Stratechery AI Promise and Chip Precariousness
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Feb 25, 2025 Explore the dynamic evolution of AI with a focus on Anthropic's latest model and its competition against giants like GPT-4. Delve into the critical role of Taiwan in the semiconductor supply chain and the geopolitical tensions influencing U.S. strategies. Discover strategic plans to strengthen the U.S. chip industry, highlighting the importance of subsidies, domestic manufacturing, and open-source technology. Uncover how these elements converge to shape the future of AI and chip manufacturing amidst global challenges.
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Model Generations
- Anthropic's Claude 3 is an advanced model in the GPT-4 class, not a Gen 3 model.
- Grok 3, on the other hand, signifies a compute increase, exhibiting different characteristics.
Grok 3's Nature
- Grok 3, trained with less RLHF, reflects the internet's content more directly.
- This explains its detailed responses, occasional verbosity, and willingness to generate forbidden content.
Speed Matters
- Grok 3's speed enhances user experience, particularly in conversational AI.
- Quick responses are crucial for chatbots and voice interfaces, while deep thinking suits other AI tasks.