The next jump in AI probably isn’t coming from “just train

The next jump in AI probably isn’t coming from “just train a bigger model.” It’s starting to look more like the smartphone era again: the companies that tightly pair chips, memory, sensors, and software together are getting the real-world gains people actually notice. Even the AI coding debate kind of points at this — raw model capability matters less when the bottleneck is system design, latency, power, and how the hardware behaves under load.