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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...

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Invest Like the Best

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52,358 次观看 • 1 个月前 •via X (Twitter)

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Here is the actual GOP candidate for President of the United States attempting to say something about Mark Zuckerberg which is literally all I can figure out from this 90-SECOND LONG SENTENCE. 😵‍💫 “So Mark Zuckerberg called me first of all he called me a few times she called me after the event that he said that was really amazing it was very brave and you know and he actually announced he's not going to support a Democrat because he can't because he respected me for what I did that day I think what I did maybe was a norm to me it was a normal response but I was called by Mark Zuckerberg yesterday the day before on this same subject and he actually apologized he said they made a mistake etc etc in the correcting mistake a Google nobody called from Google one of the things I do in a show like yours you you show you know you see them Fox but what you really see it is all over the place they take clips of your show that you're doing right now with me and if I do a good job they're going to vote for me they're going to vote for me because it's not just on Fox it's on Fox is a smaller part of it you're on all over this those little beautiful cell phones you're on you're all over the place you have a product you have a great product you have a great brand so you have to get out you have to get out you have to do things like your show and other shows and Google has been very bad they've been very irresponsible and I have a feeling that Google isn't going to be close to shut down because I don't think Congress is going to take it I really don't think so Google has to be careful now I will say this I believe Mark Zuckerberg he called me so he called me a lot they are working and I think they fixed it but what can he's not doing what he did four years ago with the five hundred million dollars I don't believe.”
1:30

Here is the actual GOP candidate for President of the United States attempting to say something about Mark Zuckerberg which is literally all I can figure out from this 90-SECOND LONG SENTENCE. 😵‍💫 “So Mark Zuckerberg called me first of all he called me a few times she called me after the event that he said that was really amazing it was very brave and you know and he actually announced he's not going to support a Democrat because he can't because he respected me for what I did that day I think what I did maybe was a norm to me it was a normal response but I was called by Mark Zuckerberg yesterday the day before on this same subject and he actually apologized he said they made a mistake etc etc in the correcting mistake a Google nobody called from Google one of the things I do in a show like yours you you show you know you see them Fox but what you really see it is all over the place they take clips of your show that you're doing right now with me and if I do a good job they're going to vote for me they're going to vote for me because it's not just on Fox it's on Fox is a smaller part of it you're on all over this those little beautiful cell phones you're on you're all over the place you have a product you have a great product you have a great brand so you have to get out you have to get out you have to do things like your show and other shows and Google has been very bad they've been very irresponsible and I have a feeling that Google isn't going to be close to shut down because I don't think Congress is going to take it I really don't think so Google has to be careful now I will say this I believe Mark Zuckerberg he called me so he called me a lot they are working and I think they fixed it but what can he's not doing what he did four years ago with the five hundred million dollars I don't believe.”

Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸

2,250,041 次观看 • 1 年前

Dan on why hyperscalers will be a worse business model over time even as growth accelerates: "AWS, Azure, GCP are going to accelerate for a while just because their customer base -- Anthropic, OpenAI -- are growing at an enormous pace. The problem is you went from a dynamic where their customer base was like every corporation in the world and therefore they had fragmentation and it was a really good business. Going forward it's highly unlikely that LLMs are not concentrated in the hands of 4 or 5 companies. Those companies right now, are cashflow negative, and therefore they're looking for compute anywhere they can get it. In the next 5 to 10 years, they'll be generating enormous amounts of free cash flow. When that happens, they're likely to insource the compute. Right now, they look at the hyperscalers as more of a financing mechanism. But I don't think they are better than the LLMs at building data centers. Then you have this dynamic of neoclouds. I don't think they're going away like people thought, because they're better at running GPU clusters than the traditional hyperscalers, and there's a lot of interest from NVIDIA to make sure that their customer base is diversified."
2:25

Dan on why hyperscalers will be a worse business model over time even as growth accelerates: "AWS, Azure, GCP are going to accelerate for a while just because their customer base -- Anthropic, OpenAI -- are growing at an enormous pace. The problem is you went from a dynamic where their customer base was like every corporation in the world and therefore they had fragmentation and it was a really good business. Going forward it's highly unlikely that LLMs are not concentrated in the hands of 4 or 5 companies. Those companies right now, are cashflow negative, and therefore they're looking for compute anywhere they can get it. In the next 5 to 10 years, they'll be generating enormous amounts of free cash flow. When that happens, they're likely to insource the compute. Right now, they look at the hyperscalers as more of a financing mechanism. But I don't think they are better than the LLMs at building data centers. Then you have this dynamic of neoclouds. I don't think they're going away like people thought, because they're better at running GPU clusters than the traditional hyperscalers, and there's a lot of interest from NVIDIA to make sure that their customer base is diversified."

