Intelligence is going to scale by exactly one thing, and that thing is compute.

Drawn from what Jensen Huang said

What this subject means

scaling laws Whether more compute keeps buying more capability, and where the curve now bends -- pre-training, post-training, test-time.

What Jensen Huang actually said

Do you hold this korrent?Do you also believe this?

Cannot both be true

Scaling the 2019-2023 recipe — same architecture, bigger model, more data — is not enough; further progress depends on new architectural ideas.

Huang says intelligence scales by exactly one thing and that thing is compute. Chollet says the same architecture with a bigger model and more data is not enough and that further progress depends on new architectural ideas. If Chollet is right, Huang has named the one input that will not on its own deliver what he says it will.
Cannot both be true

The gap between chimps and humans is no evidence that a small increase in compute yields an explosion of capability, because evolution was not optimising chimps for technology.

Huang says intelligence scales by exactly one thing and that thing is compute. Christiano says the gap between chimps and humans is no evidence that a small increase in compute yields an explosion of capability — which is the intuition the compute-only story leans on when it is asked why more of it should be transformative rather than incremental.

Shared subject first, then similar wording. They may agree or disagree.