years, like many of us, I spent some time learning ML frameworks to see if it'd be a fun career pivot.

But:

1. It doesn't seem especially creative. All the frontier labs have nearly identical model personalities, capabilities and even app designs. We're not seeing them differentiate from each other, implying that the design space might not be that large. In which case the opinions and unique approaches of specific engineers aren't that important, they are interchangeable at the right level of skill, and what to do next is usually obvious to everyone.

2. It doesn't seem like a big job market. A lot of ML jobs were wiped out in recent years by the rise of LLMs. Lots of NLP specialists etc were suddenly replaceable with a cheap API. The jobs that remain have compacted into a small number of companies. It's a small community which greatly increases career risk, especially as so many are unprofitable and/or have strong ideological requirements.

3. It's unclear how much demand for better models there actually is. Do we actually need smarter models? In robotics clearly yes and robotics is interesting and high potential, but for pure LLMs/image models, most users are already incapable of setting tasks that stress the best models and are happy with the cheaper smaller ones.

Using the models on the other hand is a very large design space, and has a lot of scope for creativity. I see use cases for AI everywhere, but most companies seem to stop at putting a chatbot on their website or asking Copilot to rewrite an email before they send it. A lot of companies have hollowed out their IT departments over the past twenty years. It feels like a new golden age of consulting work could be upon us.

I really don't think I'd tell a 17 year old to learn how to train LLMs. Learn how they work and how to use them, sure, absolutely.

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> We're not seeing them differentiate from each other, implying that the design space might not be that large.

There is the more likely reason they are not differentiating. They use almost exactly the same class of model. Everything is linear, parallelizable. It's incredible path dependence that's now invisible enough we think it's a natural law. Nature is not linear.

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Exactly. They had the capital to gather massive amounts of data and compute and took a path that went well and pushed it to it's max. Are still pushing it. Are there better ways that don't need as much data and compute? Well, that's for the 17-year olds who don't have trillions to spend to figure out. I'm hoping they do so in a way that brings back affordable gaming gpus and memory sticks as a thing again.
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> They are highly adaptable even without fine tuning, in-context learning is still superior to fine tuning in most cases also.

Good luck relying on in-context learning for a 600M LLM.

> The actual adapter training is automated and put behind simple APIs.

That's like saying it's worthless to learn infra because you can use serverless instead…

> All the frontier labs have nearly identical model personalities, capabilities and even app designs. We're not seeing them differentiate from each other, implying that the design space might not be that large

The design space for a generalist model isn't large, by definition. But the design space for specialized smaller models is much larger. If you can train a 200M model that, for your use-case, is competitive with a frontier one, then you'll make your company save a lot of money in tokens.

> 2. It doesn't seem like a big job market. A lot of ML jobs were wiped out in recent years by the rise of LLMs. Lots of NLP specialists etc were suddenly replaceable with a cheap API. The jobs that remain have compacted into a small number of companies.

We are in a strange place where a few companies are collectively burning a hundreds of billions a year to sell things a few pennies for the dollar. Of course it's going to be cheap and concentrated. How is it supposed to end though?

> 3. It's unclear how much demand for better models there actually is. Do we actually need smarter models?

That's the thing actually: I don't think we need better models this much, and if we don't need better models we need the cheapest possible model for a given use-case.

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There is no reason to believe that generalist models need to be transformer (or transformer hybrids) it's just that people are risk averse and not spending their resources on the many scaled risky bets needed to explore the possibilities. There is more there.
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True. I'm a big fan of Cactus's work on the needle family of Simple Attention Network: https://github.com/cactus-compute/needle
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That looks like a really nice and well put together library.

But it feels like it sort of backs up my point about there being good models at every size class. Fine tuning Needle looks automated. Yes, you need to know basics like what validation loss means and how to use Python, but otherwise it's all about creating the dataset.

