Babbage | Substack
The Chip Letter
Babbage
Computer history and architecture
The Chip Letter
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Babbage
3h
Interesting from TrendForce via Semi Doped. Also TIL that Taiwan is about the same size as Switzerland 🇨🇭 but is a bit flatter.
- 6h
Babbage
6h
[Meanwhile, bulls cannot stop talking about AI demand. How insatiable it is. How insane it is. I agree, it is insane. It is the bezzle. It is not coming from a useful, repeatable steady state, and not from an ever upsloping growth curve, but rather from a temporary, social, organizational phase as companies of almost every stripe fight for their competitive advantage – their own AI stack. To do this, companies all over are benchmarking, creating and collecting traces, training wrappers and gathering failure nodes as fast as humanly possible. This crazy, rushed, temporary phase has a name.
Michael Burry](https://michaeljburry.substack.com/p/the-heretics-guide-to-ais-stars-part?selection=26a48ce0-c4a2-4edc-8bb1-705fa9a4627c)
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Nathan Lambert
2d
GLM-5.2 is the “DeepSeek moment” for agents. We enter a new world where the top end of agentic capabilities are available in open models.