☆ Yσɠƚԋσʂ ☆

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Joined 7 years ago
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Cake day: January 18th, 2020

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  • I expect doing ASICs for models will work even if they keep improving. It’ll be like regular chips getting new versions. You buy a chip with a specific model etched into it, and if it does what you need great. Next year, a new version comes out. So, it’s actually a feature since it allows companies to keep selling new chips.

    It does look like we are entering diminishing returns territory though. The biggest evidence for this is that Chinese companies have now basically caught up to Anthropic and OpenAI. If the progress at the frontier was still happening at the same rate, then the gap wouldn’t be closing so quickly. There’s also a lot less noticeable difference between stuff like Claude 4.6 and Claude 5. When they went from 3.x to 4.x it was very noticeable. And at least for agentic coding, most of the improvement seems to come from the harness now. I expect improvements will continue, but at a much more gradual pace. It’s also possible people will figure out a new architecture that’s superior to LLMs, or works with them. World models are one promising area already being explored.