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SemiAnalysis’ founder was roommates with Anthropic people, not OpenAI, so he may be slightly (very slightly) more objective here.
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Along with Leopold Aschenbrenner so maybe not so much.
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The guy that was part of FTX, fired from openai for alleged theft, got billions in a hedge fund somehow then lost billions. Why are all these people so scummy? It is like voting Trump three times in a row.
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They're very intelligent people who do very clever things at a young age, which draws the attention of very rich people who can exploit them to get richer, and no one tells the young person they're being exploited. They're heaped with praise and 'wealth' (millions, but crumbs compared to what they're making for other people), and told they're geniuses who can do no wrong, mostly by the media that happens to be owned by the rich.

Then the rich people pull the rug leaving them holding the bag, and they move on to the next young clever group.

And the cycle continues.

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s** posting? sex posting?
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deleted
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shit posting
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Thats what I thought too but then it would be s**?
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i see 'hunter2'
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s**?

Edit: OK, hn is removing one *

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If it's trying to convert it to italics, you may have to use a backslash to escape them
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Or double them up: s****** gives s***.
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I like that to type s****** you had to type s************.
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Or escape them;)
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deleted
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Why censor yourself?
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Bots do that because other platforms remove or hide posts with bad words
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Humans do it because they've been raised not to swear.
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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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What credentials do you need to write a substack about an industry so it’s not grifting?
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"not cut from the same cloth as Gartner McKinsey et al"

Yeah, those guys aren't biased at all.

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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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Say more about this please
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> I love how now you have to consider the possible s*** posting motivation behind analysis of a trillion dollar industry being conducted at a world-class level by a bunch of ex Reddit and 4Chan adjacent mods

I mean, previously you could have said something much the same except substitute "frat boys".

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> 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.

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