As a user, it feels like the race has never been as close as it is now. Perhaps dumb to extrapolate, but it makes me lean more skeptical about the hard take-off / winner-take-all mental model that has been pushed.
Would be curious to hear the take of a researcher at one of these firms - do you expect the AI offerings across competitors to become more competitive and clustered over the next few years, or less so?
That took the wold from autocomplete to Claude and GPT.
Another 10,000x would do it again, but who has that kind of money or R&D breakthrough?
The way scaling laws work, 5,000x and 10,000x give a pretty similar result. So why is it surprising that competitors land in the same range? It seems hard enough to beat your competitor by 2x let alone 10,000x
Apple licenses that and develops their own chip, which is then manufactured by TSMC.
So I guess if Intel dies the US will still have a few good CPU design firms, but no manufacturing
Also note that Foxconn (China) assembles the iPhones
Eg https://www.businessinsider.com/apple-iphone-factory-foxconn...