Our readingWhat is a korrent?
An H100 is worth more today than it was when it was new, because the models it runs got better faster than its replacements arrived.
Drawn from what Dylan Patel said
What these subjects mean
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
scaling laws Whether more compute keeps buying more capability, and where the curve now bends -- pre-training, post-training, test-time.