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Gavin explains that the bear case for AI capex spend is on-device inference: "In three years, on a bigger phone, you'll be able to run a pruned-down version of Gemini 5, Grok 4, or ChatGPT. And that's free. This is clearly Apple's strategy - we're going to make it...

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Patrick OShaughnessy

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516,795 görüntüleme • 6 ay önce •via X (Twitter)

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Elon Musk says smartphones won't exist in 5 years. "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, with some radios to obviously connect, but essentially you'll have AI on the server side communicating to an AI on your device." "There won't be operating systems, there won't be apps in the future. You've got a device that is there for the screen and audio to put as much AI on the device as possible so as to minimize the amount of bandwidth needed between your edge node device and the servers." "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you can think of, it'll show you." "It's probably five or six years, something like that."
1:46

Elon Musk says smartphones won't exist in 5 years. "We're not going to have a phone in the traditional sense. What we call a phone will really be an edge node for AI inference, with some radios to obviously connect, but essentially you'll have AI on the server side communicating to an AI on your device." "There won't be operating systems, there won't be apps in the future. You've got a device that is there for the screen and audio to put as much AI on the device as possible so as to minimize the amount of bandwidth needed between your edge node device and the servers." "You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you can think of, it'll show you." "It's probably five or six years, something like that."

Metav3rse

611,675 görüntüleme • 1 gün önce

Elon Musk says he is not working on making a phone, and shares his thoughts on the future of telecommunications: “I am not working on a phone. A phone will really be an edge node for Al inference, for Al video inference. With, you know, with some radios to obviously connect to, but essentially you'll. have Al on the server-side, community communicating to an Al on your device. I think that there won't be operating systems. There won't be apps in the future. There will be operating systems or apps; it'll just be you've got a device that is there for the screen and audio, and for, and, and to put as much Al on the on on the device as possible, so as to minimize the amount of bandwidth that's needed between your edge node device, formally known as a phone, and the servers.”
2:08

Elon Musk says he is not working on making a phone, and shares his thoughts on the future of telecommunications: “I am not working on a phone. A phone will really be an edge node for Al inference, for Al video inference. With, you know, with some radios to obviously connect to, but essentially you'll. have Al on the server-side, community communicating to an Al on your device. I think that there won't be operating systems. There won't be apps in the future. There will be operating systems or apps; it'll just be you've got a device that is there for the screen and audio, and for, and, and to put as much Al on the on on the device as possible, so as to minimize the amount of bandwidth that's needed between your edge node device, formally known as a phone, and the servers.”

Nic Cruz Patane

17,796 görüntüleme • 7 ay önce

IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”
0:52

IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”

TBPN

17,057 görüntüleme • 9 ay önce

Elon Musk: “I am not working on a phone. I can tell you where I think things will go, which is that we’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect. Essentially, you’ll have AI on the server side communicating with AI on your device—formerly known as a phone—and generating real-time video of anything you could possibly want. There won’t be operating systems or apps in the future; it’ll just be a device that’s there for the screen and audio, and to put as much AI on the device as possible.” (via Joe Rogan Experience Podcast)
2:10

Elon Musk: “I am not working on a phone. I can tell you where I think things will go, which is that we’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect. Essentially, you’ll have AI on the server side communicating with AI on your device—formerly known as a phone—and generating real-time video of anything you could possibly want. There won’t be operating systems or apps in the future; it’ll just be a device that’s there for the screen and audio, and to put as much AI on the device as possible.” (via Joe Rogan Experience Podcast)

Sawyer Merritt

4,405,836 görüntüleme • 7 ay önce

Chamath on why the AI capex spend might end up in a bubble Even though the race is on to adopt this technology as fast as possible, key economic indicators such as productivity and GDP growth are not yet showing any meaningful changes because of AI For the spend on AI to continue, companies need to be able to point to margin expansion or revenue growth that was directly contributed through AI A shoe company must be able to say they sold more shoes because of AI adoption A food or restaurant business must be able to say that they generated higher profits because of AI adoption This is simply not the case today. Until that happens, the AI thesis remains fickle
1:21

Chamath on why the AI capex spend might end up in a bubble Even though the race is on to adopt this technology as fast as possible, key economic indicators such as productivity and GDP growth are not yet showing any meaningful changes because of AI For the spend on AI to continue, companies need to be able to point to margin expansion or revenue growth that was directly contributed through AI A shoe company must be able to say they sold more shoes because of AI adoption A food or restaurant business must be able to say that they generated higher profits because of AI adoption This is simply not the case today. Until that happens, the AI thesis remains fickle

