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CT always asks where the edge is. It’s not charts. It’s not indicators. It’s not copy trading. It’s being early. Same way people made fortunes grabbing $ASTEROID early. Same way we positioned on $SI before it moved. Now we’re here, live, hearing the next narrative get named: Superior Intelligence....

14,237 görüntüleme • 4 ay önce •via X (Twitter)

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Terence Tao has an IQ above 200. Youngest gold medalist in Math Olympiad history. Fields Medal winner. The greatest living mathematician by nearly any measure. And he just said something most people aren’t ready for. Tao: “This whole era of AI is teaching us that our idea of what intelligence is, is not really accurate.” We spent centuries building civilization on one assumption. That intelligence was sacred. Irreducible. Uniquely ours. The one thing that made the entire human story make sense. Then AI started solving things we swore only we could. Chess. Language. Vision. Math. And every time, we reached for the same defense. That’s not real intelligence. It’s just tricks. Just pattern matching. Just an algorithm. Tao: “You look at how it’s done and it doesn’t feel like intelligence.” So we moved the line. Again. And again. And again. Because intelligence was supposed to feel like something. Something deep. Something we could point to and say… this is what separates us from everything else. But AI kept solving the problems. And that feeling never arrived. Tao: “We were looking for some elusive, intelligent way of thinking and we don’t see it in the tools that actually solve our goals.” Here’s what makes it worse. Large language models work by predicting the next word. One word at a time. No grand architecture. No deep understanding. Just probability. And it works. Tao: “Maybe that’s actually a lot of what humans do as well.” The greatest living mathematician just told you human thought might run on the same machinery. Not some transcendent spark. Pattern recognition. Prediction. One thought, one decision, one word at a time. We built religion around intelligence. Philosophy around it. An entire species identity around it. And a machine running probability just held up a mirror. We didn’t lose intelligence to AI. We just finally saw what it always was. What haunts us isn’t that machines learned to think. It’s that thinking was never what we needed it to be.

Dustin

565,400 görüntüleme • 4 ay önce

Mark Zuckerberg just described the minimum viable business for the next decade. A fourth item made the checklist. Zuckerberg: “Every business, just like they have a website, and a phone number, and an email address, is also going to have an AI.” Website. Phone number. Email address. AI agent. That is not a prediction. That is a new baseline. Twenty years ago, not having a website was a choice. Then it stopped being one. Nobody scheduled that transition. The same filter is back. Running faster this time. A business without an AI agent handling sales, support, and customer interaction will not look outdated. It will look abandoned. Its competitor’s agent responds in two seconds. Knows every customer by name. And while it’s handling yours, it’s handling ten thousand others. You do not outwork that. You do not outspend it. You just lose to it. But Zuckerberg went somewhere most tech CEOs refuse to go. He picked a side in the debate most CEOs avoid entirely. Zuckerberg: “Do you want a future where you’re interacting with kind of one system for everything? Or do you want one where a lot of different people are building a lot of different AIs?” One AI controlled by one company. Or millions of AIs built by millions of people. Centralized intelligence. Or distributed intelligence. Zuckerberg chose distributed. Zuckerberg: “What open source does is it makes it so everyone can take and modify the model and build stuff on top of it. Which is different from the kind of closed and centralized approach.” The closed model makes every business a tenant. You rent intelligence on someone else’s terms. At someone else’s price. Inside someone else’s guardrails. The open model makes every business an owner. You modify the model. You deploy it your way. You build equity in your own system with every iteration. That gap widens quietly. Then it becomes permanent. The tenant pays more for less control every year. The owner pulls further ahead every cycle. One is a subscription. The other is infrastructure. Then Zuckerberg described the part most people have not thought about yet. Zuckerberg: “A lot of creators will have their own AIs. It’s like a richer world when there’s a diversity of different things.” Your favorite creator will have an AI trained on everything they have ever made. Available to millions of people simultaneously. Responding in real time while the creator sleeps. That is the difference between a brand that scales with your waking hours and one that scales with compute. One has a ceiling. The other does not. Zuckerberg is not betting on one model that governs everything. He is betting on billions of specialized AIs, each built by the person closest to the problem it solves. The companies still debating whether to adopt AI are not having the wrong conversation. They are standing in a room where the meeting ended an hour ago. The checklist updated. They did not.

