AI Has a Cargo Cult Problem
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The article 'AI has a cargo cult problem' discusses the potential overhyping of AI technology, with commenters debating whether the term 'cargo cult' is applicable and questioning the actual value of AI investments.
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What AI feels like is the early days of the internet. We've seen the dot com bubble but we ultimately live in the internet age. There is no doubt that post-AI bubble will be very much AI orientated.
This is very different from crypto which isn't by any measure a technological leap rather more than a crowd frenzy aimed at self-enrichment via ponzi mechanisms.
It can be a Ponzi scheme for specific investors, a bubble in the stock market in general, and a cargo cult for the companies using it.
One of the comments downthread did give an argument against "cargo cult" applying though - you need actual past successes (of the particular degree, not extrapolated) to assume that your actions will repeat them.
Where commenters like yourself trip themselves up is a staunch refusal to be objective in your observations. Nobody is doubting the excitement of new technologies and their potential, including LLMs; we doubt the validity of the claims of their proponents that these magic boxes will somehow cure all diseases and accelerate human civilization into the galactic sphere through automated R&D and production. When Op-Eds, bloggers, and commenters raise these issues, they’re brow-beaten, insulted, flagged, and shunted away from the front page as fast as humanly possible lest others start asking similar questions. While FT’s Op-Eds aren’t exactly stellar to begin with, and this one is similarly milquetoast at first glance, the questions and concerns raised remain both valid and unaddressed by AI Boosters like yourselves. Specifics are constantly nitpicked in an effort to discredit entire arguments, rather than address the crux of the grievance in a respectable manner; boosters frequently come off like a sleazy Ambulance-Chasing Lawyer on TV discrediting witnesses through bad-faith tactics.
Rather than bloviate about the glory of machine gods or whine about haters, actually try listening to the points of your opponents and addressing them in a respectful and honest manner instead of trying to find the proverbial weak point in the block tower. You - and many others - continue to willfully miss the forest for the specific tree you dislike within it, and that’s why this particular era in tech continues to devolve into toxicity.
At the end of the day, there is no possible way short of actual lived outcome for either side to prove their point as objectively correct. Though when one side spends their time hiding and smearing critique from their opponents instead of discussing it in good faith, that does not bode well for their position.
are we reading the same website...
Making stuff for AI companies looks like better business to me!
The AI investors know what they are doing, by which I mean, if this is every bit the bubble some of us think it is and it pops as viciously as it possibly can and these investors lose everything from top to bottom, if they tried to say "I didn't know that could happen!" I simply wouldn't believe them and neither would anyone else. Of course they know it's possible. They may not believe it is likely, but they are 100% operating from a position of knowledge and understanding and taking actions that have a completely reasonable through-line to successfully achieving their goals. Indeed I'm sure some people have sufficiently cashed out of their positions or diversified them such that they have already completely succeeded; worries about the bubble are worries about a sector and a broad range of people but some individuals can and will come out of this successfully even if it completely detonates in the future. If nothing else the people simply drawing salaries against the bubble, even completely normal non-inflated ones, can be called net winners.
This is some bold new definition of "falls apart" with which I am not familiar.
Is it a gold rush? Absolutely. There is a massive FOMO and everyone is rushing to claim some land, while the biggest profiteers of all are ones selling the shovels and pick axes. It's all going to wash out and in the end a very small number of players will be making money, while everyone else goes bust.
While many people think the broadly described AI is overhyped, I think people are grossly underestimating how much this changes almost everything. Very few industries will be untouched.
The 'cult' behaviour described in the article is that of building big data centres without knowing how they will make money for the real business of the tech companies doing it. They have all bought AI startups but that doesn't mean that the management of the wider company understands it.
I am perplexed how you thought this refuted or offered any value to what I said. Or are you under delusions that her being an anthropologist also makes her an expert on AI and the tech industry, ergo ipso facto her metaphor isn't incredibly dumb and ill-suited?
I never questioned if they knew the "original meaning". Yes, we've all read the meaning countless, countless times, in a million trope-filled blog entries. And indeed, the whole basis of her tosser "article" is some random blog entry that, as millions before have, decided to make everything about Cargo Cults.
