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There are lots of bottlenecks. TSMCs factory output is one, yes. Nvidia takes a big margin as the chip designer too. The physical building of datacenters is also slow. The electronic infrastructure for datacenters is in and out of stock all the time too. Electricity supply for them is questionable too.
I kind of know due to records. Small subsistence farmers. Rarely a few trades jobs. And low-ranking military in the Austrian-Hungary army and/or cavalry. But mostly small-scale subsistence farmers.
They're just waiting until the old man dies in retirement. Then they can sell all the assets and treasury reserves without a bad conscious and disburse it to shareholders.
After that, Berkshire would best be served as a reinsurance business for the insurances they own.
Adoption. It's incredibly niche. Very few people want to pay with it. Even fewer want to accept it as merchants.
So, the KYC for AI in the US was implemented for different reasons than those for social media in the UK.
Sure. Frontier as in they overtake Anthropics or OpenAIs top model at least once in major benchmarks as e.g. lmarena: https://arena.ai/leaderboard/agent. But I can see how you could classify GLM5.2 as frontier now already.
academics might take months to write something useful about a breaking event like the Iran War or Trump’s tariffs, while I can have something out in hours.so...he was a generator of slop before there were slop generating llms?
Hours isn't slop. LLMs just generate the median most redditesque topcomment opinion in seconds. Taking a few hours for a thoughtpiece is valuable work.
No, but it's a constant fear in the community.
As long as they're a few months behind, it makes sense to publish the models to compromise the competition financially. But once they're frontier, the incentive for this strategy will be gone.
Ofc, the counter argument is that China's central state is commanding these companies. Generally, I don't think the Chinese still believe in marxism themselves. But maybe China is opensourcing AI models as a way to free the "means of production" in a very literal sense. Maybe this isn't pragmatic but like religiously ideological.
Or maybe all of this is overthinking it
Let's hope zAI will continue to publish open weights. GLM5.2 is astonishing. Let's hope it's not the last one.
Do we know that or is it speculation? Nvidias chips are GPUs - they're made for graphics and just happened to be useful for AI due to their massively parallel design. These AI chips are ASICs, they're tailor made for AI training/inference. If OpenAI managed to make ASICs that perform worse than GPUs that would be spectacular.