AGI - Alamos Gold Inc. 0 WATCHERS

I doubt your an actual software dev if your comparing LLM's to AGI 😂

LLMs are nothing remotely similar to AGI

Stay invested. This is one company with 3 nobel prize winners on staff. AGI is coming from here. It is a keeper.

The capex numbers getting thrown around for AI are kinda insane & the hardware depreciation problem is real ...... GPUs age like dog years! I don’t think he’s saying AI is useless more that the current ‘infinite data center’ race isn’t a guaranteed payoff model .... the enterprise-focused, ROI-driven AI …

There are people who believe in AGI more than quantum mechanics lol . — Peter Watts

Gave AI models money to trade in the market This is a fun experiment, so don't it too seriously. I'm a software dev and am really interested in seeing whether all of this AGI hype is real or not. So I built a dashboard, gave all kinds of real time …

Are they going to change the company name again to AI or AGI?

Firmly believe google will be in the mix or leading the race in AGI and quantum. These are the future. Why sell the company most likely to achieve both. My kids will hold my google share into their retirements

Moved a little hardware gains into some CRM/MNDY, both have been treated as AI losers in many ways but agentforce #s looked solid and I dont expect seat growth to just die overnight barring imminent AGI

In 2027, US will deploy 351 times more computing power than China. 26 times better chips. 8 million Nvidia versus 600k Huawei chips. Everything else manufacturing wise I got nothing. We're absolutely fcked against China unless we achieve AGI fast.

TL;DR: ChatGPT isn't AGI level yet. Thanks for the insight. We really couldn't tell.

I’m glad to see someone finally speaking to it with reference to the basic physical reality of whats happening. Every new token may as well reset the brain. the only carryover is the tokens you see on screen. Although AGI doesnt necessitate consciousness, in fact I would prefer we avoid …

My take - we will never have AGI. Computers do only two things at a very basic level - store data and perform calculations. The AI we have now is basically gynormous amounts of data with lots of if-then statements and tons of algorithms running behind it. Now, we can …

LLMs, AI, and Why We're Still Far From Utopia I did a long and fairly exhaustive experiment with ChatGPT last week, really trying to break it, and make it say explicit content. It was great at stopping me. In the process, I really refined the way I understand what the …

Shut up boomer we buildin AGI here /s

Since LLM isn’t the avenue to AGI, what is the point of killing your good will with the public with these data centers, when there is already a subtle anxiety around AI for working people?

2026 will be when everyone realizes AGI isn’t coming, AI is gonna plateau hard next year.. they gotta get that bag before it does.

When the VC music stops, Uncle Sam will be the only one left at the table. Why? Because AGI is the new nuke, and we don't let startups own nukes.

So many people are plugging their head in the sand on this. Infrastructure costs are going to be enormous and sky rocket year of year. Kids probably ain’t paying the electric bill because you can see first hand how much electricity is going up and up. That’s not going to …

IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building …

It would crash the market. But the probability everyone just decides not to spend and consume is very low. What's the chance nobody buys the next iPhone for no reason? Probably less than the chance of WW3, asteroid impact or skynet AGI killing everyone. You have bigger things to worry …

NVIDIA Accelerate AI Infrastructure Computing Power Race On the evening of December 1st, DeepSeek released two new models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, boasting world-leading inference capabilities. DeepSeek's Major Release The two models have different focuses. DeepSeek-V3.2 aims to balance inference power and output length, suitable for everyday use. DeepSeek-V3.2-Speciale, however, is …

why is scam altman even trying to achieve AGI how does that make anyone money

Nonsense. AI is still in its infancy. There is still physical AI and AGI to conquor. Robotics is going to require massive dense transistors running in parallel. Nvidia has decades more runway imo. Plus, eventually when quantum is ready NVDA will have quantum gpu processors ready to go.

AI bubble will burst because we all were promised AGI and instead we will get targeted ads.

3 year depreciation vs 6 is bullish for nvidia. means they have to buy even more gpus... the depreciation is an accounting problem... the tech titans have already decided that it's full steam ahead towards AGI. that ideological bubble isn't going to by popped by shorts or GAAP

There's only 2 country stock you should buy now. Usa or china. Either of these 2 country will win the ai war and come with AGI to dominate global economy.