Protip: If you are busy writing a blog entry and you decide to describe some island tribe (it does not actually matter where said tribe is) that had bamboo headsets, delete the entire thing and go do something actually useful.
It is a profoundly boring story at this point. And in this case, like with many, the metaphor is incredibly stupid and ill-suited. If these businesses were building "data centres" out of mud and drawings of GPUs it would be pertinent, but instead it's describing a gold rush where a lot of players are doing precisely the right thing to try to land grab o an obviously massive and important space (and in a very useful to them sense, see enormous capitalization gains in doing so), then trying to ham-fist some cliche "story" in.
Like, if that tribe built functional runways with ATC towers, and then a fleet of cargo planes -- being well funded in the process by outsiders who see how lucrative the cargo business is -- but then it turns out that the cargo business is a bit saturated so it's going to be tough for them to make it profitable on their EBIDTA statements, boy, fire up the typewriter you got a winner!
>The 'cult' behaviour described in the article is that of building big data centres without knowing how they will make money
Utterly nonsensical.
Firing up notepad and going to author the next paper that does numbers among the Shakes Fists At Clouds crowd that spend their day tilting at windmills.
Bubbles don't pop without indiscriminate euphoria (Private markets are a different story, but VCs are fked anyways). If anything, the prices have reflected less than 20% of Capex projections, so the market clearly thinks OpenAI / Stargate / FAANG's capex plans are BS.
p.s. if everyone thinks it's a bubble, it generally rallies even more..
I'd say if anything the market is massively underestimating the scale of their capex plans. These things are using as much electricity as small cities. They are well past breaking ground, the buildings are going up as we speak.
https://www.datacenterdynamics.com/en/news/openai-and-oracle...
https://x.com/sama/status/1947640330318156074/photo/1
There are dozens of these planned.
A lot of people lost a lot of money. Post bankruptcy, it also fueled the later tech booms, as now there was a ton of dark fiber waiting to be used at rock bottom prices, and underutilized datacenters and hardware. Google was a major beneficiary.
the market hasn't priced in Sam Altman's Capex projections, so it's probably akin to 1998 or 1999
Reading this article though, I'm questioning my decision to avoid hosting open source LLMs. Supposedly the performance of Owen-coder is comparable to the likes of Sonnet4. If I invest in a homelab that can host something like Qwen3 I'll recoup my costs in about 20 months without having to rely on Anthropic.
I'm pretty bearish on LLMs. I also think they're over-hyped and that the current frenzy will end badly (global economically speaking). Than said, sure, they're useful. Doesn't mean they're worth it.
My employer pays for Claude pro access, and if they stopped paying tomorrow I'd consider paying for it myself. Although, it's much more likely for me to start self hosting them.
So that's what it's worth to me, say $2500 USD in hardware over the next 3 years.
I'd love to hear what your take on this is.
Llms have spared me hours of research on exotic topics actually useful for my day job However, that’s the whole problem - I don’t know how much.
If they had a real price ( accounting for OpenAI losses for example) with ChatGPT at 50 usd/month for everyone, OpenAI being profitable, and people actually paying for this, I think things might self adjust and we’d have some idea.
Right now, we live in some kind of parallel world.
If you're not willing to measure how it helps you, then it's probably not worth it.
I would go even further: if the effort of measuring is not feasible, then it's probably not worth it.
That is more targeted at companies than you specifically, but it also works as an individual reflection.
In the individual reflection, it works like this: you should think "how can I prove to myself that I'm not being bamboozled?". Once you acquire that proof, it should be easy to share it with others. If it's not, it's probably not a good proof (like an anecdote).
I already said this, and I'll say it again: record yourself using LLMs. Then watch the recording. Is it that good? Notice that I am removing myself from the equation here, I will not judge how good is it, you're going to do it yourself.
You were right.
It is, in fact, that good.
