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As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to...

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SemiAnalysis

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133,077 просмотров • 9 месяцев назад •via X (Twitter)

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ALERT🚨🚨: On apples-to-apples InferenceX Comparisons, TPUv7 Ironwood achieves 50% better perf per dollar than Blackwell Ultra on the new TorchTPU external inference stack! TorchTPU brings native PyTorch to TPUs, & along with Google open-sourcing a bunch of their Pallas inference kernels, Google has laid out a solid foundation for TPU to rapidly externalize. We at SemiAnalysis strongly believe that TPU externalization is heading in the right direction and moving full steam ahead.
0:27

ALERT🚨🚨: On apples-to-apples InferenceX Comparisons, TPUv7 Ironwood achieves 50% better perf per dollar than Blackwell Ultra on the new TorchTPU external inference stack! TorchTPU brings native PyTorch to TPUs, & along with Google open-sourcing a bunch of their Pallas inference kernels, Google has laid out a solid foundation for TPU to rapidly externalize. We at SemiAnalysis strongly believe that TPU externalization is heading in the right direction and moving full steam ahead.

SemiAnalysis

100,650 просмотров • 4 дней назад

Broadcom's CEO just exposed the real fight underneath Google's AI chip strategy. It is not Google versus Broadcom. It is Google and Broadcom trying to make Nvidia replaceable. Within two minutes at Bloomberg Tech, Hock Tan was asked whether Google bringing more chip design in house keeps him up at night. His exact words: "So we just compete against my own customer." Then he named the real enemy: "the real competitor facing all this is the GPU out of Nvidia." That is the part most people miss. Custom AI chips are not just cheaper GPUs. They are ownership claims. If Google owns the workload, the compiler stack, the cloud customer, and the TPU roadmap, Nvidia becomes a benchmark instead of the toll booth. But Broadcom is still in the room because independence is not binary. The hard part is not drawing a chip. The hard part is shipping generation after generation at scale, matching Nvidia's cadence, keeping networking tight, and making the whole system useful enough that developers do not care what silicon sits underneath. That is why Tan can say Google is trying to create customer owned tooling and still sound calm. Broadcom is not selling picks and shovels. It is selling the bridge out of Nvidia dependency. The numbers explain why this is suddenly a board level issue. Broadcom reported $22.2 billion of Q2 2026 revenue. Its AI semiconductor revenue hit $10.8 billion, up 143 percent year over year. For Q3, Broadcom guided AI semiconductor revenue to $16.0 billion, up more than 200 percent year over year. In the clip, Tan says Broadcom has exactly 6 custom AI accelerator customers. He says OpenAI has been engaged for over 2 years, its accelerator is already working in labs and data centers, and production is on track for late this year. That is the hidden mechanism: The AI labs are not becoming software companies with some chips attached. They are becoming capacity companies with model interfaces attached. Once your margin depends on tokens, latency, memory bandwidth, power contracts, packaging slots, networking gear, and a private accelerator schedule, the "model company" label starts to look like a costume. The precedent is Apple. Apple did not move into custom silicon because it wanted a cute chip branding story. It moved because the iPhone needed control over performance per watt, release cadence, and differentiation. A series chips in 2010. M1 in 2020. More than a decade of slowly pulling the bottleneck inside the company. But Apple still needed TSMC. That is the useful analogy for Google, OpenAI, and the other AI giants. They want Nvidia's margin pool. They want Nvidia's roadmap power. They want Nvidia's ability to decide who gets capacity first. But the first supplier they replace becomes the supplier they cannot live without. Broadcom is the customs officer at the border of private silicon. Second order consequence: AI company valuation will shift from model demos to infrastructure custody. Who owns the workload? Who controls the accelerator roadmap? Who has memory secured? Who can afford to keep a bad first generation alive long enough to get to the second and third? My bet: by the end of 2027, at least one major AI lab will be judged more by its custom chip execution than by its model benchmark lead. The model race is public. The margin race is being negotiated in silicon.
0:55

