Tap a claim on the ring to put it at the centre.
← Inference is a high-margin business even for a middleman: renting GPUs…
17 connected korrents · 19 moments from 11 Oct 2018 to 24 Sept 2026. Nearly all of them are about semiconductors .
Everything filed under LLMs
LLMs
Everything filed under government
government
Everything filed under data centers
data centers
Everything filed under design
design 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: Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. Last stated 5 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. Last stated 4 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. Last stated 3 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. — tap to centre the map on it A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. Last stated a month ago
17 Sept 2026
PC
Patrick Collison — holds since 2026-09-17 — tap for who they are
Same subject: AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard. — tap to centre the map on it AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard. Last stated 2 years ago
2 Feb 2025
AC
Ajeya Cotra — holds since 2023-08-29 — tap for who they are
SA
Scott Alexander — holds since 2022-09-12 — tap for who they are
MB
Miles Brundage — holds since 2025-02-02 — tap for who they are
Same subject: As models keep growing, AI is running out of enough high-quality unique training tokens to keep up. — tap to centre the map on it As models keep growing, AI is running out of enough high-quality unique training tokens to keep up. Last stated 4 months ago
24 Jun 2026
LW
Lilian Weng — holds since 2026-06-24 — tap for who they are
Same subject: Current techniques restrict pre-trained representation power because standard language models are unidirectional. — tap to centre the map on it Current techniques restrict pre-trained representation power because standard language models are unidirectional. Last stated 8 years ago
11 Oct 2018
KT
Kristina Toutanova — holds since 2018-10-11 — tap for who they are
MC
Ming-Wei Chang — holds since 2018-10-11 — tap for who they are
KL
Kenton Lee — holds since 2018-10-11 — tap for who they are
JD
Jacob Devlin — holds since 2018-10-11 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 8 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: AI should be released iteratively rather than built in secret, because AI and surprise do not go together and the world needs time to adapt before it is under the gun. — tap to centre the map on it AI should be released iteratively rather than built in secret, because AI and surprise do not go together and the world needs time to adapt before it is under the gun. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected. — tap to centre the map on it An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected. Last stated 4 years ago
21 Mar 2023
BC
Bryan Caplan — holds since 2023-03-21 — tap for who they are
At the centre
Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price.
Holds Read this korrent →
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.
Holds
An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave.
Holds
Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip.
Holds
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Holds
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Holds
A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls.
Holds
AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard.
Holds
As models keep growing, AI is running out of enough high-quality unique training tokens to keep up.
Holds
Current techniques restrict pre-trained representation power because standard language models are unidirectional.
Holds
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds
AI should be released iteratively rather than built in secret, because AI and surprise do not go together and the world needs time to adapt before it is under the gun.
Holds
An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected.
Holds