The importance of exponentially more computing power
arxiv.org
arxiv.org
No, they pick a set of problems where computational methods are known to have a beneficial impact and the plot every progress in that field against increased amounts of computing. Since amount of computing power used is monotonous and ELO score/Go performance/weather prediction success is trending monotonous the correlation is pretty high. However computation power is not the only thing that rose mostly monotonically during that time. At best they derived an upper bound of the contribution of more computing power to better outcomes.
For example in Mixed Integer Linear Programming studies were done to measure algorithmic vs hardware speedup. "On average, we found out that for solving LP/MILP, computer hardware got about 20 times faster, and the algorithms improved by a factor of about nine for LP and around 50 for MILP, which gives a total speed-up of about 180 and 1,000 times, respectively." https://arxiv.org/abs/2206.09787 This methodology would attribute the 1000 times effect to the increase in FLOPs alone.
And just a methodological concern, taking the logarithm of one axis, is applying a non-linear transformation, and then doing a linear fit results in distorted measure of distance between fit and data depending on the data. This effect was not discussed. It does only mess with R value so i would not feel comfortable applying that R value to derive an attribution.
You're right, and your insight is illuminating into the real gains had by the world on the backs of hardware and software improvements, but I think you're one level deeper in the abstraction than the paper intends to be.
Neil has an impressive educational pedigree that positions him well for analyses like this. He's got (among other things) an undergraduate degree in physics, separate masters in Comp Sci and economics, and a PhD in Public Policy. He's smart and worth listening to. I'm excited to see him getting some professional traction: http://www.neil-t.com/about-me/
Gave me some hope that we'll still be able to do cool things in the coming decades even without some giant leap like quantum computers etc (although it's not as cool to have the compute in the cloud vs on your local machine, but it's something).
We do not have many quantum algorithms that solve interesting problems exponentially faster. Finding these algorithms is not an easy task and we do not expect all problems to be solvable this way.
Disclaimer: I'm a researcher in quantum algorithms.
Of course we have been approaching nano scale now for a while and my 2012 mac was only able to perform at 70% of the build speed of my 2017 model, which in turn is about the same as the cheap Linux laptop I picked up a few months ago. GPUs are one area where things are still improving rapidly because you increase performance by simply having more cores.
My cheap laptop is impressive in the sense that it does what it does without thermal throttling or even heating up a lot. Not bad for a cheap 700 Euro i5 laptop. My 2017 mac book pro was struggling with keeping things cool.
The next leap is going to be an exponentially larger number of CPU cores. We've been stuck at 4-16 or so for the last decade or so. There's no other reason for this other than legacy compilers, languages and CPU architectures. Leveraging concurrency is just hard. GPUs kept on increasing number of cores and have been doubling fps for the same job much more reliably.
All of course amazingly quick compared to my trusty old C64.
I'd like for a follow-up paper to look at some different domains, since these are AI research and scientific computing, respectively. Business computing is more directly relevant to economic growth, and with its use dating back to the 1950s it might be possible to find data on how it's improved.
1) effect has been surprisingly small. It's often called the "productivity paradox" Robert Solow said it in late 80s: “You can see the computer age everywhere but in the productivity statistics.”
2) The reasons are complex.
One possible reason is that productivity increase -> labor share declines -> less demand -> smaller GDP growth.
People always incorrectly assume that unemployment is the danger from automation. The real issue is declining labor share. People with jobs get smaller share of the work they do, because computers (capital asset) is replacing labor.
https://en.wikipedia.org/wiki/Productivity_paradox#End_of_th...
One hypothesis I've heard that isn't on the Wikipedia page is that productivity from IT also requires new kinds of organizational structures. If you had many layers of middle management, and replaced paper memos with email, it wouldn't necessarily improve productivity because that wouldn't harness the full potential of computing.
The scaling for weather models and FEA is not linear. To get incrementally better requires at least polynomial increases.
The more computing power, the more accurate the predictions.
We already see helpless activities to be better with AI (and a lot of computing) then classical optimisation theory (think solving PDEs) and failing.
Just more computing power will not help (except people whose business model relies on selling you computing power)
A tenfold difference in power might help a bit (being able to take 10x more sensors in or data with 10x better resolution might already help).
But a 10000x increase is a game changer, even if you waste so much of it. Though it all depends how it increases... Some processes I know would be immensely better - state of the art has already quantified the huge gains, and then spent 15 years trying to make the thing runnable in real-time - if I could run hundreds of millions of complex 400x400 SVDs per second or if I could run a maximum likelihood search at the same rhythm).
A 10000x increase in perf puts some exact best answer and not just approximations or 'best we could compute, sorry' in the realm of possibilities.
I'd also say AI itself would not be viable without the huge increase in power and memory bandwidth that allows to play SGD on such a huge search space.
You need months or 200+ DGX servers (8xA100 each) and a team of mlops people babysitting the process, to train a large language model today. Isn't that a direct result of computing power increase?
I'll take any more computing power, especially if there's a 10x or 100x gain on the horizon, if they'll sell it to me.
Yes we need to be clever and not waste the computing power, but for many as-yet-not-over-optimized problems any increase is an instant win.
For the oil example, I can think of a very simple explanation that has nothing to do with computing power. They state that the drilling success rate was 10% in 1940 and 70% in 2010. In other words, out of 10 exploratory drills, 9 were dry in 1940 and only 3 in 2010. And since the companies use computers to predict the presence of oil, and the computing power has increased, voila, the computing power explains the increased success.
But the alternative explanation is that over time oil could be found at higher and higher depths. The cost of exploration has increased. When it does not cost you much to drill a shallow hole (in 1940), you don't mind if you miss 9 times out of 10. But if you have to put in millions of dollars to drill to thousands of meters depths, then you think twice (or maybe 10 times) before you drill.
Any prediction system will give you an estimated probability of success. If the cost of failure is not high, you may decide to drill as soon as p > 10%. But if it's high, you may increase the threshold to 90%.
Of course, I'm not saying this is all there is to it. But it's likely that this explained part of the increased success. Another part is no doubt due to more experience. Another is due to algorithmic advances. Yet another to the improvement in the seismic sensors and technology used.
This is a huge one. Almost all of that geoseismic downhole sensing technology uses radioactive emissions. In 1940, it was impossible to "see" anything downhole with any reliability. Nowadays it's passe.