To be more clear, I can move this argument further. I promise you that if you share the recording that led you to believe that, I will not judge it. In fact, I will do the opposite and focus on people who judge it, trying my best to make the recording look good and point out whoever is nitpicking.
For example I use a $30/month chatbot subscription for various utility tasks. If I value my time at above $60/hour I need to save half an hour each month (a minute a day) to make the investment worth it. That is absolutely true, just with simple googleable questions and light research tasks I save much more than 7 minutes a week.
But how much do I actually save? What exactly is my time actually worth? Those are much more difficult questions to answer
You're accounting for the time wins, not accounting for the time losses.
For a human chat user, that's when the LLM fails an answer or answers wrong. For an LLM coder, that's when context rot creeps in and you have to restart your work, and so on.
There are people who don't care much if they are being bamboozled for $30/mo, they have nothing to prove nor grand expectations for the thing. To them, cargo culting might be fun and that's what they extract from the bargain.
I am directing my answers mostly to people, companies or individuals, who have something to prove (evangelists, AI companies, etc). To those, a series of imperceptible small losses that results in debt in the long run is a big problem.
My suggestion (the recording session) also works as a metaphor. That could be, instead of video, metrics about how contexts are discarded. It is, in that sense, also something they can decide to share or not, and the extent to what they share should be a sign of confidence in their product.
Makes sense?
If I save an hour, but lose 6, when I'd otherwise have spent 2, then I net -4, but sometimes overall it's positive, so the value is more ambiguous. If my employer didn't pay for the tools, I really don't know whether I would.
A good price and conservative usage pattern might net more.
We also don't know, in situations like this, whether all of or how much of the research is true. As has been regularly and publicly demonstrated [0][1][2], the most capable of these systems still make very fundamental mistakes, misaligned to their goals.
The LLMs really, really want to be our friend, and production models do exhibit tendencies to intentionally mislead when it's advantageous [3], even if it's against their alignment goals.
0: https://www.afr.com/companies/professional-services/oversigh... 1: https://www.nbcnews.com/world/australia/australian-lawyer-so... 2: https://calmatters.org/economy/technology/2025/09/chatgpt-la... 3: https://arxiv.org/pdf/2509.18058?
They want you to think they are your friend but they actually want to be your master and steal your personal data. It's what the companies who want to be masters over you and the AI have programed them to do. LLMs want to gain your confidence, and then your dependence, and then they can control you.
Similarly, a SaaS company that would very much prefer you renew your subscription isn’t trying to make you into an Orwellian slave. They’re trying to make a product that makes me want to pay for it.
100% of paid AI tools include the option to not train on your data, and most free ones do as well. Also, AI doesn’t magically invalidate GDPR.
Companies never just want money, because more power means more money. Regulatory capture means more money. More control means more money. Polluting the environment and wasting natural resources means more money. Exploiting workers means more money. Their endless lust for money causes them want all sorts of harmful things. If companies were making billions and nothing was being actively harmed by any of it no one would care.
These companies do want your money, but once you're locked in you are no longer the customer. If these AI companies had to depend on the income they get from subscriptions to survive they'd have gone out of business years ago. Instead AI is just shoved down people's throats everywhere they look and the money these companies live off of is coming from investors who are either praying that the AI becomes something it isn't or they're hoping they can help drive up stock value and cash out before the bubble breaks and leave somebody else holding the bag.
0% of AI tools include the option to not train on my data. They've already stolen it. They've scraped every word and line of code I've ever written that's been transmitted over the internet. It's been trained on photos of my family. It's been trained on the shitty artwork I've sent to my friends. By now it's probably been trained on my medical information and my tax records.
AI is controlled by some of the most untrustworthy companies and people on earth who have been caught over and over lying to the public and breaking the law. They can promise all day long not to steal anything I voluntarily give them, but I have zero trust in them and there is no outside oversight to ensure that they will do what they say.
The people behind what passes for AI don't give a shit about you beyond whatever they can take from you. They are absolutely not your friend. AI is incapable of being your friend. It's just a tool for the people who control it.
That's perhaps not true. If you sign up for the enterprise accounts there are options to not use any of your data to train. That's how we have it set up at $job.
