“So for hardware, they're looking at like a doubling of…” — Dwarkesh Podcast at 13:42
“So for hardware, they're looking at like a doubling of hardware efficiency that's like two years. It's possible it's a bit better than that when you take into account certain specializations for AI workloads. For the growth of budgets, they find a doubling time that's like something like six months in recent years…”
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