> researchers are more valuable than any military spend or any datacenter. It does not matter how many hundreds of billions you have - if the 500-1000 top researchers don't want to work for you, you're fucked; and if they do, you will win because these are the people that come up with the step-change improvements in capability.

This is a massive cope imo. The reason that the AI industry is so incestuous is just because there are only a handful of frontier labs with the compute/capital to run large training clusters.

Most of the improvements that we’ve seen in the past 3 years are due to significantly better hardware and software, just boring and straightforward engineering work, not brilliant model architecture improvements. We are running transformers from 2017. The brilliant researchers at the frontier labs have not produced a successor architecture in nearly a decade of trying. That’s not what winning on research looks like.

Have there been some step-change improvements? Sure. But by far the biggest improvement can be attributed to training bigger models on more badass hardware, and hardware availability to serve it cheaply. To act like the DoD isn’t going to be able to stand up pytorch or vllm and get a decent result is hilarious: the reason you use slurm and MPI and openshmem is because national labs and DoD were using it first. NCCL is just gpu accelerated scope-reduced MPI. nvshmem is just gpu accelerated scope-reduced openshmem.

If anything, DoD doesn’t have the inference throughput requirements that the unicorns have and might just be able to immediately outperform them by training a massive dense model without optimizing for time to first token or throughput. They don’t have to worry about if the $/1M tokens makes it economically feasible to serve, which is a primary consideration of the unicorns today when they’re choosing their parameter counts. They can just rate limit the endpoint and share it, with a 2 hour queue time.

The government invented HPC, it’s their world and you’re just playing in it.

> Generally, the defense crowd have a somewhat inflated sense of self worth.

/eyeroll but nobody can do what you do!