Follow the money as the price of thinking falls. Who ends up holding it?
Joel Spolsky’s rule applies: when something gets commoditized, demand rises for its complements. The model on this site tries to make the assumptions explicit enough to argue with.
the scarce thing is never the element
Richard Hamming used to ask scientists at Bell Labs what the most important problems in their field were, and then why they weren't working on them. People didn't like the question. It was a…
building was the hard part. was.
Every piece in this series looks at one part of a machine: the chip, the memory, the heat, the grid, who got paid. This one steps back to ask why the machine is being built at all. The answer is usually called a race: a handful of companies each spending more than most countries to build the most capable AI first.…
reading pile. growing.
52%goes to intelligence itself
try the slider, it's oddly satisfying
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the bottleneck always moves next door