Boring_Business

144,009 görüntüleme • 1 ay önce

🇺🇸 ELON KILLED THE SMARTPHONE: "WE'RE NOT GOING TO HAVE A PHONE IN THE TRADITIONAL SENSE" No, Tesla isn't building a phone. They're leapfrogging the entire concept. The device in your pocket won't be a phone anymore. It'll be a super-thin AI edge node, basically a screen with radios that pings Grok/xAI servers for EVERYTHING in real time. No apps. No operating system. No local processing. Just instant photorealistic video generation, simulations, predictive actions (it orders your coffee before you know you want it), all streamed from the cloud like your brain is directly plugged into the AI. Exact quote that broke the internet: “We’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect.” This is already how Grok works in Tesla cars: voice in, server crunches, perfect response out. Now imagine that in your pocket, on steroids. The ultimate edge node is your brain talking directly to the AI, no screen needed. The smartphone dies in the next 5 years. The AI companion era begins. And xAI is building the brain of the entire thing. The future isn't a better iPhone. It's the death of the phone as we know it. Elon showed the blueprint. Source: Elon Musk, Joe Rogan, Sawyer Merritt
2:11

🇺🇸 ELON KILLED THE SMARTPHONE: "WE'RE NOT GOING TO HAVE A PHONE IN THE TRADITIONAL SENSE" No, Tesla isn't building a phone. They're leapfrogging the entire concept. The device in your pocket won't be a phone anymore. It'll be a super-thin AI edge node, basically a screen with radios that pings Grok/xAI servers for EVERYTHING in real time. No apps. No operating system. No local processing. Just instant photorealistic video generation, simulations, predictive actions (it orders your coffee before you know you want it), all streamed from the cloud like your brain is directly plugged into the AI. Exact quote that broke the internet: “We’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect.” This is already how Grok works in Tesla cars: voice in, server crunches, perfect response out. Now imagine that in your pocket, on steroids. The ultimate edge node is your brain talking directly to the AI, no screen needed. The smartphone dies in the next 5 years. The AI companion era begins. And xAI is building the brain of the entire thing. The future isn't a better iPhone. It's the death of the phone as we know it. Elon showed the blueprint. Source: Elon Musk, Joe Rogan, Sawyer Merritt

Mario Nawfal

1,858,988 görüntüleme • 6 ay önce

🇺🇸 ALL IN PODCAST: ONLY GROK AND GEMINI MATTER IN AI RIGHT NOW On the latest All In, Chamath crowned Grok and Gemini as his phone's only AI anchors: "I try to limit the number of apps on the phone, but I have Gemini and Grok as the 2 anchor apps because I'm so reliant on both of them, and I just keep going back and forth between them now." But the real tea was Jason calling the AI war "the greatest battle we've seen since Netscape versus Microsoft." He predicts that Google is planning to "suck the oxygen out of the room" by making everything free and strangling competitors. "People used to pay 50 bucks for a Netscape browser. Microsoft came in and made it free. The same thing's going to happen to ChatGPT. Right now, 80% of the revenue comes from $20 subscriptions." The AI throne isn't decided by benchmarks anymore. Grok wins again. Source: All In Podcast, @jason, Chamath Palihapitiya
1:28

🇺🇸 ALL IN PODCAST: ONLY GROK AND GEMINI MATTER IN AI RIGHT NOW On the latest All In, Chamath crowned Grok and Gemini as his phone's only AI anchors: "I try to limit the number of apps on the phone, but I have Gemini and Grok as the 2 anchor apps because I'm so reliant on both of them, and I just keep going back and forth between them now." But the real tea was Jason calling the AI war "the greatest battle we've seen since Netscape versus Microsoft." He predicts that Google is planning to "suck the oxygen out of the room" by making everything free and strangling competitors. "People used to pay 50 bucks for a Netscape browser. Microsoft came in and made it free. The same thing's going to happen to ChatGPT. Right now, 80% of the revenue comes from $20 subscriptions." The AI throne isn't decided by benchmarks anymore. Grok wins again. Source: All In Podcast, @jason, Chamath Palihapitiya

Mario Nawfal

108,531 görüntüleme • 6 ay önce

Elon Musk: In the future, there won't be operating systems or apps. “In the future, there won't be operating systems or apps. It'll just be a device that is there for the screen and audio and to put as much AI on the device as possible to minimize the amount of bandwidth that's needed between your edge node device, formerly known as a phone, and the servers. You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you. That's my prediction for where things end up, in probably five or six years.” The Joe Rogan Experience, October 31, 2025
0:51

