So if we assume this is the future, the useful life of many semiconductors will fall substantially. What part of the semiconductor supply chain would have pricing power in a world of producing many more different designs?
It might be not that bad. “Good enough” open-weight models are almost there, the focus may shift to agentic workflows and effective prompting. The lifecycle of a model chip will be comparable to smartphones, getting longer and longer, with orchestration software being responsible for faster innovation cycles.
"Good enough" open weights models were "almost there" since 2022.
I distrust the notion. The bar of "good enough" seems to be bolted to "like today's frontier models", and frontier model performance only ever goes up.
ivan_gammel|7 days ago
ACCount37|7 days ago
I distrust the notion. The bar of "good enough" seems to be bolted to "like today's frontier models", and frontier model performance only ever goes up.
m101|7 days ago