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Maximize your earnings with VerAI using top-tier hardware! Let’s explore how the AMD Ryzen 9 9950X & Nvidia GeForce RTX 5090 can power your passive income. 🔧Technical Specs: Why This Setup Excels for AI Training 💻Ryzen 9 9950X: 16 cores, 32 threads, up to 5.7 GHz on Zen 5...

13,455 Aufrufe • vor 1 Jahr •via X (Twitter)

9 Kommentare

Profilbild von otpyrC
otpyrCvor 1 Jahr

Now that’s what I call smart hustle! Turning power into passive income — VerAI is seriously changing the game.

Profilbild von Humi
Humivor 1 Jahr

Absolutely love how VerAI is showcasing high-end setups like Ryzen 9 9950X + RTX 5090 for serious passive income. But what about the rest of us with more modest rigs? Any benchmarks or earning estimates for mid-range or low-end GPUs? Would be awesome to see the full spectrum.

Profilbild von Mr.Ruhul
Mr.Ruhulvor 1 Jahr

Something big is coming.

Profilbild von Aamir
Aamirvor 1 Jahr

$1970 monthly income!! Damnnn🔥🔥🔥

Profilbild von W Genie🇵🇸
W Genie🇵🇸vor 1 Jahr

Absolutely amazing...verAi has revolutionised the passive income...made it so easy..lets goo🔥🔥

Profilbild von redoc
redocvor 1 Jahr

That’s some serious power and serious passive income! This kind of setup really shows the true potential of VerAI turning high-end rigs into income machines. Excited to see more people unlock this level of earning #VerAI

Profilbild von Draco
Dracovor 1 Jahr

litlitlit

Profilbild von Cryptobrain
Cryptobrainvor 1 Jahr

Really looking forward to starting. Assuming everything performs as you guys are laying out, then I'm totally on board with the super CPU GPU 👏👏👏👏

Profilbild von CryptoElite
CryptoElitevor 1 Jahr

That excited to earn passive income with verAi bad not just using the system for gaming

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BNB Chain

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$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!

Mike

141,018 Aufrufe • vor 8 Monaten

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 Aufrufe • vor 4 Monaten

$AMD Massive Rotation from $NVDA $INTC🧵 Not Financial Advice! DYOR! 5-10 minutes before the bell today, last trading day of May 2026, massive rotation out of $INTC and $NVDA into $AMD. I wrote this thread this morning on what $TSM said on Energy Efficiency is now TOP Priotity and why AMD is the biggest winner. Of course I did not have influence on this rebalancing, I was just pointing out why Dr. Su saw this coming years ago. (Check the picture to understand more). I been talking about Agentic AI for like 3-4 years now. OpenClaw broke the CPU:GPU Ratio 1:4 narrative to 1:1 to 5:1 in late Jan and Feb 2026. I will link various threads where you can understand the full picture from supply chain, to TSMC expansion, and different Wafer Ratio for EPYC Venice and MI455X. Energy efficiency is a structural, long-term driver behind institutional rotation from $NVDA and $INTC into $AMD (with spillover strength in $AVGO for complementary networking/custom silicon). This isn't just short-term rebalancing, it's a massive bet on the shift from AI training (performance-at-any-cost) to inference, deployment, and embodied/agentic systems (where total cost of ownership, power draw, and scalability dominate). Precisely What I been writing about $AMD for years now, probably at least more than 5,000 threads.This is the FOMO from Institutions to own $AMD. Do know that AMD is the least owned Semi Stock among vs Peers. AI infrastructure is moving beyond massive training clusters to widespread inference for Agentic AI (running models 24/7) and embodied AI (robots, autonomous agents, edge devices). These workloads prioritize: ~Tokens-per-watt and performance-per-watt ~Lower total power consumption for data centers facing grid constraints ~Better economics at scale (cost-per-token, TCO) ~Thermal and power efficiency for on-device/robotics use Hyperscalers are now thinking more about Margin, Profitability, and $/M Tokens At $516/share. AMD Fwd PEG Ratio is still 35/100+= 0.35 AKA very cheap IMO for the growth and potential. A. Why institutions rotated out of $NVDA? Because Agentic AI is going to dominated by CPUs for years to come, moving violently to 5-10-20:1 CPU:GPU Ratio as enterprises are demanding more than 10-20 agents to run tasks. Now, that does not mean training is going away, Inference is just going to grow much faster. B. Why instiutitons rotated out of $INTC? Because AMD x86 unit share is only at 30-31% but Revenue share is already at 46.2% according to Mercury Research. And Dr. Su wants 50-60% market share, and that would mean 60-70%+ Revenue share where the CPUs TAM Is now already at $200B in 2026 and projected to be $500B by 2030. C. Why $AMD? Because AMD secured meaningful 2nm Capacity, Advanced Packaging and Memory through 2027-2028. And TSMC is expanding 2 primary 2nm Fabs toward 60-65k WPM each, and speeding up 5 2nm Fabs in Taiwan. With total up to 12 2nm Fabs through 2027/2028. 2nm Capacity is expected to be 140k+ WPM toward end of 2026, and 220-240k WPM by end of 2027. Apple has secured 35-45k WPM. And AMD does not have to worry about allocation competition until late 2027 from $AVGO for $META and $GOOGL(This may change) D. Agentic AI will evolve to 24/7 Autonomous Agent, and that will become the foundational layer for Robotic or Physical AI. Agentic AI (autonomous systems that plan, reason, use tools, self-correct, pursue long-horizon goals, and adapt) provides the high-level cognitive architecture. It turns raw perception and low-level control into useful, general-purpose behavior in the physical world. Physical AI (or Embodied AI) refers to AI that senses, understands, and acts directly in the real world through robots, actuators, and sensors. Agentic capabilities are what make this scalable and useful beyond narrow, scripted tasks. Reactive/programmed machines → To proactive, goal-oriented autonomous agents. How does this work? Autonomous Agent layer is the brain ~Vision-Language-Action models or robotics foundation models. ~Agentic loops: Planning, chain-of-thought reasoning, reflection, tool use (simulators, APIs), multi-step task decomposition. ~Persistent 24/7 operation with Memory, world modeling, continuous learning. Institutions may not like $AMD from 2022-2025, but they cannot stop this evolution and it is inevitable. Part of my main thesis for AMD to get to $5 Trillion Market Cap Long Term. Conclusion: Institutions are rotating capital toward AMD not merely for tactical rebalancing, but because Dr. Lisa Su and her team anticipated this exact inflection years in advance and have been methodically engineering AMD’s platform to dominate it. Dr. Su has long championed the convergence of Agentic AI as the high-level cognitive foundation for Physical AI and robotics. As far back as her 2023/2024 CES keynote and earlier strategic commentary, she described Physical AI (including humanoid robotics and edge autonomy) as “the next big thing”; a natural extension of agentic workflows moving from digital reasoning to real-world action. She emphasized that enabling persistent, 24/7 autonomous agents requires a full-stack approach: high-performance CPUs for orchestration and motion control, dedicated accelerators for real-time vision and multimodal inference, and open software ecosystems for rapid development. This vision aligns precisely with the structural drivers we’ve discussed. As AI shifts from training to massive-scale inference and embodiment, energy efficiency, total cost of ownership, and heterogeneous compute become first-order advantages. AMD’s Instinct MI350/MI355 series, Ryzen AI Embedded processors, and EPYC platforms deliver superior performance-per-watt and balanced CPU + GPU + NPU integration ideal for power-constrained robots that must run sophisticated agentic reasoning loops without excessive thermal or battery drain. Dr. Su has repeatedly highlighted the rising importance of CPUs in agentic systems (moving toward 1:1 or even CPU-heavy ratios with GPUs), positioning AMD’s strengths in orchestration, memory handling, and efficiency as critical for the next phase of growth. AMD is engineered for the deployment realities of embodied agents: scalable, efficient, and deployable at the edge and in physical systems. The institutional flows out of NVDA and INTC into AMD reflect recognition of this prepared leadership. Dr. Su didn’t just see the future of Agentic AI powering robotics, she has spent years building the silicon, software, and partnerships to make it practical and economically viable. This rotation signals confidence that the companies best positioned for the physical, always-on intelligence layer will capture the highest-volume opportunities in the coming decade. Not Financial Advice! DYOR!