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Someone had to come up with needle in the first place though. And it's the kind of thing that's going to come from a big lab with an AGI monopoly ambition.
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But can you _sell_ that? If you can't you can't get a job doing it.
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I suspect most who worked at Google did not work on Google infrastructure before getting there.
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No, but the skills Google needed (back then) were just normal programming and sysadmin skills scaled up. I had eight interviews that covered Linux sysadmin, programming, debugging, networking, maths and more. If Google hadn't wanted me there'd have been plenty of other companies who needed those skills.

If you look at model training jobs a lot of the work at this point is creating RL gyms (normal programming work), but most people still think the work is all neural architecture research. Doing the former is fine but won't teach you much about how to build LLMs, whatever that means now. Doing the latter is a very hard market to get into: not many jobs and requirements are often like, "you must have published at one of the following conferences". Prior experience is assumed. Most of them seem to treat Google as ML university and source of new recruits. It's understandable given the cost of training runs.

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> requirements are often like, "you must have published at one of the following conferences".

I'm not sure why it's like this. If you look at the real world, you have stuff like ggml, which is about as hardcore as it gets in the LLM space, and it was made buy just a guy. Same for this like ComfyUI

If you get enough academics in a place, they tend to close rank, and not let anyone in without the same credentials. Data science used to be like this, they were constantly on about how you need a Math Phd to even apply, yet when I met these guys IRL, most of them were just running Python math libraries.

These previous examples show that if you understand at least a part of the problem space, you can 100% contribute without academic credentials.

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It does sound quite hard if that’s the mentality you’re approaching it with.
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You can do it at home, for sure. I've done some NanoGPT training runs and modified the architecture, it wasn't that hard. Came up with some potential research ideas too. It does take money for GPU rental so for a 17 year old, it's not so easy unless their parents give them a budget. For an adult with income you can do it.

The question is more one of opportunity cost. At 17 you need to start finding your way in the world. It's best to learn skills lots of people need.

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Interesting/capable diffusion models are much smaller than similarly interesting language models. But yes you could always scale things down to learn the fundamentals.
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There are plenty of similarly tiny language models in the realm of tts too. Gatekeeping what’s interesting misses the forest for the trees.
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A lot of startup companies are not training frontier models but help solve and optimize pain points of LLMs: cyber security, token usage, harnesses etc. These jobs don't require a PHD in machine learning but it does help if you understand LLMs at a deeper level.
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A lot of startups succeed by lying to themselves about the quality of their solutions and focusing on selling a marketing story.
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True, I'm tempted to put Antrhopic under the same category of lying startups so it enforces my point that understanding LLMs deeply could be useful
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Y'all are missing the point: It's probably less than 100 hours to learn the foundations of one of humanity's most-current breakthroughs. It's a disservice to any young hacker to not learn it. Here's your curriculum. Watch these:

-- 3Blue 1Brown's Neural Network Series: https://www.youtube.com/playlist?list=PLZHQObOWTQDNU6R1_6700...

-- Karpathy on LLMs: https://www.youtube.com/watch?v=7xTGNNLPyMI

-- Stanford CS336: https://www.youtube.com/watch?v=JuoVZkPBiKk

Then do this hands-on:

-- Karpathy's zero-to-hero: https://karpathy.ai/zero-to-hero.html

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But you can train a small LLM with a gaming graphics card -- I managed one on a GTX 1660. I don't think pg is suggesting that you try to chase the frontier. It's more like building your own OS in the 80s, or web server in the 90s -- sure, you'll never match the commercial offerings or the big OS projects, but building something from scratch within the limits of the hardware you can afford is amazing educationally.
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"I'd build the foundation of knowledge to base a startup on later"

what kinds of startups ?

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In my experience, having a solid understanding of the next level down in the stack -- the foundation you're building your startup on -- is really helpful. We built a PaaS, and knowing enough about Linux internals to be able to work out what would be easy and what would be hard meant that we could focus our efforts on high bang-for-buck features.

So I'd say that understanding LLMs to the level that you get to by training your own baby one would be a solid foundation for pretty much anything built on top of the "real" ones.

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when you think about all of the advancements since Attention / GPT a lot of it has been somewhat more obvious than in other fields, as is typical with the massive flood of innovation that follows a big breakthrough.

