And that’s before we flip into a version of training AI models through RL that has an infinite hunger for compute.
@ninadschick
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Chain of Thought merchandise and Google search disruption impact
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100% love the COT too. Need to get that MERCH ASAP! Wonder what happens to Google revenue when the rest of the world twigs on to new search?
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How AI Represents Knowledge Differently Than Humans
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Epistemology—the study of knowledge—has always been a human endeavor. But AI represents knowledge in ways we barely understand. It doesn’t store facts like us. It doesn’t “reason” like us. Instead, it encodes vast statistical relationships in high-dimensional space. This
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Mechanistic Interpretability: Understanding How LLMs Think
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Fascinating insight from @tegmark on how LLMs ‘think.’ Because AI is a ‘black box,’ mechanistic interpretability—the emerging study of what goes on under the hood—is vital. One only wonders if our study of AI epistemology can keep up with AI itself. I don’t think it can.
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AI Economics Shift: Inference and RL Drive Future Costs
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And for those arguing this means less reliance on compute—it actually means more.
 The game is shifting. The biggest costs aren’t just in pre-training on human data anymore.
 It’s on inference and new training techniques like reinforcement learning to drive the next -
DeepSeek Export Bans Real Story Beyond Cheating Accusations
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🇺🇸🇨🇳 The uproar over #DeepSeek “cheating” is missing the real story.
— Nina Schick (@NinaDSchick) 4 février 2025
Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans.
But let’s be real: U.S. export bans don’t stop compute from flowing.
20% of NVIDIA’s revenue comes from… pic.twitter.com/jSp0hGiYPbThe uproar over #DeepSeek “cheating” is missing the real story. Yes, even if they had access to 50,000 NVIDIA H100s—$1.5–2B worth of compute—despite export bans. But let’s be real: U.S. export bans don’t stop compute from flowing. 20% of NVIDIA’s revenue comes from
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Germany’s AI Competitiveness Threatened by Energy Policy Disadvantage
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Crazy ideology. Also means that Germany is now at a significant disadvantage when it comes to AI/Industrial Intelligence. They simply won’t be able to compete on industrial energy prices (ditto UK) – maybe with more coal and imports of LNG from America / Qatar ? https://
x.com/michaelaarouet
/michaelaarouet/status/1886773427811262900
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AI breakthroughs transforming biology research and applications
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I guess you haven’t seen what AI is doing in biology then.
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Buy Compute After DeepSeek Market Crash Impact
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As I wrote about here when markets crashed post DeepSeek. I hope you bought your compute: https://
x.com/ninadschick/st
atus/1884441717400617346?s=46&t=WW6qEKk080Mca2hx5YpPMg
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