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What Extropic is building

extropic.ai

121–130 of 149 posts

Re: What Extropic is building

#121
It feels like serious people would have said something more like "we are going to improve the performance (measured in s), of the algorithms/models such X, Y, Z which are used in a, b, c."

Can anyone name a company which used such absurd language to describe themselves and then actually delivered something valuable? There must be one.

Re: What Extropic is building

#122
post #34

Earlier quoted context omitted.

It's led by the e/acc [1] founder, BasedBeffJezos [2]. He has a huge cult following. It's turned into a lot of Twitter memes and shitposting [3]. [1] https://en.wikipedia.org/wiki/Effective_accelerationism [2] https://twitter.com/BasedBeffJezos [3] https://knowyourmeme.com/memes/cultures/eacc-effective-accel...

Honestly, as interesting as the the chip sounds, I'm admittedly kind of biased against the company's probability of success simply because the founder is basically the #1 e/acc meme account/shitposter on Twitter. Like, it's hard to take someone seriously when they spend tons of time shitposting on Twitter, it's even harder when it's revealed that they're behind one of the most popular shitposting accounts within a ni…

Back in the day, there was a saying that went something like: Steve Jobs was really good at what he did, and also an asshole to people. The former is really hard to replicate, so instead you'll find a lot of people going around and imitating the latter.

Today, it's a very different situation. Now we have Elon Musk, who is really good at what he does, and also tweets a lot...

Re: What Extropic is building

#123
post #94
post #92

Hard time believing this is legit given how much time the CEO spends goofing around on social media. If it were possible to short startups, this would be a top candidate.

honestly, it would be too early to say this. Considering the people who invested in this startup, its better to assume CEO is capable. If he is not able to deliver in reasonable timeline then, we all are free to blame him for posting things on SM. actually many knows his company because he is goofing around on SM especially e/acc stuff.

It's more interesting to see who passed on it. There isn't a single top tier VC here.

This whole pitch sounds like the usual quantum computing babble.

Re: What Extropic is building

#124
post #116

I’m not a fan of Extropic, but I’m seeing a lot of misconceptions here. They’re not building “a better rng”- they’re building a way to bake probabilistic models into hardware and then run inference on them using random fluctuations. Theoretically this means much faster inference for things like PGMs. See here for similar things: https://arxiv.org/abs/2108.09836 There’s a company called Normal Computing that did somet…

It did make me curious however, if we dropped the requirement that operations return correct values in favor of probably correct values - would we see any material computing gains in hardware? Large neural models are intrinsically error correcting and stochastic. I’m unfortunately not familiar enough with hardware to weigh in.

The trouble is if you use actual randomness then you lose repeatability which is an incredibly useful property of computers. Have fun debugging that!

What you want is low precision with stochastic rounding. Graphcore's IPUs have that and it's a really great feature. It lets you use really low precision number formats but effectively "dithers" the error. Same thing as dithering images or noise shaping audio.

Re: What Extropic is building

#125
post #116

Earlier quoted context omitted.

It did make me curious however, if we dropped the requirement that operations return correct values in favor of probably correct values - would we see any material computing gains in hardware? Large neural models are intrinsically error correcting and stochastic. I’m unfortunately not familiar enough with hardware to weigh in.

The trouble is if you use actual randomness then you lose repeatability which is an incredibly useful property of computers. Have fun debugging that! What you want is low precision with stochastic rounding. Graphcore's IPUs have that and it's a really great feature. It lets you use really low precision number formats but effectively "dithers" the error. Same thing as dithering images or noise shaping audio.

Yeah debugging would be a pain, but in the context of inference/training unnecessary. There is some set of ops which requires high precision, if I L2 normalize a tensor - I really need it to be normalized. But matmul/addition? Maybe there is wiggle room.

Big challenge would be whether any gains could compete with the economy of scale from NVidia.

Re: What Extropic is building

#126
post #68

Earlier quoted context omitted.

The use of “full-stack” was the first thing I noticed. Everyone, please stop using that term. I’m pretty sure, with a high degree of certainty, you don’t know what it means. If you do, there’s a merit badge waiting for you. And can we please stop using “hallucinations” to describe output. Yes, it may look like your tool dropped acid, but that’s not what it is.

full-stack means the ic can take any ticket. do the details beyond that matter?

Well, quantity has a quality all its own. Extending the sprint to wait for the person to complete their PhD as part of the "research" part of the ticket would not quite be Scrum.

Re: What Extropic is building

#127

Earlier quoted context omitted.

This interview makes their product seem like BS. First, they literally cannot simply explain the problem or solution. Regardless, their pitch is that they're building a more power efficient probability distribution sampler. No one in AI research thinks that's a bottleneck. edit: btw the bottleneck in AI algos is matrix multiply and memory bandwith.

My take on the Garry Tan interview (which seems pretty clear, regardless of whether this is snake oil or not) is that Extropic are building low power analog chips because we're hitting up against the limits of Moore's Law (limit's of physics in reducing transistor size), and at the same time the power consumption for LLM/AI training and inference is starting to get out of hand. So, their solution is to embrace the st…

I'm sorry this may come off as rude, not my intention: The Gary Tan interview explicitly says those things, I'm not sure that's really your "take".

Re: What Extropic is building

#128

I wouldn't want to write this off because you get the feeling these guys are on to something that could be hugely important (ignoring quantum this thermodynamic that) - but surely it feels like they need to get to the point a lot faster e.g. "We're taking a new approach to building chips for AI because transistors can't get any smaller." I really don't know what they gain by convoluting the point and it's pretty hard…

Quantum computing people have been selling this exact spiel (including the convoluted talking points) for decades and it keeps working at getting funded. It has not produced any results for the rest of us, though.

Neither has fusion research produced anything for us yet. Should we stop funding it?

Re: What Extropic is building

#129

Earlier quoted context omitted.

My take on the Garry Tan interview (which seems pretty clear, regardless of whether this is snake oil or not) is that Extropic are building low power analog chips because we're hitting up against the limits of Moore's Law (limit's of physics in reducing transistor size), and at the same time the power consumption for LLM/AI training and inference is starting to get out of hand. So, their solution is to embrace the st…

I'm sorry this may come off as rude, not my intention: The Gary Tan interview explicitly says those things, I'm not sure that's really your "take".

Fair enough, but others seem to have a different take!

Re: What Extropic is building

#130
post #33

Earlier quoted context omitted.

Computationally, yes, those are the bottlenecks. But I would also add supervised training data, as we can never get enough of that and it is one of few things that increases in compute are (to my mind, you could argue that by scaling unsupervised training further we could do away with it, but I am not yet convinced) not able to solve.

Their startup is addressing computing bottlenecks so that's what I addressed. Supervised training dat isn't a bottleneck on LLMs, Diffusion models, or any of the hot areas at the moment.

I think the situation is less clear than that. While I have limited research experience with image generation, I believe I do have a fair understanding of large language models. From the publication of GPT-2 until ChatGPT, it was true that the argument always was that supervised training data was not a priority and that it all boiled down to scaling the amount of unsupervised training data. However, this all changed with preference tuning, etc. and I think there is also an argument to be made that the extensive training data curation that we see today (and is withheld from the "papers" we see for the models) is a form of supervision in its own right. It could be that we will see computational/data scaling dominate again, but I think it is equally possible that we will have the next few years dominated by data curation and exploring forms of supervision to "extract" value out of what was learnt at the unsupervised training stage.

Still, you are correct that Extropic is looking at the computation rather than data. But, I wanted to chime in so as the discussion here would not leave the impression that we are still in the days of pure unsupervised scaling.

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