Recent content by Kamikaze

"Has anyone else watched the videos of the guy who posted to YouTube for 15 years mostly about the very subject this site is about?" I fell off watching him a while back. Won't get into why, doesn't matter now. I'm most surprised by the other vloggers talking about how much he influenced them...

Cool. Again, just because the new card is more efficient doesn't mean its drawing less power. They always - ALWAYS - fill the gaps. So you think Disney said 'We'll give you a billion dollars but we only want 3 years'. If it was OpenAI paying to license the characters, it would make much more...

Google took down the user-generated end content. They did not remove anything from the models themselves. You can still tell Veo to use the infringing IPs. Understand the difference?

But they do. Else why is Micron shutting down its consumer lines to focus on data centers? Oh yeah, because the product doesn't easily convert to the other usage. Using passive cooling doesn't mean it draws less power, my guy. The chipset you're referring to is still a 600W draw. Not even sure...

It clearly is. The models are still infringing on copyrights. None of it has stopped.

I've probably been building PCs for longer than you've been alive. Consumer usage has not a single thing to do with how data centers (and specifically data centers for AI) are deploying hardware. You're talking about something completely different and much smaller scale than anything I'm...

But they aren't going to build old cards to put into new data centers. The requirements of anything nVidia can't build for a huge profit right now are irrelevant. If the only thing they are making is power hungry, high power cards, then thats all you can account for. Have they? Or are they just...

Ah yes, because nVidia cards of today call for less power than those of ten years ago. No, its the opposite. They are more powerful and draw more power. The overall requirements will never go down. Only up. Neither of us have any idea if they do or not. And you're supposing that any...

Disney invested a billion dollars - and more importantly their IP - in OpenAI. Lets say in your scenario OpenAI does go under and they get sold off (probably in parts). Whoever ends up wit Sora now has the license to use Disney's IP characters and you don't know if they will apply any of the...

The land the roads are on is still owned by Disney. The roads are controlled by the relevant authorities, but that doesn't cede ownership of the land.

But how else would you measure whether or not the bubble has burst (or even if a bubble exists) without bringing in the relevant stock prices?

Hence you started off with 'Never going away' when I never said it would.

WDW is 100% private property.

Going away completely and the bubble bursting are two completely different things.

I'm not talking about the existence of LLMs. I'm talking about the bubble propping up the stock market lead by nVidia's ridiculous stock price. The entire market is basically being driven by that single stock. And when they can no longer sell data centers overpriced chips and cards, thats when...