Jeremy Mikkola - AI Thoughts

kept by eddie mar 05

The article outlines potential downsides and limitations of AI development, including model stagnation, chip shortages, and cheap models, while also predicting advances like robot models and continual learning.

The world’s most complex machine - Works in Progress Magazine
ASML became the sole supplier of extreme ultraviolet lithography machines through transatlantic cooperation, risky bets, and deep customer partnerships.
also on ASML, TSMC, #competition, #hardware
The World Can't Keep Up With AI Labs - LessWrong 2.0 viewer
AI labs see explosive revenue from coding agents, but infrastructure bottlenecks in memory, energy, and chip manufacturing will constrain growth and raise prices.
also on ASML, TSMC, #hardware, Anthropic, #business-strategy
The happiest I've ever been
A software developer finds greater happiness coaching youth basketball than in his tech career, prompting reflection on meaning and purpose beyond code.
also on AlphaFold, DeepMind
Why Specialization Is Inevitable
Specialization is inevitable across optimization, biology, markets, and ML because fit beats breadth under finite resource constraints.
also on AlphaFold, #ai-research
The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.
also on TSMC, #hardware, #business-strategy, #ai