Patrick OShaughnessy

341,476 次观看 • 4 个月前

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

7,918,632 次观看 • 1 年前

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:
3:45

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:

KanekoaTheGreat

542,874 次观看 • 2 年前

“Elon and Dario should do a deal tomorrow.” - Chamath explains how power constraints are giving Elon massive leverage to make AI deals “ To the extent that OpenAI missed, I think what that is, is an insight to not enough compute capacity today, and that problem is only getting worse. If you look at the actual amount of gigawatts that are under construction, we have a huge mismatch now. People have announced all these projects, but less than half of it is actually being built. Less than half. Most of it is stuck in red tape. There's no credible strategy to turn any of this stuff on. Who will this hurt? It will hurt Anthropic and OpenAI the most. Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google. And now what you're going to see is a negotiation and a trade back and forth. How much equity do I have to give up? How much control do I have to give up to get access to the compute? How badly will I miss my growth forecasts if I don't? That's a huge lane for Grok and SpaceX to run through because they have a ton of excess capacity. And so I think the Cursor deal was the appetizer. If I were Elon now, I'd be running all over this market because if the models catch up in quality, I think he could also do something really crazy with Anthropic. He and Dario should do a deal tomorrow.”
1:20

“Elon and Dario should do a deal tomorrow.” - Chamath explains how power constraints are giving Elon massive leverage to make AI deals “ To the extent that OpenAI missed, I think what that is, is an insight to not enough compute capacity today, and that problem is only getting worse. If you look at the actual amount of gigawatts that are under construction, we have a huge mismatch now. People have announced all these projects, but less than half of it is actually being built. Less than half. Most of it is stuck in red tape. There's no credible strategy to turn any of this stuff on. Who will this hurt? It will hurt Anthropic and OpenAI the most. Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google. And now what you're going to see is a negotiation and a trade back and forth. How much equity do I have to give up? How much control do I have to give up to get access to the compute? How badly will I miss my growth forecasts if I don't? That's a huge lane for Grok and SpaceX to run through because they have a ton of excess capacity. And so I think the Cursor deal was the appetizer. If I were Elon now, I'd be running all over this market because if the models catch up in quality, I think he could also do something really crazy with Anthropic. He and Dario should do a deal tomorrow.”

The All-In Podcast

389,819 次观看 • 1 个月前

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."
1:17

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

Anthony Pompliano 🌪

106,184 次观看 • 14 天前

ELON: I ENSURE GREAT ENGINEERS CAN FLOURISH AT MY COMPANIES “I consider one of my core responsibilities in running companies to have an environment where great engineers can flourish. And I think in a lot of companies, maybe most companies, if somebody is a really talented, driven engineer, their talents are suppressed. At some of the companies, engineering talent is suppressed in a way that is maybe not obviously bad, but where it's just so comfortable, and you're paid so much money, but the output you actually have to produce is so low that it's like a honey trap. They don't necessarily seem like bad places for engineers, but you have to say, a good engineer went in and what did they get out? The output of that engineering talent seems very low. Tesla is not a honey trap. We're demanding. You're going to get a lot of shit done. And it's going to be really cool, and it's not going to be easy. But if you are a super-talented engineer, your talents will be used, I think, to a greater degree than anywhere else. SpaceX is also that way.” Source: Tesla AI Day, September 2022
1:18

ELON: I ENSURE GREAT ENGINEERS CAN FLOURISH AT MY COMPANIES “I consider one of my core responsibilities in running companies to have an environment where great engineers can flourish. And I think in a lot of companies, maybe most companies, if somebody is a really talented, driven engineer, their talents are suppressed. At some of the companies, engineering talent is suppressed in a way that is maybe not obviously bad, but where it's just so comfortable, and you're paid so much money, but the output you actually have to produce is so low that it's like a honey trap. They don't necessarily seem like bad places for engineers, but you have to say, a good engineer went in and what did they get out? The output of that engineering talent seems very low. Tesla is not a honey trap. We're demanding. You're going to get a lot of shit done. And it's going to be really cool, and it's not going to be easy. But if you are a super-talented engineer, your talents will be used, I think, to a greater degree than anywhere else. SpaceX is also that way.” Source: Tesla AI Day, September 2022

