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If Huawei hadn't been banned from TSMC in 2019, Dylan Patel thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two... show more

Dwarkesh Patel

241,377 subscribers

121,930 Aufrufe • vor 5 Monaten •via X (Twitter)

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Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Google's Ai Gemini was recently licensed by Apple to power Ai on their devices. Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others. Google Gemini does not use Nvidia chips. Google designed their own Ai chips. Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model. This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips. Follow: Wall Street Mav

Wall Street Mav

69,786 Aufrufe • vor 6 Monaten

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

235,707 Aufrufe • vor 3 Monaten

Here it is: The intelligence community even had a name for overthrowing your government in 2020: the “Red Mirage / Blue Shift” event. Here is CNN on September 1, 2020 — a month before the Whitmer kidnapping, two months before the election, four months before January 6th — writing about it: — Operation “Red Mirage / Blue Shift”: the expectation that early results would favor Trump, then shift toward Biden as mail-in ballots were counted and Dominion machines rigged. And DHS–CISA was right there with career specialists who specialize in toppling governments — toppling the U.S. government five months before the November 3, 2020 election. Mike Benz: “It gets back to their one chance for winning the election in 2020, which is what they called the Red Mirage / Blue Shift event.” This is CNN, for example, September 1, 2020 — a month before the Whitmer kidnapping, two months before the election, four months before January 6th — deciphering the Red Mirage / Blue Shift uncertainty surrounding the election results. “This was what CISA and the censorship operation to censor the 2020 election was all about. It was to pre-censor anything that might question or delegitimize an upcoming miraculous come-from-behind victory in the days after — where it would be a red mirage: Trump would win on election night, but then it would shift blue and Biden would win. They knew that was Biden’s only path to victory. It would look like all hell — very obviously stolen to anyone with a brain — so they had to pre-censor five months before that happened, starting in June 2020. Any criticism on social media — that’s why you got banned for questioning mass mail-in ballots. High-ranking government officials at the Department of Homeland Security teamed up with their outside ‘blob mob,’ who are all career specialists in toppling governments, and knew that the crux of it is the perception of legitimacy.” 📝 They censored me. They suspended my accounts. Then they banned me.

Here it is: The intelligence community even had a name for overthrowing your government in 2020: the “Red Mirage / Blue Shift” event. Here is CNN on September 1, 2020 — a month before the Whitmer kidnapping, two months before the election, four months before January 6th — writing about it: — Operation “Red Mirage / Blue Shift”: the expectation that early results would favor Trump, then shift toward Biden as mail-in ballots were counted and Dominion machines rigged. And DHS–CISA was right there with career specialists who specialize in toppling governments — toppling the U.S. government five months before the November 3, 2020 election. Mike Benz: “It gets back to their one chance for winning the election in 2020, which is what they called the Red Mirage / Blue Shift event.” This is CNN, for example, September 1, 2020 — a month before the Whitmer kidnapping, two months before the election, four months before January 6th — deciphering the Red Mirage / Blue Shift uncertainty surrounding the election results. “This was what CISA and the censorship operation to censor the 2020 election was all about. It was to pre-censor anything that might question or delegitimize an upcoming miraculous come-from-behind victory in the days after — where it would be a red mirage: Trump would win on election night, but then it would shift blue and Biden would win. They knew that was Biden’s only path to victory. It would look like all hell — very obviously stolen to anyone with a brain — so they had to pre-censor five months before that happened, starting in June 2020. Any criticism on social media — that’s why you got banned for questioning mass mail-in ballots. High-ranking government officials at the Department of Homeland Security teamed up with their outside ‘blob mob,’ who are all career specialists in toppling governments, and knew that the crux of it is the perception of legitimacy.” 📝 They censored me. They suspended my accounts. Then they banned me.

🇺🇸RealRobert🇺🇸

127,800 Aufrufe • vor 7 Monaten

“I do think it would have been better” “Sure, I'm a little bummed” “I'm a little disappointed” “The recording was scheduled about three months in advance, and my tour was scheduled much earlier than that.”

“I do think it would have been better” “Sure, I'm a little bummed” “I'm a little disappointed” “The recording was scheduled about three months in advance, and my tour was scheduled much earlier than that.”