(I say "perhaps" because of course I'm still sending all the data to the AI and while the contract has an ironclad clause that they won't use it, there's no way to 100% verify that.)
For example they can't opt for their comment not to be scraped off HN and used for training.
My family photos have never trained AI, because my iCloud Photos service specifically says they don’t do that and explains the technical implementation of their object recognition system in detail. Apple even offers an e2e encrypted mode of operation. (Still, I have now moved to a more customer-friendly solution away from iCloud).
As far as training on your code, well, you either believe in open source or you don’t. AI training doesn’t even violate the most copyleft open source licenses. Unless AI has reproduced your code verbatim it’s not engaging in any kind of copyright reproduction.
It's not hyperbolic at all. The entire moat is brand lock-in. OpenAI owns the public impression of what AI is- for now- with a strong second place going to Claude for coders in specific. But that doesn't change that ChatGPT can generate code too, and Claude can also write poems. If you can't lock users into good experiences with your LLM product, you have no future in the market, so data retention and flattery are the names of the game.
All the transformer-based LLMs out there can all do what all the other ones can do. Some are gated off about it, but it's simulated at best. Sometimes even circumvent-able with raw input. Twitter bots regularly get tricked into answering silly prompts by people simply requesting they forget current instructions.
And, between DeepSeek's incredibly resource-light implementations of solid if limited models, which do largely the same sort of work without massive datacenters full of GPUs, plus Apple Intelligence rolling out experiences that largely run on ML-specific hardware in their local devices which immediately, full stop, wins the privacy argument, OpenAI and co are either getting nervous, or they're in denial. The capex for this stuff, the valuations, and the actual user experiences are simply not cohering.
If this was indeed the revolution the valley said it was, and the people were lining up to pay prices that reflected the cost of running this tech, then there wouldn't be a debate at all. But that's simply not true: most LLM products are heavily subsidized, a lot of the big players in the space are downsizing what they had planned to build out to power this "future," and a whole lot of people cite their experiences as "fine." That's not a revolution.
That's perfectly fine since we don't know how much of the original research is true either: https://en.wikipedia.org/wiki/Replication_crisis
If I waste three months doing a manual literature review on papers which are fraudulent with 100% accuracy have I gained anything compared to doing it with an AI in 20 minutes with 60% accuracy?
You don't see how adding 40% error rate on top of that makes things worse? Your 20 minute study there made you less informed, not more, at least the fraudulent papers teaches you what the community thinks about the topic while the AI just misinforms you about the world in your example.
For example, while reading all those fraudulent papers you will probably discover that they don't add up and thus figure out that they are fraudulent. The AI study however will likely try to connect the data in those so they make sense (due to how LLM works, it has seen more examples that connect and make sense than not, so hallucinations will go in that direction) then the studies will not seem as fraudulent as they actually are and you might even miss the fraud entirely due to AI hallucinating arguments in favor of the studies.
It's absurd. You can trivially spend 2 minutes on chatgpt and it will hallucinate on some factually incorrect answer. Why why why always this cope.
But then - I'm constantly amazed by how everyone's subjective and presumably honest accounts of their experiences with AI differ so wildly.
This really results in zero hallucination (but the content is also mostly not generated by a LLM).
> It's impossible to have used LLMs for this purpose for more than a quarter of an hour and not have seen this.
You may be generalizing too much from your experience.
Also: if it's so trivially reproducible, then can you provide a ChatGPT transcript link of this happening?
> I'm sorry to be so blunt but this is a massive cope
Coping for what? I don't work for an AI company. If AI vanished tomorrow I wouldn't particularly care.
I converted some tooling from bash scripts leveraging the AWS CLI to a Go program leveraging the AWS SDK, improving performance, utility, and reliability.
I did this in less than two days and I don’t even know how to write Go.
Yes, it made some mistakes, but I was able to correct them easily. Yes, I needed to have general programming knowledge to correct those mistakes.
But overall, this project would not exist without AI. I wouldn’t have had the spare time learn all I needed to learn (mostly boilerplate) and to implement what I wanted to do.