Broadcom's CEO just exposed the real fight underneath Google's AI chip strategy. It is not Google versus Broadcom. It is Google and Broadcom trying to make Nvidia replaceable. Within two minutes at Bloomberg Tech, Hock Tan was asked whether Google bringing more chip design in house keeps him up at night. His exact words: "So we just compete against my own customer." Then he named the real enemy: "the real competitor facing all this is the GPU out of Nvidia." That is the part most people miss. Custom AI chips are not just cheaper GPUs. They are ownership claims. If Google owns the workload, the compiler stack, the cloud customer, and the TPU roadmap, Nvidia becomes a benchmark instead of the toll booth. But Broadcom is still in the room because independence is not binary. The hard part is not drawing a chip. The hard part is shipping generation after generation at scale, matching Nvidia's cadence, keeping networking tight, and making the whole system useful enough that developers do not care what silicon sits underneath. That is why Tan can say Google is trying to create customer owned tooling and still sound calm. Broadcom is not selling picks and shovels. It is selling the bridge out of Nvidia dependency. The numbers explain why this is suddenly a board level issue. Broadcom reported $22.2 billion of Q2 2026 revenue. Its AI semiconductor revenue hit $10.8 billion, up 143 percent year over year. For Q3, Broadcom guided AI semiconductor revenue to $16.0 billion, up more than 200 percent year over year. In the clip, Tan says Broadcom has exactly 6 custom AI accelerator customers. He says OpenAI has been engaged for over 2 years, its accelerator is already working in labs and data centers, and production is on track for late this year. That is the hidden mechanism: The AI labs are not becoming software companies with some chips attached. They are becoming capacity companies with model interfaces attached. Once your margin depends on tokens, latency, memory bandwidth, power contracts, packaging slots, networking gear, and a private accelerator schedule, the "model company" label starts to look like a costume. The precedent is Apple. Apple did not move into custom silicon because it wanted a cute chip branding story. It moved because the iPhone needed control over performance per watt, release cadence, and differentiation. A series chips in 2010. M1 in 2020. More than a decade of slowly pulling the bottleneck inside the company. But Apple still needed TSMC. That is the useful analogy for Google, OpenAI, and the other AI giants. They want Nvidia's margin pool. They want Nvidia's roadmap power. They want Nvidia's ability to decide who gets capacity first. But the first supplier they replace becomes the supplier they cannot live without. Broadcom is the customs officer at the border of private silicon. Second order consequence: AI company valuation will shift from model demos to infrastructure custody. Who owns the workload? Who controls the accelerator roadmap? Who has memory secured? Who can afford to keep a bad first generation alive long enough to get to the second and third? My bet: by the end of 2027, at least one major AI lab will be judged more by its custom chip execution than by its model benchmark lead. The model race is public. The margin race is being negotiated in silicon.

Andrej Drats

10,572 просмотров • 2 месяцев назад

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."
1:04

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."

The All-In Podcast

7,919,368 просмотров • 1 год назад

Spotted a chip depreciation narrative violation in the wild on the show today CoreWeave founder brannin mcbee: "The A100 SKU. This is a 2020 SKU. We still have clients coming in, asking specifically for that SKU." "It's not like they're coming in asking for Hopper, and it's like, 'Oh, we only have Ampere,' or they're asking for Blackwell, and it's like, 'Oh, we only have Ampere.'" "They are saying, 'No, we want Ampere for workloads,' because that is the most performant platform for their workload." "We signed a contract in the quarter that goes out through 2029. It'll be a 9-year-old chip by the end. And this is a take-or-pay, fixed price contract. And pricing, on A100s, has held solid since early 2025." "One of the big criticisms was, 'Well, it's 2- to 3-year compute, and it's useless after that.' But we've been very consistent that a 6-year depreciable life is accurate for this infrastructure." "And I think that there is a really strong opportunity for it to have material useful life beyond that. And we see it every day." "There isn't one GPU to rule them all. It's just this matrix of different sizes of workloads relative to different sizes of GPUs."
2:19

Spotted a chip depreciation narrative violation in the wild on the show today CoreWeave founder brannin mcbee: "The A100 SKU. This is a 2020 SKU. We still have clients coming in, asking specifically for that SKU." "It's not like they're coming in asking for Hopper, and it's like, 'Oh, we only have Ampere,' or they're asking for Blackwell, and it's like, 'Oh, we only have Ampere.'" "They are saying, 'No, we want Ampere for workloads,' because that is the most performant platform for their workload." "We signed a contract in the quarter that goes out through 2029. It'll be a 9-year-old chip by the end. And this is a take-or-pay, fixed price contract. And pricing, on A100s, has held solid since early 2025." "One of the big criticisms was, 'Well, it's 2- to 3-year compute, and it's useless after that.' But we've been very consistent that a 6-year depreciable life is accurate for this infrastructure." "And I think that there is a really strong opportunity for it to have material useful life beyond that. And we see it every day." "There isn't one GPU to rule them all. It's just this matrix of different sizes of workloads relative to different sizes of GPUs."

