18-11-2025, 12:48
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#1
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laeva recumbens anguis
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General AI discussion
As it appears AI (or as I heard it described, Large Language Models with Chatbot front-ends with delusions of grandeur) is making it's way into everyday life, I thought it might be worth having thread on it.
https://www.bbc.co.uk/news/articles/cwy7vrd8k4eo
Quote:
Every company would be affected if the AI bubble were to burst, the head of Google's parent firm Alphabet has told the BBC.
Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom.
It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.
Asked whether Google would be immune to the impact of the AI bubble bursting, Mr Pichai said the tech giant could weather that potential storm, but also issued a warning.
"I think no company is going to be immune, including us," he said.
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In related news...
https://www.tipranks.com/news/nvda-t...i-bubble-fears
Quote:
Billionaire investor Peter Thiel has sold his entire stake in chipmaker Nvidia NVDA -1.88% ▼ and trimmed his Tesla TSLA +1.13% ▲ holdings amid growing fears of an overinflated “AI Bubble.” Thiel’s hedge fund, Thiel Macro LLC, reported in its latest 13F filing for the September quarter that it reduced its portfolio size from $212 million at the end of Q2 to $74.4 million as of September 30, 2025.
According to the filing, Thiel also dumped the fund’s entire holdings in Vistra Corp. VST +0.18% ▲ , an integrated U.S. electricity generation company with assets across natural gas, solar, nuclear, and battery energy storage. Meanwhile, Thiel increased positions in Microsoft MSFT -0.53% ▼ and Apple AAPL -1.82% ▼ . Following these moves, the fund now holds only three major tech names: Microsoft, Apple, and Tesla. Thiel appears to prefer Microsoft and Apple because these tech giants have diversified revenue streams across cloud services, devices, and software, not just AI chips.
During Q3, Thiel sold 537,742 NVDA shares, which had previously accounted for about 40% of Thiel Macro’s portfolio, a reduction of nearly two-thirds. He first began buying Nvidia stock in the fourth quarter of 2024. The fund also sold all 208,747 Vistra shares, which made up about 19% of total holdings.
In the meantime, Thiel Macro sold 207,613 TSLA shares, cutting its Tesla position by roughly 76%. The fund now holds 65,000 Tesla shares, which remain its largest investment, valued at $28.91 million and representing 38.83% of the portfolio.
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18-11-2025, 13:02
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#2
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Just a Geek
Join Date: Jul 2015
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Re: General AI discussion
The only negative effect on me so far is DDR 4 and 5 Memory modules have rocketed in price and the likely next thing with be Graphics cards again when they are utilised more with AI which is a total PITA seeing as I intend to build a new system but can not afford too yet
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18-11-2025, 13:16
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#3
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laeva recumbens anguis
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Re: General AI discussion
From today's Financial Times
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18-11-2025, 13:56
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#4
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cf.mega poster
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Re: General AI discussion
If this means the cancelling of those Data Centers we're supposedly going to build here, I'm all for it going boobies skywards.
Maybe the BBC news website would also revert to news and not tiktok type crap . . . no idea how many people (like me) now just glance at the headlines and ignore the (often poorly written) story content . . if there is any content.
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18-11-2025, 14:22
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#5
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Rise above the players
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Re: General AI discussion
Quote:
Originally Posted by Hugh
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Is that any different from the investment boom and collapse of new technology companies of 20 years ago? I have no doubt that heavy casualties will emerge from the AI boom, but other companies will thrive, just as new technology and associated websites have thrived since the fallout.
AI has an important future in our world and the impact will be huge. It is difficult to know in which direction this will take us, but these are exciting (and slightly worrying) times.
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18-11-2025, 14:54
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#6
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cf.mega poster
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Re: General AI discussion
A slight addition to a line from above . .
AI has an important future in the destruction of our world and the impact will be huge.
edit: oh dear . . . https://www.bbc.co.uk/news/articles/c629pny4gl7o
Cloudflare outage takes down X and ChatGPT
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18-11-2025, 17:32
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#7
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laeva recumbens anguis
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Re: General AI discussion
Quote:
Originally Posted by Carth
A slight addition to a line from above . .