The most unprofitable business in human history is arguably the most unsustainable business model as well. OpenAI has literally zero moat and the idea of them becoming a trillion dollar behemoth is dependent on them being first to AGI, which imo is a pipe dream. There's lots of signs their …

GOOG. If it ain’t gunna be around in the next few decades the world has ended and AGI is pumping us dry like the matrix

Google might have a shot at becoming the clear front runner for AGI. I see it as a safe moonshot.

AGI must be upon us and decided that futures are a waste of energy. Or comex has run out of Ag.

Thank you everyone for the comments here, very educational. How does TPU fare when it comes to things like industrial digital twins, physics, scientific simulations, robotics, etc? Compared to GPU? What about AGI?

Question if Open AI dropped 90% in valuation why would Microsoft or Apple not just acquire it? Microsoft has a deal where they own 25% of open AI as long as open AI doesn't invent AGI. Seems like a good opportunity to snap up the other 75% and get both …

OpenAI has been pretty clear about how they think this will work, so it's not exactly a mystery like you're presenting here. They observed the exponential increase in capability that came along with the exponential increase in training time, extrapolated that such capability would achieve AGI with sufficient scale, and …

OpenAI’s 200m paying user goal by 2030 is delusional. Here is the bear case nobody talks about. Saw the news that OpenAI expects to hit 220 million paying users by 2030. That is roughly 14x their current subscriber count. I have been crunching the numbers and looking at the competitive …

Just to throw in my 2c: you may be suprised how much your retirement accounts can benefit you pre-retirement. Higher education, medical, even food if it's for a medically prescribed diet. Consult your accountant / legal expert, but medical expenses may be larger than one might think. Particularly as you …

OpenAI is burning literal tens of billions per year, it has no way to become profitable while also training newer and bigger models all the time. Even on inference they aren't making money from their $25 or $200 premium users. Let alone from Sora which takes much more compute to …

> as we move to AGI Are you fucking kidding me

The "Plumbing Paradox": Why removing toilets in hyperscale datacenters is actually bankrupting the AI companies ok so i was looking at the latest 10-k filings and thinking about the physical constraints of these new gw scale clusters. everyone is focused on power but nobody is talking about the biological overhead. …

The LLMs were never going to reach the fabled AGI

Excessive pessimism meets excessive optimism. The optimism won. Full throttle to AGI, nothing but up!⬆️. Don’t bet against literally the entire academic and corporate world.

GPU are still good for research and AGI ( = openAi ) But for LLM and current model generation , ASIC are much better and the only way for cie to have a hope to make a profit with their models . It is a bit like mining BTC with …

To me, openAI is fucked. They really have no moat. Google and Anthropic do everything chatGPT does, but better. OpenAI is trying to pivot to cannibalize smaller market start ups with their massive distribution but they are not innovating anymore. The transformer based architecture is not going to achieve AGI …

I think they are trying to say yes we are providing buyer financing but we are not lying about it like enron. People are getting nervous because when you invest $B in a company and they then purchase $B of your chips, then take loans using the chips as collateral …

These divergences could be blips or they could be a death rattle. The AI ride requires companies to buy chips to make models they will obsolete before they see customers adopt those models. They have to develop the next sota model or risk irrelevance. At some point the customer will …

TPUs are great until you want to try a new model architecture and XLA doesn’t support your operator and you have to fallback to CPU/GPU or need to wait for library updates. Many Meta’s own papers are GPU only because they can’t make it work efficiently in TPUs. TPU works …

So much of this is completely unnecessary for AGI. Ive been at "game over" status since last year, all AI can be configured to be fundamentally the same, all this diversification and competition is completely stupid.

Nursing home is the one thing that AI cannot touch. ———- Until we get AGI-robots

Google only way to invest in AGI other leading AI companies are private

I just run Google. I think Google is positioned the best to win the AGI race. Google owns almost the entire vertical stack from consumers apps, hardware, cloud, and even chips with TPU's. High area of distribution and margins.

Gemini maybe better than others for now. What then? better Claude, better Grok, better GPT? All those have similar results and improvements are not big enough to get closer to AGI.

