AI isn’t slowing down. Chinas Analog Chips give 1000x performance.


People think that AI is slowing down and we are in a bubble and all sorts of other nonsense. But in reality it looks like Chinas new analog chips give a VERY clear path forward to how this keeps scaling to get cheaper and usable everywhere.

The current level of intelligence is enough to a LOT of work, but costs are still too high and not enough of ecosystem built around them yet. So even if models don't improve, compute WILL.


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