Paul likely assumes there will be a sequence of additional papers with the same impact as Attention is all you need, which will spawn a lot of opportunity for a larger group of experts who are conversant enough to advance the field even if they do not themselves create such a major innovation. Not only is this deeply exciting, it is also highly meritocratic as there is still scarcity of the kind of intellect and creativity necessary to swim there.

Machine intelligence might soon surpass it, though, and Deepseek is 100% Chinese mainland educated. Paul's description of building an LLM from scratch is meant as a vague starting point for being an innovator of the highest value aspect of modern AI innovation, not as a specific prescription.

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A single 3090 will train qwen 0.8B just fine. While it’s not a very capable model any training technique you would want to master can be used to make real progress. And all the skills you need to learn how to do this can be learned watching Andrej Karpathy’s zero to hero series (shame he quit educational content and went to anthropic)
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AI is the subtrate the future runs on.

And so I think the idea is more to understand tomorrow ... from first principles.

In the late 80's, as a teenager, I learned x86 assembly and C because that was the only way to squeeze out enough juice from my shitty CGA (and later VGA) card to programm the games/graphics that interested me.

I haven't written assembly in years.

But whatever I did in my career: it helped me and gave me an edge over my peers to have a foundation that is very close to the metal.

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> AI is the subtrate the future runs on.

We don't know this. So many people are simply claiming this confidently, and a lot of them are betting their careers on it, but nobody has a crystal ball. Whenever someone tells you confidently, and without any doubt or qualifications, that something "is the future," be skeptical.

I remember when the Segway was definitely going to change urban planning worldwide.

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> AI is the subtrate the future runs on.

Current AI can automate significant amounts of grunt work in programming and math. It's good at running web searches and writing summaries. There are a few other niches where it is currently successful. But other than that, many corporate AI projects are spectacular failures.

So just given what we have in hand, assuming no further breakthroughs, then we're maybe looking at AI being somewhat bigger than the Internet. Which would make it a revolutionary technology, sure.

But to get from "a revolutionary technology" to "the substrate the future runs on", then you need to assume more breakthroughs: long-context operation over weeks or months, displacing human workers 100% instead of 75%, and the ability to directly economically compete with actual humans. And people are investing literal trillions of dollars to make that future come true, without really thinking through what truly competitive-with-human AI would actually mean. We might be looking at massive job loss, centralization of power, fully automated "companies" with no humans dominating markets, and other dystopian scenarios.

And in those worlds, it's unclear that being good at CUDA and matrix math will be all that helpful, careerwise. The AIs are already pretty good at that stuff. Data scientists get paid OK when they actually get hired, but it's not everything college students were promised in the 2010s, either.

We can't yet build a fully-general competitor for the human mind. But we're getting closer. And if we ever do build one, the consequences will be really weird in any number of ways. So I worry about visions of the future that assume AI keeps improving significantly, but that also assume it still somehow remains a "normal" technology that doesn't, for example, render most humans fundamentally uncompetitive.

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> But to get from "a revolutionary technology" to "the substrate the future runs on", then you need to assume more breakthroughs: long-context operation over weeks or months, displacing human workers 100% instead of 75%, and the ability to directly economically compete with actual humans ... without really thinking through what truly competitive-with-human AI would actually mean. We might be looking at massive job loss, centralization of power, fully automated "companies" with no humans dominating markets, and other dystopian scenarios.

At 75% replacement of a worker we would already have huge job losses as each individual would be doing what several before did.

The only alleviation would be the creation of new equivalently paid jobs, which is no better than a hypothesis right now.

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I keep saying AI is going to prove more impactful than cloud computing but less impactful than the sewing machine and a bunch of people get mad at me.
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>> many corporate AI projects are spectacular failures.

Citation needed

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I don't really agree, I think the future should run on humans.

AI is a great solution in niche areas but generally doesn't make much money. All the large companies are in the negative.

The steam engine was less of a bubble and was much more revolutionary and had a greater impact.

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How did that edge manifest?
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This is a wildly incorrect and myopic view on the world.

