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Parsad

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Spekulatius Grand Master

Spekulatius

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Posted (edited)

Cow farts are mostly methane which is a strong greenhouse gas. So yes there are efforts underway to capture the methane from animal farts and use it as biogas. It’s very reasonable in pig farms etc.


Animal Agriculture is indeed a large source of Methane and a significant part of the total human output that can be reduce. Vulcanos are another but it would be hard to address that one.

 

Maybe we use humans as batteries? I have seen this work well in movies.

Edited by Spekulatius
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Peregrine
Peregrine

Because these are real problems afflicting the country that wouldn't cost even a fraction of what AI spend is costing now. More importantly, no one even knows what the hell this AI spend is going to b

bizaro86
bizaro86

I think it's possible shopify is an AI beneficiary. I signed up for a Shopify store today, and was having trouble getting the DNS settings at my domain registrar to match what shopify needed to host t

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rogermunibond Mentor

rogermunibond

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Analyst from SemiAnalysis was on a podcast and said the bottleneck now is with electrical generation in the hyperscale space.  So doesn't matter that GPUs are cranking, and data centers are being built.  No power means they sit idle.

 

Backlogs in gas turbines, backlogs in hydrogen fuel cell, backlogs in batteries, back logs in nuclear power generation.

 

If you don't put the power on-site, backlogs in electrical transmission, high voltage cable, etc. mean you can't get it from the grid either.

 

 

Valuebo Community Regular

Valuebo

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Posted

Hahaha, where is the time that Facebook buying Instagram for $1b was seen as crazy?!

 

Sure, in hindsight it was. But something tells me that in 13 years we won't be looking back at OpenAI and co and think, "boy, $1T was really nothing!"...

vakilkp Contributor

vakilkp

Posted
Posted

Thanks @gfp .  Makes a comment suggesting Nvidia is not done yet and kids to pursue liberal arts (soft skills) with business savvy.  Seems like a take which is consistent in tech industry and may explain the market discounting non ai companies. Physical ai should be the next place to focus but no way to action it. Maybe hold the noses and allocate a bit to mag7.  

NnnnotSoSmart Proficient

NnnnotSoSmart

Posted
Posted

New Wharton Study (apologies if previously posted):

 

Gen AI Fast-Tracks into the Enterprise, a 2025 report published by the Wharton Human-AI Research Initiative in collaboration with Global Business Knowledge (GBK). It's based on a multi-year survey of over 1,000 enterprise leaders across U.S. corporations, focusing on generative AI (Gen AI) adoption, investment trends, ROI measurement, and broader impacts like productivity and workforce dynamics. The report was released in October 2025 and highlights how AI spending is accelerating amid positive early returns, though human capital challenges remain a key bottleneck.

 

Key Findings on AI Spending and Investment

  • Budget Increases: 88% of leaders expect to boost Gen AI spending in the next 12 months, with 62% anticipating at least a 10% rise. Over 2–5 years, budgets are projected to grow moderately or substantially, especially in IT (75%), product development/engineering (73%), and finance/accounting (64%).
  • Current Allocation: Two-thirds of enterprises already dedicate $5 million or more annually to Gen AI tools and solutions. Spending is shifting toward new tech/systems (21% of budgets) and internal R&D (17%), with 30% of IT budgets going to custom solutions. About 11% fund this by reallocating from legacy IT or HR programs (up 7% year-over-year).
  • Priorities in Spend: Scalability and security top the list when selecting Gen AI vendors, followed by ease of use and data transparency. Cost, once the biggest concern in 2023, has fallen to seventh place.
ROI and Financial Impacts
  • Measurement Practices: 72% of executives formally track ROI, prioritizing productivity gains (47%), profitability (46%), and operational efficiencies (42%). HR and finance functions lead in rigorous tracking.
  • Reported Returns: 74% report positive ROI so far (39% significantly so), with tech/telecom (88%), banking/finance, and professional services (83%) seeing the strongest results. Retail (54%) and manufacturing (75%) trail due to integration complexities. Looking ahead, 80% expect positive ROI within 2–3 years, with smaller enterprises (Tier 2/3) more optimistic (79–86%) than large ones (Tier 1 at 71%).
  • Broader Economic Effects: The study notes Gen AI's potential to drive efficiency and quality improvements, with 70% of leaders expecting a "major or revolutionary" industry impact in 2–5 years.
Usage and Adoption Trends
  • Frequency: 82% of leaders use Gen AI at least weekly (up 10% year-over-year), and 46% daily (up 17%). Adoption is highest in IT (73% daily), purchasing/procurement (80%), and legal (93%), and strongest in tech/telecom, banking/finance, and professional services (90%+ weekly use).
  • Expertise Growth: 77% report familiarity with Gen AI, and 32% consider themselves experts (up 8% year-over-year), with the fastest gains in legal (+23%), procurement (+14%), and IT (+11%).
  • Laggards: 16% use it less than weekly, mainly in retail (21%) and manufacturing (23%), due to restrictions, skepticism, or slow integration.
Challenges and Risks
  • Human Capital: The top hurdle is recruiting advanced skills (49%), followed by training (46%) and morale maintenance (43%). 43% worry about "skill atrophy," especially for junior roles, with 71% agreeing Gen AI replaces some skills (though 89% say it enhances others overall).
  • Governance and Trust: Security risks are the biggest barrier, but 64% now have data policies (up 9% year-over-year), and 61% offer training programs. Employee resistance and lack of trust affect laggards more (+10% year-over-year), with mid-managers showing higher caution (46%) than executives (28%).
  • Training Declines: Confidence in training as a path to fluency has dropped 14% year-over-year, and training budgets are down 8%.
Overall Corporate Impacts
  • Positive Shifts: Gen AI ranks as the top driver of employee efficiency, followed by work quality and customer experience. It's used for risk management in 62% of firms (e.g., fraud detection), and executive involvement has surged (67%, up 16%). 70% allow open access, fostering innovation.
  • Workforce Dynamics: While skill-enhancing, it may reduce intern hires (17% expect fewer) but increase others (49% expect more). Smaller teams (<10 people) in IT and finance show the biggest strategy focus growth.
  • Strategic Advice: Success hinges on leadership alignment, team skills, and governance. The report emphasizes shifting from "exploration" to "accountable acceleration," with human capital as the linchpin for scaling ROI.

