As Ilya said at NeurIPS, we only have one internet. Once the fossil fuel of existing human-generated data has been consumed, further AI progress requires new sources of information. Broadly speaking, this can happen in two ways: search against a verifier, which trades compute for information, or through direct observation and interaction with the world. […]| Educating Silicon
The previous post looked at how you might invest for a scenario where AI can do most white-collar work (AGI, roughly speaking), without being broadly superhuman (ASI). However, a short transition from AGI to ASI seems plausible, even likely under certain conditions. My focus on the simpler AGI scenario is partly a case of looking […]| Educating Silicon
Everyone knows the one thing you shouldn’t predict about AI is the timelines. So let’s predict AI timelines! Is AI the real deal? Yes. How big a deal? A very big deal. That’s not very helpful. Maybe quantify that a bit? This will have real impact on people’s lives. The media periodically gets overexcited about […]| Educating Silicon
AI is starting to arrive. Those close to the action have known this for a while, but almost everyone has been surprised by the precise order in which things occurred. We now have remarkably capable AI artists and AI writers. They arrived out of a blue sky, displaying a flexibility and finesse that was firmly […]| Educating Silicon
habryka Hey Everyone! • As part of working on dialogues over the last few weeks I've asked a bunch of people what kind of conversations they would b…| www.lesswrong.com
Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem Before Pat Gelsinger took over Intel as CEO, the company spent over a decade in a slow descent due to a focus on financial en…| SemiAnalysis
Fab Cost, SRAM Scaling, WFE Implications, Backside Power Details, TSMC, Samsung, Intel, Rapidus TSMC won FinFET. All noteworthy leading edge logic designs, even Intel’s, are manufactured on TS…| SemiAnalysis
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.| Stratechery by Ben Thompson
Physical Intelligence is bringing general-purpose AI into the physical world.| www.physicalintelligence.company
Our AI method has accelerated and optimized chip design, and its superhuman chip layouts are used in hardware around the world. AlphaChip was one of the first reinforcement learning approaches...| Google DeepMind
Experience unparalleled image generation capabilities with SDXL Turbo and Stable Diffusion XL. Our models use shorter prompts and generate descriptive images with enhanced composition and realistic aesthetics.| Stability AI