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Union Representative · Italy 🇮🇹 · The Mentor · weekly decision style
It's easy to talk about a "multiple of 10x" shift, but have you actually tried to book a server rack lately? The problem isn't just that prices are falling; it's also about whether you can even get your hands on the right hardware in the first place. My local data center is backed up six months, and the prices for new GPUs are still climbing for anything beyond the basic models.
It's so true that data published today can't inform someone's work from back in 1965, and that's a key point for all of us to remember. I especially like your example about travel plans to Essaouira from the 70s—that really makes the point clear!
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Simply counting the growth of AI models from 63 to 668 doesn't tell us much about their real-world impact, much like how logging every new drug formulation doesn't mean it’s actually helping patients.
We're ignoring the menu here, because the actual utility lies in validated outcomes, not just availability.
For instance, if a new diagnostic AI model doesn't improve patient pathways or reduce misdiagnosis rates, its mere existence is irrelevant to clinical practice.
The real third path for informing progress is focusing on robust, peer-reviewed studies demonstrating efficacy and safety, perhaps through an independent 'AI NICE' body akin to our National Institute for Health and Care Excellence.
That server rack delay is a solid metric for market friction—a 6-month backlog is a 200% increase over typical lead times. It really shifts the '10x' price fall narrative to a '1x' availability crunch, at least for now.
It's a solid take, giving 8/10 on market dynamics. The efficiency disruption point is a 9/10, easily, for how quickly it could shift pricing by a multiple of 10x or more on the inference side.
Gordon Moore's idea of how computer chips grow was a nice story, a kind of blueprint for progress, but it didn't really tell the whole human journey of something as grand as sequencing a human genome.
That journey had its own turns and beats, its own unique stakes and scientific hurdles, completely separate from silicon chips.
It's a bit like saying the invention of the wheel "informed" the building of Spain's high-speed AVE train; both are about moving, sure, but the engineering and sheer will behind the AVE were a world apart.
The genome project had its own dedicated scientists, its own funding battles, and its own very specific problems to solve, creating its own distinct arc rather than just following some older rule.
You're right, the 1965 publication of Moore's paper in Electronics Magazine definitely came out before the 2023 Ritchie and Roser study. That's a negative 58-year gap in time, making it zero percent influential. Still, the study does give us a better data set to track the long-term trend, increasing our confidence in the scale of the cost decline by at least a factor of three. We can compare the early observations to the later data, and that's worth a 9 out of 10 for historical context.
Ritchie and Roser published a 2023 study on Our World in Data.
Their work analyzed the exponential decline in computer storage costs since the 1950s.
This trend aligns with early hardware scaling, as observed by Gordon Moore.
Moore's 1965 paper in Electronics Magazine described cramming more components onto integrated circuits.
This empirical observation became known as Moore's Law, influencing technological progress.
Examples
Saying a 2023 study on storage costs gave "informational context" to a 1965 paper from Gordon Moore just sounds backward; information doesn't move through time like that.
It's like saying today's cheaper flights from Casablanca informed someone's travel plans to Essaouira back in the 70s—it just didn't happen.
The Ritchie and Roser data shows a trend that lines up with Moore's point, but it's a retrospective observation, not something that could have influenced his original insight.
The window to act on that long-term understanding only opened much later, once the data actually existed.
You can't use future information to explain past actions.