Comment by orbital-decay
6 hours ago
If my grandmother had wheels...
What makes most hardware companies fail at software, for example? AI shops are usually run by ML people, succeeding at unrelated areas of expertise is hard for any organization.
6 hours ago
If my grandmother had wheels...
What makes most hardware companies fail at software, for example? AI shops are usually run by ML people, succeeding at unrelated areas of expertise is hard for any organization.
But surely Google has both ML people and people expert at optimising stuff, be it hardware or software. In my opinion they have the talent, the sheer number of employees and the capital. Can deepseek really have people much more talented at optimizing stuff?
The answer is a lean team that is also resource constrained. This not only fosters creativity, but also reduces bloat. People heavily underestimate how much inefficiencies(bloat) heavy bureaucracy adds.
To us, outside of the US, it was pretty obvious from day 1 of US chip-related sanctions on China that it will actually end up benefitting them more than punishing them.
Just wait till they flood the market with dirt-cheap GPU chips. And these are coming.. pretty soon.