Techno optimist here who expects the following to make a big contribution to reducing human made future climate change: better batteries+solar/wind, nuclear fusion, self driving cars (we'll need to manufacture less cars for the same amount of miles humanity drives), AI helping with better resource allocation in general (hopefully).

The answer can't be, let's just consume 10x less. We have to engineer our way out of it.

Ironically what is pushing many countries to a faster adoption of renewables is not climate change but the recent Iran conflict.

Yes tech can help but implementation depends on human nature.

Blowing up all the world's oil fields would probably do a lot to focus people's attention.

These are all helpful contributions, but ultimately we need buy-in from decision makers (i.e. rulers/heads of nations).

And at least in the US we do not have it and are actively going in the opposite direction, mostly in the name of money.

I know one way to get their "buy-in", if you catch my drift.

In almost every wealthy country the birth rate has fallen below sustainable, meaning we're shrinking if life expectancy doesn't magically explode.

Viruses btw never reflect on killing the host :P

Like cancer

> The answer can't be, let's just consume 10x less. We have to engineer our way out of it.

We will have to do both I am afraid

We will eventually do both but it won’t be willing. It’ll be through tragedy.

To make energy requires not only a lot of time to be produced, but also a lot of energy to get it done. Industrial society is based on these "oil reserves" from the Mesozoic Era. All the stuff made in factories from the 19th century all the way to iPhones 17s relies on these diminishing EROI — which, instead of being underground, is now in our atmosphere. It's not like a jar on a shelf we can just take off because by the time the energy transfers through the ecosystem all the way it hits where the ecosystem the most fragile, melting the taiga and lowering the albedo.

Maybe, or they use the same smartphones as everybody else. The mass market also wants the best model and will pay accordingly.

Bubble or not, this is great!

It's priced at 1/10, but deepseek is probably not profitable, also it's slow.

Even more interesting is the question if we would have a deepseek model without the US frontier models.

And then what's the value of the advantage that the frontier models have. It's definitely 100x more valuable to find zero days 3months earlier. Probably not in every domain but in enough domains having the smartest model is valuable.

False. Deepseek and other providers who host deepseek have no incentive to subsidise. They also price it similarly. So it is the true value.

Down voted because the comment is not providing any new insights and is just insulting.

Upvoted because you're correct.

salaries are opex, data centers are capex, you can't compare them in the same timeframe.

4B over 5 years is 20B, which is significant.

4B over 5 years is still 4B. It's 0.8B/yr

If I read it right, the 4B ballpark figure is based on total annual per employee cost of 500k * 8000 employees, so the figure is actually 4B/year. 20B over five years.

this is vibe coded :D. the drop down for Python not working.

I remember when we started working on our teams bot in 2023, Microsoft announced that they will stop supporting Python for the teams sdk, which felt super short sighted. Eventually they silently picked it up again and the old sdk never stopped working.

Kudos for turning it around. I believe it'll last this time as AI agents in communication tools are something a lot of people want. and unlike pre LLM chatbots and agents, they are so much more useful now.

Naive question but are you not afraid z.ai will train on your personal data?

FAANG already did this all the time isn't it? Regardless of their policy. US is no better than China from my point of view. In this case, I see no difference between sending my prompts to US or China companies. At least China models are open source.

I guess it depends if you are working on something important to national security. Especially corporate codebases, etc.

I accept that all the providers will do what I would consider unethical with my data and simply don't expose what I don't consider a price of doing the business I want.

The other criticism I see is "ask it what happened in 1989" but as a my use case isn't writing a high school history essay I simply don't care. Or believe one should seek those kind of answers from any AI. (If you're curious it simply cuts off the reply).

I fully appreciate that YMMV and what sits right for others will not align with what's acceptable to me. Anthropic and OpenAI both are in my badbooks as much as Z.ai. pick your poison as they say.

Hmm, if the stock keeps falling that might really happen.