I don’t really care whether LLMs are “intelligent” or not. In the real world, tools either work or they don’t. Same as a generator, radio, or water filter. They can extend your capabilities, but they never replace judgment, planning, or responsibility. Over-reliance is the real risk.
To the extent that LLM does stuff, they exist in a more middle ground of “they work… maybe”. Problem being that in the ways that matter, “maybe” is really hard to take out of things.
Normally, taking the technology as it comes for what it is is reasonable, but there’s a whole investment angle here around expectations. Investment is coming in as if they are expecting an emergent AGI to come out of it. The drive to build everything around executing LLM models and only LLM models is driving the cost of everything in tech up. Money that might have been spent on more general purpose friendly compute is being redirected at Grace Blackwell infrastructure connected by NVL72, which is not particularly interesting for almost all other applications. It’s just sucking up RAM and storage and starving everything else.
I don’t really care whether LLMs are “intelligent” or not. In the real world, tools either work or they don’t. Same as a generator, radio, or water filter. They can extend your capabilities, but they never replace judgment, planning, or responsibility. Over-reliance is the real risk.
To the extent that LLM does stuff, they exist in a more middle ground of “they work… maybe”. Problem being that in the ways that matter, “maybe” is really hard to take out of things.
Normally, taking the technology as it comes for what it is is reasonable, but there’s a whole investment angle here around expectations. Investment is coming in as if they are expecting an emergent AGI to come out of it. The drive to build everything around executing LLM models and only LLM models is driving the cost of everything in tech up. Money that might have been spent on more general purpose friendly compute is being redirected at Grace Blackwell infrastructure connected by NVL72, which is not particularly interesting for almost all other applications. It’s just sucking up RAM and storage and starving everything else.