Azeem Azhar
@azeem • 49,965 subscribers
Exponential View @exponentialview.
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Over the past week, I have been in China meeting AI and robotics teams, including Zhipu and MiniMax (the two publicly listed foundation model companies), as well as Kimi, Alibaba, Xiaomi, Bytedance, and others. Demand is booming. Zhipu, for example, is serving 5.5 trillion tokens per day. Developers are rushing to the platform, joining at about ten a minute. Keeping up with inference loads is a struggle in China, as it is in the US. Teams universally acknowledged compute constraints, particularly the shortage of Nvidia chips. But that isn’t stopping innovation under those constraints. Researchers and developers are free to use whichever model they want. Anthropic’s Claude was the preferred choice for technical teams, but it was clear that “dog-fooding” is commonplace. I'll write something in more depth in the next couple of weeks. For now, here’s a short video from one of the many demos we saw at Unitree:
Azeem Azhar27,316 views • 1 month ago
GitHub CEO Thomas Dohmke (Thomas Dohmke) confirmed in conversation with me what many suspected but few wanted to say out loud: we've already crossed the threshold where AI generates code faster than humans can meaningfully review it. The era of human oversight in software development is already over.
Azeem Azhar49,534 views • 1 year ago
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