You are a moron, VC does not stand for one thing, and you haven’t either denied nor confirmed what you meant. This makes you an actual troll in this context.

I have hereby blocked you.

Bragging how you didn’t read something is also ill-favoured here.

WTF? Your shitty link to some private blog doesn’t work, but apparently you can’t make a proper response to the above.
I just mention I couldn’t read it for completeness on my side.
VC is not a tech term, you are being lazy and apparently don’t care about ambiguities in what you write.

And unless it means something different here than I guessed, your point was irrelevant. Venture capitalists are irrelevant to the boom of AI.

You also don’t explain how actual demand can be a bubble.

The link you provide above stalls, so IDK what that is about.
I don’t agree that AI is just a marketing term, although it probably is used in that way by many, it is not when it comes to Nvidia, who has the by far most popular hardware to drive AI software. And Nvidia is already making a lot of money on selling hardware for AI, and even lower tier suppliers claim the demand is crazy for AI hardware.

VCs will get sick of setting money

Do you mean venture capitalists? It’s very annoying to have to guess the meaning of a 2 letter acronym. For Christ sake how many meaning do you think VC has?
What special contact do industry peons have with venture capitalists? That doesn’t make any sense. Also I don’t believe this is driven by venture capitalists at all.

All the biggest companies like Microsoft, Google, Facebook etc are making huge investments in their own implementations, implementations that cannot even be finished this year because of supply shortages. This is not about upstarts, but all the biggest existing companies investing huge amounts of money. Upstarts funded by Venture capitalists are not even a blip on the radar.

So saying 3 quarters is absolute bullocks, that doesn’t even cover NVIDIA’s back orders!

this is a bubble fueled entirely by investors,

Nope, there is actual crazy demand. But how crazy in the longer run remains to be seen.

I agree this increase is insane and without parallel AFAIK. It seems to be too good to be true, and normally that means it actually is too good to be true.
It’s also hard to believe that Nvidia will be allowed to stay ahead in a market with such profit potential.
But for 8 years they’ve not only kept their market advantage and profit margins. They’ve actually managed to increase both.
I thought Nvidia was crazy when they made chips that yielded only one per wafer, I thought AMD would beat them with more agile chips at a fraction the price.

So the question is when you call this a bubble, do you mean demand for compute will stop increasing as much as it is? Do you think AI will flop?

In some ways I think AI already flopped somewhat from the initial hype of ChatGPT. But I do not think that will stop the race among companies to implement AI to keep up or stay ahead og the competition. It seems like AI is like a weapons race, and I bet it will go on for at least 5 years. Then if it turns out not to be the advantage companies hoped for, it will obviously slow down.

But I think Nvidia has a few years of good running ahead of them yet.

Yeah people have been saying something along those lines since 2016. I admit I had no idea it could get to where it is now, but people called it insane when Nvidia passed a $100 around that time (before the splits), and they called it doubly so when it passed $300 (still before the splits). Now they are at $125 but with a split of 1:10 this year, and in 2021 they had a split 1:4, meaning one stock prior to 2021 would be 40 stocks today. So that’s equivalent to a stock worth $100 around 2016 is now 40 stocks worth $5000 total! That’s 50x the value in 8 years.

Nvidia has been boosted over several times first by crypto, then by (traditional) datacenters, and now by AI:

I’ve been thinking this was a bit too much for about 5 years now, but the world constantly hungers for more computing power, and apparently Nvidia is the best company to deliver that.

My bet was on AMD, because I thought they’d catch up to Nvidia (apart from taking market share from Intel). While AMD was still a good bet, Nvidia would have been way better.

For 8 years betting against Nvidia has been the wrong bet. Maybe it’s finally at the end of the fairy tale, but I wouldn’t bet on it.

Not a very interesting site:

Hmm. We’re having trouble finding that site.
We can’t connect to the server at fedster.uk.

But… but there were no ads! How did people know what to buy?

Fuck yes, good relevant sites to the subject of your interest, created b y people who actually know about it, because they are genuinely interested.

I don’t know what to say, you are right, and I hate you for it.

Nah it’s about as bad as it’s been for the past 2 decades, when the Internet became commercial.
In the 90’s Internet was driven by enthusiasts, who actually cared about the subject of their sites. Today the noise from commercial interests dominate almost completely.
I’d sacrifice Google and YouTube in a heart beat, and go back to Alta vista even web crawler as my main search engine, if it meant we could get the quality internet experience we had in the 90’s.

Yes, that part was a bit confusing to me at first, since they already described zero tolerance against anything not adhering to official guidelines Dost Test, which is new to me.

But it makes perfect sense now, they only follow those rules strictly because they must. They would probably love if they could break them if they thought they could get away with it.

When I was shown a link to what they call "MAP", it very quickly became crystal clear what it was about.

Thank you. 😀 This mistake was a really bad one. I do NOT support pedophilia, but it may have looked like it. So better to admit fault.

But I also believe truth is more important than ego.

Thank you. 😀

I apologize, I thought I did, I read the rules, and I read on the frontpage, and it seemed pretty harmless.

And there were no posts here that showed anything actually wrong, but mostly what seemed like knee jerk reactions to the accusation.

Had I dug one step deeper, I would have found it. But my diligence wasn’t diligent enough, and I wrongfully concluded it was an anti LGBT issue.

Turns out I was mistaken, and yes I was a bit slow to figure that out.

I agree, you can’t decide an urge, but you can decide how you act on it.

Yes I see that now.

I initially thought this was an LGBT witch hunt. But unfortunately I have been shown that there actually is promotion of pedophilia there.

https://rqd2.net/c/map

Thank you, it didn’t look so bad on the front page, but I can see what you mean now. There are several posts that try to normalize pedophilia.

OK, that’s disgusting, but I can’t verify an image. There is not even a hint of the source.

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