TEKI ᴺᴼ ᴶᴵᴺ ᴺᴼ ᴸᴵᶠᴱ

11,670 Aufrufe • vor 3 Monaten

In case you missed it ... Brexiters swore that we would stay in the Single Market and that the EU would let us cherry pick whatever we wanted. We now know that was a lie. If we'd have known it before the ref, Brexit would have been rejected. #BrexitReality

In case you missed it ... Brexiters swore that we would stay in the Single Market and that the EU would let us cherry pick whatever we wanted. We now know that was a lie. If we'd have known it before the ref, Brexit would have been rejected. #BrexitReality

Brexit Bin 🇪🇺🇬🇧🇩🇪🕊🇺🇦 #BrexitHasFailed

354,721 Aufrufe • vor 3 Jahren

China is planning to spend around 2 trillion yuan ($295 billion) over the next five years to build data centers across the country At least 80% of all AI chips must come from domestic suppliers, primarily Huawei. Nvidia and AMD are locked out by design. Nvidia once held a 95% market share in China's AI market. Now? Zero. America did not lose China’s AI chip market because China “closed its doors,” but because America chose to weaponize chips, sanctions, export controls, entity lists, national security hysteria, and technological apartheid against its own largest customer. Washington took the world’s largest chip consumption market — a market that could have funded American semiconductor dominance for another generation — and taught it the most important lesson: Never let your future depend on a supplier that can be turned off by one paranoid empire. So China did what any serious civilization-state would do. It localized. It substituted. It built its own stack. It turned a customer relationship into a sovereignty project. And the same people who tried to choke Huawei are watching Huawei become the backbone of China’s AI infrastructure. This is a textbook own goal. America thought it was denying China the future. In reality, it compelled China to architect the future beyond America.

China is planning to spend around 2 trillion yuan ($295 billion) over the next five years to build data centers across the country At least 80% of all AI chips must come from domestic suppliers, primarily Huawei. Nvidia and AMD are locked out by design. Nvidia once held a 95% market share in China's AI market. Now? Zero. America did not lose China’s AI chip market because China “closed its doors,” but because America chose to weaponize chips, sanctions, export controls, entity lists, national security hysteria, and technological apartheid against its own largest customer. Washington took the world’s largest chip consumption market — a market that could have funded American semiconductor dominance for another generation — and taught it the most important lesson: Never let your future depend on a supplier that can be turned off by one paranoid empire. So China did what any serious civilization-state would do. It localized. It substituted. It built its own stack. It turned a customer relationship into a sovereignty project. And the same people who tried to choke Huawei are watching Huawei become the backbone of China’s AI infrastructure. This is a textbook own goal. America thought it was denying China the future. In reality, it compelled China to architect the future beyond America.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

36,839 Aufrufe • vor 3 Monaten

A reminder that Dead Boy Detectives Season 2 was entirely written before the cancellation. Months before a full trailer for it was released and before Netflix even had metrics for how Season 1 would do; #SaveDeadBoyDetectives

A reminder that Dead Boy Detectives Season 2 was entirely written before the cancellation. Months before a full trailer for it was released and before Netflix even had metrics for how Season 1 would do; #SaveDeadBoyDetectives

Dead Boy Detective Agency

36,892 Aufrufe • vor 2 Jahren

“If any man claiming to be a woman was actually a woman, their rights would have actually existed under the Sex Discrimination Act how it was before the amendments. It had to be amended so that men could be included as women.”

“If any man claiming to be a woman was actually a woman, their rights would have actually existed under the Sex Discrimination Act how it was before the amendments. It had to be amended so that men could be included as women.”

Sall Grover

432,032 Aufrufe • vor 2 Jahren

Trump says if he didn't kill Ayatollah Ali Khamenei a few weeks ago, Iran would not only already have a nuclear weapon, but they also would have already used it, potentially against the United States. “It would have been used before this. Before today. And you may not be standing there asking that question, okay?”

Trump says if he didn't kill Ayatollah Ali Khamenei a few weeks ago, Iran would not only already have a nuclear weapon, but they also would have already used it, potentially against the United States. “It would have been used before this. Before today. And you may not be standing there asking that question, okay?”

Decensored News

102,628 Aufrufe • vor 5 Monaten

I said it before that Chidimma was marrying to another Nigerian. It means she was definitely Nigerian by Marriage certificate. Which would immediately disqualify her from Miss SA. I suspect Her divorce two months before Miss SA was planned, and she will remarry him after Miss SA

I said it before that Chidimma was marrying to another Nigerian. It means she was definitely Nigerian by Marriage certificate. Which would immediately disqualify her from Miss SA. I suspect Her divorce two months before Miss SA was planned, and she will remarry him after Miss SA

iScathulo SePhara 👞

492,358 Aufrufe • vor 2 Jahren

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,617,371 Aufrufe • vor 9 Monaten

Attorney General Todd Blanche tries to pretend that the sudden scare with AI is an election ploy. No moron! 3 CEOs came out saying AI is dangerous and needs to slow down. A whistleblower said it might kill humanity! "This AI issue that suddenly comes up two months before an ele“tion is being held, and the president calls it a hoax, that this is the way this has come around today and not three months ago, I mean, I was watching the news today, every Democrat senator suddenly races to a microphone to talk about AI after being eerily silent for months and months and months. So to talk about the timing of this as being nothing but an effort to influence the midterms, I shouldn't have to say that out loud. Of course that would have, that's what that is.”

