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Yesterday, I joined @sk7037, VP at OpenAI, and @dylan522p of SemiAnalysis on a panel about AI infrastructure. Two predictions I've heard for 25 years came up. The first is that when the price of compute drops, the market gets smaller. This has never happened. Every time the price came down, people found new applications, and the market grew. Every single time. Bar none. Take the chip industry. In the last 10 years, everybody's chips have improved. We produce more per unit power. And we produce more per dollar. The history of our industry is a massive reduction in the cost per unit compute. The second is that when compute moves to the edge, the market for data centers gets smaller. This has also never happened. Putting compute in people's pockets gave us millions of new apps. Most of them rely on data centers to do anything hard. It is not a zero sum game. The entire market grows as compute is adopted at the edge. Over the next decade, the demand for edge compute in fields like robotics will explode. Every robot will drive more demand in the data center. Both misconceptions assume there's a fixed amount of work for computers to do. In practice, cheaper and more accessible compute creates work that didn't exist before. AI will follow the same pattern. Great to be a part of the summit.
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we've been working with @nvidia for nearly a year now. i'm excited to share more about our work together! --- some background: nvidia was an early adopter of many coding agents. like many forward-thinking teams, validation became their new bottleneck. they understood deeply that they needed independent code validation. they chose to partner with @greptile for a few reasons: - greptile's ability to find bugs outside the diff (second order effects of changes) - greptile's ability to deeply understand their large, highly specialized codebase - greptile's ability to enforce custom coding standards the impact: - more bugs caught, especially logic bugs - up to 80% reduction in merge times - far less review load on senior engineers and managers learn more here:
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Legora has gone $1M to $200M ARR in less than 24 months continuing to set a speed record for the fastest ever to do it with a direct sales motion. With the best product, this remarkable team continues to define AI for legal teams. Thrilled to have backed them from the seed round.
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Here’s my iPhone 18 Pro Max review: Do not buy an iPhone Air unless you want to immediately return every other phone forever.
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We're so fortunate to have the hyperscalers investing hundreds of billions of dollars/year in free cash flow in AI. No other country on Earth has this, and it's critical to the AI revolution.
We’ve just added three new speakers to our incredible Fireworks Forge lineup! We are proud to welcome @BrendanFoody @pirroh and @jefftangney to the stage as we bring together the people, teams, and companies building their own frontier on open models.
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Great conversation with @jaltma and @ericvishria Eric and Benchmark have been an excellent partner to @cerebras since the very beginning. We get into the near-death years and much more. Worth a listen.
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Without an ounce of shame I asked one of the most basic/ignorant questions about chips to one of the most knowledgable people in the world: How do we get from sand to a ChatGPT answer?
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New episode of Uncapped with the founder of Cerebras @andrewdfeldman and my partner @ericvishria. We talked about the company's winding road to success, the market around chips, the current state future of the AI supply chain, the role of investors and Eric's relationship with the company, and more. This was one of my favorites, hope you enjoy. Timestamps: (0:00) Intro (1:07) Why Andrew started Cerebras in 2016 (2:54) Eric on investing without experience in chips (4:10) Attacking Goliath (9:44) Near-death experiences and the valley of death (10:44) 18 months of "still can't make it" (12:16) Solving a 75-year-old compute problem (13:26) What comes after wafer scale (16:19) The chip supply chain explained (22:30) Why the US punted a strategic industry (25:51) How to be a good hardware board member (27:50) Hardware vs. software investing (29:05) The pivot from training to inference (27:00) Specialization vs. flexibility (35:22) Building effective teams for chips (39:14) External relationships and TSMC (42:20) The AI infrastructure buildout (44:12) The data center supply chain (53:14) Speed creates markets (54:10) Disaggregation with AMD and AWS (55:24) What actually makes Nvidia great (57:30) Near-death experiences (59:58) Andrew's childhood next to William Shockley
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A rare balanced and well-articulated take.
