When China figures out how to manufacture a product, their ability to scale is often greater than the rest of the world combined. We saw this with lithium batteries and solar, for example. SpaceX is a rare counter-example, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does a majority of non-SpaceX mass to orbit. SpaceX is an anomaly in the matrix. Maybe RAM will be different, but RAM was a low margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast. Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled will be harder to solve.

JUST IN: "Big Short" investor Michael Burry warns a stock market crash is coming. "The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months." Burry has repeatedly said the stock market is going to crash this year. Today, the S&P 500 hit a new all-time high.

GPT-Live can listen while it speaks. To make that feel natural at ChatGPT scale, we rebuilt the voice stack from client to model. This new architecture keeps audio flowing continuously, so deeper reasoning and tool use don't interrupt the conversation.

The rate of improvement from original GPT to GPT-3 is impressive. If this rate of improvement continues, GPT-5 or 6 could be indistinguishable from the smartest humans. Just my opinion, not an endorsement. I left OpenAI 2 to 3 years ago. Am a neutral outsider at this point.

BREAKING: President Trump says the U.S. is going to bomb Iranian power plants and bridges next week if Iran does not “come to the table” and negotiate. “We are going to knock out all of their power plants, we are going to knock out all of their bridges,” Trump says.