Elon Musk: In the future, there won't be operating systems or apps. “In the future, there won't be operating systems or apps. It'll just be a device that is there for the screen and audio and to put as much AI on the device as possible to minimize the amount of bandwidth that's needed between your edge node device, formerly known as a phone, and the servers. You'll get everything through AI. Whatever you can think of, or really whatever the AI can anticipate you might want, it'll show you. That's my prediction for where things end up, in probably five or six years.” The Joe Rogan Experience, October 31, 2025

ELON CLIPS

401,786 görüntüleme • 6 ay önce

Grok is the most followed AI chatbot on 𝕏.🔥 Grok: 5 million ChatGPT: 417.6K Gemini: 147.1K
0:40

Grok is the most followed AI chatbot on 𝕏.🔥 Grok: 5 million ChatGPT: 417.6K Gemini: 147.1K

DogeDesigner

38,673 görüntüleme • 11 ay önce

Elon Musk: In 5-6 years, the phone becomes an AI edge node — basically a screen and audio "no apps, no operating systems" a cloud AI talks to your on-device AI, generating real-time video you'll get everything through AI that anticipates what you want
1:46

Elon Musk: In 5-6 years, the phone becomes an AI edge node — basically a screen and audio "no apps, no operating systems" a cloud AI talks to your on-device AI, generating real-time video you'll get everything through AI that anticipates what you want

Haider.

1,024,430 görüntüleme • 7 ay önce

You should really stop using Zapier or Make. Deploying Python scripts on Replit takes less than 5 min and is cheaper. Just describe what you want to automate and AI takes care of writing the code. For example, I created an automation that merges all the PDFs in a folder on Drive into a single file. All that's left to do is: - Copy/paste the API key - Click on "Run" And you're done! In this case I used Aider Chat (free and open source), but you can also use Replit Agent.
3:06

You should really stop using Zapier or Make. Deploying Python scripts on Replit takes less than 5 min and is cheaper. Just describe what you want to automate and AI takes care of writing the code. For example, I created an automation that merges all the PDFs in a folder on Drive into a single file. All that's left to do is: - Copy/paste the API key - Click on "Run" And you're done! In this case I used Aider Chat (free and open source), but you can also use Replit Agent.

Paul Couvert

162,984 görüntüleme • 1 yıl önce

$GOOG is finally integrating AI in its homepage. “AI Mode” button goes directly to Gemini. This is going to be a game changer. For reference, ChatGPT got 5.5 billion traffic last month while Gemini got 500 million. Google, on the other hand, got 85 billion. Even if it can redirect just 5% of this traffic to Gemini, it’ll catch ChatGPT in usage. Bullish on $GOOG.
1:38

$GOOG is finally integrating AI in its homepage. “AI Mode” button goes directly to Gemini. This is going to be a game changer. For reference, ChatGPT got 5.5 billion traffic last month while Gemini got 500 million. Google, on the other hand, got 85 billion. Even if it can redirect just 5% of this traffic to Gemini, it’ll catch ChatGPT in usage. Bullish on $GOOG.

Oguz O. | 𝕏 Capitalist 💸

95,667 görüntüleme • 11 ay önce

Before Fable 5 was shut down, it pushed Gemma 4 to 255 tok/s on WebGPU. Some didn't believe it was real. Today we're releasing the demo and kernels it wrote for you to see yourself. Run it locally in your browser. Agentic kernel optimization is the future of on-device inference
0:57

Before Fable 5 was shut down, it pushed Gemma 4 to 255 tok/s on WebGPU. Some didn't believe it was real. Today we're releasing the demo and kernels it wrote for you to see yourself. Run it locally in your browser. Agentic kernel optimization is the future of on-device inference

Xenova

336,939 görüntüleme • 1 gün önce

Ready to experience the future of #AI? #Inferium's MVP is coming. Be among the first to: 🧠 Evaluate cutting-edge AI models ⚡ Run #inference on AI models 💰 Earn rewards & top the leaderboard Join waitlist now to secure early access and exclusive perks: #Inferium #MVP #AI #Inference
0:30

Ready to experience the future of #AI? #Inferium's MVP is coming. Be among the first to: 🧠 Evaluate cutting-edge AI models ⚡ Run #inference on AI models 💰 Earn rewards & top the leaderboard Join waitlist now to secure early access and exclusive perks: #Inferium #MVP #AI #Inference