Mario Nawfal

20,354,437 次观看 • 1 年前

🚨 BREAKING: Florida Governor Ron DeSantis just called out Republicans in Congress and says they need to match President Trump's sense of urgency. DeSantis also calls for term limits. "I see the president doing things that are really, really transformative, but I don't see the same energy from Congress." "So much of the modern Congress is just performative. It's just political theater. It's not substantive. They're not engaged in the business of accomplishment. It's all about putting on a show to be able to get returned to office and stay there for as long as possible." It's one of the reasons why I think we need term limits for members of Congress. You turn on cable news and you got these guys jabbing. It's like, what have you done? Okay?" "I know you like to to jab. I know you like to talk. What have you actually done? You've been in now for - President Trump's only been in for 60, a little bit more than that. Congress was in almost, you know, two weeks, three weeks before that. So since January 3, what have they done?" "How many weeks have they had off for fundraising and all this other stuff, and why aren't they really attuned to what needs to be done to deliver support for the president's agenda?" "But just as importantly, solidifying these changes, so that it is actually in law. And don't say it can't be done. Biden, they only had 50 senators when he came in. They had a very narrow majority in the house. Did that stop them from doing all this stuff?" "They did a lot of bad legislation, but they did it. They got it done. You look in the 90s, when Clinton was president, they passed very tough immigration laws back then. It's popular. And so I don't even see an effort really to push this forward." "The thing is is when you have a new president come in, you have a certain period of time where you have a lot of momentum. Right? Just political physics, naturally, the momentum for the first hundred days is gonna be greater than the momentum two years later. That's just the way politics works. And what I just see is - I don't see them really working to seize the moment, and to understand that this is different, that we actually have a chance to to really make serious changes."
3:25

🚨 BREAKING: Florida Governor Ron DeSantis just called out Republicans in Congress and says they need to match President Trump's sense of urgency. DeSantis also calls for term limits. "I see the president doing things that are really, really transformative, but I don't see the same energy from Congress." "So much of the modern Congress is just performative. It's just political theater. It's not substantive. They're not engaged in the business of accomplishment. It's all about putting on a show to be able to get returned to office and stay there for as long as possible." It's one of the reasons why I think we need term limits for members of Congress. You turn on cable news and you got these guys jabbing. It's like, what have you done? Okay?" "I know you like to to jab. I know you like to talk. What have you actually done? You've been in now for - President Trump's only been in for 60, a little bit more than that. Congress was in almost, you know, two weeks, three weeks before that. So since January 3, what have they done?" "How many weeks have they had off for fundraising and all this other stuff, and why aren't they really attuned to what needs to be done to deliver support for the president's agenda?" "But just as importantly, solidifying these changes, so that it is actually in law. And don't say it can't be done. Biden, they only had 50 senators when he came in. They had a very narrow majority in the house. Did that stop them from doing all this stuff?" "They did a lot of bad legislation, but they did it. They got it done. You look in the 90s, when Clinton was president, they passed very tough immigration laws back then. It's popular. And so I don't even see an effort really to push this forward." "The thing is is when you have a new president come in, you have a certain period of time where you have a lot of momentum. Right? Just political physics, naturally, the momentum for the first hundred days is gonna be greater than the momentum two years later. That's just the way politics works. And what I just see is - I don't see them really working to seize the moment, and to understand that this is different, that we actually have a chance to to really make serious changes."

Eric Daugherty

1,174,442 次观看 • 1 年前

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

174,443 次观看 • 6 个月前

How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: Bg2 Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science will create huge value. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business. I would love to tell them they could just short the stock, and I would love to see them get burned on that. But we carefully plan. We understand where the technology, where the capability is going to grow and how the products we can build around that and the revenue we can generate. We might screw it up. This is the bet that we're making and we're taking a risk along with that. A certain risk is if we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” Satya Nadella: “And let me just say one thing as both a partner and an investor. There is not been a single business plan that I've seen from OpenAI that they've put in and not beaten it. So in some sense, this is the one place where in terms of their growth and just even the business, it's been unbelievable execution, quite frankly. I mean, obviously, OpenAI, everyone talks about all the success and the usage and what have you. But even I'd say all up, the business execution has been just pretty unbelievable.”
2:19

