AI and Moore’s Law: It’s the Chips, Stupid

Sorry I’ve been away: time flies when you are not having fun. But now I’m back.

Moore’s Law, which began with a random observation by the late Intel co-founder Gordon Moore that transistor densities on silicon substrates were doubling every 18 months, has over the intervening 60+ years been both borne-out yet also changed from a lithography technical feature to an economic law. It’s getting harder to etch ever-thinner lines, so we’ve taken as a culture to emphasizing the cost part of Moore’s Law (chips drop in price by 50 percent on an area basis (dollars per acre of silicon) every 18 months). We can accomplish this economic effect through […]

By |June 15th, 2023|2023, Artificial Intelligence, cloud computing, competition, Government, Industry, semiconductors, Uncategorized|63 Comments
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If you want to reduce ChatGPT mediocrity, do it promptly

My son Cole, pictured here as a goofy kid many years ago, is now six feet six inches tall and in college. Cole needed a letter of recommendation recently so he turned to an old family friend who, in turn, used ChatGPT to generate the letter, which he thought was remarkably good. As a guy who pretends to write for a living, I read it differently. ChatGPT’s letter was facile but empty, the type of letter you would write for someone you’d never met. It said almost nothing about Cole other than that he’s a good kid. Artificial Intelligence is good for certain things, but blind letters of reference aren’t among […]

By |February 7th, 2023|2023, Artificial Intelligence, Education, Technology|104 Comments
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What about the layoffs at Meta and Twitter? Elon is crazy! WTF???

I first arrived in Silicon Valley in 1977 — 45 years ago. I was 24 years old and had accepted a Stanford fellowship paying $2,575 for the academic year. My on-campus apartment rent was $175 per month and a year later I’d buy my first Palo Alto house for $57,000 (sold 21 years later for $990,000). It was an exciting time to be living and working in Silicon Valley. And it still is. We’re right now in a period of economic confusion and reflection when many of the loudest voices have little to no sense of history. Well my old brain is crammed with history and I’m here to tell you that the current situation — despite the news coverage — is no […]

By |November 21st, 2022|2022, Artificial Intelligence, Companies, competition, Cringely's Rules, Economy, Entrepreneurship, history, Startups, strategy, Venture Capital|113 Comments
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Prediction #6 — AI comes of age, this time asking the questions, too

Paul Saffo says that communication technologies historically take 30 years or more to find their true purpose. Just look at how the Internet today is different than it was back in 1988. I am beginning to think this idea applies also to new computing technologies like artificial intelligence (AI). We’re reading a lot lately about AI and I think 2018 is the year when AI becomes recognized for its much deeper purpose of asking questions, not just finding answers.

Some older readers may remember the AI bubble of the mid-1980s. Sand Hill Road venture capitalists invested (and lost) about $1 billion in AI startups that were generally touted as […]

By |February 8th, 2018|2018, Big Data, cloud computing, Health, Predictions|42 Comments
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