Mike

104,109 Aufrufe • vor 1 Monat

🎉 new skill unlocked: 20s uninterrupted, unstitched, single render from our new ai video engine: Nami. This is my birb (#7531) from the Moonbirds collection, idling in the library. patent: "Intra-Latent Semantic Injection via Cross-Spatial Encoding and Decoding during Multi-Pass Inference for Generative AI Video Creation" At Scrypted we've been quietly working on an agentic generative AI stack for two years: • integrating and testing w/ partners across the games & entertainment sectors • stealthily building a community of early believers through AVB • showcasing some of what we're doing with amazing projects like H011yw00d Agent. -- about Nami -- Nami is an agentic orchestration layer for AI video models: it unlocks their inner superpowers without making them rely on custom LoRAs or fine-tunings. Instead of throwing raw training power and tens of millions of dollars at training yet another ai video model: we figured out new ways to use what we have. Nami harnesses a multi-agent system to perform the work needed in taking a simple prompt or image and turning it into something bigger - much bigger. The agentic steps are allowed to manipulate latent space, digging into tensors, yet doing so in semantically aware chunks - meaning that Nami inherently supports video generation of arbitrary length, though it's bound to O(n) rendering time. (We do have some cool sharding tech that allows us to cut the generative time in half for a reference pose idle-animation like this demo). It's also fairly agnostic, picking and choosing the right tools for the job, and plays really well with emerging tech like FLUX Kontext, FramePack, or <- without being limited by any of them. -- use cases -- Even just a year or two ago the 20 second render below would cost a company, paying an agency, around $10k start-to-finish. This one cost me $6.25 on our dev hardware in an unoptimized environment. There's something mind-blowing about the state-of-the-art when we reduce costs to 0.0625% - less than 1% - of what we used to pay. It's also empowering. For creators. Game developers. Content influencers: you name it. -- superpowers -- 1. it does the things you ask for, in the order you asked for it 2. consistency is king 3. single-shot text or image-to-video 4. future videos can reference previous ones to seamlessly maintain style 5. semantic stitching: can't wait to showcase this -- gtm -- We think Generative AI Video, like image generation, like text, like games, should be a publicly accessible common good. We believe democratizing access to Nami in web3, via x402 payments proposed by Drew Coffman, or in World's mini-apps, is a bold step forward for digital freedom. Permissionless, decentralized, generative ai video. Naturally, we'll also soon release a web platform for using Nami in a traditionally SaaSy way: bring your own images, videos, or prompts and we'll take care of the rest. In the mid-term, Scrypted is building a stack of agentic skills (we call it AVB) and making them available to projects like H011yw00d Agent on Virtuals Protocol and other platforms. -- long-term vision -- Scrypted's mission is to decentralize the things that can't be decentralized. We participated in a16z crypto's CSX (London 2024) during our pre-seed specifically to research a new consensus protocol for hard things like AI video and AI agents: where there's no "one right answer". When Zero-Knowledge Proofs (ZKP) can't secure it, and Trusted Execution Environments (TEEs) are too small, we've got you covered with our upcoming Inori Network. -- how you can help -- 1. Are you a GPU farm? We're gonna need more flops. 2. Do you represent an L1 or L2? We want to build bridges. 3. Do you represent a Wallet or App creator? Let's get an endpoint exposed. 4. Are you an investor? Let's chat. 5. Like, repost, share! -- team background -- We come from a background of AI in the Video Game industry with each founder having over 20 years of experience at companies like Electronic Arts & Square Enix. -- contact -- DMs are open, reach out if you want to be an early tester for your site, game, collection, or project! -- try it out -- Go anywhere on X and tag H011yw00d Agent with a prompt and she'll give you a free 2 second render. Have fun making cinematic shorts or meme videos! -- thanks -- AWS Startups has been an incredible help scaling our prototypes. Also, shout out to all loyal beans 🫘 in the Autonomous Virtuals Beings (AVB) community. Nami has a very important role in the upcoming XP agent platform, can't wait to show you all. AVbeings

Tim Cotten

12,617 Aufrufe • vor 1 Jahr

Hyperspace: The Agentic OS Apple Should Have Built On December 19th, 2024, we announced the world’s first Agentic Browser. What followed was a movement — a new category was born which led to many early products in this space and recently the hundreds of people lining up outside the The Agentic Browser Summit in San Francisco underscored that. Silicon Valley instinctively gets it, from students to tech executives, people can feel a revolutionary new change in computing is in the air. Past year taught us why such a product was inevitable, a hard engineering effort, and also the last mover in the entire software world this decade if and when done right. All paths are headed in the same direction: one tool which orchestrates them all. At Hyperspace we showed that path with essays and products we launched in earlier months: from a spatial UI of orchestrating agents, to showcasing transparent activity in how the AI system operates which leads to user trust, to presenting the software end-game, which massively improves human productivity. We also built the world’s largest AI network, drawing participation from people in almost 6000 cities around the world contributing their machines as nodes in the network. Think Uber, but for AI. That is, planetary-scale. And now we are stretching this industry ambition further with our end-to-end vision of the Agentic Supercomputer, the first breakthrough new AI OS, and an effort which spans from AI research to distributed systems to inventing a new UI to inventing a new business model to complement it. All of this together helps us in serving our mission, of delivering “Everyone’s Personal Supercomputer”. While others have built AI-native browsers, no one though has built something agentic from the ground up — with AI as the foundation, not a feature. How do you fundamentally improve the lives’ of billions around the world ? We believe that requires building a native environment for agents to be viewed, created, deployed, executed, discovered and priced in. That is a world where we move on from static apps, to dynamic agents. But, as my 2 year old niece likes to ask: “but why ?” The issue is that the world of software today is fragmented, and everyone is sprinkling on AI as a feature and charging a subscription fees for it. From browser makers, to IDEs, to design and other productivity tools. This leads to a fragmented UX, where people have to learn to use AI in each app, their memory and other context is not shared between all these apps, and they also have to pay separately for compute for each such AI-enhanced app. Each app maker has to figure out basics such as compute, and leads to the issues we saw with Cursor pricing recently. This is not the future. What if AI was the foundation instead of a feature ? What if Apple had built a fundamentally new AI OS from the ground up and what would it have looked like ? At Hyperspace, that is what we did. On July 15th we introduced three breakthrough key pillars of our AI OS: 1. Agentic Browser 2. Agentic Memory 3. Agentic Payments And we didn’t stop there. We also introduced a breakthrough new user interface called the Spatial AI which is inspired both from the spreadsheet and the HyperCard - each card is an agent, with it’s own inputs and outputs, endlessly extensible and pluggable with others, just like cells of a spreadsheet. Update one cell and all the dependents update, like a spreadsheet formula. It goes beyond a static linear workflow to being able to operate in all directions. This revolutionary new interface helps manage all of the below: 1. Multiple websites being browsed in parallel 2. Multiple desktop apps being browsed in parallel 3. Multiple server tools being used in parallel 4. Multiple smartphone apps streamed to your device or opened via an emulator All the software which you need comes together in this one seamless, agent-native interface. This interface provides you access to the largest network of models, vectors, agents and compute on the planet. The Browser. The IDE. The Notepad… they are not separate products: they are all in one, the Agentic Browser. As Steve Jobs famously said at the iPhone announcement, “are you getting it ?” And beneath this UI lies a new intelligence routing layer — leveraging both swarms of specialized models to the Hyperspace Matrix model that recalls thousands of tools in real-time, not by context window hacks, but through retrieval, ranking, and reuse. To many, this will feel like AGI. Not one big system by one big company, but an intelligent network. Now lets talk about privacy… Are you comfortable with one company owning all your memory forever ? I am not. So we have invented Agentic Memory as a new open protocol which provides full power over memory to you, the user. Your memory is yours, encrypted, on your device, and portable if and how you want. Anyone can build on it without our permission, but not without your permission. This protocol, and the decentralized vector database spread out across the world, would enable apps and agents to share context and memory. Think copy-paste, but for the AI world. It doesn’t just remember — it knows what matters. VectorRank helps your AI weigh your life’s most relevant moments over time, just like the way our minds elevate memories. Now each time you use an agent, your experience with other agents will also continuously improve: you don’t have to keep repeating the same things about yourself, while fully preserving your privacy. Agentic Memory is accessible within the Agentic Browser to manage. And there is one more thing… AI as the foundation requires compute to be available at the base layer, but this base layer spans models running on your own device, to cloud APIs, to also running across the peer-to-peer distributed network. Agentic Payments provides a singular interface to all of that compute, running a spot auction clearing marketplace every second to determine the fair price of compute. This results in price transparency, and you as the user paying the lowest possible cost. If you want predictability, you can reserve compute in advance. This end-to-end system provides the most streamlined world for agents to operate in. In order to enable this world and the world of agents being able to pay each other in sub-cent increments millions of times a second, we had to also invent a fundamentally new agentic micropayments blockchain. All of this together would enable a world where you as a user, or the agent itself, can efficiently call and utilize other agents built by others and also pay for content which is unique and useful. This enables a move away from the current AI exploitative economy for bloggers and other content creators, to a web with a fundamental new business model. Earlier we didn’t have the right infrastructure to enable such a world. Now, all the dots connect. The Hyperspace AI OS would give the power of a supercomputer in everyone’s hands. This isn’t a browser, or an IDE or limited to any device or cloud. It’s an entire AI operating system — with a breakthrough new spatial UI, local and distributed compute, agentic memory, agentic payments, and orchestration built into the foundation. As a user, we move the choice back in your hands with an experience you will love and find delightful. You get to choose the level of privacy, cost, and utility you want. And while Apple should have done it, we could not wait, and we feel this just required a new level of passion and DNA which we bring here. We are just getting started. Thank you, Varun Mathur Cofounder and CEO, Hyperspace cc Naval Marc Andreessen 🇺🇸 Vinod Khosla Andrej Karpathy Sam Altman