How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: Bg2 Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science will create huge value. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous OpenAI is about to go out of business. I would love to tell them they could just short the stock, and I would love to see them get burned on that. But we carefully plan. We understand where the technology, where the capability is going to grow and how the products we can build around that and the revenue we can generate. We might screw it up. This is the bet that we're making and we're taking a risk along with that. A certain risk is if we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.” Satya Nadella: “And let me just say one thing as both a partner and an investor. There is not been a single business plan that I've seen from OpenAI that they've put in and not beaten it. So in some sense, this is the one place where in terms of their growth and just even the business, it's been unbelievable execution, quite frankly. I mean, obviously, OpenAI, everyone talks about all the success and the usage and what have you. But even I'd say all up, the business execution has been just pretty unbelievable.”

tae kim

1,565,901 次观看 • 7 个月前

Elon Musk: Twitter, Google, YouTube and Facebook put their thumb on the scale of elections worldwide. “How are people in a democracy supposed to make the right decision if they don't have the right information, if they're being misled or important information has been withheld? This obviously was the case in the infamous Hunter Biden laptop situation. Everyone knows about that. But there are thousands of other smaller situations like that. So, effectively, [former] Twitter and frankly, Google and YouTube and whatnot, Facebook, they put their thumb on the scale of elections worldwide. They have done for some time. A lot of times it's so subtle, you don't even really notice it. Frankly, Google might be the most pernicious in that it's very easy for them to slightly derank a search so it's on page four or five if you're looking for something. Nobody ever goes there. It's not gone, it's just not on page one. The old joke used to be, what's the best place to hide a dead body? It would be the second page of Google search results. Nobody ever goes there.” Interview with Zuby, June 27, 2023
1:05

Elon Musk: Twitter, Google, YouTube and Facebook put their thumb on the scale of elections worldwide. “How are people in a democracy supposed to make the right decision if they don't have the right information, if they're being misled or important information has been withheld? This obviously was the case in the infamous Hunter Biden laptop situation. Everyone knows about that. But there are thousands of other smaller situations like that. So, effectively, [former] Twitter and frankly, Google and YouTube and whatnot, Facebook, they put their thumb on the scale of elections worldwide. They have done for some time. A lot of times it's so subtle, you don't even really notice it. Frankly, Google might be the most pernicious in that it's very easy for them to slightly derank a search so it's on page four or five if you're looking for something. Nobody ever goes there. It's not gone, it's just not on page one. The old joke used to be, what's the best place to hide a dead body? It would be the second page of Google search results. Nobody ever goes there.” Interview with Zuby, June 27, 2023

ELON CLIPS

26,196 次观看 • 1 年前

Chamath: Hyperscalers should subsidize residential electricity costs to solve AI’s PR crisis Right now, there is a narrative that “AI may take your job while doubling your electric bill.” That narrative has contributed to the recent cancellation of three major datacenter projects by Google, Microsoft, and Amazon in three different locales. Chamath believes 1) this is a major problem for the entire AI movement, but 2) it’s fixable. His plan: hyperscalers should use their massive cash positions to subsidize residential electricity costs in areas where they want to build datacenters. “Google was planning a $1B spend on a data center in Indianapolis.” “There was enough pushback, and so I think to avoid what would've been an awkward press cycle, Google just pulled it.” “In this same week, it happened two other times.” “In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft. And in the 11th hour, Microsoft pulled it.” “And then in the third example, there was an attempt by an Amazon datacenter to get built near Tucson that I think also was mothballed.” “I do think that this is the beginning of a trend.” “Why is this happening? People are seeing their prices of electricity go up in the local areas where the datacenters are being built.” “These hyperscalers need to get these communities on their side.” “We can't have this narrative that AI may take your job away while it's also doubling your electricity price, because they're not feeling and seeing the abundance that we think (AI) can offer.” “We need to figure out how to fix this because you can't have Google, Microsoft and Amazon cancel essential projects that advance this entire sector and economy forward.” “We're not talking about some random fly by night business here, we're talking about three of the five pinnacle horsemen of the AI race.” “I think that we can fix those problems.” “My idea is, you have to use the balance sheet of these big companies. And it can act as a cushion for a lot of what needs to happen.” “They can pay higher tariffs for electricity. They can also just frankly, go and pay for some amount of the electricity bill of these local folks. They could pay for solar and storage if they wanted to.” “There’s a plethora of ideas here where they probably are going to need to step in to market to get folks on their side, and I think they have to do it.”
1:39

