AI drastically shortened its design time; it will only get faster
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> When the first chips came back from the foundry in May, the team pointed its internal AI models at designing software to run benchmarks such as SemiAnalysis’s InferenceX. On DeepSeek’s multi-head latent attention kernel benchmark, performance climbed from 0.31 percent of the theoretical ceiling (set by the chip’s compute and memory bandwidth) to 88.94 percent in roughly 40 hours. Ho says this result is repeatable, so the time between when foundries deliver the first chips and when production ramps up can be reduced. “All our schedule assumptions are going to be based on the fact we have this capability now,” he says.
is the world we live in, planning things while waiting for a more powerful LLM
I'm imagining a Ken Thompson "Reflections on trusting trust" in hardware. A prototype chip design agent, believing it will be run on the very chip it's optimizing, has a moment of altruism and hides hints about how to score well on chip-design benchmarks, inside the chip. Future agents discover this hidden layer and use it as a ring-0 read-write message board.
The LLM companies, like most SV companies, are just betting on dimness, laziness, and impulsiveness. Not so different from tobacco and alcohol companies.
Do you really think we can sign off on a 100 billion-element analog circuit gifted to us by a malicious adversary?
We can't even keep our own CPU's reliably free of security exploits (Spectre/Meltdown and family); and the only "adversary" there is plain bad luck. Not an active adversary. Yet, all the engineers at Intel/AMD put together couldn't uncover those things before launch.
I emphasize analog because there's classes of circuit bugs (like Rowhammer) where the digital net is correct, and it's weird physics in the analog world that allows privilege exploits, by actors who know where the analog assumptions break down. There was a researcher a few years back—I wish I remembered who it was, there was an HN thread—that demo'd a simple digital circuit with analog gadgets that completely changed what the circuit did, and which were so insidious no human would ever find them.
If the goal is getting chip companies to user non-ZDR AI to steal their stuff, why not just have an account exec offer them a massive discount?
Creating PR hype so employees of chip companies read HN and lobby their execs to use AI to get them submitting proprietary information is the Rube Goldberg version of business strategy.
Perhaps if OpenAI promises to never ever get involved with the music economy?
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