Inferium

37,311 görüntüleme • 1 yıl önce

Rivian CEO RJ Scaringe in new interview on self-driving: "Tesla's got a huge fleet. So our approach is we have to catch up with them and compete. And so we're going to have more cameras with better dynamic range. We're going to supplement that with LiDAR that provides better safety for edge case conditions and allows us to train the vision models faster. And the incremental cost to do that is relatively small. And in fact any of the incremental costs that would have been there on its own is offset by the fact that we brought inference in house and reduced the cost of our inference platform so dramatically from what we have in your car. Your car uses an Nvidia inference platform. I say all this because in like the infinite long-term you know, you could make the case that once the models are very very robust you could have less cameras or you may be able to get away with less radar. It's not clear yet if that's the case for covering all these corner cases."
3:06

Rivian CEO RJ Scaringe in new interview on self-driving: "Tesla's got a huge fleet. So our approach is we have to catch up with them and compete. And so we're going to have more cameras with better dynamic range. We're going to supplement that with LiDAR that provides better safety for edge case conditions and allows us to train the vision models faster. And the incremental cost to do that is relatively small. And in fact any of the incremental costs that would have been there on its own is offset by the fact that we brought inference in house and reduced the cost of our inference platform so dramatically from what we have in your car. Your car uses an Nvidia inference platform. I say all this because in like the infinite long-term you know, you could make the case that once the models are very very robust you could have less cameras or you may be able to get away with less radar. It's not clear yet if that's the case for covering all these corner cases."

Sawyer Merritt

446,376 görüntüleme • 3 ay önce

Rogin: We give them the weapons, we're funding this war, we should be able to have the more than a 50% say in whether American blood and treasure is spent to perpetuate this war for months and months. Who's going to win that disagreement? Is it going to be Trump and we're going to end the war soon? Or is it going to be Bibi? And the war is going to go on for a very long time. In the end, we’re going to find out who wears the pants in this bromance.
1:24

Rogin: We give them the weapons, we're funding this war, we should be able to have the more than a 50% say in whether American blood and treasure is spent to perpetuate this war for months and months. Who's going to win that disagreement? Is it going to be Trump and we're going to end the war soon? Or is it going to be Bibi? And the war is going to go on for a very long time. In the end, we’re going to find out who wears the pants in this bromance.

Acyn

33,709 görüntüleme • 3 ay önce

This is my fifth conversation with Gavin Baker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins
1:28:25

This is my fifth conversation with Gavin Baker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

Patrick OShaughnessy

2,855,234 görüntüleme • 6 ay önce

AI is concentrating, in a few countries, a few companies, a few chips. Open-source AI is the only real check on that. And it only works if the infrastructure to run it actually exists. Today, we're announcing our Series A, $20 M, to make this a reality.
1:16

AI is concentrating, in a few countries, a few companies, a few chips. Open-source AI is the only real check on that. And it only works if the infrastructure to run it actually exists. Today, we're announcing our Series A, $20 M, to make this a reality.

PicoCreator - AI builder @ ✈️🌉

27,566 görüntüleme • 1 ay önce

Asmongold comments on the NTE AI drama Says AI is inevitable, already being used by people via YT, Twitter, etc and wants to circle back in a few years to those same content creators complaining "AI is going to be used with everything..there's not going to be a company that's not using AI..YouTube uses AI in their transcript, subtitles, everything like that..ppl that are basically fishes complaining about water..reality is..we're totally surrounded by AI" "If ur using Twitter..ur info and what ur typing..being directly fed into grok..nothing u can do to get away from it..drawing these imaginary lines about AI doesn't make a lot of sense..how can u have a platform and an internet presence on a platform that basically is being used for AI generation" "This is what I want..a list of every creator that's going to virtue signal about how bad AI is and I want to wait 5 years, 3 years..when Twitch integrates AI..and other things integrate AI..I want to ask them, is AI good now?..they are more than willing to say this is bad when it is of no cost to them"
2:40

Asmongold comments on the NTE AI drama Says AI is inevitable, already being used by people via YT, Twitter, etc and wants to circle back in a few years to those same content creators complaining "AI is going to be used with everything..there's not going to be a company that's not using AI..YouTube uses AI in their transcript, subtitles, everything like that..ppl that are basically fishes complaining about water..reality is..we're totally surrounded by AI" "If ur using Twitter..ur info and what ur typing..being directly fed into grok..nothing u can do to get away from it..drawing these imaginary lines about AI doesn't make a lot of sense..how can u have a platform and an internet presence on a platform that basically is being used for AI generation" "This is what I want..a list of every creator that's going to virtue signal about how bad AI is and I want to wait 5 years, 3 years..when Twitch integrates AI..and other things integrate AI..I want to ask them, is AI good now?..they are more than willing to say this is bad when it is of no cost to them"

yeet

155,574 görüntüleme • 1 ay önce