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← Most of the gain in tokens per dollar per watt comes from software,…
17 connected korrents · 16 moments on record from 3 Nov 2008 to 26 Aug 2026.
Everything filed under energy
energy
Everything filed under LLMs
LLMs
Everything filed under software performance
software performance
Everything filed under data centers
data centers
Everything filed under semiconductors
semiconductors
Everything filed under nuclear power
nuclear power 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: Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family. Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. — tap to centre the map on it Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. Last stated 4 weeks ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: Ten cents of electricity generates a thousand dollars of economic value in AI, so the price of power barely matters to the labs. — tap to centre the map on it Ten cents of electricity generates a thousand dollars of economic value in AI, so the price of power barely matters to the labs. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: The cost of a token is falling by an order of magnitude every year, even as the price of the computers that make them goes up. — tap to centre the map on it The cost of a token is falling by an order of magnitude every year, even as the price of the computers that make them goes up. Last stated 6 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — tap for who they are
Same subject: Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts. — tap to centre the map on it Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts. Last stated 2 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. — tap to centre the map on it The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — 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 weeks ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. — tap to centre the map on it The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
Same subject: A language model is not using language at all, because language requires an intention to communicate. — tap to centre the map on it A language model is not using language at all, because language requires an intention to communicate. Last stated 2 years ago
31 Aug 2024
TC
Ted Chiang — holds since 2024-08-31 — tap for who they are
Same subject: A language model's apparent mind is mostly our own bias: it predicts text, and leverages our evolved habit of attributing intentionality to anything that acts human. — tap to centre the map on it A language model's apparent mind is mostly our own bias: it predicts text, and leverages our evolved habit of attributing intentionality to anything that acts human. Last stated 2 years ago
22 Apr 2024
SC
Sean Carroll — holds since 2024-04-22 — tap for who they are
Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. Last stated a year ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both. — tap to centre the map on it Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both. Last stated 18 years ago
3 Nov 2008
DM
David MacKay — holds since 2008-11-03 — tap for who they are
Same subject: Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset. — tap to centre the map on it Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset. Last stated 3 weeks ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
At the centre
Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family.
Holds SN Satya NadellaRead this korrent →
Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles.
Holds RG Ryan Greenblatt
Ten cents of electricity generates a thousand dollars of economic value in AI, so the price of power barely matters to the labs.
Holds CH Casey Handmer
The cost of a token is falling by an order of magnitude every year, even as the price of the computers that make them goes up.
Holds JH Jensen Huang
Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts.
Holds DH Dex Horthy
The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.
Holds CH Casey Handmer
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 CM Casey Muratori
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds DP Dylan Patel
The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal.
Holds LT Lip-Bu Tan
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds GM Gary Marcus
A language model is not using language at all, because language requires an intention to communicate.
Holds TC Ted Chiang
A language model's apparent mind is mostly our own bias: it predicts text, and leverages our evolved habit of attributing intentionality to anything that acts human.
Holds SC Sean Carroll
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Holds MH Molson Hart
Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both.
Holds DM David MacKay
Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset.
Holds IT Isaiah Taylor