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Dexter now runs on real-time market data. I added the core data stack to make it even more powerful. Data sources: • SEC filings • financial statements • stock prices • key metrics Now Dexter can handle more complex questions like: “Is MSFT’s revenue growth justifying its P/E ratio?...

48,368 views • 8 months ago •via X (Twitter)

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🚨 THE BIGGEST BOTTLENECK IN AI ISN'T COMPUTING POWER ANYMORE IT'S MOVING DATA. Instead of laying new cables, Chinese researchers have upgraded existing fiber infrastructure by doing two things at once: Using three wavelength bands (C + L + S) instead of the usual two. Using four cores inside each fiber instead of one. Each core acts like an independent highway, and each band acts like an extra lane on that highway. Together, they’ve reportedly increased transmission capacity per core by nearly 50% and overall data throughput by up to 5×. This matters enormously for AI. Modern AI clusters move terabits of data per second between thousands of GPUs. The biggest bottleneck is often not the chips themselves, but moving data fast enough between them. If you can push 5× more data through the same physical cables, you can train bigger models faster and reduce network congestion. Why this is significant: • It shows multi-core + extended spectrum technology moving from labs into real-world commercial use • The system has already run over 35 km of existing telecom network • It could be especially useful for submarine cables and large-scale data center interconnects • China is also eyeing it for its “Eastern Data, Western Computing” project The deeper implication: We’re reaching the physical limits of how much data we can push through single-core fibers using traditional methods. By combining spatial multiplexing (multiple cores) with spectral multiplexing (more wavelength bands), engineers are finding new ways to keep scaling bandwidth without having to dig up the planet to lay new cables. This kind of breakthrough is quiet but foundational it’s the kind of infrastructure upgrade that will determine how fast AI and cloud computing can actually grow in the coming years. The future of data movement might not require more cables. It might just require smarter ones. How important do you think multi-core and multi-band fiber will be for keeping up with AI’s exploding data demands? Follow for more frontier networking, photonics, and infrastructure technology.

TheNewPhysics

20,485 views • 1 month ago

It's 2030 and you are reviewing humanoid robots. A Tesla. A Google. An Apple. An OpenAI. A Meta. A Figure. And a bunch of Chinese-made ones. Which one is best, and why? I think the Tesla understands the world much better. Why? There were eight Teslas around me on the freeway today. Start there. No other robot company has that data. But my robot is parked at the local high school twice a day. Its cameras see humans in all of our weirdness. How we move. Where we go. Where we walk. Who we talk with. What you are wearing. Whether your hair was combed this morning. That data will lead to robotics breakthroughs. Apple might keep up with its Vision Pro data, but it is too freaked out by the privacy implications of using said data. (On the front are six cameras and a couple of TOF -- Time Of Flight -- sensors that can see everything in your home in great detail). Google has a lot of data, for sure. All my: 1. Email. 2. Calendars. 3. Photos. 4. TV watching behavior. 5. Contacts. 6. Documents and spreadsheets. 7. Files. 8. Location data. So I expect Google's robot will be attractive to many. But how do you see the others shake out over the next five years? Make some guesses. But remember what an AI pioneer told me years ago about AI: it's all about the data. The Chinese ones have huge advantages: the Chinese have more data on their citizens, and many more citizens to boot AND they can make robots cheaper than we can. But now that you know OpenAI is building its own robot you have caught wind of what I've heard from many in San Francisco and Silicon Valley: that humanoid robots are the real prize of AI and will be highly profitable for those that can make them and find customers willing to buy them. Here, too, I learned long ago never to bet against Elon Musk. Will you?

Robert Scoble

33,804 views • 1 year ago