Chamath: Hyperscalers should subsidize residential electricity costs to solve AI’s PR crisis Right now, there is a narrative that “AI may take your job while doubling your electric bill.” That narrative has contributed to the recent cancellation of three major datacenter projects by Google, Microsoft, and Amazon in three different locales. Chamath believes 1) this is a major problem for the entire AI movement, but 2) it’s fixable. His plan: hyperscalers should use their massive cash positions to subsidize residential electricity costs in areas where they want to build datacenters. “Google was planning a $1B spend on a data center in Indianapolis.” “There was enough pushback, and so I think to avoid what would've been an awkward press cycle, Google just pulled it.” “In this same week, it happened two other times.” “In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft. And in the 11th hour, Microsoft pulled it.” “And then in the third example, there was an attempt by an Amazon datacenter to get built near Tucson that I think also was mothballed.” “I do think that this is the beginning of a trend.” “Why is this happening? People are seeing their prices of electricity go up in the local areas where the datacenters are being built.” “These hyperscalers need to get these communities on their side.” “We can't have this narrative that AI may take your job away while it's also doubling your electricity price, because they're not feeling and seeing the abundance that we think (AI) can offer.” “We need to figure out how to fix this because you can't have Google, Microsoft and Amazon cancel essential projects that advance this entire sector and economy forward.” “We're not talking about some random fly by night business here, we're talking about three of the five pinnacle horsemen of the AI race.” “I think that we can fix those problems.” “My idea is, you have to use the balance sheet of these big companies. And it can act as a cushion for a lot of what needs to happen.” “They can pay higher tariffs for electricity. They can also just frankly, go and pay for some amount of the electricity bill of these local folks. They could pay for solar and storage if they wanted to.” “There’s a plethora of ideas here where they probably are going to need to step in to market to get folks on their side, and I think they have to do it.”

The All-In Podcast

245,610 次观看 • 8 个月前

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."
2:05

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

TBPN

944,581 次观看 • 4 个月前

Michael Porter Jr. on the Nets' 0-5 start and what can change throughout the season: “I think it starts with the point guard spot. We have a lot of rookie point guards who are going to be great in this league for a long time, but they're still rookies... I think the point guard position may be the hardest position in the game, and we have a lot of young guys playing that position. So it's really hard to win when that point guard spot isn't solidified. I think Ben is doing a great job picking things up and I think Egor, but they're still rookies. I don't think as a rookie I was ready to really contribute to winning. So I think it's going to be a work in progress."
1:02

Michael Porter Jr. on the Nets' 0-5 start and what can change throughout the season: “I think it starts with the point guard spot. We have a lot of rookie point guards who are going to be great in this league for a long time, but they're still rookies... I think the point guard position may be the hardest position in the game, and we have a lot of young guys playing that position. So it's really hard to win when that point guard spot isn't solidified. I think Ben is doing a great job picking things up and I think Egor, but they're still rookies. I don't think as a rookie I was ready to really contribute to winning. So I think it's going to be a work in progress."

Erik Slater

2,253,105 次观看 • 8 个月前

This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.
3:03

This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.

SonnyBoy🇺🇸

300,482 次观看 • 1 个月前

[Q]: Mr. Orbán has requested an exemption as it relates to oil that is coming from Russia. Is that something that you are prepared to do? President Trump: We're looking at it because it's very difficult for him to get the oil and gas from other areas. As you know, they don't have the advantage of having sea. It's a great country. It's a big country, but they don't have sea. They don't have the ports. And so they have a difficult problem. But when you look at what's happened with Europe, many of those countries, they don't have those problems. And they buy a lot of oil and gas from Russia. And as they know, I'm very disturbed by that because we're helping them and they're going and buying oil and gas from Russia. So that question could be really asked maybe more accurately if you talked about many European countries, not Hungary necessarily, because Hungary is in a different position. But many European countries are buying oil and gas from Russia. And they have been for years.
1:09

[Q]: Mr. Orbán has requested an exemption as it relates to oil that is coming from Russia. Is that something that you are prepared to do? President Trump: We're looking at it because it's very difficult for him to get the oil and gas from other areas. As you know, they don't have the advantage of having sea. It's a great country. It's a big country, but they don't have sea. They don't have the ports. And so they have a difficult problem. But when you look at what's happened with Europe, many of those countries, they don't have those problems. And they buy a lot of oil and gas from Russia. And as they know, I'm very disturbed by that because we're helping them and they're going and buying oil and gas from Russia. So that question could be really asked maybe more accurately if you talked about many European countries, not Hungary necessarily, because Hungary is in a different position. But many European countries are buying oil and gas from Russia. And they have been for years.

