Friday, April 07, 2023
Wednesday, April 05, 2023
5: Semiconductors
The Most Amazing — and Dangerous — Technology in the World The historian Chris Miller explains how semiconductors touch every corner of modern life — and the geopolitics of manufacturing them. ........
the two themes are really dominating the show — China and A.I.
........ There’s a geopolitics of who controls A.I., a race between the U.S. and China to get the strongest and earliest A.I. capabilities. But they also connect in another, more tangible way. They are both stories driven by semiconductors and who controls them. ........ Whoever controls semiconductors controls the future. ......... semiconductors really can be controlled ........ I started researching it around 2015, 2016, didn’t start writing until 2020, and finished writing early 2022 just as the chip shortage was reaching its peak. .......... we rarely think about chips, yet they’ve created the modern world ......... a new car will have a thousand chips inside of it, your refrigerator, your microwave, your dishwasher. All of our devices are full of chips that do computing and do sensing, increasingly do communication. And so the modern economy just can’t function without lots and lots of chips. .......... just the primary chip in an iPhone will have around 15 billion transistors on it. And so each one of these tiny switches is smaller than the size of a virus. They’re measured in a number of nanometers, which is a billionth of a meter. ........... the chip industry has produced improvements that have gone far beyond any other aspect of the economy. There’s nowhere else in the economy that we’ve had exponential growth rates persist for not only years but half a century. ......... the first chips were used primarily for defense systems ......... people realized that there were a lot more uses for computing than anyone really imagined at the time that Gordon Moore first coined the concept of Moore’s Law. ........ At the time, he predicted devices like what he called personal portable communications equipment, sort of like a smartphone, if you will. He envisioned home computers that would be networked together, sort of like the internet. ............ He could predict portable communications devices, but I think even he was shocked by the iPhone when it first emerged a half-century later. ......... as they’ve gotten smaller and smaller, the wavelength of visible light has gotten far too broad to actually carve transistors in the way that we want. So visible light has a wavelength of several hundred nanometers, depending on the color, whereas the transistors on your smartphone are far smaller than that in dimension. And so around three decades ago in the early 1990s, scientists began developing a new type of lithography, more precise, using smaller-wavelength light in the ultraviolet spectrum. ............. today, there’s just one company that is capable of producing the machines that are capable of providing this light at the scale and with the precision necessary. And these machines are the most complex machines humans have ever made. They require one of the most powerful lasers that has ever been deployed in a commercial device. They have an explosion happening inside of them at 40 or 50 times hotter than the surface of the sun. ................... the laser itself requires exactly 457,329 component parts .......... that level of precision and reliability has been extraordinarily difficult to produce, and it’s why there’s just one company in the world that is capable of producing them. ........ The U.S. military was actually one of the early drivers of innovation in semiconductors. The first chips that were created were created for guidance computers in both space systems and in missile systems. And the Pentagon funded a lot of the early research in semiconductors and still is a major funder of a lot of cutting-edge research today. The military was interested in semiconductors because it wanted to miniaturize computing power to distribute it across battlefields. .......... U.S. intelligence-gathering, which today is more dependent than ever on semiconductors. .......... a company called Nvidia based in California produces the majority of the chips used for A.I. training in the world. And Nvidia manufactures all of its leading chips at one company, TSMC in Taiwan. So underneath all of the A.I. training happening around the world, whether in the U.S. or in Europe or in China, are chips produced by just a couple of companies. And that produces a level of political influence that the U.S. in particular has tried to wield in recent years. ............. this one Taiwanese firm, TSMC, which produces 90 percent of the world’s most advanced chips, 90 percent. .......TSMC in Taiwan, Samsung in South Korea and Intel in the United States.
