The gap is a low narrower than those exaggerated numbers. Cortex-M goes to 1 GHz and beyond with MIMXRT117x, while loads of x86 chips down-clocked to the couple GHz or are capped lower, like laptop CPUs

What's to say they're ignorant?

Here is an excellent video showing silicon die analysis and comprehensive performance-power curves compared against other leading products. Please skim through it and skip the speculating. https://youtu.be/BCCJuOopLK8

Edit: There are also memory latency charts

While the other comments are correct to point out that majority of mobile workloads are rush to completion, many users (especially in China) still do a lot of heavy gaming on their phones. This is exactly why the newer SoCs are so interesting- that they can deliver more performance for the same power consumption. (Directly increasing run time and decreasing heating)

> many users (especially in China) still do a lot of heavy gaming on their phones

I think most children prefer to play on phones these days. Mobile gaming is huge. To the point where game loops on high-end games are optimized around thermal throttling.

To save you a potentially long scroll:

> Data is sourced from Polymarket.

So probably actually accurate given those have heavy insider trading

I came across this site which has pretty comprehensive data about PQ curves (the chart for determining CADR given filter impedance) at different noise and power levels: https://www.cybenetics.com/evaluations/fans/204/ (many other fans tested as well but I've been liking the value of P14 Pro PST)

However they look somewhat commercial and I'm not sure the funding/incentives so definitely corroborate with other sources.

Well, it's good that there's some competition within the space. More compact/correct/elegant code is simply better code, and people will catch on to that eventually. I think there is a stronger incentive to gain market share and higher profits vs. naively skimming a small additional margin by sandbagging efficiency/performance

It's not the idea of RAW that's being patented, but rather components of "Red RAW" that includes things like compressing before debayering, as the other comment points out. I also remember hearing something about Red having a patent on directly recording to swappable SSDs or something ridiculous like that as well..

What is this math from? How do you suppose there to be less gates than pixels? Also, different implementations may unroll to different degrees, with some lower thruput hardware doing stuff sequentially by reusing the same logic

To have more gates than pixels would require surmising a method different than the article, since it uses a decent number of blocks per gate.

It's possible for something to be overpriced to the customer and simultaneously underpriced for the business to be profitable. Theoretically speaking, they could just be selling such an inefficient product.

It's also not a law of nature that there be a valid/efficient form of a product that makes a business profitable. I'm in no place to judge whether that's the case here, but not all products are viable.

You would need to demonstrate an impact for a line item that big. A 3k person org at $200/seat would be >$7mill/year. That places you very well into self hosting Kimi K3 territory and the never having: price hikes, dependency on a 3rd party, etc.

AMD would love to come by and plop one of these into your datacenters: https://www.amd.com/en/products/accelerators/instinct/mi400..... Also, in a few generation, there will be a massive glut of used hardware.

Unless frontier labs can surpass the current models significantly I don't know why I would pay them money instead of hosting K3.

I guess that tracks with the brute force attempt at workable intelligence that is the Attention/stochastic token based system

Market failure! Market failure is the term you're looking for.

Also see: childcare, healthcare, many forms of public transport and social infrastructure. Some things markets simply cannot deliver well, and that's okay.

Daycare is the most easily reachable example because it's quite simple compared to the others. Daycare workers are simultaneously some of the lowest paid workers in the US, yet daycare costs are famously high and prohibitive, yet childcare centres are very far from money-printing machines. Margins in the daycare sector are most commonly < 1%.