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by impossiblefork 34 days ago
Yes, but what does that affect?

If we end up with a world where only US firms can use the latest LLMs and the latest LLMs are needed to keep up in the software world, or in making prototypes, then that's a whole series of fields which are blocked from us.

So I think we need to make sure that we no only can, but build frontier LLMs from scratch-- not RLed on foreign data, but genuinely from scratch.

Even from an economic point of view, I don't think a continuous outflow of ~200 USD/month for every office job is sustainable, and that's what we'd get if the plausible scenario is borne out. An inter-EU cost of 200 USD/month for every office job though, that's survivable.
1 comments
sometimelurker 34 days ago
asml is part of the chip supply chain; amsl has chip making talent, and EU needs more better chips to make more better ai

also an em-dash and genuinely in the same sentence? cmon bro how much claude have you been using?

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impossiblefork 34 days ago
A lot actually. Obviously not to write these comments, but a whole lot of Claude.

With regard to the substance: sales of ASML machines are not currently connected to the EU getting chips, but to ASML getting paid for their work. For EU chips for training transformer models we'll need chip design firms, not chipmaking, and as I stated in my comment, there are some promising ones that will probably be able to design the chips we need if we order them.

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