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#5 – Yann LeCun: AI Dynamics and Regulation

Scaling Theory

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Diversified Chip Design Advantage

In 2023, the supply of high-performance chips required for training deep learning systems faced a bottleneck. NVIDIA held a quasi-monopoly in this segment due to their chips being capable of both numerical computation for AI and graphic rendering for gamers. This dual-purpose design allowed NVIDIA to spread the cost of chip design across a high-margin market and a large, lower-margin market, giving them a competitive advantage.

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