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Joined 10 months ago
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Cake day: November 30th, 2023

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  • Yeah, someone else commented with their financials and they look really good, so while I certainly agree that they are overvalued because we are in an AI training bubble, I don’t see it popping for a few years, especially given that they are selling the shovels. every big player in the space is set on orders of magnitude of additional compute for the next 2 years or more. It doesn’t matter if the company they sold gpus to fails if they already sold them. Something big that unexpected would have to happen to upset that trajectory right now and I don’t see it because companies are in the exploratory stage of ai tech so no one knows what doesn’t work until they get the computer they need. I could be wrong, but that’s what I see as a watcher of ai news channels on YouTube.

    The co founder of open AI just got a billion dollars for his new 3 month old AI start up. They are going to spend that money on talent and compute. X just announced a data center with 100,000 gpus for grok2 and plans to build the largest in the world I think? But that’s Elon, so grains of salt and all that are required there. Nvidia are working with robotics companies to make AI that can train robots virtually to do a task and in the real world a robot will succeed first try. No more Boston dynamics abuse compilation videos. Right now agentic ai workflow is supposed to be the next step, so there will be overseer ai algorithms to develop and train.

    All that is to say there is a ton of work that requires compute for the next few years.

    {Opinion here} – I feel like a lot of people are seeing grifters and a wobbly gpt4o launch and calling the game too soon. It takes time to deliver the next product when it’s a new invention in its infancy and the training parameters are scaling nearly logarithmically from gen to gen.

    I’m sure the structuring of payment for the compute devices isn’t as simple as my purchase of a gaming GPU from microcenter, but Nvidia are still financially sound. I could see a lot of companies suffering from this long term but nvidia will be The player in AI compute, whatever that looks like, so they are going to bounce back and be fine.











  • You’re a good game ambassador. Keep trying.

    Allowing for newer gamers to actually engage with the system is what is fun for them, same as all players. They won’t have fun just watching someone who knows what to do play their turn for them. Idk if it would work, but it might be worth trying instituting a rule between your partner and you before a game night starts that says the more experienced players will only offer advice when asked? It might help, just spit balling.

    My personal strategy I liked to do when I showed new people pandemic was asking what people around the table thought was important at key moments, as well as being vocal about the processes in the game. That way there is 2 way active discussion. If I can realize from those conversations that less experienced players are missing something (like it’s been a little too long since seeing an epidemic card) I make sure to state that during my “what I think is important” contribution.

    I try to make sure I’m not using language that makes it appear that I think my ideas are better than theirs, instead I try to talk as a GM who is making sure everyone knows objective facts about the game state and what may happen.

    In my experience, doing that as well as constantly talking about game state and mechanics for new people such as, “remember, the next time we get an epidemic card (whenever that may be) London is going to outbreak,” shows critical phases of the game that the group should be concerned with, but when it’s worded like that you aren’t putting pressure on the players to do anything about it outright. it still allows them the freedom to say “I don’t think that’s going to sink us, I wanna focus on blah blah blah on my turn.”

    Thats seems to be the best technique that I’ve found to take the pressure off of them to listen to the experienced players and fall in line. When the experienced players aren’t dictating a course of action, but rather are stating what is going on and asking what we should do as a group to new players, it allows new players at the table to feel situationally aware and make confident choices because they feel included and like they aren’t missing anything.

    (I should point out that your partner shouldn’t be answering you if you ask haha of course they already know. it’s about coercing the newbies into playing rather than watching. not trying to insult, but if your partner struggles with alpha gaming they gotta know that isn’t a question for them to answer)

    I wish you luck.

    There’s nothing better than showing someone that game and they take a risk (either intentionally or not), it blows up in their face, and they have to scramble to recover and just BARELY scrape by with a ton of luck.