La burbuja de la IA

[Cadavre Exquis]

https://x.com/karpathy/status/2056753169888334312

OpenAI Co-Founder Andrej Karpathy Joins Anthropic
Posted by BeauHD on Tuesday May 19, 2026 @04:00PM from the AI-hiring-wars dept.

OpenAI co-founder Andrej Karpathy has joined rival AI lab Anthropic. "The hire is a major coup for Anthropic in the high-stakes competition for elite AI talent -- and another sign the company is emerging as a magnet for some of the industry's most respected technical minds," reports Axios. From the report:
Karpathy will start this week on Anthropic's pre-training team, which is responsible for the massive training runs that give Claude its core knowledge and capabilities, according to Anthropic.

Karpathy will help launch a new team focused on using Claude itself to accelerate pretraining research -- an increasingly important frontier as AI companies race to automate parts of AI development. "I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D," Karpathy said in a post on X.

Karpathy is a rare AI figure with credibility across research, industry and education. He was a founding member of OpenAI before serving as Tesla's director of AI, where he led the computer vision team behind Autopilot. Karpathy coined the term "vibe coding" and recently described himself as being in a "state of AI psychosis" since December -- embracing "tokenmaxxing" and aggressively stress-testing frontier models.

Saludos.

[Benzino Napaloni]

Un estudio lo confirma: la inmensa mayoría de empresas que han despedido empleados y los han reemplazado por la IA no han mejorado sus beneficios https://share.google/AyFZ1RmyrQUAJANR7

Ya hay un nombre para esto: AI Washing.

https://www.linkedin.com/posts/aeejazkhan_a-software-engineer-at-atlassian-was-laid-share-7461016199250919424-zXj_/

A software engineer at Atlassian was laid off in March after 8 years with the company.

His response was a detailed 38-minute YouTube video that reveals how the company’s entire web traffic architecture works, now available for free for anyone to learn from or copy.

His name is Vasilios Syrakis. He worked in Sydney on Atlassian’s “digital plumbing” — the critical system handling web traffic with about 2,000 programs running across 13 regions worldwide.

Every time a user clicks into Atlassian’s products, Syrakis’s system decides which servers respond. Atlassian’s own engineering blog had featured his team’s work as recently as February 2025.

That same quarter, Atlassian reported record revenue of $1.79 billion. Its cloud business grew 29% year over year, with 350,000 customers including 80% of the Fortune 500.

Despite these strong numbers, the company laid off about 10% of its staff. Leadership described the cuts as necessary to “self-fund AI investment.”

In the six months before the layoffs, CEO Mike Cannon-Brookes sold 866,145 shares for roughly $134 million. Co-founder Scott Farquhar sold the exact same number on the same schedule.

The board also approved $2.5 billion in stock buybacks to support the share price. Even so, Atlassian shares have fallen 56% this year.

This pattern has fueled skepticism around “AI washing.” While companies cite AI as a reason for cuts, many layoffs stem from other financial priorities.

Sam Altman recently highlighted this issue. Of the 1.2 million American jobs cut in 2025, only 55,000 were directly attributed to AI.

Now without a paycheck to protect, the engineer who helped build Atlassian’s core infrastructure is openly teaching the world how it works, for free.

https://lesluthiers.org/verversion.php?ID=315

MM: “... y miles de personas pasarán hambre, y algunos gobernantes se enriquecerán a costa de su pueblo”
JM: Perdón, ¿una guerra cada siglo?, ¿nada más?
DR: ¿Miles de personas pasarán hambre?, ¿nada más que miles?
LP: ¿Sólo algunos gobernantes?

TODOS: Quédate niño,
quédate acá...

 


Es decir, de 1,2 millones de despedidos en EEUU el año pasado, sólo 55.000 han sido realmente despedidos por amortización por IA. De las empresas que dicen que despiden por IA el relato es falso (despiden porque hay que pagar la IA, que vale un cojón), o falsísimo (empresas que se están hundiendo pero para disimular dicen que despiden para adoptar la IA).

Esta burbuja va a dejar a la de las puntocom a la altura de una broma.

[muyuu]

https://blog.google/products/ads-commerce/google-marketing-live-search-ads/

Todo ese ladrillo que acaba de publicar Google es para venderte que te empiezan a poner anuncios en las respuestas de la IA. Por supuesto te sacan toda la información posible y comercian con ella, lo admitan o no, y ya pueden investigar y extraer tus archivos a escala como nunca antes.

[Saturio]

La presentación de Google 1/0 fue tremendamente deprimente.
En el vídeo de Youtube han tenido que bloquear comentarios. Hay otro vídeo resumen que tiene los comentarios abiertos (o los tení ayer por la noche).

Es un chorrear de nuevos servicios y servicios sobre servicios todos integradísimos en servicios tutelados por la IA.
Un montón de cosas que nadie ha pedido pero que parece que van a desplazar a las que tenemos y que con sus defectillos y su, ya rampante, enshittificación más o menos funcionaban.
Todo recomendaciones realizadas a través de los datos que ya tienen y los que queriendo o no vas a entregar a la IA.
Como decía algún comentario, enseñaremos a los nietos las fotos de juventud que la IA generará por nosotros (sin que se lo pidamos) sobre experiencias que no hemos tenido con gente con la que nunca hemos estado.
Parece que quieren que nos levantemos de la cama con una agenda repleta de cosas por hacer y comprar que ni siquiera nosotros hemos decidido porque la IA sabe más que nosotros lo que nos conviene.

Lo dicho, deprimente.