You can download the full 50+ page report (including charts and methodology) here:

 

https://ai.wharton.upenn.edu/wp-content/uploads/2025/10/2025-Wharton-GBK-AI-Adoption-Report_Full-Report.pdf

 
 
Spekulatius Grand Master

Spekulatius

Posted
Posted (edited)

This is what the AI maximalists should worry about . OpenAi’s models are good, but Alibaba’s  are fast and cheap:

Getting 80% of the performance for 20% of the cost is a winning combo.

Edited by Spekulatius
DegenerateGambler Contributor

DegenerateGambler

Posted
Posted
40 minutes ago, rogermunibond said:

Unlimited solar, and cooling from space.  Makes sense.  Baller move.

 

 

Google is a really admirable company - although am not an expert to gauge the feasibility of this, but it sounds awesome!

Milu Experienced

Milu

Posted
Posted (edited)
On 11/2/2025 at 3:12 PM, gfp said:

https://www.youtube.com/watch?v=tTILlqoJ1uc

 

Good talk, recommended on Jordi Visser podcast 

Great video that everybody who is bearish on how big this can get should watch. Doesn't mean there won't be booms and busts along the way, but if you can just ride them up and down there is only one direction this is going to end up in 10 years.

Edited by Milu
Eldad Mentor

Eldad

Posted
Posted
29 minutes ago, Milu said:

Great video that everybody who is bearish on how big this can get should watch. Doesn't mean there won't be booms and busts along the way, but if you can just ride them up and down there is only one direction this is going to end up in 10 years.

Definitely interesting and maybe true. I would pushback that this is a marketing executive with a degree in journalism that is paid by AI companies. 
 

Also, I think the key point in the long duration task slide is that it keeps getting faster but yet still has just a 50% chance of completing the task. 
 

As numerous papers have pointed out adding more compute has stopped making it better and has actually caused hallucination rates to rise. 
 

Also, the argument that they are skipping disrupting SAAS to just go straight for the workforce is a giant red flag. A market economy will always do the low hanging fruit first and we have not seen it. 
 

Also, what do you bet all of those DOL numbers he let Gemini calculate are just completely wrong? Something around a 25% chance. 

Spekulatius Grand Master

Spekulatius

Posted
Posted
15 hours ago, DegenerateGambler said:

Google is a really admirable company - although am not an expert to gauge the feasibility of this, but it sounds awesome!

It seems stupid. there are like 20 fundamental technical problems that need to be solved to do this and the biggest is the cost to get this into space. Solving the same problems on earth will be way simpler and cheaper.
 

When you see things like this, you know there is too much money floating into the space and that how you get riff raff projects like this.

Eldad Mentor

Eldad

Posted
Posted

NVDA CEO comes out and says “China will win the AI race”

 

To me an obvious ploy to get US government funding. 
 

Then OpenAI CFO says they are looking to build a funding ecosystem that includes a “federal backstop”. 
 

It’s getting weird out there. 

Spekulatius Grand Master

Spekulatius

Posted
Posted
On 11/6/2025 at 2:02 PM, Eldad said:

NVDA CEO comes out and says “China will win the AI race”

 

To me an obvious ploy to get US government funding. 
 

Then OpenAI CFO says they are looking to build a funding ecosystem that includes a “federal backstop”. 
 

It’s getting weird out there. 

I think the Chinese are more pragmatic about using AI. Idon’t think AI is a race and the one with the biggest data centers and the best LLM wins. It‘s about adoption in the greater economy and I think on that aspect the Chinese may indeed be ahead.

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