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Actual Computer CEO Tom Lynch predicts the next wave of AI inference will increasingly move from the cloud to local computers: "How many tokens does the world go through a day right now? That number is probably like 500 trillion or so. Google themselves claims 100 trillion per day....

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Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."
1:47

Jensen Huang at GTC: "I expect data center build out to reach a trillion dollars, and I am fairly certain we're going to reach that very soon." "General purpose computing has run its course, and that we need a new computing approach." "In the past we wrote the software and we ran it on computers. In the future, the computer is going to generate the tokens for the software." "The computer has become a generator of tokens, not a retrieval of files."

vitrupo

55,974 Aufrufe • vor 1 Jahr

Osmantic founder Ahmad warns companies relying on cloud AI are building on models that can be changed, slowed down, or taken away without them even knowing: "If you're using any quantity of tokens, you should start hosting your own LLMs. You don't know when a model is gonna change on you. APIs are always having this latest endpoint, so you always end up, it gets rug pulled from underneath you" "How could you tell if a certain country is getting 5, 10 IQ points drop in their inference from the cloud? You can't tell from the cloud. What I'm seeing from OpenAI is that they are making their models slower so that they can serve with the limited compute they have" "It has to be in the back of your mind, is your data safe? Is there a more efficient way to get quality tokens, cheaper alternatives, and something that is yours and you can own the infrastructure end to end?" Osmantic
1:52

Osmantic founder Ahmad warns companies relying on cloud AI are building on models that can be changed, slowed down, or taken away without them even knowing: "If you're using any quantity of tokens, you should start hosting your own LLMs. You don't know when a model is gonna change on you. APIs are always having this latest endpoint, so you always end up, it gets rug pulled from underneath you" "How could you tell if a certain country is getting 5, 10 IQ points drop in their inference from the cloud? You can't tell from the cloud. What I'm seeing from OpenAI is that they are making their models slower so that they can serve with the limited compute they have" "It has to be in the back of your mind, is your data safe? Is there a more efficient way to get quality tokens, cheaper alternatives, and something that is yours and you can own the infrastructure end to end?" Osmantic

MTS

14,952 Aufrufe • vor 5 Tagen

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 Aufrufe • vor 3 Monaten

SemiAnalysis' Jordan Nanos says OpenAI beats Nvidia on both fast and cheap tokens at once, where every other challenger could only pick one side of the curve "I think the conclusion is that they're basically winning on both sides of the curve." "So both fast tokens and cheap tokens, which is just so interesting, because we've seen so many other companies make claims about how they're going to beat Nvidia and they just pick one of those." "Groq or Cerebras, or any of the other startups that are going to focus on SRAM, call it a d-Matrix that's coming up with stuff, or SambaNova, where we've even seen some results on the InferenceMAX benchmark or something similar to it." "They're saying they're going for fast tokens, just decode speed, low batch size, they don't worry about throughput." "And then you've got other guys that are worried about throughput, call it AMD just as a simple example, but even TPU or Trainium could be in this bucket of accelerators that are going for throughput." "And they go, 'Yeah, but we're not going to be able to compete with the other guys at high interactivity.'" "And OpenAI has a chip that can do both for them, really well." "I mean, at a minimum, this thing is doing really well right now and is going to serve real production tokens for them." _______ More takeaways from OpenAI's Jalapeno development:
1:12

SemiAnalysis' Jordan Nanos says OpenAI beats Nvidia on both fast and cheap tokens at once, where every other challenger could only pick one side of the curve "I think the conclusion is that they're basically winning on both sides of the curve." "So both fast tokens and cheap tokens, which is just so interesting, because we've seen so many other companies make claims about how they're going to beat Nvidia and they just pick one of those." "Groq or Cerebras, or any of the other startups that are going to focus on SRAM, call it a d-Matrix that's coming up with stuff, or SambaNova, where we've even seen some results on the InferenceMAX benchmark or something similar to it." "They're saying they're going for fast tokens, just decode speed, low batch size, they don't worry about throughput." "And then you've got other guys that are worried about throughput, call it AMD just as a simple example, but even TPU or Trainium could be in this bucket of accelerators that are going for throughput." "And they go, 'Yeah, but we're not going to be able to compete with the other guys at high interactivity.'" "And OpenAI has a chip that can do both for them, really well." "I mean, at a minimum, this thing is doing really well right now and is going to serve real production tokens for them." _______ More takeaways from OpenAI's Jalapeno development:

