Dwarkesh Podcast ·
Analysis: from 2019 to 2025, gains in pretraining compute efficiency came mostly from data improvements rather than model improvements
Breaking down 6 years of pretraining progress into data vs model improvements
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South China Morning Post: China says its AI compute capacity rose 177% YoY to 2,185 eflops by the end of June, and is targeting 9,800 eflops by 2030 via ~$532B in IT infrastructure spend