TBPN

45,587 просмотров • 1 месяц назад

Trump: I will not be abandoning the farmers. We are strong on the borders and for the farmers and others in the hotel industry. We have similar situations and Kristi and I will be working with the states and we will work something where the farmers and be responsible. They have had people around for 10 or 15 years and they know them well, we will put them responsible, and issue a form of card or documents and the farmer will be responsible for these people. They will not have citizenship but they will be working and paying taxes. We need to get our farmers the people they need or else the farmers will not be able to do their land. It was tried when there was a very strong guy, and he got everybody out, and every farm almost in the country but every farm in California or Iowa went bankrupt and they had nobody to work and we do not want that situation. We will put our farmers and others in charge of the people that they have under them. They know the people and it will work out well. We will take care of our farmer but to get the criminals out. Go ahead.
1:31

Trump: I will not be abandoning the farmers. We are strong on the borders and for the farmers and others in the hotel industry. We have similar situations and Kristi and I will be working with the states and we will work something where the farmers and be responsible. They have had people around for 10 or 15 years and they know them well, we will put them responsible, and issue a form of card or documents and the farmer will be responsible for these people. They will not have citizenship but they will be working and paying taxes. We need to get our farmers the people they need or else the farmers will not be able to do their land. It was tried when there was a very strong guy, and he got everybody out, and every farm almost in the country but every farm in California or Iowa went bankrupt and they had nobody to work and we do not want that situation. We will put our farmers and others in charge of the people that they have under them. They know the people and it will work out well. We will take care of our farmer but to get the criminals out. Go ahead.

Acyn

282,154 просмотров • 1 год назад

Peter Thiel on the question he asks every startup founder he invests in “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.
1:21

Peter Thiel on the question he asks every startup founder he invests in “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.

Startup Archive

316,188 просмотров • 1 год назад

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."
1:55

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 просмотров • 3 месяцев назад

The Head of Foreign Intelligence reported in detail on how the Russians are utilizing tankers of their “shadow fleet” – not only to finance the war, but also for sabotage and various destabilization attempts in Europe. Recent launches of drones from tankers are one such example. We share the information we have with our partners, and it is crucial that they take tangible steps in response to Russia. We are working toward this at all levels, and there will be further meetings and negotiations with partners, both public and behind closed doors. We are convincing them not to hold back on determination. The Russians must know that none of their destructive actions – all the vile things they do – will go unanswered by the world.
5:16

The Head of Foreign Intelligence reported in detail on how the Russians are utilizing tankers of their “shadow fleet” – not only to finance the war, but also for sabotage and various destabilization attempts in Europe. Recent launches of drones from tankers are one such example. We share the information we have with our partners, and it is crucial that they take tangible steps in response to Russia. We are working toward this at all levels, and there will be further meetings and negotiations with partners, both public and behind closed doors. We are convincing them not to hold back on determination. The Russians must know that none of their destructive actions – all the vile things they do – will go unanswered by the world.

Volodymyr Zelenskyy / Володимир Зеленський

226,936 просмотров • 11 месяцев назад

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.
2:45

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.

willard shoko

16,464 просмотров • 1 год назад

Peter Thiel: Why will the 20th employee join your company? When deciding whether or not to invest in a founder, Thiel asks: “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other teams are working on, it will be hard to attract a truly world-class employee #20. Source: Pando
0:59

Peter Thiel: Why will the 20th employee join your company? When deciding whether or not to invest in a founder, Thiel asks: “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other teams are working on, it will be hard to attract a truly world-class employee #20. Source: Pando

Startup Archive

40,425 просмотров • 2 лет назад

Gavin on how Blackwell and GB300 will end Google's position as the lowest-cost producer of tokens: "I think it's important that Google has been the lowest cost producer of tokens. And this is really important because AI is the first time in my career as a tech investor that being the low cost producer has ever mattered. What Google has been doing as the low cost producer is they have been sucking the economic oxygen out of the AI ecosystem, which is an extremely rational strategy for them -- let's make life really hard for our competitors. We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from xAI because they build the data centers the fastest. The GB300 is a great chip. It is drop-in compatible in every way with those GB200 racks, and the companies that use the GB300s -- they're going to be the low cost producer of tokens. I think this has pretty profound implications because it has to change Google's strategic calculus. If you have decisive cost advantage, why not AI at a -30% margin. You make it hard for your competitors who need funding to raise the capital that they need. On the other side of that maybe you have an extremely dominant share position. Well, all of that changes once Google is no longer the low-cost producer."
3:33