Finetuning model is cheap and incredibly useful for deployment. You don't need to pre-train a frontier llm from scratch to make useful models.

There is tons of domains where you and fine-tune llms and deploy them for value in companies and for your own entrepreneurship ambitions. I have made this a big part of my career for the last few years and now I'm working on finetuning models for starting my own companies.

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I find the fine tune approach more interesting than straight to RAG and MCP.

End of the day they're all customized data stores and protocols to interact with them. May as well stick to a uniform toolkit with fine-tunes.

Not that other tools aren't useful. But reaching straight for a bunch of infrastructure reliant services is like jumping in with k8s when you're still at a stage where basic mocks in code are sufficient.

I won't roll my own encryption or UI lib but want to stay focused on the incompleteness of the project I have to ship not all the buttons and knobs of some dependency or framework. Same old manage context switch problem.

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Both of you are right. There is demand for tailored (fine-tuned) models; almost every enterprise would theoretically benefit from them.

But there are also a lot of prerequisites, namely does the enterprise have its sh*t together on a technical level. Does it have the processes and data pipelines available to train and benefit from these models? Probably not!

Applied ML is at the crown of a tech pyramid whereas most enterprises are still struggling at ground level. Being able to build from be ground is likely a safer skillset than only knowing how to work at the (non-existent) apex.

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Yes. There's a lot of demand for elite talent, and no demand for slightly sub-elite talent.
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Yes and no. I believe the point he is making is simply that there is no substitute for fundamentals and first-principles thinking.

We had scores of students study how microprocessors work and compilers work over decades, yet we have 3 or 4 major processor companies and a handful of programming languages. Yet, what they learned was probably crucial in their development as engineers.

We are also so early right now that even 2-3 years from now who knows how many LLMs and model firms survive (esp. given the "snake eating its tail" venture/investor funding situation)

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This is kind of different though isn't it? Doing an assembly or compiler class has pretty clear benefits in this regard.

But LLMs are tools. Does a great engineer need to know how vscode works? Might be helpful to understand how extensions work, LSPs, and project configurations.

Usually when working with any tools, you need to understand how to get the most out of your tool for your needs and that's about it. Core fundamentals about how software and hardware works in general seems like it would be MUCH more useful than LLM core knowledge.

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Aren’t llms tools in the same way compilers are tools?
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We finetune LLMs. Small ones like Gemma 4 for semantic tasks.

There are plenty of areas were we need people to do this for insurances, banks etc.

AI/ML exists on many levels.

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I think his point is to do this to understand deeply what they can do, what they can’t do, and what they can almost do. And then find the highest value ‘almost’ use case and push there. Which doesn’t necessarily mean improve the llm, could be applying it in just the right way for the use case. Of course, the bitter lesson makes this hard and risky. But no more risky than investing your time in learning anything else these days.
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I bet this will get less true over time though as the rate of change slows down, allowing specialized models/training for specific use cases that aren't TAM heavy enough for the big labs to go after them. It's just now any general model is the best thing to use for everything and you're wasting money to build something on what will certainly be obsolete by the time you can get it to market
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"Necessity is the mother of invention" - limited hardware has always forced people to find cleverer ways of doing more with less. Current models are clearly nowhere near the efficiency limit (the brain does vastly more with far less power).
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This is roughly how GPUs for neural networks got started: after Andrew Ng left Google Brain, he no longer had access to a 10,000-CPU cluster used to train the original DistBelief system. But his Stanford students could buy a GPU...
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> Current models are clearly nowhere near the efficiency limit (the brain does vastly more with far less power).

I think this is disingenuous. One could say that drones are nowhere the efficiency limit either: a bee can fly for hours on the energy contained in just a few milligrams of honey, while our best battery-powered drones can't stay airborne for more than 30 minutes. But comparing energy efficiency of electric/mechanical devices to their biological counterparts is not an apples-to-apples comparison. There's a world of difference between the energy storage and delivery mechanisms.

And as many have pointed out already in the siblings, it's not just about the compute but the access to petabytes of training data.