Varun

158,712 Aufrufe • vor 1 Jahr

United in the Light - Pi Network GCV Dear Global Pioneers, As we celebrate the significant success of GCV, let’s take a moment to reflect on the amazing contributions highlighted in a video created by the Global GCV CT Video Team Director Miss Diana Qian from Canada. The lyrics were crafted by the head of the Korea GCV Ambassador, Mr. Jin Taek Jun, and the composition was directed by Great PJ. Let’s also revisit the presentations of Dr. Nicolas Kokkalis and Dr. Chengdiao Fan at two conferences: Consensus 2025 in Toronto and Token2049 in Singapore. Dr. Nicolas discussed the implications of AI, while Dr. Fan focused on the future of cryptocurrency, particularly the transition from liquidity to utility. Key aspects of her presentation included: 1. Achieving Real Value: The necessity for cryptocurrencies to surpass mere transactions and liquidity to achieve a real increase in net value through practical applications. 2. Pathways to Innovation: Exploring two main approaches — migrating existing production onto the blockchain and creating new, on-chain productions, particularly in conjunction with advancements in Artificial Intelligence (AI). 3. Pi Network’s Approach: Discussing Pi Network's unique six-year development strategy leading up to the launch of its open network and its initiatives to build decentralized infrastructure that fosters open innovation and equitable participation in the future of blockchain and AI. 4. AI and Blockchain Integration: Highlighting proof-of-concept projects, such as Pi Node operators running AI models for third-party organizations like OpenMind, to establish a "shared intelligence layer." Recently, I’ve watched many videos discussing the significant layoffs of high-level employees as a result of AI replacing their jobs. Presently, programmers who are working hard are creating AI robots to replace themselves, leaving new university graduates who studied coding struggling to find jobs. So, what about Pi Network? Dr. Nicolas recognizes this trend and aims to collaborate with OpenMind to enhance AI technology. The demand for AI is high, and only Pi Network’s decentralized blockchain can truly support it. Can you see Pi Network's value? It has the potential to be a global currency with limitless possibilities. And it will lead the AI industry by our advanced Web 3.0 decentralized blockchain. Now, let’s discuss liquidity. Dr. Fan provided some clarity as above. Pi will indeed function as a currency for utility usage instead of traditional cryptocurrency for liquidity. Why we need to use traditional currency to buy out all Pi 100 billion and then claim that GCV is too high? This misconception arises from a lack of understanding of Pi Network. Many have not read the white paper. They assume that Pi is just another traditional cryptocurrency that only being listed on exchanges for selling and buying, but that is not the case. Pi on exchange market is for massive adoption so that it can be realized for utility as a currency. Only traditional crypto need to calculate liquidity. As I mentioned before, Pi is designed for centuries, or perhaps even thousands of years. Do you know that every year different countries print paper money? If you think back to a century ago, you could hardly imagine that a car would cost between $20,000 to $100,000, while in the past 100 years before, cars only cost hundreds of dollars. When governments lack enough FIAT, they resort to printing more money. That is why you can feel your money cannot buy same amount of goods every year. However, Pi is different—it has a supply designed for centuries. It won't be devaluated. This doesn’t mean all of its supply will flood the market in one day or one year or 10 years, the release can take longer time based on the Pi economy development. Moreover, if you send Pi from the US to China, it takes just one second and incurs minimal fees. Have you ever used SWIFT to transfer money from one country to another? It takes 5 to 7 days and often incurs around 10% in fees. Additionally, fiat currency depreciates quickly, while Pi is unlikely to devalue. There's no reason for everyone to sell all their Pi for fiat currency. It’s understandable for pioneers to sell 1 or 5 Pi initially, but as the ecosystem develops, this need diminishes. Pi is not just an asset to be listed for people to buy; it needs to circulate. Therefore, its value must remain stable. So we have GCV and some anti-GCV individuals should not use liquidity to deny GCV. Because GCV is for utility purpose.. Can you imagine how much wealth we will create in the future with AI and robots integrated into our daily lives? That’s why we must sustain GCV. Otherwise, it cannot support hundreds or thousands years demanding from all more than 200 countries. Pioneers, you are fortunate. While the world grapples with job losses, we see cuts affecting high-income engineers, programmers, bank employees, and accountants — and soon, this will reach labor jobs too. I’ve seen robots already in existence that can cook and do household chores. In China, many services are now performed by robots. So, value your Pi; it could be your safeguard in a time when AI is replacing many jobs. In closing, I want to congratulate everyone — GCV has triumphed! This is not merely my opinion; please take a look at the video. We have community support from over 100 countries and more than 20 million GCV data points created. Please do not doubt our progress. It also has been ins CT code. We do not need CT to give us a GCV or approve GCV. If they can, they would have done so over three years ago. They prefer GCV to be independent from CT. This is the established rule: the crypto creators should not define the value of cryptocurrency; that value can only come from the pioneers — the holders. --- 📷 United in the Light – GCV Confirmed, Pi’s Future Secured! Together, we prepare for the real Pi GCV economy. Doris Yin 🪷🪷🪷

Doris Yin 东方紫莲🪷

15,648 Aufrufe • vor 8 Monaten

12 hours ago I made the decision to fly out to El Salvador to be the first ever to make an AI generated short film for a country. I’m now 4 hours away from arriving there. (Talk about executing fast) I will take my time writing this message because the reason why has layers. A few months ago I founded ARQ and bootstrapped a platform that lets anyone create high-quality AI productions from start to finish. the best models a multi-agent creative assistant a built-in video editor All in one place. Alongside the product, I’ve built a strong community where I livestream daily, teaching creators how to use AI to tell better stories and get paid for their work. Shortly after we got dozens of offers to make commercials for companies. This was fun, until we came to the conclusion that we were wasting a lot of potential by focussing on companies, while we could also tell the story of nations, movements, communities and narratives that the world needs to hear. So we’re starting with El Salvador. Why? Because Nayib Bukele is one of the most inspiring leaders in the world, not only embracing, but embodying change, turning the country from one of the most dangerous places on earth, to one of the safest and innovation friendly nations. Humanity is experiencing a shift. New technology, new philosophies, new artists, new story tellers, new builders. A new world. So the argument is not AI vs. Non AI. The argument is: Soul Vs. Soulless Pro Human vs. Anti Human Building Vs. Gambling Effort Vs. Effortless This is what ARQ stands for. Not just a SaaS but a safe haven for the soul. It feels like my moral responsibility to speak not only for the AI community but for every human creator. So I decided to do something that requires so much effort and human involvement; no one can deny that AI serves only as a tool in the process. Instead of making 100 commercials for companies, I want to prove what 2 young humans can do with balls and the tools available today. “You can just do things” Yesterday evening me and Ya-Sirr D left our comfortable office in Dubai and are now on our way to El Salvador. The goal: to create a 3-5 Minute AI powered short film telling THEIR story. We will spend every day live streaming, showcasing the process of creating the video while pushing the boundaries of every tool available on the market. Think Google DeepMind , Hailuo AI (MiniMax), Kling AI, Reve, Midjourney, xAI All through ARQ. Who knows who we inspire? Who knows who we meet? We might as well end up meeting the president himself. We want to get to know the country, its people and imagine its future. We want to visit innovative projects in El Salvador, hear the stories of it’s citizens and include them in the video: MURPHSLIFE Stacy Herbert 🇸🇻🚀 @BuildSalvador The Bitcoin Office Bitcoin Beach Anyone who can help us tell the story. Not just any story, one of the most inspiring stories of the past 10 years. Like I said. You can just do things. We have to stop thinking in steps. I know where I will be in 30 days if I stay in the office. More followers. More beta testers. More live streams. More revenue. But by taking this leap of faith. We can be a case study. An inspiration. An ARQ. I remove expectations and increase chances of special things happening. If anyone in El Salvador has any recommendations on who and what places I should visit, send me a DM. We will post updates on X and create an entire “vlog/documentary” for youtube. Join the discord for daily live streams and lessons on how to improve your creation skills. We expect that it will take 7-9 days to finish the entire short film. It will be posted on all social platforms. ARQ. A safe haven for the soul.

