Original post on mastodon.social

@ernie

1 Liquid & Solid Brains
Mapping the Cognition Space
@ricard_sole
+
The debate over "understanding" in #AI #LLMs @melaniemitchell
https://mastodon.social/@teixi/113245780190962868

2 #DwarkeshPatel
w #DylanPatel & #JonY
https://mastodon.social/@teixi/113246369169408095

3 #CCN2024 […]

Not much new if you are an insider perhaps, but: Signal rich discussion on the #BG2 podcast with @semianalysis.com’s #DylanPatel re #semiconductors ($NVDAs moat, $GOOG, $AMZN, $MSFT, OpenAI etc.., memory (HBM), data centers buildouts, 2025-26 look forwards). Mostly re #AI #LLMs markets/use cases.