Attorney General Todd Blanche tries to pretend that the sudden scare with AI is an election ploy. No moron! 3 CEOs came out saying AI is dangerous and needs to slow down. A whistleblower said it might kill humanity! "This AI issue that suddenly comes up two months before an ele“tion is being held, and the president calls it a hoax, that this is the way this has come around today and not three months ago, I mean, I was watching the news today, every Democrat senator suddenly races to a microphone to talk about AI after being eerily silent for months and months and months. So to talk about the timing of this as being nothing but an effort to influence the midterms, I shouldn't have to say that out loud. Of course that would have, that's what that is.”

Ed Krassenstein

16,536 Aufrufe • vor 9 Stunden

1st January 2021: Dispatch revealed that Hyunbin & Son Yejin have been dating for '8 months' & they both confirmed it. [Eventhough Dispatch claimed it was 8 months,one of the released photo was from April 2019 - HB met up with YJ before his Seoul FM] 🔗

1st January 2021: Dispatch revealed that Hyunbin & Son Yejin have been dating for '8 months' & they both confirmed it. [Eventhough Dispatch claimed it was 8 months,one of the released photo was from April 2019 - HB met up with YJ before his Seoul FM] 🔗

V

13,563 Aufrufe • vor 2 Jahren

"Toxic" was originally written with Janet Jackson in mind and offered to Kylie Minogue, who turned it down, before Britney Spears recorded it. Would Janet or Kylie have done a better job than Britney?

"Toxic" was originally written with Janet Jackson in mind and offered to Kylie Minogue, who turned it down, before Britney Spears recorded it. Would Janet or Kylie have done a better job than Britney?

MP10

35,294 Aufrufe • vor 3 Monaten

This German "Sprite" commercial was banned. Was it due to its content, or did the race of the individuals in the ad play a role? Question: If both individuals were white, would the commercial still have been banned?

This German "Sprite" commercial was banned. Was it due to its content, or did the race of the individuals in the ad play a role? Question: If both individuals were white, would the commercial still have been banned?

WW/BM 4EVER‼️

72,796 Aufrufe • vor 1 Jahr

NIKKI HALEY: Find me one American that says that they were better the last four years than the ones before it. You can't find it. SORKIN: Most of the people who have any stock in this market would tell you that, actually.

NIKKI HALEY: Find me one American that says that they were better the last four years than the ones before it. You can't find it. SORKIN: Most of the people who have any stock in this market would tell you that, actually.

Aaron Rupar

2,528,412 Aufrufe • vor 2 Jahren

Luna: I would like to tell the American people it was made aware to me this evening that NBC actually have a video that has never been seen before that allegedly shows Oswald near a vehicle at the time which means it couldn’t have been him

Luna: I would like to tell the American people it was made aware to me this evening that NBC actually have a video that has never been seen before that allegedly shows Oswald near a vehicle at the time which means it couldn’t have been him

Acyn

799,563 Aufrufe • vor 1 Jahr

🚨 🇨🇳 🇺🇸 HUAWEI'S CHAIRMAN JUST THANKED THE US FOR ITS CHIP SANCTIONS. His message: the export controls didn't cripple Huawei. They forced it to build everything itself. It made the company stronger than ever. The US cut Huawei off in 2019. So Huawei went into "extreme survival mode" and designed 381 chips from scratch in six years, leading to the LogicFolding breakthrough. Now even Jensen Huang admits $NVDA has "largely conceded" China's AI chip market to Huawei. The sanctions meant to stop China's chip industry are the exact reason it exists today. America tried to deny them the tools. So China built their own. That is how empires accidentally create their successors.

🚨 🇨🇳 🇺🇸 HUAWEI'S CHAIRMAN JUST THANKED THE US FOR ITS CHIP SANCTIONS. His message: the export controls didn't cripple Huawei. They forced it to build everything itself. It made the company stronger than ever. The US cut Huawei off in 2019. So Huawei went into "extreme survival mode" and designed 381 chips from scratch in six years, leading to the LogicFolding breakthrough. Now even Jensen Huang admits $NVDA has "largely conceded" China's AI chip market to Huawei. The sanctions meant to stop China's chip industry are the exact reason it exists today. America tried to deny them the tools. So China built their own. That is how empires accidentally create their successors.

CryptoGoos

19,426 Aufrufe • vor 3 Monaten