Agreed. Factors like AI progress, inference costs, and manufacturing scale needed are massively correlated. We discuss this in the paper. Our unconditional independent forecast of semiconductor production would be much, much lower than our conditional forecast of 46%, for example.
Agreed. Factors like AI progress, inference costs, and manufacturing scale needed are massively correlated. We discuss this in the paper. Our unconditional independent forecast of semiconductor production would be much, much lower than our conditional forecast of 46%, for example.