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It was out to 100% in a few hours. https://x.com/sama/status/1841946796274176405

And yet... still not showing up on Version 1.2024.268 (1727484326)

Yet the money keeps coming, so I want to learn what I'm missing.


It’s not just Musk — as soon as you hit a certain level, it basically becomes impossible to fail. I’ve noticed that even if a senior leader is ousted from a company in disgrace, another company will invariably pick that person up fairly quickly.


Like Yahoo’s head of search before they shut down search?


> I want to learn what I'm missing.

The perverse thing is that betting on the irrational behavior of other investors seems paradoxically rational at this point. Just, don't get caught holding the bag.


investors are simply off-setting the losses to the next investor they sell to. Musk brand is still valuable and his bubble keeps growing. It is only the investors present when the bubble bursts that'll be at a loss.

You only need to grow your investment, sell it off to the next person, and exit before it happens


If you take your assumptions as a given and end up at a contradiction, then there is a rather logical explanation.


At some point it's no longer a product and a company as much as a financial instrument.


> so I want to learn what I'm missing.

Capitalism isn't meritocratic, and the market for obtaining finance isn't rational.


What is the bull case here? They close the gap to Anthropic and become a 4th place player?


The bull case is… they will have FSD by the end of the year… 2017…


I still dont understand why elmo is not being investigated for fraud for all these obscenely unreal claims and promises he has made over the years. this is a clear and cut definition of fraud, for which "female steve jobs" and another e-trucking clown CEO are doing their time. why not elmo?



Unreal claims?

Getting a deadline wrong?


OMG, Elon’s simps are so fucking delusional. No, being wrong about a deadline is not fraud. Selling something with a promised deadline attached to it, and being wrong about that deadline for 6+ years is fraud.


2017 in base 16?


that's 7E1.


8215. We have a while to wait yet.


I guess like OpenAI but without Altman taking it over.


Elon Musk is planning to invoice the AI ....to Tesla and X a la Adam Neumann....

https://www.ft.com/content/2a96995b-c799-4281-8b60-b235e84ae...


Isn't that ... illegal? He's just using one investor's money to another.


Well, Elon Musk is holding AI development ransom unless he's granted sufficient shares in Tesla to take his holdings above 25%. So I suppose they can give him billions to solve for self-driving the "easy" way, or the "hard" way.

How this is not a conflict of interest, I do not know; then again it may explain why Elon wants to reincorporate Tesla in Texas - away from Delaware courts


It worked for Adam


Unique data set. And Elon. And with Elon, comes a great set of talent. From https://x.ai/about

> Our team is led by Elon Musk, CEO of Tesla and SpaceX. Collectively our team contributed some of the most widely used methods in the field, in particular the Adam optimizer, Batch Normalization, Layer Normalization, and the discovery of adversarial examples. We further introduced innovative techniques and analyses such as Transformer-XL, Autoformalization, the Memorizing Transformer, Batch Size Scaling, μTransfer, and SimCLR. We have worked on and led the development of some of the largest breakthroughs in the field including AlphaStar, AlphaCode, Inception, Minerva, GPT-3.5, and GPT-4.

They are already competitive despite the late start: https://x.ai/blog/grok-1.5v


Does it, though? That was probably true pre-X™, but it seems like the primary selection metric has gone from “competence” to “doesn’t ever contradict Elon”


>Collectively our team contributed some of the most widely used methods in the field,

So they hired some guys from other AI companies.


What unique dataset? Tweets?


Yup. They're going to have the greatest training set of trolls, shitposts, and propaganda.

The only universe they're going to end up understanding is the one inside Elon's head.


I, for one, eagerly await the new insights into the universe which will be unlocked by training an AI on dril's tweets.


But we know from Google that unless you can definitively solve the "is this sentence real or a joke" datasets like Twitter, Reddit etc are going to be more trouble than they are worth.

And Elon's recent polarising nature and the callous nature with which he disbanded the Tesla Supercharger team means that truly talented people aren't going to be as attracted to him as in his early days. They are only going to be there for the money.


The datasets should not be used for knowledge but to train a language model.

Using it for knowledge is bonkers.

Why not buy some educational textbook company and use 99.9% correct data? Oh and use RAG while you are at it so you can point to the origin of the information.

The real evolution still has to come though, we need to build a reasoning engine (Q*?) which will just use RAG for knowledge and language models to convert its thought into human language


How does one differentiate knowledge from the language model in an LLM? At least in a way that would provide a benefit?


You use formal verification for logic and rags for source data.

In other words - say you have a model that is semi-smart, often makes mistakes in logic, but sometimes gives valid answers. You use it to “brainstorm” physical equations and then use formal provers to weed out the correct answer.

Even if the llm is correct 0.001% of the time, it’s still better than the current algorithms which are essentially brute forcing.


I’m still confused as to the value of training on tweets though in that scenario?

If you need to effectively provide this whole secondary dataset to have better answers, what value do the tweets add to training other than perhaps sentiment analysis or response stylization?


I still fondly remember the story an OpenAI rep told about fine-tuning with company slack history. Given a question like "Can you do this and that please." the system answered (after being fine-tuned with said history) "Sure, I'll do it tomorrow." Teaches you to carefully select your training data.


>Twitter Supercharger team

interesting.


Unique? You mean tweets? Yeah sure

It's 6B down the drain. Saying grok 1.5 is competitive is a joke, if it was any good it would be ranked well in chatbot arena (https://chat.lmsys.org/). Elon is a master in hyping underperforming things and this is no exception.


No, there is no ranking for Grok. It’s not participating.

It would be hard to judge rate of improvement at this point, since the company has only been around for 1.25 years, and grok 1.5 is yet to be released for general access.


