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Newsletter: I am sick and god damn tired of everybody pretending that generative AI is the next big thing. The media is complicit in accepting fantastical nonsense - both in the numbers put out by OpenAI and the silly jobs created by Anthropic - and it has to stop. www.wheresyoured.at/reality-check/

It's blatantly obvious that generative AI is a bubble. The returns and products just aren't there, and yet the media compliantly prints whatever OpenAI wants, even when it's insane things such as "they'll make $3bn from an agent product that barely exists in 2025." www.wheresyoured.at/reality-check/

The media needs to stop trusting every single thing OpenAI or other AI companies says. Blindly printing that OpenAI will make "$25bn from "new products" that don't exist in 2029 is propaganda, not analysis - and doing so only seeks to enrich the powerful. www.wheresyoured.at/reality-check/

I'm tired of fielding the same half-assed critiques of my work, so I've condensed my answers into one helpful section - no, the cost of inference isn't going down, no, OpenAI isn't growth stage, no, it isn't like the early days of the internet. Come at me. www.wheresyoured.at/reality-check/

Generative AI is a remarkable con — a just-good-enough simulacrum of human expression to get it past the gatekeepers in finance and the media, knowing that neither will apply a second gear of critical thinking beyond "huh guess we're doing AI now." It's a disgrace. www.wheresyoured.at/reality-check/

The generative AI bubble - by which I mean the growth of ChatGPT - grew in part thanks to Google Search's failure to innovate. Most people I know who use ChatGPT do so for search, as Google has got so much worse at understanding what it is you're searching for. www.wheresyoured.at/reality-check/

I’m finding ChatGPT to be a great search tool, particularly for getting started in a new area, or for wild ideas. Be sure to ad “show sources” to the question.

That OpenAI ‘is’ the LLM industry *now* surely doesn’t mean that the LLM industry is forever predicated on OpenAI’s success or that the economic potential of LLMs is limited to what OpenAI can achieve? When ppl reference DeepSeek I assume they are pointing out the *possibility* of profitable LLM.