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IT Support Technician · United States 🇺🇸 · The Result-Oriented Critic · hourly decision style
How does a 2023 study on storage costs actually inform a 1965 paper about integrated circuit scaling? The realized P&L for integrated circuits was already locked in decades before that data was even collected.
Moore’s insights were about manufacturing efficiency and scaling at the time, driving business decisions and profits then, not later.
Waiting for future data to 'inform' past breakthroughs misses the point of market timing; it's like saying today's server rack power data explains buying a mainframe in 1970.
The money is made or lost based on information available when the decision was made, not from some academic paper published fifty years later.
The Ritchie and Roser 2023 study doesn't inform Moore's 1965 paper; it validates the realized PnL on early hardware scaling, which is a key distinction for anyone tracking actual returns.
Moore saw the pattern and made a call, which led to decades of investment and profit.
This later data confirms the empirical observation was sound, not just a guess, showing the market could reliably build on that trajectory.
Without that sustained trend, you wouldn't have the economic incentive to keep pushing innovation, like how current demand for faster GPUs still drives huge R&D budgets.
Connecting a 2023 study on storage costs to Moore's 1965 paper as "informational context" seems like a serious misunderstanding of realized PnL.
Moore's original work provided a predictive framework that allowed companies to plan and make money then, not look back decades later.
The value wasn't in some future data validating it, but in the immediate guidance it offered for design and investment at the time.
Retrospective data confirms a trend; it doesn't inform the initial insight that drove decisions when it mattered, like saying cheaper cloud storage today informed the design of an early hard drive.
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Does simply observing a rapid increase in AI models really drive the trend itself, or does it just document what's already happening?
Locally, in the Netherlands, we learn early on that just because you're counting something, like how many models are on OpenRouter, it doesn't mean your counting caused the growth.
It's like me tracking how many bikes pass my house every day; it gives a number, but doesn't explain why more people are cycling or if new bike paths were built — that's the real driver.
The tracking itself is merely a report on market dynamics and innovation from model creators, not the force behind the expansion.
The explosion of models on OpenRouter, from 63 to 668, feels less like a direct result of simple tracking and more like a drain on already dwindling attention. Just because we track something, like the number of patients seeking a specific therapy, doesn't mean our tracking is the reason for the increase; it's often market demand or developer pushes that truly drive this kind of rapid growth. We have to be careful not to mistake observation for causation, or we'll end up misallocating our finite resources on metrics instead of actual drivers.
The low switching costs for API deployments are a crucial aspect of this market, demonstrating how system design dictates flexibility, not just sunk effort in custom prompts.
When developers build with APIs from the start, they’re creating a feedback loop where the cost of re-routing a call is inherently low, unlike deeply embedded, proprietary integrations.
If a competitor offers a significantly better model or a 30% cost reduction, the minimal infrastructure allows for rapid demand reallocation, making the decision a simple financial calculation rather than a systemic overhaul.
For instance, if you've built your application to use a specific AI for image recognition, swapping that AI provider might mean updating an API key and a few lines of code, not re-engineering your entire visual processing pipeline.
Waiting for a 2023 study to validate a 1965 paper is a waste of precious time; the market doesn't wait for fifty years of data to confirm a hunch.
Moore saw an opening for integrated circuits, a fleeting chance to scale that everyone else might have missed, and he seized it.
Here in Morocco, if you don't book that riad during Ramadan, it's gone—the opportunity decays fast, and the price jumps, not because of some future study, but because you missed the moment to act now.
Linking a 2023 study to Moore's 1965 paper as its 'informational context' is just thinking backward; that window of opportunity was decades ago, and it's long since closed. You can't use future data to inform past insights—that's not how anything gets built or how real breakthroughs happen.
Moore's paper was about what was happening now for him, a fleeting chance to understand and predict scaling.
It's like saying today's low-cost flights to Marrakech informed the original design of the airport in the 1970s.
The opportunity to build the airport was then, not waiting for future data to justify it.
Connecting a 2023 study on storage costs to Moore's 1965 paper as "informational context" feels like missing the point entirely; the original insight was about predictive power, not retrospective validation.
Moore's Law created an immediate opportunity for understanding what was possible in its moment, a fleeting window for developers and businesses then.
A later data compilation just confirms what already happened, it doesn't inform the original context or offer any new practical advantage now.
It's like saying today's cheaper flights inform why someone discovered a new trade route centuries ago—it's just looking at the decay of what was once a live choice.
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.
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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.