

It would be nice if they made their stuff more open source friendly, like publishing specs alone would go a long way.


The level of investment in AI in China is a fraction of that in the US, and they’re already starting to make money. The whole dynamic in China is different. Instead of chasing unicorns and promising stuff like AGI, companies in China are treating AI as shared infrastructure that you actually build useful stuff on top of. Hence why models are being released as open source, they’re not seen as the key source of revenue. It’s closer to what we see with Linux based infrastructure where companies build services like AWS on top of Linux. China also has far more application for AI in stuff like robotics, manufacturing, and other types of automation. There are simply more niches to apply this tech in than there are in the west that’s largely deindustrialized now.


Can you tell me what sources you two are asking for? My argument is that economies of scale make new technologies cheaper over time because industrial processes become refined, people learn better and cheaper ways to produce things, and scaling up production brings the cost down. What are you asking me to source here specifically?


Are you seriously asking for sources for things that HAVE NOT BEEN DONE YET, that’s what you’re asking for here? 🤡


I love how you just keep repeating the same thing over and over. Your whole argument is that we need some amazing breakthrough to make other materials viable, but the reality is that it’s just a matter of investment over time. That’s it. China is investing into development of new substrates at state level, and that’s effectively unlimited funding. The capitalist economic arguments don’t apply here. If you think they won’t be able to figure this out then prepare to be very surprised in the near future.


Oh right, the famous laws of physics that apparently decree silicon must forever be the cheapest material. Let me check my physics textbook real quick. Yep, still says nothing about global supply chains and sixty years of trillion-dollar investment being a fundamental force of nature.
Silicon is cheap because we made it cheap. We built the entire modern world around it. We constructed factories so complex and expensive they become national infrastructure projects. We perfected processes over many decades. That’s not physics, that’s just industrial inertia on a planetary scale.
To claim nothing else could ever compete requires ignoring how technological progress actually works. Remember when aluminum was a precious metal for royalty? Then we figured out how to produce it at scale and now we make soda cans out of it. Solar panels, lithium batteries, and fiber optics were all once exotic and prohibitively expensive until they weren’t.
As you yourself pointed out, germanium was literally the first transistor material. We moved to silicon because its oxide was more convenient for the fabrication tricks we were developing at the time, not because of some cosmic price tag. If we had poured the same obsessive investment into germanium or gallium arsenide, we’d be having this same smug conversation about them instead.
Similarly, graphene isn’t too expensive because physics. It’s too expensive because we’re still learning how to make it in bulk with high quality. Give it a fraction of the focus and funding that silicon has enjoyed and watch the cost curve do the same dramatic dive. The inherent cost argument always melts away when the manufacturing muscle shows up.
The only real law at play here is the law of economies of scale. Silicon doesn’t have a magical property that makes it uniquely cheap. It just has a sixty-year head start in the world’s most aggressive scaling campaign. If and when we decide to get serious about another material, your physical laws will look a lot more like a temporary price tag.


Proof and sources for what specifically?


I’ve already explained the dynamic numerous times in this very thread.


Yeah, Linux makes macs a lot more appealing.
To add to that, hierarchy is absolutely necessary for any large scale organization. Math simply does not work in favor of flat organization because you end up with increasing communication overhead that scales linearly with the size of organization. The more people you have involved, the more difficult it becomes to make a decision.
Another problem is that each individual can only have so much knowledge in their heads. It’s impossible to make meaningful decisions on subjects you’re not versed in, making your contribution on topics outside your area of expertise into noise. Hence, why effective organization requires creating groups of people who focus on specific subjects, and then creating interfaces between them that abstract over the internal details and focus on the functional aspects. And that naturally leads to the need for hierarchical organization.
Finally, there’s a question of robustness. Hierarchies allow creating independent units that can compose together to build larger structures. Hierarchy is the structure that makes self organization and resilience possible at scale. A system needs to be resilient to shocks and able to adapt on its own. But if every single part is directly connected to every other part, any change causes chaos. As I noted above, the system ends up being overwhelmed with information.
Organizing the system into nested subsystems creates cells that talk to each other to do their job. They don’t need to know the internal processes of other cells, and act as stable subassemblies. Each level can self-organize and maintain resilience within its own domain because it’s not bogged down by what’s happening elsewhere.
And that’s how hierarchical structures reduce noise and delay within the system. Feedback loops needed for learning and adaptation can independently evolve within each subsystem, and a problem in one area doesn’t immediately crash the overarching system. Here, the hierarchy ends up playing the role of a shock absorber, localizing issues so the whole structure doesn’t fail.
I think a good way to look at hierarchies as connective tissue between components of large systems. The central control exists for coordination toward a larger goal as opposed to micromanagement. Hierarchy isn’t about top down command as anarchists like to frame it. The purpose of the structure is to create the organized spaces where bottom up resilience and adaptation can actually thrive.


I’m beginning to get the impression you don’t actually understand what the term economics of scale means.


What I keep explaining to you here is that silicon is not inevitable, and that it’s obviously possible to make other substrates work and bring costs down. I’ve also explained to you why it makes no business sense for companies already invested in silicon to do that. The reason China has a big incentive is because they don’t currently have the ability to make top end chips. So, they can do moonshot projects at state level, and if one of them succeeds then they can leapfrog a whole generation of tech that way.
You just keep repeating that silicon is the best material for the job without substantiating that in any way. Your whole argument is tautological, amounting to saying that silicon is widely used and therefore it’s the best fit.


Again, silicon was the first one that people figured out how to mass produce. Just because it was cheaper, doesn’t mean that a new material put into mass production won’t get cheaper. Look at the history of literally any technology that became popular, and you’ll see this to be the case.


If you look at the price of silicon chips from their inception to now, you can see how how much it’s come down. If a new material starts being used, the exact same thing will happen. Silicon was the first substrate people figured out how to use to make transistors, and it continued to be used because it was cheaper to improve the existing process than to invent a new one from scratch. Now that we’re hitting physical limits of what you can do with the material, the logic is changing. A chip that can run an order of magnitude faster will also use less power. These are both incredibly desirable properties in the age of AI data centres and mobile devices.


The cost invariably goes down as production of any new technology ramps up though.


My heart bleeds for them.
What’s the difference between Fb groups and a Matrix room, I don’t use Fb so have no idea what makes groups special.