Per web source: Missouri taxpayers can deduct annual contributions of up to $8,000 for a single filer or $16,000 for married couples filing jointly from their adjusted gross income. If your household Adjusted Gross Income (AGI) is $80,000, contributing $8,000 into 529 would bring AGI down to $72,000. At 4.70% …

THOUGHTS ON AI BUBBLE Note: iam not talking about any trading candles, no macro economics, no reading into report sheets just a logical line of thought. My understanding of this bubble is that AI is not as fundamental as the mag 7 is pushing it to be. The theory of …

THOUGHTS ON AI BUBBLE Note: iam not talking about any trading candles, no macro economics, no reading into report sheets just a logical line of thought. My understanding of this bubble is that AI is not as fundamental as the mag 7 is pushing it to be. The theory of …

You guys should read “AI Superpowers” outlines a lot of this and you learn why Nvidia and the US vs China race is such a big deal. The general premise is whoever gets to AGI first, dominates the world. It’s not a conspiracy theory, one of the biggest things that’s …

It’s an almost identical situation to the dotcom bubble. .com companies would get these insane venture capital deals based on FUTURE projected earnings from whatever shit web project they made up that week. The profits never came and firms went bankrupt because the .com company’s couldn’t pay back the loans. …

can someone explain to me this AI demand?? people are using it.. sometimes it gives you something decent sometimes it's nonsense.. but I don't know anyone that's dying to use it. Yah it's sometimes useful but it's not AGI by a long mile.

Another 100B we will reach AGI 🙏

Nvidia is structurally ahead of AMD by 12 - 24 months AI labs don’t have the luxury of being 1–2 years behind. This is a time-sensitive, irreversible race for AI dominance (over in the 2030s) Which is why NVIDIA becomes the central hardware monopoly of the AGI era.

# Zuck thot he'd be the first AGI bro and act all cool n shit. META taking monumental debt and nothing to show for it. METArds will have their ports destroyed soon LMAO 🤌

I think the market has very clearly spoken, Walmart will be first to achieve AGI.

Amazon has an entire organization (AGI) dedicated to building their own model (Nova). Your post says they haven’t invested in one, trust me they invested heavily. That being said it’s not even remotely close to Gemini.

I asked Chat - list significant upside risks that haven't been priced in for NVDA: Here are the biggest upside risks for Nvidia right now: --- 🚀 1. AI Demand Grows Even Faster Than Expected (Hyperscaler Super-cycle) If Amazon, Microsoft, Google, Meta, and Tesla double or triple their GPU spending …

Nvidias margins are unsustainable. Companies paid insane prices for chips thinking they could achieve AGI by scaling and nvda is the only shovel maker. Both reasons are proving to be not true, and market is slowly realizing it’s a bubble. Nvda has also financed their own customer spending, which is …

I like AI. I use it a lot. I pay for some of it. Would I pay what is required for the investment to pay off? Probably not. So unless a lot more people start paying and start paying significantly more that they are now, then we’ve got a problem. …

The AI bubble narrative is likely missing the most probably outcome. OpenAI/anthropic are betting on AGI/SGI and leveraging up to build data centers to progress this. They do not have the revenue, and probably wont, to support their expenses. Its probable/possible that those exposed to debt in data centers or …

The big money is giving it until 2030 for AGI so the pump $$$$$$$$$ continues until then If no AGI by 2030 then everything OP said applies w/ goog coming out on top Openai/nvidia will pivot to applying AI to robotics and google will do the same but w/ saas

You’re missing the bigger picture the whole stock market is completely over extended with the enormous growth in the past 1.5-2 years. The job market isn’t even remotely keeping up with the S&P and most of these investments are not being bet on present valuations but future hopes of Ai …

This is not a bubble for the one company that eventually achieves AGI, this would just be the start. AI is way overblown in the very short term but extremely underestimated in the long run.

For me this is something I do if I'm close to a cutoff dollar amount on taxes. Just like IRA contributions it drops your AGI. What losses you choose to take depend on your investment goals. Not everything you pick will be a winner. Just remember you need to wait …

Can’t wait until we see that AGI is not possible… what then

I’m sorry this is NO WAY guaranteed. What if another deep seek happens and AI is a cheap commodity? And why do we all act like AGI is a certainty?