Gavin on how Blackwell and GB300 will end Google's position as the lowest-cost producer of tokens: "I think it's important that Google has been the lowest cost producer of tokens. And this is really important because AI is the first time in my career as a tech investor that being the low cost producer has ever mattered. What Google has been doing as the low cost producer is they have been sucking the economic oxygen out of the AI ecosystem, which is an extremely rational strategy for them -- let's make life really hard for our competitors. We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from xAI because they build the data centers the fastest. The GB300 is a great chip. It is drop-in compatible in every way with those GB200 racks, and the companies that use the GB300s -- they're going to be the low cost producer of tokens. I think this has pretty profound implications because it has to change Google's strategic calculus. If you have decisive cost advantage, why not AI at a -30% margin. You make it hard for your competitors who need funding to raise the capital that they need. On the other side of that maybe you have an extremely dominant share position. Well, all of that changes once Google is no longer the low-cost producer."

Patrick OShaughnessy

174,768 просмотров • 9 месяцев назад

AG Pam Bondi praises law enforcement for cracking the case in the Charlie Kirk assassination and says justice will be served: "The FBI worked long and hard from day one and got this case solved. They worked hand in hand with the local agencies, then gave the gun to the ATF, got the DNA off the firearm, and the DNA matched the defendant in the case. The state government is prosecuting now, and they will most likely indict tomorrow or later this week. They will indict him for first-degree murder, and I think the governor has said they want to seek the death penalty, which is very real in Utah—and they still have the firing squad there. Then we, as federal prosecutors, will look to see if we have federal charges as well, and of course, if we do, we will also indict and work hand in hand with the state to ensure this individual faces the maximum extent of the law."
0:59

AG Pam Bondi praises law enforcement for cracking the case in the Charlie Kirk assassination and says justice will be served: "The FBI worked long and hard from day one and got this case solved. They worked hand in hand with the local agencies, then gave the gun to the ATF, got the DNA off the firearm, and the DNA matched the defendant in the case. The state government is prosecuting now, and they will most likely indict tomorrow or later this week. They will indict him for first-degree murder, and I think the governor has said they want to seek the death penalty, which is very real in Utah—and they still have the firing squad there. Then we, as federal prosecutors, will look to see if we have federal charges as well, and of course, if we do, we will also indict and work hand in hand with the state to ensure this individual faces the maximum extent of the law."

Sean Hannity 🇺🇸

117,457 просмотров • 1 год назад

We are now preparing for new diplomatic steps together with our partners in Europe and, importantly, in the United States. In fact, we are in contact almost daily with everyone who can make diplomacy meaningful. As of now, there is no clear information about what exactly the Russians plan to bring to Istanbul. We don’t have it, Türkiye doesn’t have it, and neither do the United States or other partners. And at this point, it looks far from serious. We discussed this yesterday with President Erdoğan. Of course, everyone in the world wants diplomacy to work and for an actual ceasefire to take place. Everyone wants Russia to stop playing games with diplomacy and end the war. Everyone wants a serious peace – and Russia must agree to that. That should be the agenda of the meetings. We have already presented our agenda. And we hope the American side will be decisive on the issue of sanctions – to help bring peace closer.
5:00

We are now preparing for new diplomatic steps together with our partners in Europe and, importantly, in the United States. In fact, we are in contact almost daily with everyone who can make diplomacy meaningful. As of now, there is no clear information about what exactly the Russians plan to bring to Istanbul. We don’t have it, Türkiye doesn’t have it, and neither do the United States or other partners. And at this point, it looks far from serious. We discussed this yesterday with President Erdoğan. Of course, everyone in the world wants diplomacy to work and for an actual ceasefire to take place. Everyone wants Russia to stop playing games with diplomacy and end the war. Everyone wants a serious peace – and Russia must agree to that. That should be the agenda of the meetings. We have already presented our agenda. And we hope the American side will be decisive on the issue of sanctions – to help bring peace closer.