AI has an important future in the destruction of our world and the impact will be huge.
edit: oh dear . . . https://www.bbc.co.uk/news/articles/c629pny4gl7o
Cloudflare outage takes down X and ChatGPT |
In over 40 years of working in, and using, IT, I never implemented or used a System that caveated its outputs with
Google AI
Quote:
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AI responses may include mistakes
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ChatGPT
Quote:
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ChatGPT can make mistakes. Consider checking important information
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Copilot in MS Excel
Quote:
COPILOT uses AI and can give incorrect responses.
To ensure reliability and to use it responsibly, avoid using COPILOT for:
Numerical calculations: Use native Excel formulas (e.g., SUM, AVERAGE, IF) for any task requiring accuracy or reproducibility.
Tasks with legal, regulatory or compliance implications: Avoid using AI-generated outputs for financial reporting, legal documents, or other high-stakes scenarios.
Recent or real-time data: The function is non-deterministic and may return different results on recalculation. Currently, the model's knowledge is limited to information before June 2024.
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18-11-2025, 21:57
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#8
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The Dark Satanic Mills
Join Date: Dec 2003
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Re: General AI discussion
It’s not as clever as everyone thinks it is…….at the moment.
If you have children, or grand children, tell them to get a skill.
Skilled manual labour.
Regardless of how clever AI is, it’s not going tonsure your house, plumb your house, drop a gear box out your car, maintain heavy machinery etc.
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18-11-2025, 23:23
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#9
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cf.mega poster
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Re: General AI discussion
it also won't need a dentist, barber, or optician, and never turns up late with a hangover but will probably need some 'doctoring' over the years.
Won't need public transport or fancy restaurants, cinema and nightclubs, never has to buy Birthday or Christmas presents, doesn't give a toss about mortgage rates or the price of the latest iPhone . .
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Yesterday, 11:29
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#10
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RIP Tigger - 12 years?!
Join Date: Jul 2005
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Re: General AI discussion
Quote:
Originally Posted by Pierre
It’s not as clever as everyone thinks it is…….at the moment.
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Too right. I rang Metro for a taxi on 365365 - and I got what I'm pretty sure was an AI, saying it'd be there in 3 minutes. It said 'to talk to an operator, press 0'. All very well...except the Morrisons phone doesn't have a keypad. Plus what about asking who I was, or where I was going?
I didn't like the idea of travelling uninsured, so I called 700000 on my own phone, and got an operator for the usual service.
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WINDOWS 11, ANYONE?!
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Yesterday, 18:59
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#11
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Dr Pepper Addict
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Re: General AI discussion
I cant wait for the AI bubble to burst 
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Yesterday, 19:09
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#12
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laeva recumbens anguis
Cable Forum Team
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Re: General AI discussion
Quote:
Originally Posted by Paul
I cant wait for the AI bubble to burst |
Unfortunately, if there is a "market correction", according to the Bank of England, this could lead to finance drying up for households and businesses…
https://www.theguardian.com/business...le-could-burst
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Yesterday, 19:20
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#13
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cf.addict
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Re: General AI discussion
Indeed when this bubble bursts, and it absolutely will, it’s really going to hit everyone.
Yes, even billionaires may lose a couple of billion (well at least on paper); they’ll hardly notice; of course if your pension fund also loses a couple of billion, well......
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Yesterday, 19:37
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#14
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RIP Tigger - 12 years?!
Join Date: Jul 2005
Location: Bolton
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Re: General AI discussion
Latest thing: a photography group was removed from Meta because of its supposed association with the Class A opioid heroin.
They were the Hundred Heroines.
You will, I trust, forgive my utter lack of surprise. Context is all-important - and is the one thing AI can't grasp. 'Heroine' is a perfectly legitimate English word with a clear meaning. Until AIs understand this, they should not be used IMO.
Wasn't there similar Google fuss years ago about Scunthorpe, a legitimate place name which was filtered out because it happens to contain a certain swearword...? 
Actually, how did this site pass it?
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- Agent Phil Coulson, S.H.I.E.L.D.
WINDOWS 11, ANYONE?!
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Yesterday, 19:44
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#15
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cf.mega poster
Join Date: Jul 2004
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Re: General AI discussion
Gosh how awful, all those clever business people that entertained the idea that AI would make them lots of money . . . I wonder how many bought a bridge too
Scunny has always been the most famous for some reason, you never hear of that small place on an Island up North . . the town/village called Twatt
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Last edited by Carth; Yesterday at 19:47.
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