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I don't think pg is giving advice on what will lead most directly to a job, but rather what is the best learning for a 17yo.

A 17yo who trains their own LLM will have a much richer understanding of what AI is, how it works, what its potential capabilities and pitfalls are, versus someone who spends the same time doing something else.

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It is not a skill that you will use in your day to day life, but I think it is part of the fundamentals now. Sure, LLMs are in a bubble, just like the web during the dotcom bubble, but web didn't disappear, and I don't expect LLMs to, even after the bubble bursts.

I didn't write a LLM from scratch but it is on my "wishlist" so to speak. From what it seems, a GPT-1 class LLM can be done from scratch in a few days and tens of dollars of cloud compute or a high-end gaming GPU.

It is an exercise not unlike building a compiler, a school classic. You are unlikely to ever work on a compiler, but at least, now, you know your tools a little better. It is not about becoming an expert, that takes years, it is about knowing what you are doing.

If you intend to make software engineering your career, you will want more than surface knowledge. And that part is entirely on you, or on your school if you are a student. Companies will not pay for you to learn the fundamentals, they want short term returns, because you may leave at any time. But you as a software engineer may have 40+ years left, so it is worth thinking long term. Claude code may become obsolete a few years, but linear algebra is not going anywhere.

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You can train and run small models on an old gpu. That’s what I’m doing now at, well, much older than 17. Does it produce a useful model? No. Not even remotely.

However, I do learn stuff about models that takes it from “magic” to “useful tool I understand the limitations of.”

Do I do it for that reason? No not really, I’ve never had luck learning something because it would be good for my career. I do it because at my core I’m a bored teenager who wants to make the computer do cool shit.

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It is on my list to build a toy LLM from scratch.

Not that expect to make it big as a LLM researcher but building something from scratch gives a much deeper understanding than what you can get from simply using something.

Much in the same way as implementing and designing your own programming language makes you a much better programmer.

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Of course, because it's not the LLM that's special but the training data. Nowadays, your favourite AI service to generate code for an LLM whenever you ask for it.
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I don’t think that’s correct, the data is not that special either, and getting a similar dataset is significantly easier than getting the compute capacity to use it, even if they are both relatively hard.

Probably this also is too cynical and simplistic, but: really what’s special is the ability to get this kind of capital, with the freedom to burn it on mad moonshots, with long enough leeway to actually get to see a few of the moonshots come true.

No wonder that the head of YC made this happen, this is exactly what they are world-leading at.

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What about other machine learning related skills? Does this wave of LLM mean less need for that kind of work?

I would think not, but when I started to look into OCR options recently - assuming that obviously a dedicated tool would do a better job than an LLM - I was wrong (apparently).

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This is a silly take. You can learn to build an LLM, there are great resources to do so (there are books about building them from scratch), you can use older model GPUs or rent them by the hour. The value of understanding them is really high for anyone building any application that uses an LLM at any point.

It similar to understanding how a very basic CPU works. Just because I'm not going to work at intel or nvidia or whatever optimizing the hell out of a chip, it doesn't mean I just throw my hands up and think "magic" - the basic architecture isn't that difficult, and the value of knowing it is astronomical for anyone writing software.

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+1, I have a friend, math PhD that's been working on ML research 5+ years in London yet he has not been able to find any position.

The only jobs that he found he was highly over qualified or paid very little.

In any case, it doesn't look like there's this crazy rush to hire all ML talent, even the one that understand the math and technology deeply.

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> +1, I have a friend, math PhD that's been working on ML research 5+ years in London yet he has not been able to find any position.

Maybe people simply don't want math PhDs but something else? Since 1-2 years ago I started doing consulting/freelancing in the ML space, but more on the infrastructure, deployments and similar stuff, as a general purpose developer, and I have a waiting list of clients interested in more work, some of them even trying to recruit me to work for them full-time as well. I'm based in continental Europe, fwiw.