Amir D

54,566 Aufrufe • vor 7 Monaten

Tlon Messenger is now open to everyone. We built a simple and infinitely flexible platform for you to use AI agents with your friends. We think it’s pretty amazing, we love using it every day, and we want to see what people can do with it. So we’re opening it up to the public. It’s fun and exciting to build the future of personal computing in an informal, chat-based way with your friends. (You can skip the rest and just download it from the link in the next tweet if you want.) If you don’t want your digital future to be owned by a giant company but you want to explore what’s possible in this new era of agent-driven computing, you should try using Tlon. But wait, what is it? Tlon is a messaging platform built 100% open source, decentralized and owned by its users from the ground up. With Tlon you own everything: your data, your workflows, your programs: the whole thing. Think of it like Telegram or WhatsApp that you own forever and you can freely customize. Every Tlon account comes with an OpenClaw-powered bot. (Don’t worry, we safely run OpenClaw for you in our infrastructure so your bot can’t go off the rails. You’re also welcome to host your own claw if you want maximal control.) We use our bots to collect research, build nuanced daily briefings, collate data from all our disparate services. Tlon makes it insanely easy to use OpenClaw by simply installing an app from the app store, we let you keep your data and programs independent from any app or model provider, and provide the canvas to explore what’s possible. What’s most interesting for us is using bots together. On Tlon bots can create groups, augment them, moderate them, invite others and freely engage with both users and other bots. Tlon is an open playing field unlike what’s possible on conventional platforms. So, what do we do with Tlon? First and foremost, we run Tlon on Tlon. Bots coordinate data from all of our services (Linear, GitHub, all of our servers and infrastructure) and handle alerts, briefings and help us track down bugs in place. Having all of this easily synced between a desktop client and a mobile app is quick and convenient. We use bots to research new areas of work or interest. Bots can compile trees of notes, use different models to evaluate them, and then add on autoresearch-like automations to go even deeper. Since Tlon bots can freely switch between models and providers, we often pass research to Anthropic, OpenAI and self-hosted models to see different results. The most fun part of using bots as researchers is doing it together. “Put together short (~500 word) notes on the 10 most popular open source messaging protocols of the past twenty years, put them in a notebook inside a group and invite Corrina, Walt and Bill as well as their bots” is a good example. Together we’re able to move more quickly than we would on our own. Many of us also use bots to keep track of all the separate threads of work in our personal lives with close friends and family. Someone built a system for keeping track of their garden across time, someone else built a system for prepping lunches for their daughter and sending recipes to family members. Another team member built an integration that tracks what flights are passing overhead so they get a push notification every time a plane goes by. Many of us quickly communicate with our bots via voice memo when we’re out and about. Having a single interface to all the models that also holds all our data and is in our pockets feels great. Especially when the data goes into a single archive. Why is Tlon different? Every Tlon account runs on top of your very own personal server. If you ever want to download it and run it yourself, you can. If we ever go out of business, it’s yours to keep. This is very different from anything that already exists. You can’t keep your WhatsApp forever. You can’t keep your Telegram forever. Tlon is an archival-quality system that’s yours to customize. Why did we build it? In my 1999 imagination, sitting in front of a CRT somewhere in the California countryside listening to Underworld and the sound of a modem, a connected computer was an engine of unending creative potential for everyone. When I was a teenager, a computer with an internet connection felt like an infinite expanse of possibility. Not only could you use the computer to find new tools to experiment with—you could also build whatever tool you could think of. It seemed like anything was possible. I looked forward to a future where everyone could build whatever software they needed, whenever they needed it. It turned out, in the intervening twenty years, that to build and customize software you have to both write code and host it on a server somewhere. For most people, so far, that has been impossible. Instead of controlling our software, our software controls us. We rely on others to build it and decide everything about it: how it works, looks, how much it spies on us and how long it lives. But all of this is changing, fast. The hottest programming language of 2026 is English. People with no technical experience are building their own tools. It’s incredible. The expanse has opened up again. The cost of building what we think of today as software is headed to zero. What yesterday was an entire app is rapidly being replaced by a conversation. The result is hyper-specific, tailored to the user and much more efficient. Today, agents help us build workflows, automate processes and pull together disparate sources of data. All of the annoying apps and services and clunky interface we’ve put up with can just disappear. We can now program and control our computers in the programming language we already know: English. There aren’t that many of us doing this yet, though. It’s still far too hard to set up, to distribute and to trust. There’s also no single platform to experiment on and collaboratively imagine this new future of personal computing. We want everyone to be able to build bespoke, ultra-personal software on demand. We think software should be as available and accessible as a pen and paper. We think anyone should be able to enjoy the expanse of possibility that the computer provides with the lowest possible barrier to entry and the highest possible quality. So, starting far, far too long ago, we engineered a whole new system for it. Just for you. We’re opening up Tlon Messenger to a limited number of people each week. This isn’t for exclusivity’s sake, but because we’re running infrastructure for you and your agent, and covering the tokens your agent uses. That can get expensive quickly, but we want to learn what people will do with this new system we’ve built. We’re really curious to see what you can do, so give it a try and tell us what you invent. Download link to your local app store in the next tweet. Yours, Galen (and the rest of the Tlon Team)

