Saturday, May 23

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Rethinking AI Bubble
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Rethinking AI Bubble

For those worried about the AI Bubble bursting, it's not happening, at least for now, not until atleast OpenAI and Anthropic are listed (later this year). And if you actually discount Nvidia, and check the PE of AI companies right now OpenAI (35x) and anthropic (13x), these valuations do not really seem unsustainable as of now, and not to mention unlike the DotCom bubble, they have massive data centre infrastructure, so this is all not in the air. AI is here to stay, it's already altering our lives, taking up workspaces and transforming work, there is a massive upfront cost but that does not immediately signal a bubble unfolding. If any bubble bursts, it would not be solely the AI Bubble, it would be the government bonds and the dollar bubble. Edit: I wrote the post hastily, sorry for writ...
Interesting Response from Gemini
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Interesting Response from Gemini

I had a simple google search turn up the most random useless results so I asked: “Why is google search so bad now?” on google and got a surprisingly honest response from Gemini. Even highlighted the profits part lol submitted by /u/ReedForman [link] [comments]
Could AI eventually become something like a system that expands human understanding for humanity
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Could AI eventually become something like a system that expands human understanding for humanity

Humans have unanswered questions about almost everything the universe consciousness, dark matter, the origin of life, mathematical equations, reality itself etc. Do you think future AI could eventually solve mysteries he has never could, possibly even explaining things beyond normal comprehension? Or will it be limited by human knowledge and understanding? submitted by /u/Gat805_ [link] [comments]
So, what is Yann LeCun’s “World Models” and JEPA and is it Really a Replacement for LLMs?
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So, what is Yann LeCun’s “World Models” and JEPA and is it Really a Replacement for LLMs?

A bit late to this as the white paper hit arXiv a little less than two months ago, but nobody else here mentioned it so I thought I might. A little background. Yann LeCun is a pioneer of deep learning and convolutional neural networks, LeCun served as Director of AI Research at Meta (formerly Facebook) and Chief AI Scientist, before leaving Meta (under "interesting" circumstances) and becoming Executive Chairman of Advanced Machine Intelligence (AMI Labs) in 2025. He shared the 2018 ACM Turing Award for his foundational contributions to artificial intelligence. The "LeWorldModel," as described in the arXiv paper, doesn't appear to be a "replacement" for LLMs. There's a lot of confusion about that in the AI field. In interviews Yann made it very clear that he believes LLMs still serve a val...
The AI Report