Code Metal

This Week in AI Verified account @ThisWeeknAI · 2d

Sam Altman says it’s “quite terrible” that so much of our increasingly scarce DRAM is isolated inside everyone’s home computers instead of being available in the cloud.

But is the answer putting one company in charge of everyone’s compute? Or the Bittensor concept, pooling idle home Macs into shared inference? Or some other strategy?

On TWiAI, Lightmatter’s Nick Harris suggests that, in fact, DRAM will always be considered scarce, as long as AI continues to scale. Chips store information in flat sheets, while brains store it in three dimensions. It’s a bottleneck we can’t escape.

@theanalognick, @PeterMoralesX, @markjeffrey, @LightmatterCo, @Code_Metal_AI, @stillcorecap, @jason, @lons, @sama

1:16 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at paypal.launch.co
3:00 How much should a company spend on AI?
8:40 Engy, Lium, and the road to cheaper inference
14:57 So what's the most you'd pay per month for your agents?
22:06 How unmetered inference changes the way you work
25:33 AI Agent Show & Tell
38:57 Chip stocks sink, lenders pull back from neoclouds
45:02 Dreaming of an agentic Christmas
49:46 Sam Altman hates that you have DRAM
55:01 Leaving math and science's Age of Heroes
1:04:23 Where do the LLMs get election info?
1:15:59 Subscribe to the TWiAI newsletter!

🎥 Watch the full episode here 👇

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