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Alchemy is all you need

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NVIDIA’s market capitalization crosses the $2T mark. Sam Altman begins laying plans for a $7T global chip empire. The largest sovereign wealth funds compete to buy FTX’s Anthropic stake. It’s easy to think the AI world is headed in one direction - bigger, badder and faster. But in the last few months, we’ve heard of multiple generative AI and infrastructure companies stockpiling expensive GPUs, before struggling to find a use for them. Start-ups we know have been removing powerful frontier models from their tech stacks, in favor of small, open-source alternatives. And, of course, there are the fresh reports of frontier model providers that are struggling with revenue growth and margins. This isn’t because ‘deep learning has hit a wall’ or that the technology is anything other than incredibly impressive. Instead, we believe that the following features can all be true: the capabilities of large-scale AI systems have improved rapidly, eye watering capex investments to drive 1) continues a

Analysis Alchemy is all you need On the economics of frontier models Air Street Press , Nathan Benaich , and Alex Chalmers Apr 18, 2024 23 2 4 Share Prefer narration? Listen to the audio version of this post. Introduction NVIDIA’s market capitalization crosses the $2T mark. Sam Altman begins laying plans for a $7T global chip empire. The largest sovereign wealth funds compete to buy FTX’s Anthropic stake. It’s easy to think the AI world is headed in one direction - bigger, badder and faster. But in the last few months, we’ve heard of multiple generative AI and infrastructure companies stockpil

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