Our readingWhat is a korrent?
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.
Drawn from what Jensen Huang 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.