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American export controls police floating-point operations while memory and interconnect matter just as much, and reasoning models make that the wrong axis to control.

Drawn from what Dylan Patel said

SubjectsgovernmentAmerica
What this subject means

government What states are for and what they are worse at than markets and networks: legitimacy, moral hazard, and who may be entrusted with power.

Interesting
A private bookmark. Not a position, and never counted.

What Dylan Patel actually said

Word for word, with the source under each one. They did not write this page.

  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    FLOP is the vector that the government has cared about historically, but the other two vectors are arguably just as important. And especially when we come to this new paradigm, which the world is only just learning about over the last six months: reasoning.

    Where this was said

    Watch from 1:58:50 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 16th

Added to korrents 3 Feb 2025 · How quotes work · Something wrong? Tell us

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