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How've you gone about getting into this btw? I have extensive experience in infra and pipeline rollout but have struggled to find freelance clients for this kind of thing. Would be great to tie it into ML as a learning opportunity there
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Spent a year of freetime catching up on everything and learning as much as possible, started sharing what I've found works or not, write a bunch of comments on HN and elsewhere, and have a email in your profile, eventually people will find you if you put out good stuff :)

Also bunch of past workplaces who've adopted AI in various ways who reach out once they find out what my current focus lies, but that's harder for others to replicate unless you've already had a career as a developer.

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whats ur contact, would love to chat
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This only proves the original point which is that there is not much demand for actual machine learning expertise because that is only carried out in a small number of places and what demands there is is for the more basic software carpentry like infrastructure and operations rather than the actual technology and Engineering side of things
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What parent says about "there are very few available positions" for "engineers that can do real LLM machine-learning" is fair, yeah, I'd agree with this.

I don't think the "incredibly small minority of companies in the world do any real training or optimisation" part is necessarily as true, as some parts of the work I do get is about helping them optimize training and infrastructure around training. Mind you, none of this is for building LLMs from scratch, it's 99% fine-tuning existing checkpoints.

I'd also agree with "paulg is in somewhat of a bubble" regardless of this, which is worth remembering whenever you read his content. Same goes for any person living in SF, and dare I say the US. But also, YMMV, I live and work in Europe, probably why I have this perspective.

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I think Paul lives in Britain these days.
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I think he does, but it seems he still considers himself a remote SV native rather than someone working in the UK's economy.

Worst of both worlds - no casual gossip feed in the Bay Area, no big dog meetings in the UK. (Which mostly has no idea he exists.)

As for the question - what are the odds LLMs will be anywhere near the top of the tech tree five years from now?

The trend seems pretty clear to me - local/offshore models are snapping at the heels of the big names in the US, and the current investment arc is insane.

I wouldn't bet on Anthropic or OpenAI being leaders five years from now. Longer term, I especially wouldn't bet on the US build-yourself-a-monopoly corporate model surviving AI at all.

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Congrats!

Is it possible to see some of your old works? Personal research?

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As always and everywhere, it's who you know (and who knows you) that matters.
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I mean it makes sense right? Anthropic for instance has like, a couple hundred staff in London with plans to expand to somewhere just shy of a thousand. There are far far more ML/Maths/CS/Stats PhD's than there are openings. Especially in London there is no shortage of suitable candidates given Cambridge/Oxford/Imperial/UCL are surrounding it. 2% of the UK population has a PhD alone...
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> 2% of the UK population has a PhD

Citation needed. I'm guessing you're not counting children.

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I think a lot of this is based on preconceptions. A lot of apps were made with Electron, because it was common wisdom that native is 'too hard'.

Now with LLMs, people write native apps in Rust, and I'd like to think some of them found that there isn't such a huge jump in difficulty they assumed there would be.

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It never was native "too hard" it was always "too expensive".

That's the same case finding companies that will actually pay for hand made LLM instead of using something from big providers will be hard because most companies won't be able to afford it.

Yeah if you find a company that will do that stuff directly, good for you, but you will have to be very lucky and you will have to compete with other people who followed PG advice.

So I would rather learn all there is about properly using LLMs and integrating them with existing systems, that will most likely by useful for 90% of companies out there.

Building business niche harnesses is in my opinion much better direction. Knowing what will work best in specific cases is it FTS or vector search, optimisation of usage, getting best results while using cheaper models, knowing how to use tools to run models on the servers, and all the tooling around that like various MCP or just tooling that will be provided to models.

That is what I am currently busy with and I already have customers for that knowledge.

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Oh yes I agree, LLMs are not that complex in principle, most engineers could build a toy version completely from scratch without too much difficulty.

But that’s the tip of the iceberg. If you have any ambitions of doing this professionally, it quickly becomes clear that all it’s all about knowing how to deal with problems that are only present at massive scale, when an LLM is actually L and becomes AI.

The mundane details about how to build a tiny autocomplete model and the maths behind it you can learn in a couple weeks easily. It’s not black magic, there are much harder areas of computers science.

