Betting on AI is like betting on semiconductors in the '70s
Personal highlights from Danny Hernandez’s talk at EAG SF 2022.
- If you believed in Moore’s law in the ’70s you could have easily predicted things like smartphones
- and it works have been relatively sound because the trend has been going on for a while in terms of hardware in general (if you don’t look only at transistors but computers in general)
- Overall progress is the combination of three exponentials:
- hardware
- right now, GPU performance is doubling every 2 years (classic Moore’s)
- might slow down to every 4 years (which is where CPUs are right now)
- spending
- algorithms
- hardest to understand, has spikes
- the transformer was 50-100x (!!)
- scaling laws / Chinchilla was 3x
- comparison point: optimization software for mixed integer programming
- hardware