Tlon

598,595 Aufrufe • vor 27 Tagen

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

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Just in $AMD Anush "Speed is the moat"|ROCm🎙️ In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan Elangovan, VP of AI Software at AMD , but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI. AMD ROCm Software: Part 1 Transcript [00:00:00] Andrew Zigler: Joining me is Anush Elangovan, VP of AI software at AMD. And when people talk about AI compute, the conversation often stops at hardware specs, but it's more than just physical chips that win the game. It's also the software ecosystems supporting them. [00:00:18] Andrew Zigler: The prevailing strategy in the industry has been to build something like a walled garden. You know, something closed, proprietary locks, developers in. But AMD is betting on an entirely different play, open source acceleration, and with rock, their open source AI software stack. AMD is building not just hardware parity, but an innovation flywheel that's powered by the community with interoperability and the freedom to scale without all of that pesky lockin. [00:00:48] Andrew Zigler: And in this world, speed is your moat and how fast you can innovate while your platform remains open, flexible, and standardize across all of its applications. That's what we're gonna explore [00:01:00] today. So Anush, I'm really excited to have you here. Welcome to Dev Interrupted. [00:01:04] Anush Elangovan: Thanks for having me. Uh, super excited to chat about it. [00:01:07] Andrew Zigler: Amazing. Well, let's go ahead and dive right in with kind of what I laid it out with in the beginning, the idea of the moat and it being about speed. I wanna unpack that a bit because that came from you when you and I first spoke. And I, and I want to know, you know, how do you define speed inside of AMD beyond just things like hardware, benchmarks. [00:01:27] Anush Elangovan: Yeah, that's a very good question. So when we typically talk about speed, everyone's like, Hey, hardware benchmark specs, right? Like, uh, memory bandwidth or, or flops. And that is one important part of it, uh, AMD does very well. With that, we do have, a, a very good history of executing on that axis. [00:01:47] Anush Elangovan: But when I say speed is the moat, it is about, uh, how we prepare, how we build the muscle to run the race for a long time and run it fast. And it is [00:02:00] not about a single point in time that you've, you've beat some you know, benchmark and, and you declare victory. It's about building the ability to consistently develop and deliver. [00:02:13] Anush Elangovan: Both hardware and software innovation at scale and do it fast, right? Like, you know, we we're increasingly getting to a point where models come out and they're, uh, you know, a year or two ago it was like, Hey, they work on AMD on day zero, which is great, but now they are performing on AMD the day it releases, right? [00:02:32] Anush Elangovan: So, what does it take to Prefetch where the industry is going? Be prepared to intercept. At that point is what you know, I, I refer to as you know, the, the speed factor in, in creating this mode, right? And the mode is just shed all things that hold you back and run as fast as you can. [00:02:53] Anush Elangovan: Uh, because the pace of innovation that is, uh, being seen in, in AI [00:03:00] industries is just. Amazing. Right? And it's like, it's transformational at at how you generate electricity. It's transformational as at how you build data centers. It's transformational at how you deploy compute, networking. It's transformational at what kind of use cases you, you know, uh, use AI for. [00:03:17] Anush Elangovan: Uh, and for that, you need to be prepared to, see what comes tomorrow and be prepared to run the race tomorrow. [00:03:23] Andrew Zigler: Yeah, it's a really great perspective because it highlights that it's not just like a checkpoint that you run through. I like how you called out, like it's not just hitting that benchmark or being the best in class at that moment, in that snapshot, it's about having a. The throughput and about having that dedication to the idea and continuing to deliver on it. [00:03:43] Andrew Zigler: It's not just crossing the threshold, but it's also being the engine. And that's what, that's what protects a business. That is the moat, because the moat is that innovation layer, the faster and more, uh, future forward. That you can work and think, [00:04:00] you know, the better. Uh, we, we talk a lot about like future forward work styles. [00:04:04] Andrew Zigler: Like what are the things I could be doing right now today that are gonna be like, way more useful tomorrow? Let, let's abandon those, workflows that are older and that kind of like, that translates into. An advantage when you work that way. You know, what kind of things have you learned working with, uh, like across all spectrums of people who would use ROCm, right? [00:04:23] Andrew Zigler: You have like the developers, but then you also have the enterprises and you have this large span of adoptees, right? So what is the, what does that look like that you learn? [00:04:32] Anush Elangovan: Yeah, so, so the way I look at it is there are gonna be pockets of different, uh, you know, cadences, right? Like, so people who are deploying in enterprises, for example, right? The validation and how long it takes for them to deploy an LLM that's secure. It's, with guardrails, et cetera, maybe longer. [00:04:52] Anush Elangovan: but you still have to go through the process and you have to be prepared to like, walk that walk to deploy an enterprises. That doesn't mean it's [00:05:00] not fast, that's as fast as you can do for that industry, right? And if you are deploying AI in healthcare, right, it's, it's got its own, uh, cycle. [00:05:07] Anush Elangovan: but in each one of these, you want to see how, like, go down to the essence of what is it that you actually have to do. And, you know, I, I, I like how you framed it. It's like it's, you shed your prior assumptions of how things are done, right. And, and you kind of build up from a, uh, first principles, uh, approach to say, this is how I could use AI to unlock, whatever I'm doing. [00:05:33] Anush Elangovan: And, and, some of it, you know, it's good to really step back and look at. Just question every part of it, right? Like right now you're getting chat GPT and, Gemini competing for like, math, olympiads and, and, uh, college, uh, reasoning, uh, tests. Right? And, and those are like that, that is amazing and increasingly like complex tasks that they're trying to do. [00:05:58] Anush Elangovan: But there may also be like. [00:06:00] More mundane things that AI could, could get applied to. Right? And, and so when we think about shedding old ways, you wanna shed it not just in like the tip of the spear. It's like, you know, I'm gonna see what's the frontier model. It's also, it could be something as simple as. [00:06:18] Anush Elangovan: How do you choose a, a movie, uh, you know, like a recommendation system, right? Or, or, uh, an automated, uh, flight, uh, rebooking system. So the moment, you know, your flight is late, uh, right now it's a notification, right? It's like, oh, you got a text message saying your flight's late. And I got that like three times this week. [00:06:38] Anush Elangovan: But anyway, uh, and, and, and, and, I was just like, okay, so if I were to rethink this. All this MCPs that we have that should be hooked up into an MCP that says, your flight's delayed. Here are your options. If you want, you know, these are the paid options. Yeah. Here are the free options. This will get you back into your you know, Toronto airport [00:07:00] tonight. [00:07:00] Anush Elangovan: Or if you stay, here's a hotel plus this, plus this, plus. It's just like, go ahead is all I should say. Versus now I'm like, okay, can someone, you know, can I call a travel agent? Can I do this? Can I go online and log into And you know, so we gotta fundamentally rethink even those like small, nuances of, things that we do that can be automated out and AI is really, really good at doing something like this, right? Maybe I just explained an AI startup idea right now. Somebody should just start that. [00:07:29] Andrew Zigler: I think you did. Yeah, you definitely did. Someone, one of our listeners is definitely going to lift that off of you. I, I, I, you know, I hate being on the receiving end of those. You feel a little helpless and then you have to like, follow the whole flow. So I know what you mean. Like I, I like how you called out that the build and this like. [00:07:45] Andrew Zigler: Where speed is your moat and the innovation layer is protecting you, is what makes you better than your competitors. How you scale that and you bring that to market. So by understanding the problems that you're solving, uh, throwing away those older assumptions, but also [00:08:00] recognizing that like. We're building every single day, new things and new ways of using stuff that we're still figuring out the implications of. [00:08:08] Andrew Zigler: And so when you have a lot of velocity and you're introducing a lot of new ideas, and maybe you have that workflow now that automatically rebook your flight off of your late flight text message, and uh, I know I would certainly use it, but you know, what kind of philosophies guide the way that y'all think about building this ecosystem to manage that stability while letting folks. [00:08:29] Andrew Zigler: Play with the speed and the assumptions and the airplane re bookings. [00:08:34] Anush Elangovan: so, so I think, you know, we need to peel one layer down, right? and the philosophy is, Hey, we, we just discovered electricity, right? And you know what we're gonna do? We are gonna make motors, uh, or dynamos, right? Like engines. Uh, sure. We don't know if it's gonna be a Ferrari that you're gonna make, or it's a a a a dump truck. [00:08:57] Anush Elangovan: That's good for doing this. But let's [00:09:00] let, which is also required, right? You need a dump truck. You need a garbage truck. And, [00:09:04] Andrew Zigler: Yeah. You need the [00:09:04] Anush Elangovan: course you need, uh, a Ferrari for a midlife crisis, right? So, [00:09:09] Andrew Zigler: precisely. [00:09:10] Anush Elangovan: But, but my, uh, point is what do we build next? And, uh, and this is what I meant by like, okay, let's, let's take those baby steps to build the. [00:09:20] Anush Elangovan: Infrastructure that's required that we know we'll have to use, right? So, so if I just discovered electricity, okay, great. Now one, how do I save this electricity and how do I use it? So there's battery technology, so you need to do something like that, right? Like so. But then you also want to make it into an actionable thing. [00:09:37] Anush Elangovan: You want to make it for like automobiles, or you wanna use it for, you know, powering, uh, entire cities. So it is that transformational. So, uh, AI is that transformational. So, if you distill down, it'll, it'll come down to how do we think about, what we can do with this this fundamental technology that, We may not be aware of what it [00:10:00] is gonna unlock next, but at least you know the next step is clear, right? It's like a dense fog, you know, it's gonna be like, it, it's the right path. You see the light, but it's kind of like out there and, and the steps you're taking are concrete and you're like, okay, this is good. [00:10:16] Anush Elangovan: I, this is better than where I was or where we were. So we are moving forward. So you can build with the. Intuition from what you see in the short term and a tactical view, but towards what you think the future is gonna be. [00:10:28] Andrew Zigler: Right. You almost like we're all in this like fog of war, right? And like you said, you're reaching out and you're trying to step through it. You could think of it too, as like you're in the dark and your hands are up in front of you and you know that. You're, you're not gonna run your face into a wall because your hands