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It’s cheating—plain and simple. Smearing lotion on the lens to blind the proctoring AI isn’t “gaming the system”; it’s exploiting a technical flaw to get credit you didn’t earn. Tests exist to verify you mastered the material, not to see if you’re a better hacker than the software. And...

9,743,835 просмотров • 4 месяцев назад •via X (Twitter)

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Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

DogeDesigner

61,304 просмотров • 2 дней назад

Jensen Huang just settled the AI jobs debate in one answer. Huang: “All the engineers at NVIDIA today use AI. AI basically does most of our coding. And yet we’re hiring more engineers than ever.” The largest AI chip company on Earth. Every engineer uses AI. AI handles most of the coding. And headcount is going up. Not down. Up. For three years, the consensus was simple. AI automates, humans exit. NVIDIA just broke that thesis in one sentence. Huang: “Our ambitions are greater than ever. Our expectations are greater than ever.” This is the part nobody sits with long enough. AI didn’t reduce what NVIDIA could do. It detonated what they were willing to attempt. The workload didn’t shrink. The vision outgrew it. When ambition scales faster than automation, you don’t cut people. You add them. Because you’re no longer solving last year’s problems. You’re chasing things that weren’t conceivable twelve months ago. That’s not a job killer. That’s a job multiplier. But only inside the organizations that actually moved. Huang: “How is that a bad condition for our country?” It’s not. The bad condition is what’s forming between the movers and everyone else. Between the companies that retooled and the ones still running pilots. Between the countries that committed and the ones that formed committees. Between the workers who adapted six months ago and the ones still waiting for permission. Huang: “In just the last six months it went from incredible but not useful to useful and incredible.” Six months. Not six years. Not a carefully managed transition. Six months between novelty and necessity. That’s not a timeline. That’s a verdict. And when that gap compounds quarterly, “we’ll get to it next year” stops being patience. It’s a resignation letter you haven’t signed yet. Huang: “We’re all in on it. Supercharged by it. Exhilarated by it.” Not cautious. Not hedging. Not “exploring potential use cases.” All in. Supercharged. Exhilarated. The man building the infrastructure for the entire era isn’t theorizing about what AI might become. He’s documenting what it already is. The shift didn’t send a warning. It landed. Quiet. Six months ago. And while half the world debated readiness, the other half became unreachable. The question was never whether AI replaces you. It’s whether AI moves the standard your entire industry measures itself against. NVIDIA just told you it already did. Not because anyone got worse. Because the people who moved first quietly redefined what good looks like. And that new standard doesn’t wait. Doesn’t negotiate. It just becomes the baseline. Whether you moved with it or not.

Dustin

21,436 просмотров • 2 месяцев назад

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 просмотров • 1 год назад

Mark Cuban just told every CEO in America their expiration date is closer than they think. No stage. No buildup. One sentence that split a room. Cuban: “There’s only two types of companies in this world. Those who are great at AI and everybody else.” That’s not a prediction. That’s a sorting that already happened while you were still forming a task force about it. He didn’t warn you the future was coming. He told you it already left without you. The default executive move right now is delegation. Let the tech team handle it. Get a summary. Wait for clarity. Cuban buried that entire playbook in one line. Cuban: “If you’re a CEO, you can’t just say, ‘I’m gonna get my tech guys to understand it and educate me on it.’ You have to understand it.” The CEO who delegates AI understanding isn’t buying time. They’re handing the steering wheel to someone who doesn’t choose the road. This isn’t a corner office problem. Cuban: “Whether you are an employee, you’re gonna have to understand how it impacts your job, or how you can use it to be better at your job.” Nobody is building you a ramp. Nobody is holding the door. The people who internalized this six months ago aren’t slightly ahead. They operate at a different speed entirely. They compound daily. Everyone else is still standing in the blast radius wondering what the sound was. Then Cuban said the thing nobody in media says without a safety net. Cuban: “If you don’t know AI, you are going to fail. Period, end of story.” No footnote. No hedge. No soft landing. A verdict that landed like a lock clicking shut. The sorting is already happening. In hiring decisions that never get explained. In contracts awarded to the faster company while yours was still forming a committee. In promotions given to the person who automated half their role before anyone asked them to. Every technological shift sells the same lie. That the window stays open long enough for everyone who wants through. No one tells you the moment you were sorted. You just wake up one morning on the wrong side of a line you never saw drawn.

Dustin

25,398 просмотров • 3 месяцев назад