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Shaun Maguire

Artwork for Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis
Training DataDylan Patel

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

Dylan Patel argues that AI’s biggest gains come from hardware-software-model co-design, not raw chip speed alone. He also makes the case that inference is becoming a giant market, and that benchmarking, supply chains, and data-center economics will determine who wins.

Artwork for Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
Training DataDan Biderman, Jessy Lin

Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin

Engram’s Dan Biderman and Jessy Lin argue that AI’s real bottleneck is memory and continual learning, not raw intelligence. Their thesis is to bake company-specific knowledge into model weights so teams get faster, cheaper, more context-aware models that improve over time.