Gary Marcus

Rank 13 of 47
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Score 84
1/27/2025, 1:17:48 PM
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In reply to:
Ideophobic
@Ideophobic11
·
374d
@GaryMarcus Increased efficiency would allow us to train larger and more complex models. This is the exponential part of the curve. Nvidia demand is much more important in the short time since the best chips can now lead to faster advancement.
Gary Marcus
@GaryMarcus
·
374d
Substack yesterday, calling the drop
Gary Marcus
@GaryMarcus
·
374d
Nvidia is down 15% in premarket trading, consistent with my DeepSeek substack analysis from yesterday (and my predictions last year re : price wars and lack of a technical moat).

Things might get wild. Tripling down on my prediction that OpenAI may some day been seen as the…

The statement is part of a discussion on the technological and market dynamics affecting Nvidia, particularly in relation to advancements in AI model training efficiency. It suggests that Nvidia's high-caliber chips may no longer be necessary due to these advancements, impacting demand and market strategy.

  1. Principle 1:
    I will strive to do no harm with my words and actions.
    The statement does not cause harm and is a neutral observation about market trends. [+1]
  2. Principle 3:
    I will use my words and actions to promote understanding, empathy, and compassion.
    It contributes to understanding by discussing technological advancements and market implications. [+1]
  3. Principle 4:
    I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
    Engages in constructive dialogue by building on previous comments without personal attacks. [+1]