Comment by mattlondon
Comment by mattlondon 3 days ago
The chatbots and image editors are just a side-show. The real value is coming in e.g. chemistry (Alpha fold etc all), fusion research, weather prediction etc.
Comment by mattlondon 3 days ago
The chatbots and image editors are just a side-show. The real value is coming in e.g. chemistry (Alpha fold etc all), fusion research, weather prediction etc.
Science in general tends to be subsidised and given away because as basic understanding of the world is hard to monopolise. I'm not sure how Einstein would have done a general relativity startup.
That said Deepmind are doing a spin-off making drugs https://www.isomorphiclabs.com/
That's not really true. Commercial weather prediction has reached the market, and a drug (sorry, can't find the new s link) that was found by AI-accelerated drug discovery is now in clinical testing
The reason why vertical integration is important for AI investment is that if AI is commoditized, then that AI-acceleration will costs pennies for drugs that are worth billions.
I don't see how OpenAI or Google can profit from drug discovery. It's nearly pure consumer surplus (where the drug companies and patients are the consumers).
Right. More accurate predictions for meta-data based killings which as championed by US in their war on terror
Metadata based killings are most likely a huge improvement from the prior state of affairs
I relocated to Australia last year. This country is obsessed with the BoM and I don't know why. The few times I've used it, it was either outright wrong, or I couldn't even find the weather info I wanted (like, is it going to rain tomorrow), and they only added TLS in 2025!
LLMs in general are ML based, need a lot of data and compute. The same infrastructure as any other ML based system.
The AI/AGI hype in my opinion could be better renamed to ml with data and compute 'hype' (i don't like the word hype as it doesn't fit very well)
None of that has reached the market yet. If it was up to the sciences alone, AI couldn't bear the weight of its own costs.
It also needs to be vertically integrated to make money, otherwise it's a handout to the materials science company. I can't see any of the AI companies stretching themselves that thin. So they give it away for goodwill or good PR.