☆ Yσɠƚԋσʂ ☆

  • 4.39K Posts
  • 4.59K Comments
Joined 6 years ago
cake
Cake day: January 18th, 2020

help-circle





  • Oh right, the famous laws of physics that apparently decree silicon must forever be the cheapest material. Let me check my physics textbook real quick. Yep, still says nothing about global supply chains and sixty years of trillion-dollar investment being a fundamental force of nature.

    Silicon is cheap because we made it cheap. We built the entire modern world around it. We constructed factories so complex and expensive they become national infrastructure projects. We perfected processes over many decades. That’s not physics, that’s just industrial inertia on a planetary scale.

    To claim nothing else could ever compete requires ignoring how technological progress actually works. Remember when aluminum was a precious metal for royalty? Then we figured out how to produce it at scale and now we make soda cans out of it. Solar panels, lithium batteries, and fiber optics were all once exotic and prohibitively expensive until they weren’t.

    As you yourself pointed out, germanium was literally the first transistor material. We moved to silicon because its oxide was more convenient for the fabrication tricks we were developing at the time, not because of some cosmic price tag. If we had poured the same obsessive investment into germanium or gallium arsenide, we’d be having this same smug conversation about them instead.

    Similarly, graphene isn’t too expensive because physics. It’s too expensive because we’re still learning how to make it in bulk with high quality. Give it a fraction of the focus and funding that silicon has enjoyed and watch the cost curve do the same dramatic dive. The inherent cost argument always melts away when the manufacturing muscle shows up.

    The only real law at play here is the law of economies of scale. Silicon doesn’t have a magical property that makes it uniquely cheap. It just has a sixty-year head start in the world’s most aggressive scaling campaign. If and when we decide to get serious about another material, your physical laws will look a lot more like a temporary price tag.












  • What I keep explaining to you here is that silicon is not inevitable, and that it’s obviously possible to make other substrates work and bring costs down. I’ve also explained to you why it makes no business sense for companies already invested in silicon to do that. The reason China has a big incentive is because they don’t currently have the ability to make top end chips. So, they can do moonshot projects at state level, and if one of them succeeds then they can leapfrog a whole generation of tech that way.

    You just keep repeating that silicon is the best material for the job without substantiating that in any way. Your whole argument is tautological, amounting to saying that silicon is widely used and therefore it’s the best fit.



  • If you look at the price of silicon chips from their inception to now, you can see how how much it’s come down. If a new material starts being used, the exact same thing will happen. Silicon was the first substrate people figured out how to use to make transistors, and it continued to be used because it was cheaper to improve the existing process than to invent a new one from scratch. Now that we’re hitting physical limits of what you can do with the material, the logic is changing. A chip that can run an order of magnitude faster will also use less power. These are both incredibly desirable properties in the age of AI data centres and mobile devices.









  • The secret sauce here is how the model was trained. Typically, coding models are trained on static snapshots of code from GitHub and other public sources. They basically learn what good code looks like at a single point in time. IQuest did something totally different. They trained their model using entire commit history of repositories.

    This approach added a temporal component to training, allowing the model to learn how code actually changes from one commit to the next. It saw how entire projects evolve over months and even years. It learned the patterns in how developers refactor and improve code, and the real world workflows of how software gets built. Instead of just learning what good code looks like, it learned how code evolves.

    Coding is inherently an iterative process where you make an attempt at a solution, and then iterate on it. As you gain a deeper understanding of the problem, you end up building on top of existing patterns and evolving the codebase over time. IQuest model gets how that works because it was trained on that entire process.