B2H2

[B2H2 @basilh_2]

15% through but this is excellently clear

[Andrey Fradkin @AndreyFradkin]

Coming Monday, a fun episode with @Afinetheorem including discussions of bottlenecks and AI in China, as well as many hot takes.

[B2H2 @basilh_2]

This is excellent

[Nicholas Decker @captgouda24]

Today I interviewed Dave Donaldson. Go see it!
https://t.co/dqnJrk2Pty

[B2H2 @basilh_2]

alas the only durably effective way to correct (very common) mispronunciations of my n*me is this goofy as hell method

[B2H2 @basilh_2]

claim: Moore's law is the most insane force humanity has ever created. discuss

https://t.co/MIvwqpXZ4O

[B2H2 @basilh_2]

did writing this paper cause me to stick a chunk of my net worth into semiconductor stocks, maybe

[Basil Halperin @BasilHalperin]

Automating 1% of all semiconductor research ≈ automating 10% of all general research (in this sense)

For me, staring at this has raised my perception of how important it is to monitor automation in the chip industry. Even a little bit of automation there goes a long way...

[B2H2 @basilh_2]

makes u think

[Ed Bradford @Fullcarry]

A few firsts this morning. One of the more notable: real 30s at cycle high yields

[B2H2 @basilh_2]

would be cool to quantify this

[B2H2 @basilh_2]

investment in software doubled(!!) in 2022 🤔

gotta be a benchmark update or something...?

https://t.co/hFd2E2OvOU

[B2H2 @basilh_2]

IT-related capex contribution to GDP, 2025 q1-q3

Calculated naively vs. stripping out imports (which don't count towards GDP):

Q1: 1.3pp --> 0.3pp
Q2: 0.8pp --> 0.6pp
Q3: 0.2pp --> 0.2pp

https://t.co/erqpu0PCIr

[B2H2 @basilh_2]

sepia-tinged figures are the new "it's not just x -- it's y"

[B2H2 @basilh_2]

tfw the """collective trap""" isn't trapping

[Pew Research Center @pewresearch]

Teens’ Experiences on TikTok, Instagram and Snapchat: https://t.co/7ef21K9k0e

[B2H2 @basilh_2]

https://t.co/RRg4cwcapz

[B2H2 @basilh_2]

Why is there no deep dive book on the evolution of Waymo

[B2H2 @basilh_2]

Every time someone calls Leopold “Leo” the situation gets more unaware

https://t.co/xCxRKNWLfI

[B2H2 @basilh_2]

“Swedish data”

[B2H2 @basilh_2]

Patiently waiting for this Swedish paper on AI disemployment effects to hit the timeline

https://t.co/eCRO1RWi1s

[B2H2 @basilh_2]

might as well be ancient greek

[B2H2 @basilh_2]

🗣️🗣️🗣️

("the Secret scaling law" is a great coining)

[Tom Reed @mentalgeorge]

GPT-4.5 remains the most criminally underdiscussed launch in the modern history of AI, relative to its significance.

4.5 was the death of the second, Secret scaling law - the hitherto persistent correlation between decreasing cross-entropy loss on next-token prediction and "usefulness to the consumer".

I see its failure as the definitive pivot away from attempts to one-shot superintelligence out of the box towards a more modular conquest of the intelligence tree (through task-specific RL).

[B2H2 @basilh_2]

if only this were not like reading a foreign language
https://t.co/sTGEqgIIUS

[B2H2 @basilh_2]

@StefanFSchubert 😂 (the meme is admittedly totally ruined by the former not evening being true)

[B2H2 @basilh_2]

choose your fighter