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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Continued

TLDR AI — continued

LLMS AREN'T WORLD MODELS

Large language models aren't sufficient as a path to general machine intelligence. They will never manage to deal with large codebases autonomously because they are incapable of forming models about the program. These models will never reliably know what they don't know or stop making things up. They are able to teach students complex curricula and answer expert questions, but they fail at basic novel questions on the same subject because that requires a world model.

U.S. GOVERNMENT IMPOSES FEE ON NVIDIA, AMD EXPORTS TO CHINA

The US government will levy a 15% fee on some of Nvidia's and AMD's chip sales to China as a condition of granting them export licenses to sell in the country. The deal applies specifically to Nvidia's H20 chip and AMD's MI308, which are both crucial to AI applications. It is unclear how the government will deploy the presumed billions of dollars in fees it will collect. Nvidia says that being blocked from selling its chips to China cost the company $4.5 billion in one quarter alone.

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