Volodymyr Zelenskyy / Володимир Зеленський

656,624 просмотров • 1 год назад

Syntilay is announcing an unprecedented mission to design shoes in space! We will be deploying an AI agent on a computer in a satellite that will generate the first shoe design outside of earth in human history! This mission, taking place on a SpaceX rocket in early 2026, will push the boundaries of automation in footwear design to heights never seen before. The first shoes made in space are planned to release in late Q2 2026 for $200! Which will be 3D printed with our preferred production partner Zellerfeld. Thank you to all of our partners from Copernic Space which has the goal to democratize space access, OrbitsEdge which creates the space computer, to Joe and Julie Foster for their support. This is a piece of history and only possible with Syntilay’s AI-Design approach. The future is now! Cornelius Schmitt 👨‍🚀Copernic Space🚀
0:32

Syntilay is announcing an unprecedented mission to design shoes in space! We will be deploying an AI agent on a computer in a satellite that will generate the first shoe design outside of earth in human history! This mission, taking place on a SpaceX rocket in early 2026, will push the boundaries of automation in footwear design to heights never seen before. The first shoes made in space are planned to release in late Q2 2026 for $200! Which will be 3D printed with our preferred production partner Zellerfeld. Thank you to all of our partners from Copernic Space which has the goal to democratize space access, OrbitsEdge which creates the space computer, to Joe and Julie Foster for their support. This is a piece of history and only possible with Syntilay’s AI-Design approach. The future is now! Cornelius Schmitt 👨‍🚀Copernic Space🚀

Ben Weiss

20,050 просмотров • 1 год назад

ELON: WE WILL NOT ACCEPT AN ANOINTED CLASS OF JOURNALISTS WHO TELL US WHAT TO THINK “What we're not going to do is say that there's some anointed class of journalists who are the special ones who get to tell everyone what they should think. It should be up to the people what they think. And even if an article is completely accurate, comprehensive, and everything, in writing that article, the media is choosing the narrative. They're deciding what to write an article about. So, I'm hopeful that this can be more a case of the public choosing the narrative as opposed to the media choosing the narrative. At least a combination of the media and the public choosing the narrative, and the public getting to weigh in on stories if they think that they should add something to it, or we've got something wrong. And over time, I think if Twitter is the best source of truth, it will succeed. And if we are not the vessels of truth, we will fail.” Source: Interview with the BBC, April 2023, Elon Musk
0:57

ELON: WE WILL NOT ACCEPT AN ANOINTED CLASS OF JOURNALISTS WHO TELL US WHAT TO THINK “What we're not going to do is say that there's some anointed class of journalists who are the special ones who get to tell everyone what they should think. It should be up to the people what they think. And even if an article is completely accurate, comprehensive, and everything, in writing that article, the media is choosing the narrative. They're deciding what to write an article about. So, I'm hopeful that this can be more a case of the public choosing the narrative as opposed to the media choosing the narrative. At least a combination of the media and the public choosing the narrative, and the public getting to weigh in on stories if they think that they should add something to it, or we've got something wrong. And over time, I think if Twitter is the best source of truth, it will succeed. And if we are not the vessels of truth, we will fail.” Source: Interview with the BBC, April 2023, Elon Musk

Mario Nawfal

115,251 просмотров • 1 год назад

[Q]: Mr. President, how concerned are you that by describing Europe as lost, you may actually alienate Europeans and make them less willing to help you in the future? [President Zelenskyy]: About Europe - there are very strong leaders, and they know what to do. They have to be - they have to rush. For example, I can tell you very, very honestly - we spoke about it - that in 2040 Russia will have an army of 2, 2.5 million people. They will have it. We will have a ceasefire, or we will not have a ceasefire. It will be a pause in this war, or, God bless, it will be the end of this war with really strong security guarantees. But we don't know if Russia will come back. What they need, what their goals are - nobody knows. So my suggestion - and I think about our families and our children - my suggestion to Europe is that Russia will want to try who is strong in Europe.
1:00

[Q]: Mr. President, how concerned are you that by describing Europe as lost, you may actually alienate Europeans and make them less willing to help you in the future? [President Zelenskyy]: About Europe - there are very strong leaders, and they know what to do. They have to be - they have to rush. For example, I can tell you very, very honestly - we spoke about it - that in 2040 Russia will have an army of 2, 2.5 million people. They will have it. We will have a ceasefire, or we will not have a ceasefire. It will be a pause in this war, or, God bless, it will be the end of this war with really strong security guarantees. But we don't know if Russia will come back. What they need, what their goals are - nobody knows. So my suggestion - and I think about our families and our children - my suggestion to Europe is that Russia will want to try who is strong in Europe.