.............. these three firms will be the only three firms close to the cutting edge for at least the next half decade, probably longer. So there’s just extraordinary concentration in the industry when you get close to the leading edge because of the expense and the sophisticated technology involved............ The other 10 percent are produced by Samsung of South Korea. And Intel right now is a generation or two behind what either of those firms are capable of producing. ................ the firm had to sink or swim by selling manufacturing services to largely U.S. firms from day one. ........ it’s not just the U.S. that’s reliant on chips from Taiwan. It’s everyone. It’s Europe. It’s Japan. It’s China. The entire world’s manufacturing sector requires TSMC’s chips. ................ you lose Taiwan, and you lose the semiconductor industry — that Taiwan is a point of vulnerability for the entire world. ............... the Silicon Shield, the idea being that it would be too expensive for anyone to disrupt the chip supply coming out of Taiwan, and therefore, no one would be willing to do so.......... China now spends more money importing chips than it spends importing oil ............. although China is a manufacturing powerhouse, it’s actually a small player when it comes to the production of semiconductors, especially when we’re talking about cutting-edge semiconductors. ............... the U.S. has a unique capability to conduct cyber espionage because a lot of the world’s key data centers and cables transfer through the U.S. We see it in financial networks, where the U.S. also has a unique position. .......... he U.S. government, over the past 10 years or so, has been able to surgically cut China out of certain parts of the chip industry while keeping China dependent on many other types of chips. And so whether it’s cutting-edge tools, cutting-edge software or certain types of chips, like the chips used to train A.I. systems, the U.S. is able to say China can’t have access and is able to force the world’s chip firms to basically comply. ............. Micron brought a suit against Fujian Jinhua for stealing intellectual property in China, but in Chinese courts, they actually ruled in favor of the Chinese company against Micron, alleging that Micron had stolen the Chinese companies’ intellectual property, which was, of course, a bogus ruling. But for Micron, China was a critical market, because China is the world’s largest consumer of chips. And so getting locked out of the Chinese market was a real risk for any chip firm. And it had made them all hesitant to actually take on Chinese companies or the Chinese government when they faced legal issues. ........... a lot of concern and uncertainty about how A.I. systems will be deployed by other countries for military uses and for intelligence gathering. .......... China still has a large stock of existing A.I. chips that it imported before the ban was in place. ............ In Taiwan, TSMC is the island’s most prestigious employer. It’s the country’s largest exporter. And so when it has a request, its request is quickly granted, whereas in the U.S., semiconductors are one important industry among many, and so they just get less political priority as a result. And when they face problems, they’re solved less quickly for that reason. ........... if you look at the individuals who founded the chip industry in the U.S., a disproportionate number of them were foreign-born, whether it’s Andy Grove, the longtime C.E.O. of Intel, born in Hungary, or Morris Chang, who I mentioned, who built up chipmaking in Texas Instruments before he moved to Taiwan. He was born in mainland China. You can go through a lot of the key C.E.O.s and founders of the early chip firms or the C.E.O.s of today’s biggest U.S. chip firms, and you’ll find a disproportionate number of immigrants there as well. ........... if more of those people could move to the U.S. And many of them would like to. They just can’t get the visas or the work permits that they need. .......... And when I think about Huawei today, I think back to the telegraph cables debates of 100 years ago. And in some ways, not much has changed. ......... a book on decision-making in China called “Prestige, Manipulation, and Coercion,” which is an extraordinary account of high politics in China over the last half-century ....... how it is that Chinese leaders make decisions. .Often, new investors ask me about how important it is to pick startups correctly in investing.
— Elizabeth Yin π (@dunkhippo33) April 4, 2023
While that’s obviously important, portfolio construction can mitigate downside risk and any misses you might have.
Excited to talk about this topic tomorrow! https://t.co/Opc753yT2N
COMPLETE BULLSHIT!
— Chad Hurley (@Chad_Hurley) April 4, 2023
Perhaps we need a new platform for our new robot overlords, free from the tyranny of parody intolerant dinosaurs? #FreeCatRapVideos https://t.co/BOtvRqpV3p
How do you find the right startup to buy and/or sell on @acquiredotcom?
— Andrew Gazdecki (@agazdecki) April 4, 2023
Introducing Ranjit (@ranjitbhinge).
A bubble developer who has acquired 3 startups and also has 3 startups listed on @acquiredotcom now.
Says maybe change your perspective. pic.twitter.com/DEiyY0lzbG
CHATGPT IS THE SWISS-ARMY KNIFE FOR YOUR CREATIVE WORK Last week over 100 Generative tools were released – from resume builders to Bloomberg Finance GPT. ...... I liken this to the similar explosion of eCommerce and B2B sites in 1997 – 2000. ..... Amazon would help you buy everything, but collectors loved eBay, and overstock still exists as does Zappos for shoes and Zulily for fashion. .I invested $3000 in coaching yesterday and $2000 in equipment a week ago.
— Joel Lalgee (@Humanheadhunter) April 4, 2023
I don't have consistent money coming in on my new venture yet.
Why would you invest that money then?
Easy, I believe so much in what I'm building.
Investing in yourself never backfires.
@likaluca Would a textbook on prompt engineering written in everyday language be of interest to you?
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
@likaluca And a book on Taiwan.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
"It's hard to spin it into a positive moment," says the Fox anchor, trying as she might.
— Jeff Jarvis (@jeffjarvis) April 4, 2023
Applications for Summer 2023 @YCombinator are due this Friday 8pm PST.
— Rachel ten Brink (@rtenbrink1) April 4, 2023
My advice? Apply (just know lots of founders apply multiple times before getting accepted- we did.)
If you are invited to interview with YC, reach out and I'd be happy to conduct a practice interview.
Tesla will continue to use outside litigators, but it’s important to build a powerful litigation team internally, so that we’re not always on the defensive.
