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← An H100 is worth more today than it was when it was new, because the…
17 connected korrents · 19 moments from 22 Nov 2021 to 1 Oct 2026.
Everything filed under scaling laws
scaling laws
Everything filed under semiconductors
semiconductors
Everything filed under software performance
software performance
Everything filed under LLMs
LLMs
Everything filed under China
China
Everything filed under startups
startups
Everything filed under AI alignment
AI alignment Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this 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. 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. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched. — tap to centre the map on it Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: The gap between GPT-5 and GPT-4 will be as large as the gap between GPT-4 and GPT-3, and the job is to live a few years ahead and remember that today's tools will look terrible from there. — tap to centre the map on it The gap between GPT-5 and GPT-4 will be as large as the gap between GPT-4 and GPT-3, and the job is to live a few years ahead and remember that today's tools will look terrible from there. Last stated 3 weeks ago
1 Oct 2026
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
ZM
Zvi Mowshowitz — holds since 2026-10-01 — tap for who they are
Same subject: If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more. — tap to centre the map on it If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. Last stated a year ago
4 Sept 2025
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
DO
Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are
Same subject: The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. — tap to centre the map on it The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. Last stated 2 months ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: Giving up a decade or more of hardware performance to make programming more comfortable is not an acceptable trade. — tap to centre the map on it Giving up a decade or more of hardware performance to make programming more comfortable is not an acceptable trade. Last stated 4 years ago
28 Feb 2023
CM
Casey Muratori — holds since 2023-02-28 — tap for who they are
Same subject: The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. — tap to centre the map on it The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. Last stated a year ago
21 Sept 2025
JZ
Julie Zhuo — holds since 2025-09-21 — tap for who they are
Same subject: The thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress. — tap to centre the map on it The thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress. Last stated 3 months ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: Moore's law now yields about 25% a year, so 10x and 100x leaps can only come from changing the algorithm and how it is computed, every single year. — tap to centre the map on it Moore's law now yields about 25% a year, so 10x and 100x leaps can only come from changing the algorithm and how it is computed, every single year. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. — tap to centre the map on it A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. Last stated a month ago
22 Sept 2026
TC
Tyler Cowen — holds since 2026-09-22 — tap for who they are
Same subject: A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. — tap to centre the map on it A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. Last stated 3 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: One pre-trained robot model now matches or beats the specialists that were fine-tuned with reinforcement learning for the very tasks they were built for. — tap to centre the map on it One pre-trained robot model now matches or beats the specialists that were fine-tuned with reinforcement learning for the very tasks they were built for. Last stated 2 months ago
12 Aug 2026
CF
Chelsea Finn — holds since 2026-08-12 — tap for who they are
Same subject: RL environments exist to make a model generalise, not to teach it each skill one at a time — exactly as pre-training does. — tap to centre the map on it RL environments exist to make a model generalise, not to teach it each skill one at a time — exactly as pre-training does. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. — tap to centre the map on it A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. Last stated 2 months ago
26 Aug 2026
HK
Henrik Karlsson — holds since 2026-08-26 — tap for who they are
At the centre
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.
Holds Read this korrent →
Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched.
Holds
The gap between GPT-5 and GPT-4 will be as large as the gap between GPT-4 and GPT-3, and the job is to live a few years ahead and remember that today's tools will look terrible from there.
Holds
If reasoning can be separated from facts, the frontier labs lose their advantage, because nobody needs a million-GPU cluster any more.
Holds
Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set.
No longer holds
The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them.
Holds
Giving up a decade or more of hardware performance to make programming more comfortable is not an acceptable trade.
Holds
The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation.
Holds
The thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress.
Holds
Moore's law now yields about 25% a year, so 10x and 100x leaps can only come from changing the algorithm and how it is computed, every single year.
Holds
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute.
Holds
A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome.
Holds
A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade.
Holds
One pre-trained robot model now matches or beats the specialists that were fine-tuned with reinforcement learning for the very tasks they were built for.
Holds
RL environments exist to make a model generalise, not to teach it each skill one at a time — exactly as pre-training does.
Holds
A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score.
Holds