Dustin

507,064 görüntüleme • 5 ay önce

Elon Musk just explained why the most important AI company on Earth might be a rocket company. The human brain is 2% of body mass. It burns 20% of the body’s total energy. Intelligence has always been an energy problem disguised as an information problem. The entire tech industry missed this. Musk: “Those who have lived in software land don’t realize that they’re about to have a hard lesson in hardware.” Every new model is hungrier than the last. Every training run devours more electricity than the one before. The grid was not built for this. Utility companies move at geological speed. Interconnection takes years. Permitting takes years. Construction takes years. AI moves in months. Musk: “You’re going to hit the wall big time on power generation. They already are.” The obvious answer is private power plants next to data centers. Musk: “Where do you get the power plants? Where do you get the power plants from?” You cannot will a turbine into existence with venture capital. Every atom on Earth is bound by friction, gravity, and regulation. Most people stare at this wall and see the ceiling on intelligence. They are looking in the wrong direction. In orbit there is no night. No clouds. No seasons. No permitting. No grid. Unfiltered solar energy feeding silicon every hour of every day. Musk: “It’s 10 times cheaper because you don’t need any batteries.” That single number rewrites the entire economics of intelligence. Musk: “The moment your cost of access to space becomes low, by far the cheapest and most scalable way to generate tokens is space.” SpaceX is not a rocket company. It is quietly becoming the most important energy infrastructure play on the planet. Starship is not about Mars. It is about making orbit so cheap that building on the ground becomes the irrational choice. Every major leap in intelligence followed the same pattern. Not a smarter algorithm. A bigger energy source. Fire grew the human brain. Fossil fuels built the computer. The next source isn’t on this planet. The ceiling on intelligence was never artificial. It was always gravitational. The future will not be decided by who builds the best model. It will be decided by who builds the cheapest rocket.

Dustin

50,264 görüntüleme • 2 ay önce

Elon Musk just said the AI community is misunderstanding the math of superintelligence by two orders of magnitude. Not slightly off. Not directionally wrong. A hundred times off. Musk: “Most people in the AI community don’t yet understand. The intelligence density potential is vastly greater than what we’re currently experiencing.” Everyone is focused on the hardware race. Bigger data centers. More GPUs. Nuclear power plants built to feed the compute. That’s half the equation. Musk: “I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte. That’s just algorithmic improvement. Same computer.” Read that carefully. Not more hardware. Not more energy. Not more capital. The same machine. A hundred times smarter. Through software alone. That’s before the hardware improvements compound on top of it. Musk: “And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent.” A thousand percent compounding annual growth rate in raw intelligence. A system that becomes 10x more capable every twelve months doesn’t follow a linear curve. It doesn’t follow an exponential curve that human intuition can track. It follows a curve that human intuition cannot simulate at all. In year one it’s 10x smarter. In year two it’s 100x. In year three it’s 1,000x. At that point, the gap between that system and a human brain is wider than the gap between a human brain and a calculator. This is the math the public isn’t running. The models aren’t just getting better. They are compounding on themselves at a rate that makes every previous technology curve look flat. Musk: “The intelligence density potential is vastly greater than what we’re currently experiencing.” We aren’t approaching superintelligence on the timeline most people imagine. We are already inside the curve.

