Chris on AI
489 posts

Chris on AI
@Zaug72
AI is getting interesting. Some people want to lean in. Some want to lean back. Which one are you?

DeepMind is quietly rolling out Claude internally to its engineers and scientists to increase productivity, because the quality of Gemini is severely lacking.

















EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. @dylan522p predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.



A week from today, we will be at Anthropic, OpenAI, and xAI, demanding that leaders agree to a conditional AI pause. These companies are recklessly endangering all of our lives. Their excuse is that they can't pause unilaterally. So they must commit to pausing if others do.









