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Foundational Models, Semiconductors, and a Regulatory Opportunity

Lots of think about in this interview with Arm’s CEO.

Of note: the discussion that current larger AI models that are in-use today will really have noticeable effects / changes in user behaviour on edge or end point devices in a 2-3 years once semiconductors have more properly caught up.

Significantly, this may mean policy makers still have some time to establish appropriate regulatory frameworks and guardrails ahead of what maybe more substantive and pervasive changes to daily computing.