Torn parent
Great writeup. There are other scaling axes of course, around data (even synthetic data) and improving AI generation at the 'software' layer (smarter design / training efficiencies / inference speed ups) — progress in those might make the the currently-unthinkable orders of magnitude $500b and beyond not as necessary?
Thank you , I am not sure if those dimensions will deliver the kind of generational boosts needed to keep the exponential going.
I could be quite wrong of course but it is not a certain bet that we will get fundamental breakthroughs from them.
There are specific areas which are always going to have major improvements .
In the semi conductor industry, Low power processors or multi core dies etc produced some results when core innovations slowed down during 2008-2018, i.e. till before the current EUV breakthrough driven generations of chip advances.
The history of EUV lithography and ASML’s success is an unlikely tale and it happened after both public and industry consortium funding of work for 2 decades that was abandoned multiple times .
Breakthroughs will happen eventually, but each wave ( we are on the fourth one for AI?) stagnates after initial rapid progress .