Anton Gerashchenko

211,377 次观看 • 7 个月前

Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a customized operational layer that reflects how that company actually works. He says, "OpenAI, Google, they're building an AI. But I think we're gonna have a lot of different AI systems, just like we're gonna have, we have a lot of different apps. I think in the future, every business, just like I have a website and a phone number and an email address, a social media account, is also going to have an AI that can interact with their customers to help them sell things, help them give support." --- What he is really describing that a company’s “own AI” will usually not be a frontier model trained from scratch, but a layer built on top of shared models, shaped by its products, policies, customer history, and way of working. Support, sales, and basic operations can be handled through a system that knows the business well enough to answer, route, recommend, and escalate without feeling generic. --- From 'Cleo Abram' YT channel (link in comment)
0:35

Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a customized operational layer that reflects how that company actually works. He says, "OpenAI, Google, they're building an AI. But I think we're gonna have a lot of different AI systems, just like we're gonna have, we have a lot of different apps. I think in the future, every business, just like I have a website and a phone number and an email address, a social media account, is also going to have an AI that can interact with their customers to help them sell things, help them give support." --- What he is really describing that a company’s “own AI” will usually not be a frontier model trained from scratch, but a layer built on top of shared models, shaped by its products, policies, customer history, and way of working. Support, sales, and basic operations can be handled through a system that knows the business well enough to answer, route, recommend, and escalate without feeling generic. --- From 'Cleo Abram' YT channel (link in comment)

Rohan Paul

429,574 次观看 • 2 个月前

[WALK THE LINE IN GOYANG REACTION] "I THINK ENHYPEN IS POISED FOR AN INDUSTRY TAKE OVER" --- "I think ENHYPEN is poised for an industry take over. And listen, there's a lot of very big groups out there, groups that are huge and monomentous, but industry take overs, groups that win daesangs, and stuff like that—groups that are community recognized, industry recognized, and peer recognized—are a completely whole different ball game. Groups that will affect the generations to come are a whole different ball game. And very few groups actually touched that line. BTS is one of those groups. I would say BTS is probably one of the first groups, if not the first group, to cement or grandfather in that type of status." "ENHYPEN was like the hybrid experiment of like, let's do that correctly from the ground up. Let's build a lasting legacy. And I feel like ENHYPEN is in the position where, 2 to 4 years from now, ENHYPEN is positioned to do an industry take over." "There's always gonna be a new darling. And I don't think anybody is taking that crown just yet. I'm hedging my bets that ENHYPEN will be the biggest. I think ENHYPEN is going to have the biggest and longest reign." "I think they have the most talented line-up and the most balanced line-up." "Heeseung talked about how they're no longer babies, and I see that. I see how they are growing into men and how they operate themselves with what seems like a sense of responsibility. It's not because they've been around for 4 years, it's because they had success in those 4 years. It's a subtle recognition of understanding their power, understanding their position in the industry." ---
4:23

[WALK THE LINE IN GOYANG REACTION] "I THINK ENHYPEN IS POISED FOR AN INDUSTRY TAKE OVER" --- "I think ENHYPEN is poised for an industry take over. And listen, there's a lot of very big groups out there, groups that are huge and monomentous, but industry take overs, groups that win daesangs, and stuff like that—groups that are community recognized, industry recognized, and peer recognized—are a completely whole different ball game. Groups that will affect the generations to come are a whole different ball game. And very few groups actually touched that line. BTS is one of those groups. I would say BTS is probably one of the first groups, if not the first group, to cement or grandfather in that type of status." "ENHYPEN was like the hybrid experiment of like, let's do that correctly from the ground up. Let's build a lasting legacy. And I feel like ENHYPEN is in the position where, 2 to 4 years from now, ENHYPEN is positioned to do an industry take over." "There's always gonna be a new darling. And I don't think anybody is taking that crown just yet. I'm hedging my bets that ENHYPEN will be the biggest. I think ENHYPEN is going to have the biggest and longest reign." "I think they have the most talented line-up and the most balanced line-up." "Heeseung talked about how they're no longer babies, and I see that. I see how they are growing into men and how they operate themselves with what seems like a sense of responsibility. It's not because they've been around for 4 years, it's because they had success in those 4 years. It's a subtle recognition of understanding their power, understanding their position in the industry." ---

• SHANTI • 🎧

194,984 次观看 • 1 年前