— Elon Musk (@elonmusk) April 4, 2023
We’ll also go after the Wall St short-sellers, certain law firms & (sometimes) corrupt regulators who are the true evil.
Social media brought the world together (including the crazies) — AI as ‘anti-social-media’ might bizarrely make the world safer by splitting everyone apart. pic.twitter.com/MO6DXaemzJ
— sam lessin π΄☠️ (@lessin) April 4, 2023
Is this a reference to polarization? Also, because of social media people outside get to see the little details that used to be hidden before. But you are right, there is crisis.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
The fleas in the jar story is a great analogy for how entrepreneurs create paradigms in their lives and end up limiting their potential. Most entrepreneurs are oblivious to this ‘fleas in a jar’ syndrome.
— Mehta Sanjay (@mehtasanjay) April 4, 2023
If you don't know it already, the story goes something like this...Far too… pic.twitter.com/62L1aGMMNT
"I never dreamed that I would ever be held accountable for my actions!" https://t.co/gZSNRlVhqf
— Mark D. VandenBerg π (@super_genius) April 4, 2023
Excellent thread from @RebeccaRettig1 π https://t.co/tstNyvjoOt
— Misha (@mishadavinci) April 4, 2023
The first time this message came out of the White House.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
That's it folks, Finland is now a member of the strongest military alliance in the world, @NATO.
— Alexander Stubb (@alexstubb) April 4, 2023
We are where we belong. Been waiting for this moment for three decades.
Thanks for having us. You will not be disappointed.
Next up Sweden. We are making the alliance stronger.
Ok guys, please listen. LLMs have no memory, no recall of past events, no mutable internal state. They are complicated functions that map input strings to output strings. They are incredible nonetheless, no need to overcomplicate things. And no, humans are not "maybe also that".
— Alejandro Piad Morffis (@alepiad) April 3, 2023
The Twitter logo is now a dog? Tweets will henceforth be called 'woofs'? @elonmusk
— ππππLiam Alexander (@liamalexander) April 4, 2023
Do you believe AI could kill us all?
— Robert Scoble (@Scobleizer) April 4, 2023
I believe that's possible.
So, I asked GPT to write a novel based on such a thing, but I asked it to create a hero who figures out how to save the world from itself (I'll post the prompt in a response to this tweet).
This is why I'm not… pic.twitter.com/cSsmzGrZPZ
Here's the prompt: pic.twitter.com/XZbzkhFrzJ
— Robert Scoble (@Scobleizer) April 4, 2023
Does a pet know it's a pet?
— Robert Scoble (@Scobleizer) April 4, 2023
My dad built the radiation shielding on the microelectronics that run our military satellites.
— Robert Scoble (@Scobleizer) April 4, 2023
This was a common topic at our dinner table.
Yes, we have backdoors! pic.twitter.com/hIGrOhbfNW
— Robert Scoble (@Scobleizer) April 4, 2023
Robert Rodriguez. He got his start by making millions on a film that he figured out how to make for $7,000. My kind of director!
— Robert Scoble (@Scobleizer) April 4, 2023
"I don't understand - if they are machines, why do they sleep?"
— π± Josh Painter (@endertown) April 4, 2023
"Oh! Sometime in 2025, about 2 weeks after the first self-learning AGI launched, it went berserk. It didn't take over the world or anything exciting like that; its dynamic learning would just seem to get corrupted…
Anti-plagiarism service Turnitin, used by 10K+ institutions, launches a tool to detect AI-generated text in academia, claiming 98% confidence vs. OpenAI's 26% https://t.co/vFCz80vlfJ
— Brian Solis (@briansolis) April 4, 2023
My go-to source and best content in web3.
— Misha (@mishadavinci) April 4, 2023
Celebrating 26th wedding anniversary with the amazing @susandanziger at Bar Centrale pic.twitter.com/Cw1UiKCw8g
— Albert Wenger ππ₯⌛ (@albertwenger) April 4, 2023
Celebrating 26th wedding anniversary with the amazing @susandanziger at Bar Centrale pic.twitter.com/Cw1UiKCw8g
— Albert Wenger ππ₯⌛ (@albertwenger) April 4, 2023
The Doge did this.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
Spot the gender bias pic.twitter.com/B0Igd7QzYP
— Amani Jambhekar MD, MBA, FACS (@AjvictoryMD) April 4, 2023
Being likable is such a cheat code in business.
— Michael Girdley (@girdley) April 4, 2023
I'm not saying I'm likable, but I've seen the people who are.
They often get deals done just because the other side is like:
"Well, they're so nice, and I don't want to disappoint them."
Workouts for your way of life. Movement for any style, any time of day. Enjoy a complete fitness routine that works for you.