I genuinely 100% believe that ability of hype boys to raise money is harming the economy and us all. Whatever structural reason for it existing is there, it would be the best to end it.
Everyone says "I wrote this thing using AI" but most of the time reading the prompt would be just as useful as reading the final product.
Everyone says "I wrote this large codebase using AI" but most of the time the code is unmaintainable and probably could have been implemented with much less code by a real human, and also the final software isn't actually ready for prod yet.
Everyone says "I find AI coding very useful" and neglects to mention that they are making small adhoc scripts, or they're in a domain that's mostly boilerplate anyways (e.g. some parts of web dev).
The one killer application of LLMs seems to be text summarization. Everything else that I have seen is either a niche domain that doesn't apply to the vast majority of people, a final product that is slop and shouldn't been made in the first place, or minor gains that are worthwhile but nowhere near as groundbreaking as people claim.
To be clear, I think LLMs are useful, and I personally use them regularly. But I've gained at most 5% productivity from them (likely much less). For me, it's exhausting to keep on trying to realize these gains everyone is talking about, while every time I dig into someone claiming to get massive gains I find that the actual impact is highly questionable.
The most telling part is when you said "most of the time reading the prompt". That strongly implies that you're attempting to one-shot whatever it is that you're working on.
There is no "the prompt" in my current application. It's a 275k LoC ESP-IDF app spread across ~30 components that interact via FreeRTOS mechanisms as well as an app-wide event bus. It manages non-blocking UI, IO over multiple protocols, drives an OLED using a customized version of lvgl. It is, by any estimation, a serious and non-trivial application, and it was almost entirely crafted by LLM coding models being closely driven by yours truly across several hundred distinct Cursor conversations.
It's probably taken me 10% of the time it would have taken me to do by hand, and that's precisely because I lean on it so heavily for initial buildout, thoughtful troubleshooting (it is never tired, never not available, and also knows more than I do about electronics as a bonus) and the occasional large cross-component refactor.
I don't suspect that you're wrong. I know that you're wrong.
Regardless, I would be more charitable if people like you didn't make statements such as, paraphrased, "the burden of proof is on the person suggesting the null hypothesis." I'm open to being convinced, but until now the only real study I've seen for coding shows no gain from AI. The anecdotes I have are mostly things like a coworker's 50kloc project that hasn't seen the light of day because it's massive, unreviewable, and takes as long to test as it would to have for a human to write something equivalent in <<50kloc.
Your project is the first one I've heard of that seems to be successful, and I'm curious to learn more. Just to confirm, your project is not majority boilerplate, functional enough that you'd feel comfortable releasing it to others, and you're able to get bugs fixed without too much trouble? That's pretty rare from what I've seen, and is definitely going at the top of my list of anecdotes in support of AI coding!
Drop your email or some other way to contact you. I will put you on the project mailing list and you'll get a notification when the GitHub project goes public; this will happen when the first beta units go out to the presales buyers.
That's because no one has said that
"AI" hype is the issue, not "AI"
The hype machine and its followers have no tolerance for skepticism
Any perceived skepticism of "AI", no matter how reasonable, triggers absurd accusations
The author, like many others, tries to avoid the kneejerk defensiveness of "AI" hype subscribers:
"Don't get me wrong: I am not denying the extraordinary potential of AI to change aspects of our world, nor that savvy entrepreneurs, companies and investors will win very big. It will - and they will."
But this does not work. There is zero tolerance for skepticism. All disbelief must be countered
"Crypto" hype was like this, before one of its ringleaders went to prison
It's unlikely that fraud will be prosecuted under current political environment
Fasten your seatbelts
https://news.ycombinator.com/item?id=45577203
There are thousands and thousands of comments just like this on this site. I would dare say tens of thousands. They regularly appear in any AI-related discussion.
I've been involved in many threads on here where devs with Very Important Work announce that none of the AI tools are useful for them or for anyone with Real Problems, and at best they work for copy/paste junior devs who don't know what they're doing and are doing trivial work. This is right after they declare that anyone that isn't building a giant monolithic PHP app just like them are trend-chasers who are "cargo culting, like some tribe or something".