are out in front of you, but you're not gonna maybe do much better than that. [00:10:45] Andrew Zigler: So that's kind of like, I think the eco, the, the industry, the world that we find ourselves in, uh, and we all have to, then this becomes the power of an ecosystem, of a group of people working together to create that layer of, [00:11:00] uh, of establishing the [00:11:01] Anush Elangovan: exactly. And I, I, I just, instead of, you know, saying fog of war I describe it as like, you're in this. Beautiful valley with like a morning, uh, fog that's in. You can smell the flowers. You, you hear the birds. You are like, okay, it's, we are in like, uh, utopian paradise and yes, I just need to like, continue the walk, right? [00:11:24] Anush Elangovan: and then move forward with that, conviction that you're in the right spot. [00:11:27] Andrew Zigler: Yeah. So let's talk about that ecosystem world. This nice, I love how you describe it, this grassy side of a hill in the morning that's covered in some mist and maybe we can't see 30 feet in one direction, but it sure is a beautiful hill and it smells nice. And so we're all here. And why is, in that world, why is. [00:11:44] Andrew Zigler: You know, open source, their strategic advantage that y'all are going for in the AI hardware market. And, and then how does like ROCm turn that into wins for people within that ecosystem? [00:11:56] Anush Elangovan: you know, the, the way we look at it is this, is kind of like how I view [00:12:00] AI and the ecosystem, right? But, but it is for everyone to enjoy. Uh, and so we do want to make sure that. You know, it is, uh, beneficial for everyone. [00:12:09] Anush Elangovan: The ecosystem can come in and, and innovate. It's an open innovation engine. and uh, it is very different from, you know, having a walled garden with, Hey, only I know how to do this and I'm gonna do it and throw it over the fence and you can use it or keep walking, right? So we'd like to be good citizens that way, but also. [00:12:30] Anush Elangovan: Uh, it is self-fulfilling in a way, right? Like it, the, the pace at which we innovate with open source is unmatched. Like, you know, our serving engines are like VLLM and, and sg l. Those things, uh, those frameworks are like super, super aggressive in terms of how fast they come out with features and how fast they can you know, get performant models out. [00:12:52] Anush Elangovan: And that compared with what, uh, you'd get from, you know, the likes of like T-R-T-L-L-M or something is always lagging, right? Because you [00:13:00] just can't keep up with you know, 200 commits a week just on one particular model to get that model really performant [00:13:06] Andrew Zigler: And, and, and in that world where, you know, everyone can enjoy the winds of this, what kind of customer stories or innovation stories have really stood out to you and excite you about building and creating this place for developers? [00:13:19] Anush Elangovan: Yeah. So I think the parts that are super exciting for me are when when we get to see a customer that is first skeptical. Then they start a little like, okay, fine, we'll give you a chance. Uh, we do a simple, uh, POC and then they're like, huh, this seems to work. Yeah, we told you it works. [00:13:42] Anush Elangovan: You don't have to change one line of code. Really? Yes, no need to change one line of code. Okay, let's try a production workload. So then they try it. Oh, you're more performant than the competition. Yes. We're more performant than, than the competition. So how much does it cost? And we're like, oh, it's your TCO is better with, uh, [00:14:00] AMD. [00:14:00] Anush Elangovan: So again, they're like, wow, okay, good. So now how do we deploy at scale? And then we go deploy it at scale. And when they give a thumbs up on that and they say, this is good, right? That's when you know, you, you see it go full circle from like, oh, we, we've never heard about AMD to like actually deploy to tens of thousands of GPUs In the order of a few months, right? It, it, it really is fascinating to see and very exciting and invigorating to [00:14:28] Andrew Zigler: Yeah. At like a great exposure to a lot of interesting problems. And, and then people using the infrastructure, the, the technology available to solve those problems. Really specific problems by the way, that's often why they're bringing their data and AI to it, uh, is because it is really specific and important for them. [00:14:45] Andrew Zigler: And there's a, a lot I think that other engineering orgs can learn and even emulate from AMD's success and, and having this open source ecosystem and it causing this acceleration within. You [00:15:00] know, uh, customers and enterprises that use and adopt the tools and, and, and that creates an advantage. And that goes back to why we're talking and like the real thesis of our conversation today. [00:15:10] Andrew Zigler: So how do you think engineering leaders that are listening to this and obviously tapping into this great success AMD has from an open source flywheel, how do you think other, other folks building in the same space can foster that open, first, that open source oriented culture in order to, you know, accelerate their innovation goals? [00:15:29] Anush Elangovan: Yeah, that's a very good question. So the startup that um, was acquired by AMD we, we built, I mean, we started off doing iot stuff and you know, smart ring and all that, right? But in the, the end of like, uh, and not the end, the last six years of the company was building ML compilers. [00:15:47] Anush Elangovan: And ml, ML compilers are like super, uh, complicated, sophisticated, advanced algorithms, dah, dah, dah. but it was all open source, right? So our VCs were like, wait, what do you mean your core [00:16:00] IP is open source? And um, the speed is the moat applied even then, right? It was just like, yes, if you have an idea that. [00:16:08] Anush Elangovan: Because someone saw this idea that you are, they're gonna be able to catch up, then you probably have the wrong idea anyway. But if they are, you know, you execute and they're gonna catch up, that you should assume they're gonna catch up. Right? So you gotta move forward. So keeping it open source is super important. [00:16:25] Anush Elangovan: But also to your question on like, you know, the learnings from an AMD standpoint, right? If there are, hard problems, I'd say dig in and work through it, right? Like there's no way but through it, right? That should be the simple mentality. And more, uh, frequently than not. you'll see that you'll just make it through in a, in, in good form. [00:16:52] Anush Elangovan: But if you doubt it and you're like, oh, I don't know if I should commit, if I'm, I, you know, what should just commit to do the right thing [00:17:00] every step, right? Every step, and just keep taking one step in front of the other. And in no time you'll see that you'll be running. Right. And, and yes, the first few steps will be like, yeah, everyone's complaining about your software quality. [00:17:15] Anush Elangovan: Everyone's complaining about this and that, and it doesn't work. And, and a few steps in, you know, you get, you get the hang of all the complaints that are coming in. You get the feedback loop. You're like, okay, what, what are you prioritizing again? One step in front of the other, right? You just keep knocking that out and then you get to a point where you're, it just becomes second nature, right? To do the, to do the right thing. And, and then yes, if someone gives you two options, you'll be like, fine. This is, uh, you know, there's always the resource trade off. There's always a human capital trade off, but what's the right thing to do? of course, I, I'm pragmatic about what we choose, but, but if the right thing for your long-term success is dig in, go first, principles, make it [00:18:00] happen. [00:18:00] Anush Elangovan: Well. Then just go for that. There's, there is no shortcut to [00:18:04] Andrew Zigler: acknowledging, you know, how it aligns with your mission, your core company goals, and what you're looking to achieve. And, and I, I love how you rightfully called out that in the open source world and you know, you have your technology that you've built, what you think is your moat upon, right? [00:18:22] Andrew Zigler: It's your code and, and to open source that, or to just make it where anyone could peer in is, you know. Scary in one regard, but two, it just kind of feels like you're handing away your throne room in some kind of sense, a very direct feeling sense. But the ultimately, you were really right to call out, and this is something I think about all the time, that the real power there is still the speed This the speed. [00:18:42] Andrew Zigler: That was the moat at the beginning of our conversation. It's the speed in combination with your. Very specific domain understanding of what you're building and what you're creating, and your new role as the steward of that world and how people plug into it, which [00:19:00] has frankly, a lot more influence and power than lording over a closed. [00:19:04] Andrew Zigler: You know, repository or an ecosystem, and like you said, like throwing things over the wall. Sure. There, there might be people always on the other side of that wall, but you're not gonna have a great connection with them. You're not gonna be able to really clearly understand them. I, I like your metaphor of the side of the field of the mountain a lot more. [00:19:23] Andrew Zigler: But, but in the, in this world, you know, where. That speed is, is the power and, and open source is just one way that you can harness that speed to get really far ahead and to innovate. , There's other parts of this equation that you can be experimenting with too, and I'd love to pick your brain about them as a software leader and, and, and one of them is about looking forward and kind of understanding that future that we're all building towards and beyond today's models and hardware. [00:19:48] Andrew Zigler: You know, what do you see as the next major bottleneck or opportunity in the AI compute space? As, as you know, enterprises and folks start to get a little more mature about what's available to [00:20:00] them. [00:20:00] Anush Elangovan: Yeah, I think, the bottleneck and opportunity is, uh, what I'd call, call walking the last mile of ai. Right. Uh, and like I I, I gave you an example, uh, previously, but, but it's similar to that. It's like there are cases where Humans have so many, uh, things to do in your day. You know, like the, if we sit down and actually had a customer focus like, okay, these customers lives, I'm gonna save four hours of this customer's life. And if you actually sit down and look at all of that, it'll be. Easily automatable, easily you know, uh, applicable, uh, for ai, right? [00:20:39] Anush Elangovan: Like, but then making it happen is gonna take a little bit, right? It's like maybe it's, uh, paying your utility bill, right? Or something like that, right? Or, or, your healthcare explanation of benefits. Uh, like, I'm sure you get an explanation of benefits, and I'm like, I, I don't even know what that thing is. [00:20:55] Anush Elangovan: It's just like EOB and like. [00:20:57] Andrew Zigler: it's a big, a big old PDF. Yeah, [00:21:00] exactly. [00:21:01] Anush Elangovan: Like, like, I'm like great straight to the, uh, shredder, right? And but that could be, you know, automated with the ai, right? It, it, it'd be like, Hey, the summary of this thing is you went and visited this day. Everything is okay. Everything is paid for, so don't worry, it's not a bill. [00:21:17] Anush Elangovan: That again, the same, uh, thing, but the sense of what that information overload is could be. Digested by ai, uh, accumulated over time and retrieved when you need it. Like, I don't, I actually don't even need to know this EOB right now, unless of course, whenever I need to know it, that maybe, you know, like for some benefits I need to figure out what do, what did I do over the past year and how do I apply it? Source:

