this post was submitted on 28 Oct 2024
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TSMC are probably making more money than anyone in this goldrush by selling the shovels and picks, so if that's their opinion, I feel people should listen...
There's little in the AI business plan other than hurling money at it and hoping job losses ensue.
TSMC doesn't really have official opinions, they take silicon orders for money and shrug happily. Being neutral is good for business.
Altman's scheme is just a whole other level of crazy though.