>I also think they're over-hyped and that the current frenzy will end badly (global economically speaking)
In a world where Tesla is a trillion dollar company based upon vapourware, and the president of largest economy (for now) is launching shitcoins and taking bribes through crypto, and every Western country saw a massive real-estate ramp up by unmetered mass migration, and Bitcoin is a $2T "currency" that has literally zero real world use beyond betting on itself, and sites like Polymarket exist for insiders to scam foolish rube outsiders out of their money, and... Dude, the AI bubble doesn't even remotely measure.
Yet, it's weird to me that we're 3 years into this "revolution" and I can't get a decent slideshow from an LLM without having to practically build a framework for doing so.
A ton of the reinforcement type training work really just aligning the vague commands a user would give to the same capability a model would produce with a much more flushed out prompt.
Also, I've heard from others that the Qwen models are a bit too overfit to the benchmarks and that their real-life usage is not as impressive as they would appear on the benchmarks.
LangChain has the embeddings for major providers:
For example, what would I need to run Open AI's o1 model from 2024 at home? Are there good guides for setting this up?
So technically you might be able to run a six month old model at home, but it would be foolish to do so from a financial point of view.
Or is there a way to get 128 GB of VRAM for a lot less than that?
Dan Luu has a relevant post on this that tracks with my experience https://danluu.com/in-house/
It's worth disambiguating between "worth $50b of investment" useful versus "worth $1t of investment" useful
The problem of course is that plenty of that $1T in investment will go to stupid investments. The people whose investments pan out will be the next generation of Zuckerbergs. The rest will be remembered like MySpace or Webvan.
Furthermore the price of the most recently sold share times the number outstanding does not represent the total R&D or spending to make Teslas.
Being a bubble is a statement about the value of the stock market, not about the technology. There was a dotcom bubble, but that does not mean the internet wasn't valuable. And if you bought at the top of the dotcom bubble you'd be much wealthier now than you were when you bought. But it would have taken you a significant time to break even.
But many people talking about AI being a bubble aren't trying to figure out which ticker is going to win in the long run, they're trying to convey a belief that AI is bogus altogether.
There's widespread agreement that nobody knows whether the AI valuations we see are right. What I'm saying is tiring is people who confuse that idea with an indictment of the technology.
The bubble exists be cause no AI company gets any profits and laughable revenue.
Is it 2000$/month useful is the interesting question.
LLMs aren't terribly useful to people who fundamentally can't read. When those people can also type very fast you get the current situation.
It didn't do a bang up job if the poster still didn't understand you, so sorry this example doesn't prove what you think it does.
You have to measure actual results, your own take will always be biased so you can't say "I thought it was great but it didn't work" and expect people to get convinced by that.
Edit: And if that doesn't convince you, why not read what this AI has to say about your post, if you like them so much you should read this right and acknowledge you were wrong just like you expected those people to: https://chatgpt.com/s/t_68f2ae740f98819183539767b921965b
#### *The Fallacy Fallacy: A Metacognitive Error in Logical Analysis*
The fallacy fallacy, also known as the argument from fallacy or argumentum ad logicam, represents a second-order logical error wherein one incorrectly infers that a conclusion must be false solely because it has been argued through fallacious reasoning. This metacognitive error constitutes a significant impediment to rigorous philosophical discourse and warrants careful examination.
#### *Theoretical Framework and Definition*
Within the domain of informal logic, fallacies constitute "mistakes of reasoning, as opposed to making mistakes that are of a factual nature". The fallacy fallacy emerges when interlocutors conflate the validity of argumentative structure with the truth value of propositional content. Specifically, this error manifests when one advances the following invalid inference pattern:
1. Argument X contains logical fallacy F 2. Therefore, the conclusion C of argument X is false
This inference pattern itself represents a non sequitur, as the presence of fallacious reasoning does not necessarily bear upon the truth or falsity of the conclusion in question.
