Claire Zau
@zauey • 125,800 subscribers
Videos
Who is Nvidia's “biggest challenger” (that is still a long way behind)? 📉 In 2014 AMD was losing money and its stock traded for a few dollars, then Lisa Su bet the company on a new chip design 🏆 A decade later it takes nearly half of all server CPU revenue, up from almost none 🧩 Now it's tackling the AI chip space with a chip built modularly that they say holds 50% more memory than Nvidia's newest 🔓 Its software ROCm is open and free, but most AI runs on CUDA, which only works on Nvidia chips #AMD #Nvidia #AI #Tech #Chips Disclosure: Views expressed are my own. This is for informational and educational purposes only.
Claire Zau61,200 Aufrufe • vor 1 Tag
Why is everyone obsessed with an AI model that can't write? 🧠 TypeSafe launched Jev, a "System One" model that doesn't write text - it picks from answer options you define and returns a probability for each. ⚡ 20 questions cost about the same as one, because it reads everything in a single pass instead of composing answers word by word. 💸 Input runs $42 per billion tokens (most models price per million) and output is free. 🔮 The real unlock isn't intelligence, it's that decision-making inside software just got cheap enough to use everywhere. #AI #startups #tech #LLM #devtools Disclosure: Views expressed are my own. This is not investment advice. This is for informational and educational purposes only.
Claire Zau68,100 Aufrufe • vor 1 Monat
Starship reaches orbit for the first time!!! 🚀 After 3 years and 13 test flights, Starship made it to orbit yesterday. One of its six engines shut down minutes in and it still got there. 🛰️ The livestream said they'd settle for a safe suborbital landing. Engineers overruled 📡 It deployed 26 Starlink V3 satellites - the first Starship flight that made money 🚚 Starship is moving from prototype to the delivery truck of the space economy. #SpaceX #Starship #Starlink #astronaut #mechanicalengineering Disclosure: Views expressed are my own. This is not investment advice. This is for informational and educational purposes only.
Claire Zau27,400 Aufrufe • vor 1 Monat
The engineering behind Tesla’s “flying” Roadster 🌀 Fans under the car suck the air out and pin it to the road with up to 2g of suction, twice the car's weight. 💨 The top trim has 10 cold-gas thrusters (no fuel, no flame, just high-pressure air through a nozzle, like letting go of a balloon) 🔋 Air is a weak rocket fuel - refilling the 600L tank takes 50-70 kWh, about a whole Model 3 battery 👀 You can't buy one yet ($50K-$250K reservations, the flying one is invite-only and not street legal). But it's the first Tesla built with SpaceX hardware, and probably not the last! #Tesla #Roadster #SpaceX #EV #engineering Disclosure: Views expressed are my own. This is for informational and educational purposes only.
Claire Zau15,900 Aufrufe • vor 28 Tagen
What came out of the Trump AI lunch in DC? ✍️ Trump signed an executive order on Sept 29 replacing "AI" with "SI" across all federal agencies. 🤝 At the same lunch, Trump and the CEOs of Google, Anthropic, Meta, OpenAI, xAI and Nvidia signed a one-page voluntary accord on frontier AI safety. 🧬 The four layers: internal controls on bio, chem, cyber and unauthorized system access; an internal team to verify those controls; an independent external auditor; and an independent board committee receiving both reports. 📜 It's not law, more like a constitution. The companies will meet regularly to set their own standards. #SuperIntelligence #AI #Trump #tech #politics Disclosure: Views expressed are my own. This is not investment advice. This is for informational and educational purposes only.
Claire Zau16,800 Aufrufe • vor 1 Monat
A recap of notable startup activity from September 🚀 Comment “startup” for the full list and my analysis on Substack #ai #startups #venturecapital #tech #investing This list might not have every startup that raised in September. The numbers and charts are meant to show directional trends, not capture the entire market. Disclosure: Views expressed are my own. This is not investment advice. This is for informational and educational purposes only.
Claire Zau12,600 Aufrufe • vor 1 Monat
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