In our pursuit of becoming a better full service research firm, we’ve moved off Substack. For any questions please read https://semianalysis.com/faq/#substack There has been an increasing amount of fear, uncertainty and doubt (FUD) regarding AI Scaling laws. A cavalcade of part-time AI industry prognosticators have latched on to any bearish narrative they can find, declaring the end of scaling laws that have driven the rapid improvement in Large Language Model (LLM) capabilities in the last few ...