darrenfrancisfinance
Region: US
Thursday 04 June 2026 16:22:27 GMT
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flomoloko :
Laser tag centers.
2026-06-04 17:11:06
76
Ms Competent: ♍️ Agenda :
Thank you for this analysis. It relates to one of the many contradiction of capitalism.
2026-06-05 15:43:00
5
Still wondering :
You’d think they’d learn.
2026-06-06 16:10:48
0
Sebastian :
As somebody working in AI you are just so wrong 😂 Will/are there LLMs that can run on your phone that are reasonably useful: Yes. But for most things reasonably useful is not enough. Coding, video generation, writing, research.... Scales in quality with compute.
2026-06-04 18:22:57
2
Eight Ball Corner Nostril :
so, like all those stadiums built for the Olympics that now sit empty
2026-06-04 23:09:37
6
No way :
This is a really good tape my man; keep up the good work. You’ve got great content.
2026-06-04 17:03:07
7
didyousoup :
Show us your Qualcomm leaps
2026-06-04 16:49:05
0
AlfaXen :
But this time it will be different. This isnt just compute in a datacenter. this is intelligence. and there is no upper bound to the use of intelligence. They are pushing models to consumer hardware not because "thats just how it goes" they are pushing it specifically so they can use their datacenters for bigger better models. Will this hit a ceiling? maybe. but by the time it does we should already be living in a utopia for some time. The difference with other technologies is that the bottleneck are people (meaty agi). but if you can produce agi then there is no limit and you can keep expanding.
2026-06-04 22:25:33
0
God's Bravest :
They are all fusion centers
2026-06-05 15:30:40
0
Numerous :
AI chips are too demanding for on device
2026-06-04 18:11:13
3
Kap :
very informed, excellent content.
2026-06-04 17:43:22
6
nzdanimal :
The New Zealand ones are already half empty
2026-06-06 10:42:54
0
Nathan Dupuit :
Wrong : AI takes a lot of memory, it contains around the knowledge of humanity. So we have more than 15 years before we can put good models on a phone. But small models, not very useful, can be used, like language recognition.
2026-06-05 04:55:01
4
Ant :
where is the profit if run locally?
2026-06-04 22:22:48
1
johnwhyte🇨🇦 :
Couldn't agree more. Besides training, data centers will be relegated to legacy information.
2026-06-04 17:51:28
5
Highroadlowroads :
So, we're just going to have to figure out how to liquid cool our future phones.
2026-06-06 05:03:13
0
34567123 :
I have to disagree. The data centers can be used for cloud like storage for memory. A single device will not have the capability of that much memory. Soon everything will be digital and will require massive amounts of memory.
2026-06-05 03:09:11
1
user2292592970407 :
Thanks for actually saying this out loud. The hype was always built on a broken foundation — LLMs have a hard architectural ceiling, and we’re closing in on it fast. Useful tool? Absolutely. Replacement for human intelligence? Never was. Five years from now people will cringe at how hard they bought into this. We’re not living in the era of AI. We’re living in the era of AAI — Artificial Artificial Intelligence.
2026-06-06 13:08:45
0
G :
Thank you for your videos. Someone needs to bear witness that we all didn't think AI was the holy grail.
2026-06-05 01:23:05
3
Sherry Jaouad :
You made me laugh when you talked about mainframe because I was about 18.
2026-06-05 06:43:34
3
Robert Potok :
Two signatures of a bubble: hype and overbuild
2026-06-04 19:57:57
2
nicholas.o.larson :
invest in your personal relationships and community. we're going to need each other!
2026-06-04 19:08:19
4
MarkD :
If AI is being switched to on device then would also be relaying on battery technology improving as well? If current batteries are unable to handle the work and chipset I can see phone manufacturers delaying AI on device.
2026-06-04 17:04:56
4
Blake :
You hit the nail on the head in terms of the.com era without stating it directly. All that cable that was laid and built by the telecoms that were being funded by IPO’s and equity that massive buildup in the value of companies that weren’t making any money that’s what funded the fire wrap the cable build out all the companies that were doing it. They eventually went under and then we’re taking over for cents on the dollar by the companies eventually own the cables so the build that was accomplished using the rise and equities, and when it crashed all that cable could be owned by the companies that didn’t build it, but the ones who gobbled up all these flamed out companies who were essentially bankrupt that’s the real story of that.com Erie and kind of in a way the genius of the multi capitalist who didn’t build or fund anything, but they bought it up for sense on the dollar and gained a massive piece of the infrastructure that as you said was eventually used. And it was the public that had bought all that stuff to drive up the equities and got left holding the bag at the top who actually funded the building of that cable and when they lost their money, the cable still standing, but they didn’t know it. The big boys did. true story of American capitalism.
2026-06-04 21:27:10
4
_______________ :
Do you think apple will crash w/ the pop or would it be a good buy now?
2026-06-04 17:12:51
3
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