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I saw the interview with Dario Amodei. Look at 0:48 https://m.youtube.com/watch?v=7LNyUbii0zw https://m.youtube.com/watch?v=7LNyUbii0zw He seems adamant that

I saw the interview with Dario Amodei. Look at 0:48 https://m.youtube.com/watch?v=7LNyUbii0zw https://m.youtube.com/watch?v=7LNyUbii0zw He seems adamant that there are no diminishing returns to scaling AI. I don’t want to stir up conspiracy theories but I do think that currently all the big AI players have a vested interest in the message that the current scaling paradigm is the right one, and that this is a supremacy issue wrt China. It drives so much investment and valuation that I doubt they can truly be objective.

igleria 2y ago
> I don’t want to stir up conspiracy theories but I do think that currently all the big AI players have a vested interest in the message that the current scaling paradigm is the right one, and that this is a supremacy issue wrt China. It drives so much investment and valuation that I doubt they can truly be objective. 500 Billion is a lot of money. Expect even crimes to be commited in order to make it happen.
Jlagreen 2y ago
The issue is it feels like we came to a stop but Hyperscalers are simply waiting for Blackwell. That's all. Why buy 100k Hoppers if 20k Blackwell offer the same compute so then it's better to buy 100k Blackwells right? Backwell will increase cluster scaling easily by 10x performance and if you buy 10x of them then your compute on a cluster will be 100x than before. If it takes you to wait 6-12 months for that then so be it. You will easily make up the time in the end with the speed up.