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why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why the binding constraint on all of this may be capital rather than compute.

Invest Like the Best with Patrick O'Shaughnessy
4w ago

The thing that's really interesting about transformers is that the architecture has been so stable. If you look at what people are running in production today, it's the same basic architecture that was published in 2017. And the bet that we're making is that this architecture is going to be around for a long time, which means you can build hardware that's specifically optimized for it.

1mo ago

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