nateburke
Joined 14 years ago
Joined 14 years ago
They should explicitly advocate for the Fields Medal to weight teaching achievement more heavily going forward.
What is stopping China from gaining a majority market share, then, in terms of serving inference?
AI Sovereignty -- yes
Cybersecurity concerns -- yes
Latency -- no, unlike previous emerging IT workload types , inference does not have strong latency requirements. eg 1s of additional network latency doesn't matter to a 15 min, 10-turn agent session.
Cost -- ultimately this comes down to a nations ability to plug chips into warm shells. which forks into geopolitical / trade on the chips side and energy scalability and modularity on the warm-shell side. Even if you call geopolitical / trade a toss-up, China has the US beat HANDILY on the energy front, yearly they are deploying 10x power to their grid relative to the US, which is shooting itself in the foot at every possible moment.
IMHO chip tech will travel across borders, absent a breakthrough in analog inference, energy scalability will ultimately dominate.
I didn't think so.
I wish them well!
The bottleneck was never coding...
They haven't quite committed enough to a novel direction relative to anthropic or OAI, what's described in the OP seems symptomatic of a lack of differentiation.
If you spend all your time judging yourself relative to the incumbents, there will be no time left over to innovate.
The leash is too tight!