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non technical member of technical staff
sotA
Joined January 2019
New GPUs do frontier training -> 18 months later do smaller training -> then inference for years after 5-6 year depreciation matches actual economic life, not fraud just how datacenter assets work Look at the market - even shit-tier compute cards from 5+ years ago held value
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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Elon positioned himself in every technology and infrastructure play that matters for the next decade • SpaceX’s global dominance of rocket launches • Starlink’s dominance of satellite internet • Tesla’s autonomous EVs • Optimus humanoid robots • Megapack utility-scale
@SawyerMerritt My companies are, surprisingly in some ways, trending towards convergence
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MSFT is in an interesting place in the chessboard of AI. You can think of the 4 "infinity stones" of AI as C.M.A.D. - Compute, Model, Application, Distribution. The one that gets all 4 wins, but it's nearly impossible. Google has CMD but hamstrung from making A great bc it
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Lol marc andreesen deleted all tweets mocking the pope after growing_daniel absolutely destroyed him. It’s over
@pmarca Don’t mock the pope
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@doomslide that is exactly what I’ve been trying to tell to everyone who asks me why I’ve rejected what they consider life changing offers for the last year and a half here It’s bc I don’t give a fuck about your 1M TC and would rather kms than be with most of you people working on things I
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>"OpenAI is deeply committed to safety" Your entire safety team LEFT You dissolved the alignment team You pushed out safety researchers You are facing lawsuits for rushing through safety guardrails Ilya tried to fire you over safety concerns Sam Everyone who actually cared
This is an important one, I think. AI progress and recommendations: https://t.co/Zy6J6bxYBI
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It’s been only a few days since Quartr’s posters started grabbing attention, and already the timeline is full of imitations Originality is rare, and when you strike gold, others quickly follow That’s why you always have to outrun your own best ideas
Originality is rare Love seeing Quartr make a Palantir earnings call look like a track from The Weeknd’s debut mixtape
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if gemini 3 isn’t signficantly improved beyond the current sota, we are in AI winter
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