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Rana GmbH
@ranagmbh@mastodon.social  ·  activity timestamp 4 weeks ago

Concerning US big tech AI news:

1) 112 billion dollar investments often not in their balance sheets

2) Anthropic has to increase its gross margin from -94% to 77% within 3 years

3) Accounting tricks for AI GPUs

AI prices will rise sharply very soon.

Way out: Independent AI infrastructure, open-source software, no vendor-lock-in

Much more:

https://www.rana-blog.de/big-tech-ai-a-potential-financial-time-bomb-and-what-that-means-for-their-future-ai-pricing/

#AI #KI #EU #OpenSource #BigTech

Rana Blog

Big tech AI - A potential financial time bomb and what that means for their future AI pricing

Big tech AI - A potential financial time bomb and what that means for their future AI pricing
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gittaca
@gittaca@chaos.social replied  ·  activity timestamp 4 weeks ago

@ranagmbh Seems legit but why not be more Luddite about it, instead of just moving the scam to EU?

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Rana GmbH
@ranagmbh@mastodon.social replied  ·  activity timestamp 4 weeks ago

@gittaca In my opinion AI has good use cases, especially when it comes to automatization and support of data analysis. I don’t think it’s a scam. But the future projections for AI of the big tech companies, that’s where the problem lies.

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Rana GmbH
@ranagmbh@mastodon.social replied  ·  activity timestamp 3 weeks ago

@gittaca I understand your perspective. But AI will stay, hopefully on a reasonable scale. Edge AI could be a way to leverage specialized, efficient models on-device.

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gittaca
@gittaca@chaos.social replied  ·  activity timestamp 3 weeks ago

@ranagmbh I only mean GenAI offers as a whole, and not just _what's produced_. Rampant externalisation of environmental costs, e-waste (https://en.wikipedia.org/wiki/Transistor_aging#Causes), etc. How's that worth any part of the 1% non-trash/-scam output?

Transistor aging - Wikipedia

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Rana GmbH
@ranagmbh@mastodon.social replied  ·  activity timestamp 3 weeks ago

@gittaca

Yes, LLMs and GenAI are a big part right now, but there are also models focusing on visual AI in combination with machine learning.

We can agree that 99% of what people do with Sora and Veo is between trash and scam.

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