RT @FlorianGallwitz: Der ganze Podcast ist interessant, wenn man sich für die Struktur der "Token-Ökonomie" interessiert, in der es darum geht, Energie möglichst effizient in KI-Tokens ("Intelligenz") zu verwandeln. Energie ist für Huang der Flaschenhals, der am wenigsten schnell zu beseitigen ist. Dwarkesh Patel (@dwarkesh_sp) Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a m…
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https://x.com/FlorianGallwitz/status/2048333556867342353#m