I think the end state of all this looks like game cartridges. If people could buy the weights of a frontier quality model in a high density, high speed ROM that ran locally plugged into an PCI-E or M.2 slot, all you would need then is a reasonably fast tensor processor with a little RAM for context. This is possible, and there is even a company (Taalas) with an early product. They have an online demo that is crazy fast.

You would buy one and use it for some time, probably years, and then discard it when the value of some newer version makes sense to you.

Not far from the truth.

The big implication from this is that making these inference engines isn't difficult and they can't be protected. That's the doom of all of AI money: the product is getting commoditized; you'll buy a Claude/ChatGPT/whatever in a box from Amazon in a few years.

So you're saying the US has been Marxist from the very beginning and never stopped?
Huh. You must use a different definition of Marxist.

Not surprising. Tesla is its 5th generation (AI5) processor, currently manufactured by Samsung and TSMC. I suppose they imagine there are others that will want to use these for their own purposes. Musk is creating his own supply of chips for SpaceX at his TX Terafab. Having terrestrial customers to absorb some of the supply and provide revenue as that ramps up the obvious thing to do.

Perhaps not. There are Chinese fabs that can't make HBM, but can make DDR5. Corsair is now (as of about 2 weeks ago) selling modules with CXMT RAM. That's the first time one of the "major" RAM module manufacturers have turned to Chinese chips.

That may be the answer to the DDR5 shortage over the next year or so.

We need to beat China at green energy by bulldozing our undeveloped land for solar panels.

Great. New fab in the West. It's just power stuff; silicon carbide FET and whatnot. Still, if concern for "sovereignty" is what it takes for bedroom community Europe to get off the dime, then good for them. Better than being industrial vassals of the US, China and Russia, which is where they've been heading. Feel free to make more "sovereign" fabs.

LOL

Google's argument is simply a trivial permutation of that slob's "worthless clause" defense, with which he tried (and failed) to escape felony criminal conviction for fraud.

Perhaps more significantly, Google is now on record, testifying and admitting, under oath, that their LLM-generated summaries are garbage.

From outside, an IR imager should be able to see the heat from a leak. But who knows; one would imagine if it were that easy they'd have done it 7 years ago, when this crap Russian module's chronic leak issues began. My inner cynic thinks this is probably political; competent people aren't being permitted to deal with it.

They'll deal with it when some hatch or docking port blows out and sucks a couple people into space wearing NASA tee shirts. I'm rather certain about that much.

The IPO push is tied to their profit forecasts, and they expect to be profitable in Q2. They're revenue is growing rapidly and it's likely true they'll actually turn their first profit, so don't bet against it.

Sure. That could happen again. And again. It's even likely with these LLM operators. A few years from now the necessary hardware be lower cost and lower power. The models they've built will be cloned and surpassed by multiple competitors.

But in the immediate future investors will fill Anthropic's pockets. One benefit in all this is that there will be more scrutiny of the spending, which will create friction in the both the Buy All The Silicon and Datacenters Everywhere departments: the investors of both Anthropic and OpenAI will want to milk the value of tokens while spending as little as possible and avoiding risk.

Right. An aircraft of the state flag carrier or France, operating the product of a state subsidized aircraft manufacturer, crashed because capitalism.

Also, commie airplanes never crash.

This incident required the combination of an incompetent crew and a faulty design. Without both, that particular flight would have ended without incident.

So the fault is shared, and the real criminals are in the boardrooms.

As your dumb ass was typing that, The big orange Nazi (R) is having his DOJ sue in federal court to have this Minnesota state law overturned.

Beyond that, this isn't even a partisan issue. This is about "tribes." Reservation casinos. You see, moron, Minnesota tribes don't want competition for wager money in the People's Republic of Minnesota. They oppose any attempt to introduce additional gambling beyond what was already established before their rise in influence: sports betting, prediction markets, whatever. Being a cultural pressure group, their casino money pays for lots of (D)s in the state legislature. And those (D)s do their job, outlawing what they're told and mouthing stuff about "safety" or whatever, providing a plausible narrative.

So congratulations. You're officially a Useful Idiot.