A lot of otherwise smart people on Twitter seem 100% convinced AI risks are all fake and stupid and part of some marketing ploy. What is surprising is that some of these people seemingly also believe that AI’s positive uses are on an incredible trajectory of increasing capability with no end in sight. VC Twitter is particularly infected by this pattern. It’s not really coherent. Most positive use cases for AI have a corresponding “dark version”. If you are super human at coding, you are also super human at hacking. If you are superhuman at structural engineering you are likely superhuman at finding structural flaws to knock buildings down. If you are superhuman at designing drugs, you are superhuman at designing novel undetectable poisons. If you can cure viruses, you can create them. Some of these “dark versions” are not so bad, and some are actually pretty scary. Either way these are real societal and technical problems that need to be solved to get the good stuff and avoid the bad stuff. We’re experiencing the first of these with coding and computer security which is the most advanced, but that won’t be the last. I think we’ll be able to solve these problems, but they aren’t solved yet and if you believe in continued AI progress they are surely coming. But “bad people using AI” is not the only problem. Uncontrolled AI autonomously doing bad things, despite sounding kind of nutty, is also something we should be concerned about. AI “killing us all” is not the most likely outcome, but the chance of a major civilization-wide catastrophe doesn’t have to be very high for it to be a concern. Again, this is only a problem if capabilities advance to a point that AI can do really crazy things on their own, which hasn’t happened yet, but I think the Hugging Face incident is a good example of the outline of how things can go wrong when capabilities outpace alignment. We should be glad that the only available bad thing right now is hacking, which isn’t all that bad. It’s clear that as you get to superhuman capabilities you need a level of alignment and control that is correspondingly superhuman. Humans have plenty of misalignment problems themselves (serial killers, mass shooters, tyrants, etc), but it’s a manageable problem because most humans can’t do that much damage and we’ve developed systems to prevent dangerous humans from getting too much power. Talking about these issues is just common sense. It’s not a sign of some kind of neuroticism or pessimism. These are just hard problems that it’s very important to solve for AI to have a positive impact. I’m pretty confident we will solve them. But we haven’t solved them yet, and to my mind we are clearly on a trajectory of rapidly increasing capabilities which means this is important. Mocking people who are worried about this or talking about it, without anything substantive to say about how we can be sure these problems won’t arise, is not really a very helpful contribution.
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GODFATHER OF AI ADMITS HE WAS WRONG ABOUT RADIOLOGISTS geoffrey hinton predicted in 2016 that within about 5 years radiologists wouldnt be reading scans anymore 10 years later he gives two reasons he got it wrong first, making scans cheaper and faster didnt mean hospitals suddenly needed fewer radiologists. it meant they could just do more scans and second, he admits he didnt really understand the job itself his picture of a radiologist came mostly from one former student who spent his time reading scans and barely talking to people the AI part actually went pretty close to plan. machines got really good at reading scans but making one part of a job cheaper doesnt automatically make the whole job disappear AI can shrink a task without shrinking the job
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I assume this is well-intentioned, but the consequences of restricting access to technology in public school will likely fall disproportionately on those students who don't have the financial means to obtain access outside of school.
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Perhaps my toughest and most surprising lesson on chip startups is you need to believe the new approach can be 50–100x better than incumbents today on some important metric (performance, cost, efficiency, whatever). That’s a ridiculously high bar. The brutal math: 4–5 years to reach production scale. Incumbents improve ~2x/year, so they’ll be 16–32x better by then. And the startup still needs another ~3x to overcome ecosystem, switching costs, skepticism and inevitable lack of optimizations. 10x better than today sounds extraordinary… and yet isn’t nearly enough. Hardware is hard.
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And then I played with a Cerebras AI wafer this evening
Real cost matters! Per token is meaningless. Real cost goes beyond caching. API verbosity and accuracy matter too. An API 2x more verbose is 2x more tokens and cost. An API less accurate, compounding over hundreds of turns, is costly for end users to keep asking agents to tweak and redo work.
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.@cerebras cofounder Sean Lie finally on X! Give him a follow.
Ten years ago, we started @cerebras around an approach many believed was impossible. As a computer architect, it is hard for me to imagine a more exciting time. Model releases are accelerating, and hardware tapeout is compressing from multi-year roadmaps to annual launches. Hot Chips is my favorite conference, and it’s where I launched Cerebras 7 years ago. This year’s conference was especially exciting, and so much innovation was shared. I am watching the industry recreate itself: SRAM is mainstream, DRAM is moving into the third dimension, networks are being fundamentally redesigned, and AI is helping design and program the chips themselves. The industry has never moved faster and some of the hardest architectural questions are still wide open.
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Phenomenal team to work with!
Deep Cogito, which develops open-weight models and helps companies build their own specialized AI models, raised a $43M Series A led by TQ Ventures (@steve_rosenbush / Wall Street Journal) (Visit Techmeme dot com for the link and full context!)
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This is an excellent post on how we go from controlled demos to real-world (ie, messy!), high success rate robotics. As many speculated, high quality pre-training and edge-case post-training, drives real-world generalizability. But holy shit making that theory work in robotics is HARD. Details on how, and how rigorously they evaluate progress will help everyone move forward. @sundayrobotics progress is now compounding. So cool to see!
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