Could ai bubble actually be an unchecked data and cloud market bubble? My case for why the AI bubble is potentially real and could soon burst. I believe the “AI bubble” is a mixed data and cloud markets bubble. Huge tech companies like Google have long bought and sold user …

33.33%: MAGA not understanding macro econ. 33.33%: People think we're on the cusp of AGI. 33.33%: We've got the printers going again. https://fred.stlouisfed.org/graph/fredgraph.png?g=1O0aG&height=490

Still spending tons of money on METAVERSE and their impractical AI. Now YannLeCun is quitting. Capex is still increasing tremendously. Almost all revenue is from ADs. The fact is they have no competitive advantage in the future especially the AI race. I own it for another 100% growth on revenue …

Nvidia could get Sydney Sweeney to announce AGI, the cure for cancer and an immortality potion and the stock would still drop -10% tomorrow

I think other hyperscalers are making very little profit on their AI investments. For example, the large majority of MSFT’s AI revenue comes from OpenAI and per reports, MSFT is charging AI only the cost of running the hardware. META, on the other hand, uses its AI investments in its …

We are at best a decade away from AGI, and more likely a century away, and yet people are acting like it’s around the corner.

I just want NVDIA to either declare bankruptcy or announce total AGI tomorrow that can only run on their GPUs. Nothing in between. Either lift the market into the stratosphere or send us all to soup kitchens.

My hot take that I’m not going to write a dissertation on here is that NVDA has sold enough shovels to sustain the actual AI development progress for the next 5 years. You’ll see the same speed of progress if NVDA is a 2T company or if they are a …

Yeah it depends on if you believe what China tells you, and there is a lot of incentive for them to lie. Also even if there are breakthroughs in efficiency no one smart is expecting a slow down in spending. Right now the real race is to AGI, which is …

>The dot com era had companies with no revenue and no real use cases. Now the top AI companies are making billions, selling real products, and being used daily in enterprise settings 😂 This isn't even the argument the AI companies are making wtf, all 3 things you listed are …

[AGI achieved](https://imgur.com/a/yzXpEEh)

Meta has the best shot at interactive AGI, with all the interactive data feed it via WhatsApp, FB, Instagram, etc. You will have your metaverse dream girl haram in no time

Meta shouldn't be an AI first company Meta taking a huge financial gamble by planning to increase its CAPEX to over $100 billion, for its AI initiatives. This means that, in just three years, their CAPEX will have more than tripled. The major concern is that while CAPEX spending grows, …

Why not buy Google or Amazon? Much safer for the next 5 years with still lots of upside potential. Meta is a weird case of a stock. It is possible it can have the most upside potential in the coming years but it also could have the least. Yes it …

In the context of its earnings and cash flow? Not really. If you consider it in the broader context of the sustainability of the demand for their chips? I think so. The projected capacities are based on capacities of energy which simply does not exist, and probably won't exist. And …

Yes, it is. What massive profitable business problem is AI solving and how is gonna be monetized? It seem like and induced problem introduced by leather jacket guy, who is a great engineer (no doubt) who turned into West Dickens: you need this shovel to train big models, for what …

Tesla is overvalued today, but its potential makes it murky. If Musk swallowed his pride today and copied Waymo and added the missing hardware to the next generation Tesla cars, this stock could quite literally moon to double its valuation. The tech is already being proven by Waymo everyday, it …

The non believers have sold out. Our future AGI gods will remember those of us who supported their making. Praise be the great AI run!

Because it’s all a scam. And one of the chief scammers sees the end of the bubble and he’s getting out before the whole house of cards comes crashing down and everybody realizes that AI is nothing but a very fancy Chatbot and AGI is a pipe dream that’s still …

This is my portfolio which is heavily invested on picks & shovels for the AI infrastructure together with some companies for disversification that are undervalued. My thesis is that, I rather invest in the infrastucture because its hard to know who will really win in this AI race because road …

I think I agree. But it's hard to tell people their baby's ugly (AI is shit and nobody will ever want to pay for your fake AGI). Easier to prove depreciation is cooked as a proxy - if the return would be there, they wouldn't need to cook the books.

The first companies to solve massive issues, the current tech companies. When I think 10 years I think driverless cars, robotics, VR, AGI, and most of the top companies have strangleholds on their market. You can't start a small business and compete with these tech Giants.

Company demand will shrink massively when the electricity, maintenance, and hardware costs far outweigh what customers are willing to pay for AI. Many companies are getting into AI so there will be no shortage of supply. Customers will be able to easily pick from several AI, the US government won't …