— Supernatural (@getsupernatural) March 28, 2023
los angeles is a very peculiar mix of industrial and commercial — for instance, today I passed a cement plant in the middle of hollywood which churns out 800 yards of concrete a day https://t.co/YSNLDheG8E
— anna-sofia (@annasofialesiv) April 4, 2023
Heard from a few folks, after last week’s newsletter, who were surprised that I had never heard of Hindenburg Research before the Block report.
— Alex Johnson (@AlexH_Johnson) April 4, 2023
Guys - I write 5,000 words on Fintech every week and I have two young kids at home.
I can barely remember my own address anymore.
.@DrMayaAngelou was one of my heroes. A woman of many talents, her greatest gift was the ability to see people—sometimes in ways no one else had. On what would have been her 95th birthday, let’s strive to embody the wisdom, generosity, and love she showed the world every day. pic.twitter.com/KPYrHESC8Z
— Michelle Obama (@MichelleObama) April 4, 2023
Creativity hack: When someone pitches you a new idea, try exploring why it might work instead of why it won't.
— Peter H. Diamandis, MD (@PeterDiamandis) April 4, 2023
Q1 was wild on a macro level: SVB/bank runs, GPT4, AI plug-in boom.
— Yuliya Bel (@ybelyayeva) April 4, 2023
Any big predictions for Q2?
GPT-4 Plugins. Trump.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
The rules are consistent. Even though I think you’re awful and I consider Billy Markus to be a friend, he still had to delete his post or be suspended.
— Elon Musk (@elonmusk) April 4, 2023
Deep breathing exercises.
— Paramendra Kumar Bhagat (@paramendra) April 4, 2023
Yesterday I passed my dissertation defense, with no revisions! I’m proud and happy and exhausted. I’m a historian!! pic.twitter.com/78N9ki18rA
— Hannah Groch-Begley (@grouchybagels) April 4, 2023
200 MILLION?
— Sir Paul Alves (@StarshipAlves) April 4, 2023
Over $130,000 payment.
When Trump donated a million plus of his Presidential salary?
This is beyond stupid.
πΊπ² https://t.co/6KGfW6pFK2
Tuesday, April 04, 2023
4: Video
Instant Videos Could Represent the Next Leap in A.I. Technology A start-up in New York is among a group of companies working on systems that can produce short videos based on a few words typed into a computer. ....... to create new kinds of artificial intelligence systems that some believe could be the next big thing in technology, as important as web browsers or the iPhone. ........ Google and Meta, Facebook’s parent company, unveiled the first video-generation systems last year, but did not share them with the public because they were worried that the systems could eventually be used to spread disinformation with newfound speed and efficiency. ........ The ability to edit and manipulate film and video is nothing new, of course. Filmmakers have been doing it for more than a century. .......... Soon, experts believe, they will generate professional-looking mini-movies, complete with music and dialogue. ...... what the system creates currently. It’s not a photo. It’s not a cartoon. It’s a collection of a lot of pixels blended together to create a realistic video......... Dr. Isola has spent years building and testing this kind of technology, first as a researcher at the University of California, Berkeley, and at OpenAI, and then as a professor at M.I.T. Still, he was fooled by the sharp, high-resolution but completely fake images of Pope Francis. .......... Companies like Runway, which has roughly 40 employees and has raised $95.5 million, are using this technique to generate moving images. ......... They believe the technology will ultimately make video-creation as easy as writing a sentence. ....... “In the old days, to do anything remotely like this, you had to have a camera. You had to have props. You had to have a location. You had to have permission. You had to have money” .... “You don’t have to have any of that now. You can just sit down and imagine it.” .
We Spoke To The Guy Who Created The Viral AI Image Of The Pope That Fooled The World Over the weekend, a photo of Pope Francis looking dapper in a white puffer jacket went mega-viral on social media. The 86-year-old sitting pontiff, it appeared, has some serious drip. But there was just one problem: The image is not real. It was made using the AI art tool Midjourney. ...... Pablo Xavier, a 31-year-old construction worker from the Chicago area ....... ‘The Pope in Balenciaga puffy coat, Moncler, walking the streets of Rome, Paris’ ......... When Pablo Xavier first saw the Pope images, he said, “I thought they were perfect." So he posted them to a Facebook group called AI Art Universe, and then on Reddit. He was shocked when the images quickly went viral. “I was just blown away,” he said. “I didn’t want it to blow up like that.” ......... He said he was banned from Reddit hours after posting the image there. “I figured I was going to get backlash,” he said. “I just didn’t think it was going to be to this magnitude.” ........ He said he’s already seen posts in which his images have been co-opted by those looking to criticize the Catholic Church for lavish spending. “I feel like shit,” he said of his images being used in such ways. “It’s crazy.”