#### *Epistemological Implications*
The commission of the fallacy fallacy reveals a fundamental misunderstanding of the relationship between logical validity and factual accuracy. *Truth values of propositions exist independently of the quality of arguments marshaled in their support*. A proposition may be demonstrably true despite being defended through specious reasoning, just as a false proposition may be supported by formally valid argumentation with false premises.
Consider the following syllogistic example: - Major premise: All mammals are warm-blooded - Minor premise: Dogs are mammals because they bark - Conclusion: Dogs are warm-blooded
While the minor premise employs irrelevant reasoning (dogs' classification as mammals is unrelated to their vocalization), the conclusion remains factually correct.
#### *Methodological Considerations for Critical Analysis*
Scholars engaged in the identification of logical fallacies must exercise epistemic humility regarding the scope of their critique. As noted in the academic literature, "fallacies are common errors in reasoning that will undermine the logic of your argument", yet this undermining pertains exclusively to the argumentative structure rather than to the ontological status of the conclusion.
The appropriate scholarly response to encountering fallacious reasoning involves:
1. *Methodological separation* - Distinguishing between the evaluation of argumentative form and the assessment of propositional content 2. *Constructive engagement* - Requesting alternative justification rather than dismissing conclusions outright 3. *Epistemic charity* - Acknowledging that interlocutors may possess valid intuitions despite articulating them through flawed logical frameworks
#### *Conclusion*
The fallacy fallacy represents a particularly insidious form of intellectual error, as it masquerades as sophisticated logical analysis while itself committing a fundamental category mistake. Academics and scholars must remain vigilant against this metacognitive trap, recognizing that the identification of fallacious reasoning, while valuable for improving argumentative rigor, does not constitute sufficient grounds for rejecting the truth claims embedded within poorly constructed arguments. The pursuit of truth demands that we evaluate propositions on their merits, independent of the quality of their initial presentation.
In the other conversation “you” “explain“ why other people are misunderstanding you, rather than try to make the argument clearer. Unfortunately the flagged post is no longer available but I’m curious of how such a simple conversation spiraled down so badly.
I even tend to agree with your initial argument so I’m quite convinced that none of this was necessary.
There are many credible claims that not only is it not useful, but that it is actually causing serious damage.
That is the best example of straw argument I've seen this year. I enjoy reading discussions on LLMs and have seen a huge number of arguments, some reasonable and some ridiculous, but one thing I haven't seen is someone claiming that LLMs are not useful. We can discuss usefulness for a particular purpose, or the level of its fitness for it, but not the fact that millions of people find LLMs useful enough to pay for them.
I guess there are use cases for it, even if we discount undisputed net negatives like the proliferation of slop online, scam calls, deepfakes, etc. That doesn't mean it provides an amount of utility that justifies pivoting a significant portion of world capital and production towards that end.
It will never be AGI, by the way. We are way past the inflection point of the logistic curve, so this is more or less what it is.
I think the reason is because it depends what impact metrics you want to measure. "Usefulness" is in the eye of the beholder. You have to decide what metric you consider "useful".
If it's company profit for example, maybe the data shows it's not yet useful and not having impact on profit.
If it's the level of concentration needed by engineers to code, then you probably can see that metric having improved as less mental effort is needed to accomplish the same thing. If that's the impact you care about, you can consider it "useful".
Etc.
For me it's equally that I don't trust any of these service providers to keep maintaining whatever service or model I'm relying on. Imagine if I build a whole entire process and then the bubble bursts and they either take away what I'm using or start charging outrageous amounts for it.
I feel we are well into the point where the base technology is useful enough and all the work is in how you implement and adapt it in to your process / workflow. A new model coming out that is 3% better is relatively meaningless compared to me figuring out how better to integrate what I already have which might give me a 20% bump for very little effort.
So at this point all I really want is stability in the tech so I can optimise everything else. Constant churn of hosted providers thrusting change at me every second day is actively harmful to my productive use of it at this point. Hence I want local models so I can just tune out the noise and focus on getting things done.
It's indisputable that the tech is and can be very useful, but it's also surrounded by a bubble of grifters and opportunists riding the hype and money train.
