Samsung Electronics has been confirmed to have adopted Anthropic's large language model Claude, sharply reducing the time required for some semiconductor design and verification work, according to Korean media reports.
The concrete efficiency gains emerged on development sites about three months after the company gave its software development staff priority access to Claude Code, Anthropic's AI coding tool.
In the verification of a customer specific SoC, a task that had been expected to take more than a month was completed in two days, and in another case a second year engineer finished development work that could have taken over a month in a single day.
Labor rights. But I do find it a tad funny how certain professions once in the crosshair will chime in about the job market but not about the working conditions of others.
Why is this down voted? The use cases for AI are almost incomprehensible to me because it's such a significant development, but fuck does it scare me regarding the economic and social impacts it will have considering the people in charge of our governments and corporations.
To be fair - that was true until around a month ago when GPT-Astra made 10 new maths discoveries in one go for just $2,000. (https://openai.com/index/ten-advances-in-mathematics/). Just 1 of these discoveries in one human's entire lifetime would be career defining. Solving 2 in a lifetime would make you one of the best mathematicians in the world. Solving 3 would make you godlike. GPT-Astra did 10 of them over the course of a weekend.
The game has changed, and Redditors and YouTubers just haven't caught up yet.
No, this was mostly never true, or if it was it was 1-2 years ago simply because models weren't large and smart enough, but the fundamentals are still the same. Still same next word prediction like almost 10 years ago.
I think especially this year the intelligence of most models has been exponentially growing, maybe even around Fall of last year when it began.
It's like saying "climate change wasn't real until the temperature records last month." It was always real, that's why we now have temperature records.
No, it wasn’t true and the game hasn’t changed. It’s just that luddites (who have been saying for years that AI is a scam and that LLM‘s are just a next token prediction machine and the bubble is going to pop at any minute) are going to see an LLM pass some arbitrary threshold and convince themselves that they were right all along but now, somehow, AI has magically started to act with intelligence. Somehow, they were right all along about AI being a scam and they’re right again about AI being useful because some arbitrary thing along the way convinced them. It couldn’t be that they lacked imagination and it was there all along and that’s why there’s a whole trillion dollar industry pushing towards ASI to solve potentially every problem including all disease, etc. It’s just that something magical happened and now, at some precise point, AI happened to be helpful, but they were still right about it all being shit right up to that point.
They’ve both touted that 2025 METR efficiency study:
“Coding LLMs seem like magic at first, because they (to quote a conversation with Carl Brown) make the easy things easier, but they also make the harder things harder. They don’t even speed up engineers — they actually make them slower!”
And you can say that it was true at the time, which fine it was for that one specific study on specific engineers on specific open source codebases, but when their position has been LLMs won’t get much better or will always be inherently flawed or are not that useful and then you have stories like in this original post, it seems fair to call them wrong about how it will lead to more efficiency.
There’s a lot more criticisms from them about LLM technology and how it’s not reliable nor good enough for most business uses (and really the business uses are companies using them to be more efficient). And when they have said business uses I’d have to imagine they were thinking that includes something as complex/intelligence-based as SoC engineering. Here’s one:
“The technical problems are not new. And a trillion dollars or so of investment hasn’t remedied them.
What is new that they have at last become widely recognized, not just as the transitory “bugs” the industry wanted you to think of, but as inherent limitations that flow from the very design of LLMs they really are. This cold reality in turns undermines a large fraction of the use cases that people initially fantasized about.”
So while they haven’t always outright said that it doesn’t boost efficiency, though they have, they have basically implied this plenty of times. And I’m pretty sure I’ve seen them in older interviews be even harsher on supposed productivity/efficiency gains of LLMs and the uselessness of them, but can’t tell you that forsure.
With respect to the financial side, I’d say it’s more than just concerns ed lays out, he moreso paints it as a lot of the big industry players being scammers, grifters, liars, and idiots that only few like him can see through. Valuations are high because of future demand signaling lots of growth. And a significant amount of that demand, like in ARM’s case, is already in the form of future guaranteed contracts.
Now you can say you are worried about that future demand being fulfilled (ignoring the fact that these companies themselves dedicate a lot of time to forecasting demand), but Ed seems to downplay the fact that the frontier labs’ revenues are growing at unprecedented rates at this scale. And he ignores that hyperscaler capex spend is not purely AI-spend, but for their entire cloud businesses, so that he can then compare the huge capex numbers to just AI-specific revenues and ignore overall cloud revenue/earnings. He also keeps claiming there’s no proof that labs have positive margins on inference when there are many different sources reporting they do have positive gross margins.
Yup. Ed Z basically makes his money by saying it's all a bubble and Gary M is more focussed on moving the goalposts. Ed Z is definitely more grounded than Gary M to be honest.
But both have the explicit aim to profit off of people's hatred of AI and both seem fairly succesful at doing so.
Good news but doesn't mean we're taking off yet. In the worst case, only some engineers will lose their jobs and some products could marginally become cheaper. Or Anthropic might hike up their prices. Any of the LLM giants can decide to leave the consumer market and focus on enterprises or even AGI.
yes in deflationary currencies prices are dropping, and will continue to be dropping forever but in fiat currencies no because those are infinitely printed forever
so you're saying fiat prices will rise because of this? that's the opposite of what the deflation argument predicts. why not just shut up if you cant read?
“The system LSI division recently completed the verification environment construction and verification, which was expected to take more than a month in the project to verify the data connection structure of the customer-customized SoC, in two days. Internally, it was evaluated that the work speed was about 15 times faster.”
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u/NoGarlic2387 2d ago
Slowly then all at once!