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Cake day: August 29th, 2023

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  • So, to give the first example that comes to mind, in my education from Elementary School to High School, the (US) Civil Rights movement of the 1950s and 1960s was taught with a lot of emphasis on passive nonviolent resistance, downplaying just how disruptive they had to make their protests to make them effective and completely ignoring armed movements like the Black Panthers. Martin Luther King Jr.'s interest and advocacy for socialism is ignored. The level of organization and careful planning by some of the organizations isn’t properly explained. (For instance, Rosa Parks didn’t just spontaneously decide to not move her seat one day, they planned it and picked her in order to advance a test case, but I don’t think any of my school classes explained that until High School.) Some of the level of force the federal government had to bring in against the Southern States (i.e. Federal Marshals escorting Ruby Bridges) is properly explained, but the full scale is hard to visualize so. So the overall misleading impression someone could develop or subconsciously perceive is that rights were given to black people through democratic processes after they politely asked for them with just a touch of protests.

    Someone taking the way their education presents the Civil Rights protests at face value without further study will miss the role of armed resistance, miss the level of organization and planning going on behind pivotal acts, and miss just how disruptive protests had to get to be effective. If you are a capital owner benefiting from the current status quo (or well paid middle class that perceives themselves as more aligned with the capital owners than other people that work for a living), then you have a class interest in keeping protests orderly and quiet and harmless and non-disruptive. It vents off frustration in a way that ultimately doesn’t force any kind of change.

    This hunger strike and other rationalist attempts at protesting AI advancement seems to suffer from this kind of mentality. They aren’t organized on a large scale and they don’t have coherent demands they agree on (which is partly a symptom of the fact that the thing they are trying to stop is so speculative and uncertain). Key leaders like Eliezer have come out strongly against any form of (non-state) violence. (Which is a good thing, because their fears are unfounded, but if I actually thought we were doomed with p=.98 I would certainly be contemplating vigilante violence.) (Also, note form the nuke the datacenter’s comments, Eliezer is okay with state level violence.) Additionally, the rationalist often have financial and social ties to the very AI companies they are protesting, further weakening their ability to engage in effective activism.



  • So if I understood NVIDIA’s “strategy” right, their usage of companies like Coreweave is drawing in money from other investors and private equity? Does this mean, that unlike many of the other companies in the current bubble, they aren’t going to lose money on net, because they are actually luring in investment from other sources in companies like Coreweave (which is used to buy GPU and thus goes to them), whileleaving the debt/obligations in the hands of companies like Coreweave? If I’m following right this is still a long term losing strategy (assuming some form of AI bubble pop or deflation we are all at least reasonably sure of), but the expected result for NVIDIA is more of a massive drop in revenue as opposed to a total collapse of their company under a mountain of debt?






  • The Oracle deal seemed absurd, but I didn’t realize how absurd until I saw Ed’s compilation of the numbers. Notably, it means even if OpenAI meets its projected revenue numbers (which are absurdly optimistic, like bigger than Netflix and Spotify and several other services combined) paying Oracle (along with everyone else it has promised to buy compute from) will put it net negative on revenue until 2030, meaning it has to raise even more money.

    I’ve been assuming Sam Altman has absolutely no real belief that LLMs would lead to AGI and has instead been cynically cashing in on the sci-fi hype, but OpenAI’s choices don’t make any long term sense if AGI isn’t coming. The obvious explanation is that at this point he simply plans to grift and hype (while staying technically within the bounds of legality) to buy few years of personal enrichment. And to even ask what his “real beliefs” are gives him too much credit.

    Just to remind everyone: the market can stay irrational longer than you can stay solvent!