Fireside Alpha

747,290 Aufrufe • vor 17 Tagen

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
1:08

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

sourcery

600,189 Aufrufe • vor 2 Monaten

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast
2:32

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

KanekoaTheGreat

59,930 Aufrufe • vor 1 Monat

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."
0:46

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

TBPN

63,607 Aufrufe • vor 2 Monaten

Actual Computer CEO Tom Lynch explains why data centers alone can't keep up with exploding AI inference demand: "In order to meet demand, in order to keep the curve going of how many tokens people want, you have to plug them in locally. You have to do both. You have to have the data center, and you have to start putting computers in places where electricity is already accessible on the grid." "We are in a place where putting up a new data center, if you want a gigawatt on a new data center, the quote's like a billion-plus dollars now. And your timeline, you're looking at like 2031, 2032 to get your stuff up." "We're running into problems where getting that much electricity, that much power in one concentrated location, is so difficult that we can't do it enough to meet demand, and that we're going to have to do both to meet demand." Actual Computer
1:24

Actual Computer CEO Tom Lynch explains why data centers alone can't keep up with exploding AI inference demand: "In order to meet demand, in order to keep the curve going of how many tokens people want, you have to plug them in locally. You have to do both. You have to have the data center, and you have to start putting computers in places where electricity is already accessible on the grid." "We are in a place where putting up a new data center, if you want a gigawatt on a new data center, the quote's like a billion-plus dollars now. And your timeline, you're looking at like 2031, 2032 to get your stuff up." "We're running into problems where getting that much electricity, that much power in one concentrated location, is so difficult that we can't do it enough to meet demand, and that we're going to have to do both to meet demand." Actual Computer

MTS

14,323 Aufrufe • vor 12 Tagen

PERPLEXITY 🔥: A new Hybrid mode is coming soon on Mac, letting local models handle some subtasks. > Gemma 4 (for 16 GB machines), Qwen3.6, and Perplexity's own model (For 32 GB machines) are currently supported. > "In Hybrid mode, Computer orchestrates in the cloud and delegates suitable subtasks to a model on your Mac." > "Local models run on your Mac's own memory and processor — the more capable your machine, the larger the models it can run." > "Privacy Gate is a small model that runs entirely on your Mac. It inspects anything headed to the cloud for personal or sensitive information — and if it finds any, you decide how to handle it before anything is sent." That would be huge 👀
0:21

PERPLEXITY 🔥: A new Hybrid mode is coming soon on Mac, letting local models handle some subtasks. > Gemma 4 (for 16 GB machines), Qwen3.6, and Perplexity's own model (For 32 GB machines) are currently supported. > "In Hybrid mode, Computer orchestrates in the cloud and delegates suitable subtasks to a model on your Mac." > "Local models run on your Mac's own memory and processor — the more capable your machine, the larger the models it can run." > "Privacy Gate is a small model that runs entirely on your Mac. It inspects anything headed to the cloud for personal or sensitive information — and if it finds any, you decide how to handle it before anything is sent." That would be huge 👀

🚨 AI News | TestingCatalog

41,281 Aufrufe • vor 15 Tagen

Man being chased out the park after being accused of taking photos. This is going to be a common occurrence now and people will be falsely targeted along the way. Myself and those of you with any common sense could see this all coming a mile off. But when we spoke about it we were called racist. These people coming in now are different from the Windrush generation and they are dragging their reputation through the mud but many people on the left are too short sighted to see that.
0:56

Man being chased out the park after being accused of taking photos. This is going to be a common occurrence now and people will be falsely targeted along the way. Myself and those of you with any common sense could see this all coming a mile off. But when we spoke about it we were called racist. These people coming in now are different from the Windrush generation and they are dragging their reputation through the mud but many people on the left are too short sighted to see that.

