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4min chapter
Inside the Battle for Chips That Will Power Artificial Intelligence
Odd Lots
The Economics of Chat GPT in Large Language Models
Chat GPT is a new type of model it's called a transformer model. It captures the relationship between those different tokens in the input sequence based on the training data that it has and that's how it knows what it's really doing. For like a typical query response call like you know 500 tokens or maybe 2,000 words it was something like 400 quadrillion operations needed to accomplish something like that so this could be very big. I think a TAM at least in the multiple tens of billions of dollars is not unreasonable um if if not more"
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