Moore's law

“For deep technology, you need to understand what aspects of the bomb they're looking to come down, right? I think a lot of it tends to be external and dependent on startups. I see this a lot. Oh, there's a lot of companies innovating around X, Y, or Z, and tho…”

“We're sizing opportunities using Wright's law, a relative of Moore's law, to try and understand cost declines, and then we do our bottom-up analysis. We are as stock research driven as any other bottom-up team out there, and then we have a six-point overlay ju…”

“I think it will. You know, some people say Moore's law is, is starting to come to an end in terms of just more transistors, but we barely started on neural hardware. So I'm sure we're going to see the same effect, even if it's not more transistors per square i…”

“We have seen faster than Moore's law improvement on GPU performance.”

“And so I think we're already in the equivalent of a resumption of the acceleration of Moore's law.”

“I'm incredibly optimistic that just the cost of running AI will could probably track something like Moore's law.”