The sooner we start ignoring the "AI", "ASI", "AGI", anthropomorphization, and every other snake oil these people are peddling, the sooner we can focus on practical applications of the tech, which are numerous.
You'll need a pretty expensive home lab to run it though... I'd be surprised if you could do it at long context with only 20 months of Sonnet usage.
Presently, look up the Cerebra Coder subscription. It’s cut down my reliance on paying per token by about 80% due to the model being good for most development tasks and the rate limits are such that I never hit them per day, alongside being faster than anything else out there.
Lots of folks also just explore new models on OpenRouter as they come on, albeit they don’t seem to have caching support so it can get expensive.
Aside from that, self-hosting can be worth it but you need lots of memory and beefy compute to have good performance without quantizing things super far. There’s a really big difference between the 30B and 480B versions of Qwen Coder and while the smaller models are getting better, feels like there are diminishing returns there.
You can always try it via openrouter without investing in the home setup first. That allows you to evaluate whether it hits your quality bar or not, and is much cheaper. It is less fun than self-hosting though.
The real issue here is a fundamental statistical and categorical error: the paper lumps all industries, company sizes, and maturity levels under the single umbrella of "companies" and applies one 95% figure across the board. This is misleading and potentially produces false conclusions.
How can anyone take this paper seriously when it makes such a basic mistake? Different industries have vastly different AI adoption curves, infrastructure requirements, and implementation timelines.
It's equally concerning that journalists are reporting on this without recognizing or questioning this methodological flaw.
Right now, the market values saying you're doing AI more than actually delivering meaningful results.
Most leaders don't seem to view AI as a practical tool to improve a process, but as a marketing asset. And let’s be honest: we're not talking about the broad field of machine learning here, but mostly about integrating LLMs in some form.
So coming back to the revenue claims: Greenhouse (the job application platform) for example now has a button to improve your interview summary. Is it useful? Maybe. Will it drastically increase revenue? Probably not. Does it raise costs? Yes; because behind the scenes they’re likely paying OpenAI processing fees for each request.
This is emblematic of most AI integrations I've seen: minor customer benefits paired with higher operational costs.
One doesn't have to agree with the original report, but one can't in good faith deny that the whole thing smells of a financial scheme with circular contracts, massive investments for an industry that's currently losing money by the billion and unclear financial upside for most other companies out there.
I'm not saying AI is useless or that it will never be useful, I'm just saying that there are some legitimate reasons to worry about the amounts of money that are being poured into it and its potential impact on the economy at large. I believe the article is simply taking a similart stance
Without a previous experience they would not have built anything.
There is no previous AI experience behind today's pursuit of the AI grail. In other words, no planes with cargo driving an expectation of success. Instead, the AI pursuit is based upon the probability of success, which is aptly defined as risk.
A correct analog would be the islanders building a boat and taking the risk of sailing off to far away shores in an attempt to procure the cargo they need.
Debasing the phrase makes it less useful and informative.
It’s a cargo cult usage of “cargo cult”!
We use it dismissively but "cargo cult" behaviour is entirely reasonable. You know an effect is possible, and you observe novel things corellating with it. You try them to test the causality. It looks silly when you know the lesson already, but it was intelligent and reasonable behaviour the entire way.
The current situation is bubble denial, not cargo culting. Blaming cargo culting is a mechanism of bubble denial here.
There's value here, but probably not as much as the market thinks... yet.
So I had a look at Wikipedia and the cargo cults are not really as advertised:
>The first documented cargo cults were religious movements that foretold followers would imminently receive an abundance of (often Western) food and goods (the "cargo") brought by their ancestors.
>Cargo cults have a wide diversity of beliefs and practices, but typically (though not universally) include: charismatic prophet figures foretelling a coming cataclysm or utopia...
So we are talking a religion rather than mixing up correlation and causation.
The 'AI bubble' seems much more like the dot com bubble or 'railway mania' than a religious thing.
[0] https://aiascendant.com/p/why-95-of-ai-commentary-fails
Un-paywalled version.