Anton Gerashchenko

280,361 просмотров • 7 месяцев назад

Elon Musk: We will not accept an anointed class of journalists who tell us what to think. “What we're not going to do is say that there's some anointed class of journalists who are the special ones who get to tell everyone what they should think. It should be up to the people what they think. And even if an article is completely accurate, comprehensive, and everything, in writing that article, the media is choosing the narrative. They're deciding what to write an article about. So, I'm hopeful that this can be more a case of the public choosing the narrative as opposed to the media choosing the narrative. At least a combination of the media and the public choosing the narrative, and the public getting to weigh in on stories if they think that they should add something to it, or we've got something wrong. And over time, I think if Twitter is the best source of truth, it will succeed. And if we are not the vessels of truth, we will fail.” Interview with the BBC, April 12, 2023
0:57

Elon Musk: We will not accept an anointed class of journalists who tell us what to think. “What we're not going to do is say that there's some anointed class of journalists who are the special ones who get to tell everyone what they should think. It should be up to the people what they think. And even if an article is completely accurate, comprehensive, and everything, in writing that article, the media is choosing the narrative. They're deciding what to write an article about. So, I'm hopeful that this can be more a case of the public choosing the narrative as opposed to the media choosing the narrative. At least a combination of the media and the public choosing the narrative, and the public getting to weigh in on stories if they think that they should add something to it, or we've got something wrong. And over time, I think if Twitter is the best source of truth, it will succeed. And if we are not the vessels of truth, we will fail.” Interview with the BBC, April 12, 2023

ELON CLIPS

1,266,090 просмотров • 1 год назад

Cerebras CEO: Frontier AI CEOs are “racing against their own sense of greatness… and there will be a massive data leak” “There will be a tornado, there will be a massive earthquake… and we have to steel ourselves in advance.” $CBRS CEO Andrew Feldman: “They're inventing this as they go, too. There's not a playbook. We say, ‘Oh, just put on guardrails.’ Well, they have to design the guardrails. The guardrails have an impact. So they're racing against competition. They're racing against their own sense of greatness. Which is maybe even the biggest driver here. And I think they're in earnest trying to think about how to do the right thing. And there will be a massive data leak. We know this. Warren Buffett talked about the reinsurance industry, that you know something bad's going to happen. You don't know when, but you gotta save up for it, right? You put money away for reinsurance. But there will be a tornado, there will be a massive earthquake. I mean, we know this, and we can do our best to plan, but there will be a massive breach, and we have to steel ourselves in advance. And we have to prepare ourselves for a future that is, in specific, unknown, but in general, we're pretty sure something's going to happen.” @jason: “Something will happen. And it's typically a black swan, right?” Feldman: “That’s right.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. And a special thank you to RAISE Summit for hosting us in Paris
1:13

Cerebras CEO: Frontier AI CEOs are “racing against their own sense of greatness… and there will be a massive data leak” “There will be a tornado, there will be a massive earthquake… and we have to steel ourselves in advance.” $CBRS CEO Andrew Feldman: “They're inventing this as they go, too. There's not a playbook. We say, ‘Oh, just put on guardrails.’ Well, they have to design the guardrails. The guardrails have an impact. So they're racing against competition. They're racing against their own sense of greatness. Which is maybe even the biggest driver here. And I think they're in earnest trying to think about how to do the right thing. And there will be a massive data leak. We know this. Warren Buffett talked about the reinsurance industry, that you know something bad's going to happen. You don't know when, but you gotta save up for it, right? You put money away for reinsurance. But there will be a tornado, there will be a massive earthquake. I mean, we know this, and we can do our best to plan, but there will be a massive breach, and we have to steel ourselves in advance. And we have to prepare ourselves for a future that is, in specific, unknown, but in general, we're pretty sure something's going to happen.” @jason: “Something will happen. And it's typically a black swan, right?” Feldman: “That’s right.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. And a special thank you to RAISE Summit for hosting us in Paris

The All-In Podcast

42,754 просмотров • 2 месяцев назад