Around Liverpool

18,450 Aufrufe • vor 2 Monaten

Bill Ackman reveals the exact difference between valuing a stock and valuing a bond that most people never learn "A bond pays a 5% coupon interest rate. You get that every year, and it's very predictable. If it's a US Government Bond, you know you're going to get it. That's a pretty easy thing to value" "A stock is an interest in a business. It's like owning a piece of a company. A profitable business is like a bond in that it generates these coupons or these earnings or cash flow every year" "The difference is that a bond is a contract. You know what you're going to get. With a stock, you have to make predictions about the business" "How many widgets are they going to sell this year? How many next year? What are their costs going to be? How much money do they need to reinvest to keep the business going?" "What we do is try to find businesses where with a very high degree of confidence we know what those cash flows are going to be for a very long time. There are very few businesses you can have a really high degree of certainty about. Many investments are speculations because it's really very difficult to predict the future"
1:26

Bill Ackman reveals the exact difference between valuing a stock and valuing a bond that most people never learn "A bond pays a 5% coupon interest rate. You get that every year, and it's very predictable. If it's a US Government Bond, you know you're going to get it. That's a pretty easy thing to value" "A stock is an interest in a business. It's like owning a piece of a company. A profitable business is like a bond in that it generates these coupons or these earnings or cash flow every year" "The difference is that a bond is a contract. You know what you're going to get. With a stock, you have to make predictions about the business" "How many widgets are they going to sell this year? How many next year? What are their costs going to be? How much money do they need to reinvest to keep the business going?" "What we do is try to find businesses where with a very high degree of confidence we know what those cash flows are going to be for a very long time. There are very few businesses you can have a really high degree of certainty about. Many investments are speculations because it's really very difficult to predict the future"

Jaynit

160,132 Aufrufe • vor 2 Monaten

GOP Gov. Lee: There's a lot of misinformation on disaster relief right now. In fact, there's some belief that it may be coming from foreign sources to confuse people. Look, FEMA is working alongside local officials to deliver relief to people. They are committed to serving the people in this state, and it’s deeply unfortunate there are those spreading misinformation
0:52

GOP Gov. Lee: There's a lot of misinformation on disaster relief right now. In fact, there's some belief that it may be coming from foreign sources to confuse people. Look, FEMA is working alongside local officials to deliver relief to people. They are committed to serving the people in this state, and it’s deeply unfortunate there are those spreading misinformation

Headquarters

906,201 Aufrufe • vor 1 Jahr

Up to 10,000 people who live in Tenerife are expected to join a mass protest on Saturday claiming that the Canary Islands are suffering from over-tourism. Campaigners say the number of tourists coming to the island is unsustainable and is ruining life for local people.
2:18

Up to 10,000 people who live in Tenerife are expected to join a mass protest on Saturday claiming that the Canary Islands are suffering from over-tourism. Campaigners say the number of tourists coming to the island is unsustainable and is ruining life for local people.

Good Morning Britain

240,025 Aufrufe • vor 2 Jahren

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 3 Monaten

A 2TB HOME AI SUPERCOMPUTER CAN RUN MODELS MOST PEOPLE STILL RENT FROM THE CLOUD The video is not about a clean desk setup. It is a local AI rack: multiple mini-machines stitched together, 2TB of memory, enough compute to run heavyweight models like DeepSeek 671B without asking AWS for permission every hour. That matters because the cloud version of AI looks cheap until you use it like infrastructure. Agents running all day. Private docs. Long context. Local storage. Experiments. Fine-tuning. Automation. Suddenly the bill is not $20/month anymore. This setup is the opposite trade. Pay upfront, own the machine, keep the data local, and stop treating every serious AI workload like a subscription meter. The article is pointing at the same bigger shift: serious builders are moving from "which chatbot is best" to "where does my intelligence actually run." Cloud is convenient. Local compute is control. The next edge is not just better prompts. It is owning the box that keeps thinking when the browser tab is closed.
0:40

A 2TB HOME AI SUPERCOMPUTER CAN RUN MODELS MOST PEOPLE STILL RENT FROM THE CLOUD The video is not about a clean desk setup. It is a local AI rack: multiple mini-machines stitched together, 2TB of memory, enough compute to run heavyweight models like DeepSeek 671B without asking AWS for permission every hour. That matters because the cloud version of AI looks cheap until you use it like infrastructure. Agents running all day. Private docs. Long context. Local storage. Experiments. Fine-tuning. Automation. Suddenly the bill is not $20/month anymore. This setup is the opposite trade. Pay upfront, own the machine, keep the data local, and stop treating every serious AI workload like a subscription meter. The article is pointing at the same bigger shift: serious builders are moving from "which chatbot is best" to "where does my intelligence actually run." Cloud is convenient. Local compute is control. The next edge is not just better prompts. It is owning the box that keeps thinking when the browser tab is closed.