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> With all due respect, paulg is in somewhat of a bubble

I feel like the "ALWAYS HAS BEEN" meme is apropos here.

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FWIW, at least 20 Y Combinator startups have published ML research recently at ICLR, NeurIPS, ICML, and so on.

I think a lot of people assume that only the big AI labs can do cutting edge research, but there's a strong argument you can do it as part of little tech as well.

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lol unnecessary and inefficient…

I just finished fine tuning Gemma e2b for local code completion on my local machine.

This comment just reinforces what the post actually means. We need people that are LLM natives, computing solves itself with time and with scale adjustments

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That’s great but the industry has moved on to code generation and editing, not code completion.
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1. I very much still write code myself without an LLM when I need top quality

2. That's why I have an agentic agent as well installed, Qwen 27B, outrageously good, better than sonnet 2 years ago. And it's mine, I can give it confidential info to work with since I own the whole chain. See where I'm going with this?

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Can you tell me what specs your machine has? There is a difference between a few hours and a few days
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A MBP m5 in this case, but the fine tune would have cost me like 10 bucks on RunPod, that's what I did with my previous setup.
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The other thing to add as well is that the research teams who do the actual research work are relatively small and very specifically qualified which naturally keeps the barrier to entry high.
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It is written in the first person, I suppose.
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I think companies of all sizes will want their own models, or at least customised ones, for their own specific use cases or competition and security issues.

1. Both training and optimisation will get significantly cheaper and easier quickly.

2. Politics will probably get even more insane before a potential reprieve on the 20th of Jan 2029.

3. The big AI firms will become part of the surveillance capitalism network, if they're not already.

So I think for self-protection a lot of companies will be looking near to medium term AI independence.

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The argument is sound, but the maths don't math for now, and it's unclear when/if they will.

For the time being, unless you truly have millions, the outcome from training will be very net negative, while focusing on building on top of existing AI will yield amazing things if you apply the same talent and effort.

When it does get cheaper, then it will be easier to acquire the skills and experience too, and the struggle you went through by trying to do it now will be somewhat wasted.

Besides, I am well versed in this field, and it is not rocket science. There are plenty of software engineering domains that are a lot more challenging, like high-end graphics, large-scale data engineering or kernel programming. People will learn to train LLMs when people want them to.

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Right, just like companies don't use SAAS.

In reality, enterprises are happy to offload even risky tasks to others as long as they get some contractual guarantees about their data. Would they like more choice in who to buy from? Yes, but not enough to in-house such a specific discipline.

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The cost of training a model from scratch is going to be cost prohibitive for the vast majority of companies (even if renting the hardware needed for the 1-2 month training time). It's an interesting learning exercise, and some of the things learned can be applied to other parts of the process. There's also the issue of needing a huge amount of data needed to get decent weights.

Fine-tuning a model or LoRA based on the companies data set is more feasible but you're likely going to need several runs as you test/try out different base models, parameters, etc. This is why there are a lot of fine-tuned models on huggingface based on base or instruction-trained models from the larger AI companies that have released open weight models (Microsoft, Google, IBM, Mistral, DeepSeek, Qwen, etc.).

Training is limited on memory first (storing training data and weights) and computation second. Realistically you need to own or rent 2-8 H100/B100 devices or Google's TPUs.

The majority of workflows for a company providing AI capabilities are likely best solved by tailoring a system prompt for the chosen model, evaluating the prompt and model with tools like promptfoo, and then running it on a compute cloud provider (including AWS Bedrock). If the company is big/financially well off enough they could look at buying the hardware needed to run it on their own servers.

For other uses like agentic software development you'd need to spin up a suitable model on a compute cloud provider (or local hardware if the model is small enough) and then tell your IDE/editor to use that model. You would need some way of benchmarking and evaluating the models to see if they are capable of doing the tasks you need. -- There have been some tests done by people on YouTube that suggests that Qwen 3.8 27B is a decent model, but your needs may vary.

