Over the past 20 years, peak compute on GPU chips grew about 60,000x.
But memory bandwidth (how fast you can get data on the chip) grew about 100x. That widening gap is called the memory wall. Why is it important?
This is probably too much to learn in one go.
But I've spent the past few weeks reading and distilling all of this information to a single post (Claude says it would probably take an hour to finish reading and digesting it, lol), on my Substack. Drops tomorrow, for free.
4/ I dive much deeper into this and AI hardware on a piece that comes out on Saturday on my Substack. Subscribe for free to not miss it! Link in profile.
3/ Those machines took decades to develop and rely on extreme-ultraviolet light sources. The result is a highly concentrated supply chain. Disruption at any critical link can ripple across the entire industry. How fascinating such a large industry is so dependent on ASML today.
The OG coding machine at Meta says the coding machine archetype is dead.
Michael Novati (@michaelnovati) believes that there are three new archetypes, which I do agree with. Here's what they are:
3) The Multiplier: Someone who is measured by what they enable rather than what they ship.
The Multiplier builds the infrastructure that makes AI useful across teams: shared workflows, evaluation frameworks, guardrails that prevent common failures.
Creator of NodeJS: “The era of humans writing code is over.”
I'm inclined to agree, though I'd frame it differently. Engineers will spend less time writing code and more time designing systems.
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