More importantly,
A lengthy thread I wrote just to write. Feel free to ignore.
1/ The future of consumer GPUs is probably less ASICy than people think. I think we're nearing the end of growing non-general purpose compute/cache die utilization in consumer GPUs. Here's why:
More importantly,
Beyond that, adaptive sampling research usually focuses on general cases. But consumer GPUs use RT for e.g. games, Blender, etc. These aren't super general. The engines
Better exploitation of temporal data and ray tracing statistics can make a lot of the rays cast
Frankly, I love tensor cores on consumer cards. Cheap training hardware is great! But I
The reason
But you don't need THAT much compute for these.
The big concern is that for DLSS and AI denoising, you usually need Nvidia's help training a model for your work. This may make them inaccessible for small devs and
Sure, there are general NN denoisers & upscalers, but they're not demanding, and they suck in terms of predictability, flexibility, (and, hot take: promise,) etc., so it's hard to see demand for these ASICs growing long-term.
The answer is simple: the software is still being written. Nobody knows how quickly better RT algorithms
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So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.
If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.