Meta leadership voting on a motion to re-allocate 7k engineers to data labelling org
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SemiAnalysis
2,533 posts
- SemiAnalysis repostedHi i'm dwarkesh! Grew up all over the US, now sf-based and always down to nerd out about AI, science & history :) a lil about me: 🟠 Host of the dwarkesh podcast 🟠 Studied at UT Austin 🟠 Just published a book on the history of AI scaling Lets grab coffee or do a fun activity
- IShowSpeed mogging Unitree, colleagues dating robots, the humanoid robots era is BOOMING!!
00:00New podcast out now: - Today, @_catwu introduced “Claude Tags,” a Slack AI coworker and direct competitor to @perplexity_ai’s Computer. @AravSrinivas’s Computer Slack coworker has been wildly useful internally at SemiAnalysis, which is why Anthropic launched a competing product. The team is configuring
This week, the company has been trying out all types of different AI tools including Devin, Mistral, Grok, Perplexity, Cerebras Public API, etc in addition to the typical Claude & ChatGPT/Codex tools. Most of them we will probably churn from very rapidly as it has negative value - Alibaba's core chip entity behind their PPUs, T-Head, just filed a business registration change lifting registered capital from RMB 300mn to RMB 1 Bn, a >3x increase. The same filing also moved its shareholder from DAMO Academy to PingtouGe (Shanghai) Electronics. Capital topped
- China’s CXMT Is Set to Challenge DRAM Incumbents CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
- AI demand is outstripping Moore's law in the short run Moore's law drove import prices of computers and semiconductors down by 52% between 2001 and 2020. (1/4)🧵
Replying to @SemiAnalysis_Import prices are hedonically adjusted (accounting for chip speed and capacity) so Moore's law means they normally fall over time. (3/4)
Genuine shortages of chips are now pushing up these same hedonically adjusted prices, we are paying more per unit of compute, not just paying more for better chips. And import prices are calculated pre-tariffs, so these are the underlying prices, before any tariff markup. (4/4) - This approach will mean that American robotics companies can't access the hardware they need for R&D.Unitree was recently designated as a Chinese military company and its products are a threat to our national security, yet here is @amazon selling a Unitree robot in America. We need Chairman @RepMoolenaar’s GUARD Act to stop this threat and support American robotics.
For more on why Unitree Will Dominate Global Robotics: - SemiAnalysis repostedGTA 6 leaked DLC, Scili Valley, might just be PEAK gaming!!
00:00 - CUDA MOAT ALERT 🔥: In less than 70 days, GB200 NVL72 serving costs decreased by 2.5x through software improvements alone for the Kimi architecture, which is the same model architecture as xAI’s popular Cursor Composer 2.5. One of the key software optimizations was rewriting the
- GTA 6 leaked DLC, Scili Valley, might just be PEAK gaming!!00:00
- POV: enjoying the von Neumann architecture during the great memory shortage of 2026