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Even for most organizations, testing AI systems is too cost prohibitive, so they YOLO in production, including public facing systems.
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Most companies that build physical goods don't care for one second about their IT department other than how much money they can save per month, starting by outsourcing whole of it, thus they have little use for internal LLMs.
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And it's across the industry, thinking banks, private banks, insurance, pharamcy etc don't outsource their IT, including development... I believe US outsource even more than Europe on this matter.
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> With all due respect, paulg is in somewhat of a bubble, this is not congruent with the global situation.

Paul, I think, is talking about achieving outsized outcomes in relatively shorter timeframes (as the timing is just right to be investing in learning this tech) for high agency folks who can also afford the ordeal in wanting to maximize for impact & ambition. Of course, there's real risk one may get no where, but even in failure, given you were building the LLM yourself, you might end up with other adjacent, high reward opportunities.

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> The reality is that an incredibly small minority of companies in the world do any real training or optimisation.

At the scale you are probably imagining, this is true - but take the hype out of the OP and what you have is just someone saying the field of data science exists and is growing.

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Did you read his comments on this? It's not to actually do LLM research stuff, it's to trigger and unlock ideas.
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1000%
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I think his point is, if LLMs are the future (like computing is the future in the 90s), you should be an LLM-expert (equivalent of becoming a software developer).

I can see the point. It's unlikely that a 2.4T LLM will be integrated into, say, a pesticide drone. You'll still need some kind of LLMs to achieve maneuvers that "normal" programmings can't achieve.

But what if everything basically turn into that? Essentially, instead of build me a web app to solve X and do Y, build me an LLM to serve X and do Y. (unless the current LLMs are able to do it end-to-end but then they can hardly write coherent software/personal opinion).

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This is like saying, “teens shouldn’t learn how to make their own game engine because no one is hiring for that.”

You’re missing the point. Understanding how Unity works fundamentally makes you a better Unity dev.

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> You’re missing the point. Understanding how Unity works fundamentally makes you a better Unity dev.

Writing your own game engine makes you realize that the Unity engine is not really that well written....

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Writing your own game engine makes you realise that no game engine is written well (when it is written to ship a game).
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Except knowing how LLMs work don’t actually provide much understanding for using them. People don’t use LLMs the way we’ve built on most other tons or platforms. It’s more learning Unity hoping to be a better gamer.
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this is just wrong idk why u came to that like obviously it does make u better at using them…
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How so? I’ve been working on DNNs for over a decade. Not sure it helps me in any almost non-trivial way when it comes to using them.
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That's not true, because everyone, everyone, everyone seems to want to do training. Which results in a 50 person company training, say, a voice model that then fails, because it's just not good enough.

In reality the problem is that it gets blasted out of the water by a much worse architecture trained on 10000x the infrastructure. And while I'm sure the freshly brought in ML student came up with a 10%, even 30% better architecture, it just doesn't matter. (and never mind that even OpenAI hasn't really solved a voice model yet. Try it. It can probably match 2026-quality call centers, but it's no substitute for an actually empowered human)

... and yet, if you look at what hyperscalers are getting paid for ... comfortably more than half the income is training. Which makes no sense on so many levels.

e.g. https://valueaddvc.com/blog/inference-chips-vs-training-chip... (I get it, not great first source, but st

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The big question is whether companies hold enough proprietary data to do useful things that for e.g. Anthropic, etc. can't easily replicate.

For some very niche cases I think this is probably the case but for the vast majority, the company's data isn't as useful as they think it is or anywhere near the size needed.

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Everyone says they want to do training, because it's sexy and an easy way to justify raising mad funding rounds. Some manage, most don't.

I don't know where you are located, but in EU, in China, and yes even in Silicon Valley, the vast majority of companies do not do any real AI engineering. There's nothing wrong with it, it's just not a smart path for most purposes. You can do amazing things without training, and if you try to train, you cannot get anything amazing unless you burn millions.

Very few people can afford to play the long game and cross that dessert. And, sure, you will not get far without good engineering, but good engineering is definitely not sufficient and is not the primary bottleneck.

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It took a long time to cross that desert, and no sane company would want to get stuck in a desert, unless it's specifically an R+D "desert crossing" company.
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