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Comment by Rinzler89 | Hacker News Reader

Based. The more I read about TSMC, the more I like them.

I have always taken both Taiwanese and TSMC culture to be fairly reserved. So if you see language like "podcasting bro" slipping out, it really means something like "fcking bullsht con artist".

Taiwanese culture to be fairly reserved

That's what you see. When you're out of earshot we refer to you by several infantilizing expressions that connote npcness.

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

>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.

indeed, that's about the most sane take on sam's plans i've seen so far from players in this craze

if this house of cards collapses, it will be magnitutes bigger than any bubble (be it hype or fraud) we've seen so far.

what a waste of resources and focus, i really can't take vc players seriously any more (from what is left after the crypto hype run)

TSMC is basically the Spacing Guild, nobody messes with them

Eh; the Russians laughed at Musk, before he started SpaceX; too.

I doubt OpenAI will start challenging TSMC at building chips anytime soon.

Indeed; but laughing at the scale of someone’s ambition (or vision?) might just mean that one’s own is too narrow or limited. After all, there are lots of narrow-minded, un-visionary folks out there.

Just because there’s an anti-Altman/-OpenAI sentiment on HN at the moment, it doesn’t mean that he’s wrong about everything, nor the people at TSMC are necessarily right.

SpaceX needed NASA money.

Where does Altmann get $7 trillion dollars

From his non profit :D

If they pay 7 trillion dollars, they certainly won't make a profit for a long time.

He was trying the arabs. It didn't seem to work though.

Again, that it sounds ridiculous rooted in the conventional reality of today, doesn’t necessarily mean he’s wrong in his vision.

Again, the Russians laughed at Musk. The legacy space companies didn’t produce reusable boosters when they clearly could’ve, and people laughed at the idea until it was working. Etc.

(I’m not sure what relevance the NASA comment has; of course small underfunded startups need money to realise their goals? SpaceX needed NASA’s money to develop various projects faster, and NASA needed SpaceX to a) reduce launch costs and b) reduce their reliance on Russia for human launches.)

NASA paid so SpaceX could follow it's vision.

Who will by pay $7 billions so Altman can follow his?

SpaceX costs were much lower and there goal was to become cheaper.

OpenAI will cost more even with all the chips Altman wants. Those chips need energy.

Nuclear power will finally make sense.

Sam Altman - savior of humanity.

HN comments: https://www.youtube.com/watch?v=ATCrco_V-24

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