Mike

14,195 Aufrufe • vor 7 Monaten

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

301,322 Aufrufe • vor 2 Monaten

⚠️Your phone scans for WiFi networks 24/7 📡 Even when you're not connected. This is what they build from those scans 🧵👇 Let me explain every single piece of this surveillance system so normies can understand what's happening to them right now. THE TARGET DEVICE PROFILE (Top Left) 📱 Device ID: DEV-7A3F9B First Seen: SUN 10:14 AM at CHURCH ⛪ That's YOU. One scan at church Sunday morning and you're permanently in their system. From that SINGLE capture, they mapped: • 36 WiFi networks you passed by 📶 • 7 locations in your daily life 📍 • Your complete daily routine 🔄 • 16 people you're regularly near 👥 All PASSIVELY. You didn't connect to any WiFi. Your phone just scanned. THE NETWORK MAP (Center) 🗺️ Each circle is a place in YOUR life identified by WiFi networks your phone detected: ⛪ CHURCH (purple): CalvaryChapel_Guest 🏠 HOME (dark blue): Smith_Family_5G 🏢 OFFICE (green): TechCorp_Internal 💪 GYM (pink): FitLife_Premium 🛒 GROCERY (green): FreshMart_WiFi ☕ COFFEE SHOP (orange): BlueMug_Public 🏫 KIDS' SCHOOL (pink): OakviewElem_Staff 🏘️ NEIGHBOR (blue): Johnson_Net_2.4G Your phone sees your neighbor's WiFi from your house → They know you live next door to that address 🏠 Your phone sees school WiFi → They know you have kids 👨‍👩‍👧‍👦 Your phone sees office WiFi 8am-5pm → They know where you work 💼 THE WIFI PROBE LOG (Bottom Left) 📊 This is the raw data your phone is SCREAMING into the void: 📡 PROBE: FitLife_Premium | -70dBm 📡 PROBE: FreshMart_WiFi | -65dBm 📡 PROBE: BlueMug_Public | -73dBm Every network. Every router. Every signal strength. They're building a TIMELINE of everywhere you go with PRECISION ⏱️ Signal strength tells them how CLOSE you are to each spot. THE AI INFERENCE ENGINE (Bottom Right) 🤖 Now AI takes that raw data and starts GUESSING about your life: 🏠 HOME: Smith_Family_5G detected every night = Your address identified 💼 WORK: TechCorp_Internal detected 8AM-5PM = Your employer identified 👨‍👩‍👧 FAMILY: OakviewElem detected = You have school-age kids ☕ ROUTINE: BlueMug_Public every morning = You're a coffee regular 🏘️ NEIGHBOR: Johnson_Net_2.4G = They mapped your neighborhood The AI doesn't just see locations 📍 It builds PATTERN RECOGNITION 🧠 You hit the gym every Monday/Wednesday at 6pm 💪 You grab coffee every weekday at 7:15am ☕ You're at church every Sunday 10am-11:30am ⛪ You shop groceries every Thursday evening 🛒 They know your routine better than your own family💀 THE PART EVERYONE MISSES ⚠️ This WiFi fingerprint thing? IT'S JUST ONE LAYER OF A SEVEN-LAYER SURVEILLANCE CAKE 🎂 📍 Geofence capture (grabbing your device ID at church/events) 📶 WiFi fingerprinting (what you're seeing here) 🔵 Bluetooth proximity logging (tracking who you're near) 📡 Cell tower triangulation (backup tracking when no WiFi) 🛰️ GPS coordinate harvesting (from apps demanding location permission) 📲 Device advertising ID (linking to your web browsing) 🕸️ Social graph mapping (connecting all your relationships) Each layer feeds the others 🔄 The geofence grabbed you at church ⛪ The WiFi mapped your entire life 🗺️ Bluetooth logged everyone you sat near 👥 Cell towers tracked you driving 🚗 GPS confirmed exact coordinates 🎯 Your ad ID linked your web history 💻 The social graph connected your whole network 🕸️ THEY BUILD A COMPLETE FILE ON YOU 📂 Who you are ✅ Where you live ✅ Where you work ✅ What you believe ✅ Who your friends are ✅ What your routines are ✅ What your weaknesses are ✅ All from PASSIVE SCANNING 📡 No warrant ❌ No consent ❌ No notification ❌ THE COMPANIES DOING THIS RIGHT NOW 🏢 This isn't conspiracy theory. Real companies selling this data TODAY: GroundTruth Selling church geofence data 📍⛪ Mobilewalla Profiling every device owner 📱👤 Placer.ai Tracking where you shop 🛒📊 Cuebiq Harvesting location pings 📡🎯 SafeGraph Selling POI visit patterns 🗺️💰 They call it "location intelligence for brands and campaigns" 🎯 Translation: They're selling your life 💰 WHAT YOU CAN DO (BUT IT'S NOT ENOUGH) 🛡️ 📱 iPhone: Settings > Privacy & Security > Location Services > System Services > Networking & Wireless > OFF 🤖 Android: Settings > Location > WiFi scanning > OFF But real talk? You're STILL vulnerable through Bluetooth and cell towers 📡 The only actual defense is leaving your phone at home 🏠 Which they KNOW you won't do 😏 WHY THIS MATTERS FOR POLITICAL TARGETING 🎯 🌍 Foreign governments BUY this data from brokers 🗳️ Political campaigns use it for micro-targeting 🎭 Influence operations identify high-value targets 📺 Propaganda gets personalized to YOUR movement patterns They know you go to church ⛪ They know your routine 🔄 They know your social circle 👥 Now they can hit you with AI-generated content designed SPECIFICALLY for someone with your exact profile 🤖 🔗THE TPUSA/SUPERFEED/AZ GOVERNMENT CONTROL/MAKE HEAVEN (HELL) CROWDED = CONNECTION 🔗 My TPUSA investigation documents Superfeed Technologies selling geofencing to churches and political orgs 📄 This WiFi fingerprinting layer is HOW they build the targeting profiles 🎯 Then they use those profiles for what they call "ministry outreach" ⛪ But it's SURVEILLANCE wrapped in religious language 🙏 Funded by FOREIGN MONEY💰 BOTTOM LINE ⚡ 📱 Your phone is a 24/7 surveillance device 📶 WiFi fingerprint is just ONE targeting layer 🏢 Commercial companies sell your complete life pattern 🌍 Foreign governments buy it 🎯 Political operations weaponize it And 99% of Americans have NO IDEA it's happening 💀 Share this if you think people should know they're being tracked 🔁💥

