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A comment on TSMC execs allegedly dismissed OpenAI CEO Sam Altman as 'podcasting bro'. Parent comment

Re:TSMC execs allegedly dismissed OpenAI CEO Sam Altman as '... by llm_trw on Saturday September 28, 2024 @05:28AM (#41679088)
Taiwanese culture has also never understood software which is why they are stuck in the lower margin business of hardware.

AMD and NVidia are important now because someone else struck gold on their property. Within 5 years they won't be because both are fucking up monumentally for different reasons: AMD for being AMD [0] and NVidia for expecting 10x markup to continue indefinitely.

People hate success but LLM swarms are the next wave of improving output and they consume compute on par with training for inference.

[0] https://twitter.com/__tinygrad__/status/1839219312952766942

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Re:TSMC execs allegedly dismissed OpenAI CEO Sam Altman as '... by Rinzler89 on Monday September 30, 2024 @03:40AM (#41694544)
>Taiwanese culture has also never understood software which is why they are stuck in the lower margin business of hardware.

What would have been the alternative for them? Excluding the US, software is not a high margin business.

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