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132:18LONG
“The amount of information per flop has been decreasing as you had to unroll 2 days worth of thinking in order to see if you even did something correctly.”
@Dwarkesh Podcast
RL's bits-per-flop problem pushes spend off the training update onto rollout/inference compute, where CoreWeave bills.
CRWVLONG@ $109.65
$71.85-34.47%
since call May 15
151:26LONG
“in the fullness of time, compute kind of is the single most important determinant on how things work... as you scale up energy and compute and parameters,…”
@Dwarkesh Podcast
If intelligence falls out of raw scale, the compute owner compounds while efficiency tricks get arbitraged away.
NVDALONG@ $233.10
$198.84-14.69%
since call May 15
TIMESTAMPS
132:18
151:26