Daniel Leeder


Performance breakthroughs generally don't happen by just adding more to an existing method or technology; they usually result from taking a different approach entirely. In technology, there is always a point of diminishing returns, where applying more force to a problem yields progressively smaller gains. Pushing past that wall requires a bold new approach.

We've seen this pattern repeat itself in many different areas over the years.

Case Study 1: The CPU Clock Speed Wars

In the early 2000s, the primary measure of a CPU's performance was its clock speed. The strategy was simple: make it faster. Intel kept increasing the clock speed of its processors, but eventually hit a physical wall. The chips were overheating and consuming enormous amounts of power for only marginal improvements. The brute-force approach had failed. The breakthrough came from a change in strategy to multi-core architectures and the effective use of caching. The focus shifted to increasing the effectiveness of the cycles instead of trying to do more of them faster.

Case Study 2: The Hard Drive Connection

For years, hard drives used wide IDE connectors—ribbon cables with dozens of wires designed to send data in parallel. The logic was that more wires would allow more data to be sent at once. But as speeds increased, the overhead of spreading the signal across all those wires and then recombining it accurately at the destination became the bottleneck. The breakthrough was the Serial ATA (SATA) standard. It used a simple, thin cable to send data one bit at a time, but at a much, much faster speed. It was a complete reversal of the previous "wider is better" philosophy.

Case Study 3: The AI Language Model Bottleneck

Before 2017, the dominant architecture for language models was the LSTM (Long Short-Term Memory). LSTMs process text sequentially, reading one word at a time and trying to "remember" the context from earlier in the text. This was like trying to understand a book by reading it through a tiny slot, one word at a time. This created a massive bottleneck: it was slow, struggled with long-term context, and couldn't be effectively parallelized on modern hardware. The approach had hit a scalability wall.

The breakthrough was the 2017 invention of the Transformer architecture by Google. Instead of processing sequentially, the Transformer's "self-attention" mechanism processes the entire text at once, allowing every word to look at every other word simultaneously to determine context. This parallel approach completely shattered the old bottleneck, unlocking the ability to train massively scaled models like Gemini and GPT. This led directly to the generative AI revolution we see today.

The Lesson for Today

The lesson from these stories is clear: when you hit a wall, pushing harder is rarely the answer. So if you are told that the road to success is easily achieved by just adding more processing power, or making the data sets bigger, be skeptical. The underlying architecture may be the real limitation.

The real, lasting breakthroughs come from those who have the courage to question the current approach and look for a fundamentally different path forward.