Dustin

1,554,512 görüntüleme • 6 ay önce

Larry Ellison just said something that landed way too quietly. Ellison: “It’s the largest, fastest-growing business in human history. Bigger than the railroads, bigger than the Industrial Revolution.” He wasn’t speculating. He said it the way someone talks about the weather. Flat. Measured. Already certain. That tone is the tell. The people building this aren’t debating whether it’s real. They’re spending billions because they already know what they’re sitting on. Every revolution before this one built physical things. Rail. Steel. Wire. Engines. Objects you could see and touch and shut down if you needed to. This one is building something you can’t touch. The ability to think. Not a tool. Not a platform. The thing that designs all of them. Railroads moved freight. Factories assembled products. AI replaces the mind that engineered both. Every empire in history was built on controlling a scarce resource. Roads. Seas. Oil. Capital. The next century belongs to whoever controls intelligence itself. But there’s one thing every previous revolution had that this one doesn’t. A speed limit. You can only lay so much track. Build so many factories. Drill so many wells. Intelligence has no ceiling. Once it gets good enough to improve itself, the curve doesn’t flatten. It goes vertical. Ellison called it a whole new world dawning. I think he’s being polite. Every revolution before this one needed people to build it. This is the first one that won’t need people to finish it.

Dustin

15,895 görüntüleme • 4 ay önce

Elon Musk: I go to sleep and there’s some massive AI breakthrough… and when I wake up, there’s another one. It’s honestly hard to keep track. According to Musk, the pace of AI progress has reached a point where breakthroughs are happening almost daily. He says Grok is already performing extremely well — and by some metrics, especially prediction, it’s the best. “The new Grok 4.20 is really, really good.” Right now, Musk says the main focus is catching up and surpassing competitors in coding. In fact, he was late because he was in a “giant all-hands coding session” working through everything needed to push Grok ahead. “I think we’ll catch up and exceed our competitors on coding… probably by the middle of this year.” But the bigger point Musk makes is that most people still don’t grasp how much intelligence is coming. “I think people don’t quite understand just how much intelligence there will be… or how far it will exceed human intelligence to a degree that’s impossible to fully understand.” He explains it through energy. If humanity harnessed a million times more electricity than all of Earth uses today, our entire civilization would still only be using about one-millionth of the Sun’s energy output. Now imagine an economy and intelligence operating at that scale. “What does an intelligence using a million times more electricity than all of Earth’s civilization think about… look like… or do?” “It’s going to be something pretty magnificent.” Musk says the real challenge may not be building that level of intelligence — but even vaguely appreciating it. But one thing, he says, is clear: It will solve everything you can possibly think of.

Ian Miles

145,755 görüntüleme • 6 ay önce

Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.

Dustin

43,505 görüntüleme • 5 ay önce

NEW - Rubio SHUTS DOWN CBS’ Brennan over intel claims on Iran’s nuclear capabilities. Secretary Marco Rubio wasn’t having it when CBS’ Margaret Brennan tried to steer the narrative. Rubio: “Why do they have a space program? Is Iran going to go to the moon?” “No! They’re trying to build an ICBM, so they can one day put a warhead on it—” Brennan: “That’s a question of intent, and you know in the intelligence assessment it was that Iran wanted to be a threshold state—” Rubio: “How do you know what the intelligence assessment says? How do you know what the intelligence assessment says?” Brennan: “I’m talking about the public March assessment.” Rubio: “Well, that’s also an inaccurate representation of it. That’s an inaccurate representation of it.” “That’s not how intelligence is read. That’s not how intelligence is used.” Then he dropped the facts: “Here’s what the whole world knows, forget about the intelligence, the IAEA knows, they are enriching uranium WELL beyond anything you need for a civil nuclear program.” “So, why would you enrich uranium at 60%? If you don’t intend to one day use to take it to 90 and build a weapon.” “Why are you developing ICBMs?” “Why do you have 8,000 short range missiles and 2,000–3,000 mid-range missiles that you continue to develop?” “Why do you all these things? They have everything they need for a nuclear weapon. They have the delivery mechanisms. They have the enrichment capability. They have the highly enriched uranium that is stored.” “That’s all we need to see.”

Overton

56,793 görüntüleme • 1 yıl önce