Re:The AI trade now runs on borrowed money, and the lenders ...
by aurareturn on Friday July 31, 2026 @01:53AM
(#49119469)
@orwin has claimed that SOTA LLMs have already hit that diminishing return where spending more money on a SOTA LLM today does not add more value than a non-SOTA LLM (assuming high value tasks).
I never said there will never be a diminishing return. I'm challenging the statement that we've already hit.
Note: We're still scaling chip nodes. It's still worth it for TSMC and chip design companies to invest hundreds of billions into every new chip node every 2-3 years. This is after decades of scaling already.
I never said there will never be a diminishing return. I'm challenging the statement that we've already hit.
Note: We're still scaling chip nodes. It's still worth it for TSMC and chip design companies to invest hundreds of billions into every new chip node every 2-3 years. This is after decades of scaling already.