Nekt0

54,445 Aufrufe • vor 2 Monaten

.Ansem 🐂🀄️ shares his perspective on why robinhood is a major sleeper pick for this market cycle, highlighting how they are publicly supporting onchain activity and successfully listing tokens faster than others. "i think, um, i think robinhood is something that is not going to go away and i really like how vlad and them have been very like publicly supportive of all the activity on their chain, whether it's like meme stuff or rwa stuff." "and they're also like quick with the listings. like cashcat getting listed that fast is fucking crazy to me." "and it kind of like shows that if there's more stuff that pops up, they're going to be supportive of that too. so i definitely think robinhood is a sleeper for this cycle." "especially because people are kind of like defaulted to sol right now."
1:00

.Ansem 🐂🀄️ shares his perspective on why robinhood is a major sleeper pick for this market cycle, highlighting how they are publicly supporting onchain activity and successfully listing tokens faster than others. "i think, um, i think robinhood is something that is not going to go away and i really like how vlad and them have been very like publicly supportive of all the activity on their chain, whether it's like meme stuff or rwa stuff." "and they're also like quick with the listings. like cashcat getting listed that fast is fucking crazy to me." "and it kind of like shows that if there's more stuff that pops up, they're going to be supportive of that too. so i definitely think robinhood is a sleeper for this cycle." "especially because people are kind of like defaulted to sol right now."

max 🐂🀄️

196,699 Aufrufe • vor 25 Tagen

"We Need to Employ $50 Trillion": Larry Fink on Why the Private Sector Must Lead the Green Transition "Well, if they don't get it done, then we are going to have more risk as societies, we're going to have more issues related to rising climate and importantly, which will create more societal issues." "Already we're seeing an impact in society right now from climate risk and climate change. are seeing insurance premiums going up 18 % a year right now. So we're seeing a real impact from what climate risk is doing from flooding, from fires. So we're seeing a big impact." "And so the faster that we could find ways to mitigating the rising temperatures, I would say the more just society could be. And so to me, we don't have much time. And this is why when I learned about catalyst and I learned about what Bill was doing was very clear to me why we needed to be a part of this, why we needed to invest the time and the money." "And the key is also the time because we need to be learning about these new the new technologies and how to move forward. And we need to then inform our investors ultimately where we think the next opportunities are going to be too as Bill in his book wrote about, we need to employ $50 trillion to get to a green world." "With the rising deficits that we see in governments, from our perspective, the 50 trillion is mostly going to have to come from the private sector. And I do believe that money will be well spent, well spent for returns. It will transform our economies. It will build new jobs. will build new cities and new opportunities." "So I look at this as an optimist. I don't look at this as a pessimist. But the key is to be that optimist. We have to jump on it now. We have to be investing today. We need to talk about it today, although much of the problems in the future but we're seeing more and more evidence of the problem today."
2:24

"We Need to Employ $50 Trillion": Larry Fink on Why the Private Sector Must Lead the Green Transition "Well, if they don't get it done, then we are going to have more risk as societies, we're going to have more issues related to rising climate and importantly, which will create more societal issues." "Already we're seeing an impact in society right now from climate risk and climate change. are seeing insurance premiums going up 18 % a year right now. So we're seeing a real impact from what climate risk is doing from flooding, from fires. So we're seeing a big impact." "And so the faster that we could find ways to mitigating the rising temperatures, I would say the more just society could be. And so to me, we don't have much time. And this is why when I learned about catalyst and I learned about what Bill was doing was very clear to me why we needed to be a part of this, why we needed to invest the time and the money." "And the key is also the time because we need to be learning about these new the new technologies and how to move forward. And we need to then inform our investors ultimately where we think the next opportunities are going to be too as Bill in his book wrote about, we need to employ $50 trillion to get to a green world." "With the rising deficits that we see in governments, from our perspective, the 50 trillion is mostly going to have to come from the private sector. And I do believe that money will be well spent, well spent for returns. It will transform our economies. It will build new jobs. will build new cities and new opportunities." "So I look at this as an optimist. I don't look at this as a pessimist. But the key is to be that optimist. We have to jump on it now. We have to be investing today. We need to talk about it today, although much of the problems in the future but we're seeing more and more evidence of the problem today."

Camus

55,484 Aufrufe • vor 1 Jahr