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Joined 4 years ago
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Cake day: June 28th, 2020

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  • There are diminishing returns in semiconductor photolitho. Moore scaling is long over, absolute real estate see WSI with Cerebras, DC costs and power envelope are all sending a clear message. Quantization is there, so you can go from digital multipliers to analog and go spiking networks, but transformers and Co have little power there.

    Also, the kind of economy that can carry Gen AI as business model is not a given, long term.