Yes, companies that don't have much ai based resources need to wait for APIs. Those who invested in ai skilled manpower already fully integrate new models into their goods and services.
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You Heard It Here First
- Thread starter vanzandt
- Start date
Ummmm, you pretty much missed where I am going with this.No, and no. Valuations of shares that integrate ai based models into their goods and services have nothing to do with a math game. It's all about greed and how invested the larger players already are. Very hard to measure and estimate. Nvidia may go up 10 fold over the next couple years. Many wrote off Amazon when it traded at 200% IPO valuations early on. Those levels today look indistinguishable from the IPO level.
Then there are the software players. Japan will definitely not be it. They lack the innovative skillset in ai. They are great at improving things on the hardware side. Japan is a nobody in the software arena. New ai models require as much art and imagination as raw math skills. Japanese don't have that in their DNA. Not a single Japanese meaningfully contributed to cutting edge ai model and idea generation. The few Japanese that are named as team contributors mostly work abroad for large tech companies. Even in robotics, only rule based algorithms are integrated in Japan, nothing in Japan can remotely compete with the likes of Boston Dynamics, which is by the way owned by a Korean company. Japan will kick it up a notch by integrating ai models into hardware components. Until then you won't hear much coming out of Japan.
First off, regarding the math comment, that was in reference to them being stretched near term. The math aspect of that ties into the algos that control the Q's near term. I have no doubt NVDA goes higher long term. And if you don't think algos are running the show near term... well, I've read your posts and I know that you are smart enough to know that already... so whatever on that.
The second part you missed... but you said it exactly.... this thread has absolutely nothing to do with the software. It's all about the hardware. The physical mechanical stuff. The little servos and sensors and all that other good stuff that goes into a robot.
Japan has been, and I suspect will continue leading the way in this field.
Honda has Asimov, and there are at least a dozen companies over there that are in some kind of race against each other to make the most human (in a physical sense... not the brain part really because as you pointed out, the AI for that is almost off the shelf at this point. Or I should say it's good enough for what they are focusing on.)
And please, I don't think you can use a worn out stereotype that all Japanese engineers lack creativity for one thing, "it's not in their DNA"... I mean wtf?! It only takes one to be an Elon Musk type (or whoever you think is cutting edge creative). Safe bet a few exist over there and they are doing their thing.
Now pay attention to this:
Right now our AI is kick ass and getting better at a Moore's Law type of rate. Except unlike Moore's Law being bi-annual... this stuff is probably more like bi-monthly. If that much. And right now the stuff it can do in programing and dozens of other things... it's boundless. But you know what else would be boundless (?)... if we had Einstein's brain in a jar and it was 100% functional. Or whoever's.
That's where AI is at right now. A brain in a jar. As I said in my opening paragraph... I know which industry is gonna make gillions... and it is quite specific... and its genesis lies at the intersection of AI and robotics. There are in fact many fortunes to be made as robots get better... but this one... it's gonna be huge... and it will be one of the first.
Edit:
And I merely said Japan in passing anyway. It could certainly be Boson Scientific... you appear to be a linear thinker type and you want to get in the weeds and wrestle over semantics while missing the bigger picture here. Linear thinking can never envision what WILL be. Unless they read it somewhere and then the light comes on.
I don't care who builds the better robot, it could come out of any country on f'ing Earth for all I care. I want the better robot. That's the whole point of the intro.
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I tend to be an informed thinker. How much do you know about Japan? Have you worked and lived there? How involved are you with Japanese industrial production and operations management?
Have you at all considered that you might be the one short of factual information on the topic you brought up?
Have you at all considered that you might be the one short of factual information on the topic you brought up?
Ummmm, you pretty much missed where I am going with this.
First off, regarding the math comment, that was in reference to them being stretched near term. The math aspect of that ties into the algos that control the Q's near term. I have no doubt NVDA goes higher long term. And if you don't think algos are running the show near term... well, I've read your posts and I know that you are smart enough to know that already... so whatever on that.
The second part you missed... but you said it exactly.... this thread has absolutely nothing to do with the software. It's all about the hardware. The physical mechanical stuff. The little servos and sensors and all that other good stuff that goes into a robot.
Japan has been, and I suspect will continue leading the way in this field.
Honda has Asimov, and there are at least a dozen companies over there that are in some kind of race against each other to make the most human (in a physical sense... not the brain part really because as you pointed out, the AI for that is almost off the shelf at this point. Or I should say it's good enough for what they are focusing on.)
And please, I don't think you can use a worn out stereotype that all Japanese engineers lack creativity for one thing, "it's not in their DNA"... I mean wtf?! It only takes one to be an Elon Musk type (or whoever you think is cutting edge creative). Safe bet a few exist over there and they are doing their thing.
Now pay attention to this:
Right now our AI is kick ass and getting better at a Moore's Law type of rate. Except unlike Moore's Law being bi-annual... this stuff is probably more like bi-monthly. If that much. And right now the stuff it can do in programing and dozens of other things... it's boundless. But you know what else would be boundless (?)... if we had Einstein's brain in a jar and it was 100% functional. Or whoever's.
That's where AI is at right now. A brain in a jar. As I said in my opening paragraph... I know which industry is gonna make gillions... and it is quite specific... and its genesis lies at the intersection of AI and robotics. There are in fact many fortunes to be made as robots get better... but this one... it's gonna be huge... and it will be one of the first.
Edit:
And I merely said Japan in passing anyway. It could certainly be Boson Scientific... you appear to be a linear thinker type and you want to get in the weeds and wrestle over semantics while missing the bigger picture here. Linear thinking can never envision what WILL be. Unless they read it somewhere and then the light comes on.
I don't care who builds the better robot, it could come out of any country on f'ing Earth for all I care. I want the better robot. That's the whole point of the intro.