>> It’s not participating.

I wonder why


Well, grok 1.5 hasn't been released yet, except to very few private testers.


You really think investors like sequoia and a16z are dumb enough to fall for Elon hyping things up? They know who he is and They’ve seen him operate at levels basically no other entrepreneur can snd are betting on that


> You really think investors like sequoia and a16z are dumb enough to fall for Elon hyping things up?

a16z invested $350 in Adam Neumann's real estate venture - after WeWork. VCs will absolutely knowingly invest on hype if they think it's going to last long enough for them to cash out with great returns.


SBF


Elon’s created multiple 100B companies


This is the second 20B company he created. Unfortunately the other one is Twitter.


But that doesn’t mean investors can’t be stupid


I mean, he can try. The world already has a number of AI corporations headed up by totalitarian megalomaniacs though, the market may eventually reward some other course of action.


If there's one place Musk has proven his worth, it's entering a crowded market late and taking the same approach as the competition.

Ah, nevermind. He's just pissing away investor money. Must be fun!


> What is the bull case here?

The real bull case - Elon doesn't kowtow to mentally ill basement nerds and the media/politicians trying to not lose power.

Can you image someone running in to tell Elon the fat nerds on HN are in a tizzy about Grok telling people to eat rocks?

Other bull case he's obviously silo-ing Twitter for unique training data. Reddit can only ask nicely you don't train off them.

Twitter with a good AI could become quite strong. I'm not as bullish on this, but... Twitter is all the cutting edge news. ChatGPT was happy to be years out of date.

No one cares Russia has finally manned up and launched a tactical nuke 24 hours after it happens, something new will be trending. This is Twitters strength, to the minute data. One of the AI's will have to specialize in this.


Why 4th place? Got a crystal ball of substantiation or is this another case of ordinary Elon bashing?


I would be asking the same question if another company formed in the past year raised $6B to train LLMs. For example, Mistral raised a significantly smaller round at a much lower valuation. Just trying to learn how others see this.


Because Microsoft/OpenAI, Google and Meta have unlimited money and servers to throw at AI.

As do Amazon and Apple who aren't just sitting back doing nothing.

So I think even 4th place is putting it nicely. Far more likely to be 6th at best.


Because winning tech-development or even AI/AGI is about who has the most money and servers?!

Since when? If that's the case then why are Meta, Microsoft, Amazon and even Google not nr 1 right now?

IMO the deciding factor for success is super obviously leadership. Hence why xAI got 6 billy thrown at it.


> If that's the case then why are Meta, Microsoft, Amazon and even Google not nr 1 right now?

Microsoft is nr 1 right now, via OpenAI. Microsoft was behind on AI so they sent their compute for 49% of OpenAI and full access to OpenAI's models.


None of the airport feeds I've tried have worked, unfortunately.


KLAX South Tower has a pretty decent of traffic from what I've noticed.


KJFK was the only one that loaded immediately and had ATC comms going. KEWR took forever to load and even when Live nothing was coming through.


It was possible to opt into a continued free plan for legacy free G Suite users. Not sure if you lost that option by upgrading to a paid plan.


My parents in their 60s have discovered that Reddit is a great source of research to get real humans talking about a variety of topics (basically what Quora aimed to be but never was). I strongly feel they're just getting started.


Maybe. As a long time Reddit user I’m looking for new alternatives as it’s just getting more and more meme-y, negative snark and groupthink. This wsb thing was a perfect example. If you try to do any critical thinking you’ll get banned. Just post memes and move on.


a fair amount of critical thinking does go on at WSB. a good number of people there are actually investors who just role play as a "memelord". how else do you think the gamestop shorts were found in the first place?


Lately I have been adding "reddit" to all the questions I ask google because I know some "real" person on reddit will have a relatable answer. I too feel this is untapped potential.


There is so much blogspam and SEO gaming going on now that google results are very low quality for any topic where there's money to be made.


Very good point. That is exactly why I stop visiting known network sites for answers. Especially when its topics like car repair, or home repair tips etc... It always goes to a fake SEO page with no real useful information.

So then it's either reddit or some very niche forums, but forums are hard to use.


I've been adding `site:reddit.com` to most of my searches for years, but I noticed this past year that Reddit threads rank highly on many searches even without this operator. That's huge.


I do that as well. If the Reddit search was better I’d happily start the search from there, but it does feel like a major failing on Google’s side when it can only provide me with SEO spam.


Parts (very small parts) are what Stack Overflow should be. The moderation and closing of questions (marking as duplicate or similar) on SO is so officious and malicious that it’s easy to just avoid it.

The right subs for ones level are really really helpful.


My take is that resigning now prevents having to answer the question of supporting action under the 25th amendment.


It was acquired before launch


Does it make it any better?


Per the announcement, the live video infrastructure that powers Periscope will continue to power live video on Twitter.

Costs to support a standalone app are more than just infra and CDN costs - think support, moderation, legal, comms, QA, etc.


I had read that, and so the 'cost' is the marginal cost of "support", "moderation", "legal" (assuming no features QA is probably not huge). So is it possible to operate a feature that has user generated content at at a positive margin? One without compromising privacy or incurring an untenable liability? I accept that this may not be possible, but it seems like that is where the engineering work is.

And yes, I know product managers are "we need new stuff" to push all the time. And sales is constantly trying to sell something you don't make. But those are execution issues that good management will moderate.


By being one of the first to state this publicly, Reddit is basically guaranteeing strong retention and have made themselves very attractive in the job market. It's an admirable move. I'm not sure one company making this choice, when many other (larger) companies are already in the practice of adjusting at least base pay based on locale, will make much of a ripple. But we can hope.


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