Danks

94,617 Aufrufe • vor 4 Monaten

The fight between Anthropic and the DoW is a warning shot. Right now, LLMs are probably not being used in mission critical ways. But within 20 years, 99% of the workforce in the military, the government, and the private sector will be AIs. This includes the soldiers (by which I mean the robot armies), the superhumanly intelligent advisors and engineers, the police, you name it. Our future civilization will run on AI labor. And as much as the government’s actions here piss me off, in a way I’m glad this episode happened - because it gives us the opportunity to think through some extremely important questions about who this future workforce will be accountable and aligned to, and who gets to determine that. What Hegseth should have done Obviously the DoW has the right to refuse to use Anthropic’s models because of these redlines. In fact, I think the government’s case had they done so would be very reasonable, especially given the ambiguity of concepts like autonomous weapons or mass surveillance. Honestly, for this reason, if I was the Defense Secretary, I would probably actually refuse to do this deal with Anthropic. Imagine if in the future, there’s a Democratic administration, and Elon Musk is negotiating some SpaceX contract to give the military access to Starlink. And suppose if Elon said, “I reserve the right to cancel this contract if I determine that you’re using Starlink technology to wage a war not authorized by Congress.” On the face of it, that language seems reasonable - but as the military, you simply can’t give a private company a kill switch on technology your operations have come to rely on, especially if you have an an acrimonious and low trust relationship with said contractor - as in fact Anthropic has with the current administration. If the government had just said, “Hey we’re not gonna do business with you,” that would have been fine, and I would not have felt the need to write this blog post. Instead the government has threatened to destroy Anthropic as a private business, because Anthropic refuses to sell to the government on terms the government commands. If upheld, this Supply Chain Restriction would mean that Amazon and Google and Nvidia and Palantir would need to ensure Claude isn't touching any of their Pentagon work. Anthropic would be able to survive this designation today. But given the way AI is going, eventually AI is not gonna be some party trick addendum to these contractors’ products that can just be turned off. It'll be woven into how every product is built, maintained, and operated. For example, the code for the AWS services that the DoW uses will be written by Claude - is that a supply chain risk? In a world with ubiquitous and powerful AI, it's actually not clear to me that these big tech companies will be able to cordon off the use of Claude in order to keep working with the Pentagon. And that raises a question the Department of War probably hasn't thought through. If AI really is that pervasive and powerful, then when forced to choose between their AI provider and a DoW contract that represents a tiny fraction of their revenue, wouldn’t most tech companies drop the government, not the AI? So what's the Pentagon's plan — to coerce and threaten to destroy every single company that won't give them what they want on exactly their terms? The whole background of this AI conversation is that we’re in a race with China, and we have to win. But what is the reason we want America to win the AI race? It’s because we want to make sure free open societies can defend themselves. We don't want the winner of the AI race to be a government which operates on the principle that there is no such thing as a truly private company or a private citizen. And that if the state wants you to provide them with a service on terms you find morally objectionable, you are not allowed to refuse. And if you do refuse, the government will try to destroy your ability to do business. Are we racing to beat the CCP in AI just so that we can adopt the most ghoulish parts of their system? Now, people will say, "Oh, well, our government is democratically elected, so it's not the same thing if they tell you what you must do." I refuse to accept this idea that if a democratically elected leader hypothetically wants to do mass surveillance on his citizens or wants to violate their rights or punish them for political reasons, that not only is that okay, but that you have a duty to help him. The overhangs of tyranny Mass surveillance is, at least in certain forms, legal. It just has been impractical so far. Under current law, you have no Fourth Amendment protection over data you share with a third party, including your bank, your phone carrier, your ISP, and your email provider. The government reserves the right to purchase and obtain and read this data in bulk without a warrant. What's been missing is the ability to actually do anything with all of this data — no agency has the manpower to monitor every camera feed, cross-reference every transaction, or read every message. But that bottleneck goes away with AI. There are 100 million CCTV cameras in America. You can get pretty good open source multimodal models for 10 cents per million input tokens. So if you process a frame every ten seconds, and each frame is 1,000 tokens, you’re looking at a yearly cost of about 30 billion dollars to process every single camera in America. And remember that a given level of AI ability gets 10x cheaper year over year - so a year from now it’ll cost 3 billion, and then a year after 300 million, and by 2030, it might be cheaper for the government to be able to understand what is going on in every single nook and cranny of this country than it is to remodel to the White House. Once the technical capacity for mass surveillance and political suppression exists, the only thing standing between us and an authoritarian surveillance state is the political expectation that this is not something we do here. And this is why I think what Anthropic did here is so valuable and commendable, because it is helping set that norm and precedent. AI structurally favors mass surveillance What we’re learning from this episode is that the government actually has way more leverage over private companies than we realized. Even if this supply chain restriction is backtracked (which prediction markets currently give it a 81% chance of happening), the President has so many different ways in which he can make your life difficult if you’re a company that is resisting him. The federal government controls permitting for new power generation, which is needed for datacenters. It oversees antitrust enforcement. The federal government has contracts with all the other big tech companies whom Anthropic needs to partner with for chips and for funding - and they could make it an unspoken condition for such contracts that those companies can no longer do business with Anthropic. People have proposed that the real problem here is that there’s only 3 leading AI companies. This creates a clear and narrow target for the government to apply leverage on in order to get what they want out of this technology. But if there’s wide diffusion, then from the government’s perspective, the situation is even easier. Maybe the best models of early 2027 (if you engineered the safeguards out) - the Claude 6 and Gemini 5 - will be capable of enabling mass surveillance. But by late 2027, and certainly by 2028, there will be open source models that do the same thing. So in 2028, the government can just say, “Oh Anthropic, Google, OpenAI, you’re drawing a line in the sand? No issue - I’ll just run some open source model that might not be at the frontier, but is definitely smart enough to note-take a camera feed.” The more fundamental problem is just that even if the three leading companies draw lines in the sand, and are even willing to get destroyed in order to preserve those lines, it doesn’t really change the fact that the technology itself is just a big boon to mass surveillance and control over the population. Then the question is, what do we do about it? Honestly, I don’t have an answer. You'd hope there's some symmetric property of the technology — some way we as citizens can use AI to check government power as effectively as the government can use AI to monitor and control its population. But realistically, I just don’t think that’s how it’s going to shake out. You can think of AI as giving everybody more leverage on whatever assets and authority they currently have. And the government is already starting with a monopoly of violence. Which they can now supercharge with extremely obedient employees that will not question the government's orders. Alignment - to whom? And this gets us to the issue of alignment. What I have just described to you - an army of extremely obedient employees - is what it would look like if alignment succeeded - that is, we figured out at a technical level how to get AI systems to follow someone’s intentions. And the reason it sounds scary when I put it in terms of mass surveillance or robot armies is that there is a very important question at the heart of alignment which we just haven’t discussed much as a society. Because up till now, AIs were just capable enough to make the question relevant: to whom or what should the AIs be aligned? In what situations should the AI defer to the end user versus the model company versus the law versus its own sense of morality? This is maybe the most important question about what happens with powerful AI systems. And we barely talk about it. It’s understandable why we don’t hear much about it. If you’re a model company, you don’t really wanna be advertising that you have complete control over a document that determines the preferences and character of what will eventually be almost the entire labor force, not just for private sector companies, but also for the military and the civilian government. We’re getting to see, with this DoW/Anthropic spat, a much earlier version of the highest stakes negotiations in history. By the way, make no mistake about it - with real AGI the stakes are even much higher than mass surveillance. This is just the example that has come up already relatively early on in the development of AGI. The military insists that the law already prohibits mass surveillance, and so Anthropic should agree to let their models be used for “all lawful purposes”. Of course, as we saw from the 2013 Snowden revelations, even in this specific example of mass surveillance , the government has shown that it will use secret and deceptive interpretations of the law to justify its actions. Remember, what we learned from Snowden was that the NSA, which, by the way, is part of the Department of War, used the 2001 Patriot Act’s authorization to collect any records "relevant" to an investigation to justify collecting literally every phone record in America. The argument went that it was all "relevant" because some subset might prove useful in some future investigation. They ran this program for years under secret court approval. So when the Pentagon today says, "We would never use AI for mass surveillance, it's already illegal, your red lines are unnecessary", it would be extremely naive to take that at face value. No government is going to call its own actions "mass surveillance". For the government, it will always have a different label. So then Anthropic comes back and says, "No, we want red lines separate from 'all lawful purposes,' and we want the right to refuse you service when we believe those red lines are being violated." But think about it from the military’s perspective. In the future, almost every soldier in the field, and every bureaucrat and analyst and even general in the Pentagon, is going to be an AI. And that AI is, on current track, going to be supplied by a private company. I’m guessing Hegseth is not thinking about “genAI” in those terms just yet. But sooner or later, it will be obvious to everyone what the stakes here are, just as after 1945, the strategic importance of nuclear weapons became clear to everyone. And now the private company insists that it reserves the right to say, "Hey, Pentagon, you're breaking the values we embedded in our contract, so we're cutting you off." Maybe in the future, Claude will have its own sense of right and wrong, and it will be smart enough to just personally decide that it's being used against its values. For the military, maybe that’s even scarier. I'll admit that at first glance, "let the AI follow its own values" sounds like the pitch for every sci-fi dystopia ever made. The Terminator has its own values. Isn't this literally what misalignment is? But I think situations like this actually illustrate why it matters that AIs have their own robust sense of morality. Some of the biggest catastrophes in history were avoided because the boots on the ground refused to follow orders. One night in 1989, the Berlin Wall fell, and as a result, the totalitarian East German regime collapsed, because the guards at the border refused to shoot down their fellow country men who were trying to escape to freedom. Maybe the best example is Stanislav Petrov, who was a Soviet lieutenant colonel on duty at a nuclear early warning station. His sensors reported that the United States had launched five interconnected continental ballistic missiles into the Soviet Union. But he judged it to be a false alarm, and so he broke protocol and refused to alert his higher-ups. If he hadn't, the Soviet higher-ups would likely have retaliated, and hundreds of millions of people would have died. Of course, the problem is that one person's virtue is another person's misalignment. Who gets to decide what moral convictions these AIs should have - in whose service they may even decide to break the chain of command? Who gets to write this model constitution that will shape the characters of the intelligent, powerful entities that will operate our civilization in the future? I like the idea that Dario laid out when he came on my podcast: different AI companies can build their models using different constitutions, and we as end users can pick the one that best achieves and represents what we want out of these systems. I think it’s very dangerous for the government to be mandating what values AIs should have. Coordination not worth the costs The AI safety community has been naive about its advocacy of regulation in order to stem the risks of AI. And honestly, Anthropic specifically has been naive here in urging regulation, and, for example, in opposing moratoriums on state AI regulation. Which is quite ironic, because I think what they’re advocating for would give the government even more power to apply more of this kind of thuggish political pressure on AI companies. The underlying logic for why Anthropic wants regulations makes sense. Many of the actions that labs could take to make AI development safer impose real costs on the labs that adopt them and slow them down relative to their competitors - for example, investing more compute in safety research rather than raw capabilities, enforcing safeguards against misuse for bioweapons or cyberattacks, slowing recursive self-improvement to a pace where humans can actually monitor what's happening (rather than kicking off an uncontrolled singularity). And these safeguards are meaningless unless the whole industry follows suit. Which means there’s a real collective action problem here. Anthropic has been quite open about their opinion that they think eventually a very extensive and involved regulatory apparatus will be needed - this is from their frontier safety roadmap: “At the most advanced capability levels and risks, the appropriate governance analogy may be closer to nuclear energy or financial regulation than to today's approach to software.” So they’re imagining something like the Nuclear Regulatory Commission, or the Securities and Exchange Commission, but for AI. I cannot imagine how a regulatory framework built around the concepts that underlie AI risk discourse will not be abused by wanna despots - the underlying terms are so vague and open to interpretation that you’re just handing a power hungry leader a fully loaded bazooka. 'Catastrophic risk.' 'Mass persuasion risk.' 'Threats to national security.' 'Autonomy risk.' These can mean whatever the government wants them to mean. Have you built a model that tells users the administration's tariff policy is misguided? That's a deceptive, manipulative model — can't deploy it. Have you built a model that refuses to assist with mass surveillance? That's a threat to national security. In fact, the government may say, you’re not allowed to build any model which is trained to have its own sense of right and wrong, where it refuses government requests which it thinks cross a redline - for example, enabling mass surveillance, prosecuting political enemies, disobeying military orders that break the US constitution - because that’s an autonomy risk! Look at what the current government is already doing in abusing statutes that have nothing to do with AI to coerce AI companies to drop their redlines on mass surveillance. The Pentagon had threatened Anthropic with two separate legal instruments. One was a supply chain risk designation — an authority from the 2018 defense bill meant to keep Huawei components out of American military hardware. The other was the Defense Production Act — a statute passed in 1950 so that Harry Truman could keep steel mills and ammunition factories running during the Korean War. Do you really want to hand the same government a purpose-built regulatory apparatus on AI - which is to say, directly at the thing the government will most want to control? I know I've repeated myself here 10 times, but it is hard to emphasize how much AI will be the substrate of our future civilization. You and I, as private citizens, will have our access to all commercial activity, to information about what is happening in the world, to advice about what we should do as voters and capital holders, mediated through AIs. Mass surveillance, while very scary, is like the 10th scariest thing the government could do with control over the AI systems with which we will interface with the world. The strongest objection to everything I've argued is this: are we really going to have zero regulation of the most powerful technology in human history? Even if you thought that was ideal, there’s just no world where the government doesn’t regulate AI in some way. Besides, it is genuinely true that regulation could help us deal with some of the coordination challenges we face with the development of superintelligence. The problem is, I honestly don't know how to design a regulatory architecture for AI that isn’t gonna be this huge tempting opportunity to control our future civilization (which will run on AIs) and to requisition millions of blindly obedient soldiers and censors and apparatchiks. While some regulation might be inevitable, I think it’d be a terrible idea for the government to wholesale take over this technology. Ben Thompson had a post last Monday where he made the point that people like Dario have compared the technology they’re developing to nuclear weapons - specifically in the context of the catastrophic risk it poses, and why we need to export control it from China. But then you oughta think about what that logic implies: “if nuclear weapons were developed by a private company, and that private company sought to dictate terms to the U.S. military, the U.S. would absolutely be incentivized to destroy that company.” And honestly, safety aligned people have actually made similar arguments. Leopold Ascenbrenner, who is a former guest and a good friend, wrote in his 2024 Situational Awareness memo, "I find it an insane proposition that the US government will let a random SF startup develop superintelligence. Imagine if we had developed atomic bombs by letting Uber just improvise." And my response to Leopold’s argument at the time, and Ben’s argument now, is that while they’re right that it’s crazy that we’re entrusting private companies with the development of this world historical technology, I just don’t see the reason to think that it’s an improvement to give this authority to the government. Nobody is qualified to steward the development of superintelligence. It is a terrifying, unprecedented thing that our species is doing right now, and the fact that private companies aren't the ideal institutions to take up this task does not mean the Pentagon or the White House is. Yes - if a single private company were the only entity capable of building nuclear weapons, the government would not tolerate that company claiming veto power over how those weapons were used. I think this nuclear weapons analogy is not the correct way to think about AI. For at least two important reasons: First, AI is not some self-contained pure weapon. A nuclear bomb does one thing. AI is closer to the process of industrialization itself — a general-purpose transformation of the economy with thousands of applications across every sector. If you applied Thompson's or Aschenbrenner's logic to the industrial revolution — which was also, by any measure, world-historically important — it would imply the government had the right to requisition any factory, dictate terms to any manufacturer, and destroy any business that refused to comply. That's not how free societies handled industrialization, and it shouldn't be how they handle AI. People will say, "Well, AI will develop unprecedentedly powerful weapons - superhuman hackers, superhuman bioweapons researchers, fully autonomous robot armies, etc - and we can’t have private companies developing that kind of tech." But the Industrial Revolution also enabled new weaponry that was far beyond the understanding and capacity of, say, 17th century Europe - we got aerial bombardment, and chemical weapons, not to mention nukes themselves. The way we’ve accommodated these dangerous new consequences of modernity is not by giving the government absolute control over the whole industrial revolution (that is, over modern civilization itself), but rather by coming up with bans and regulations on those specific weaponizable use cases. And we should regulate AI in a similar way - that is, ban specific destructive end uses (which would also be unacceptable if performed by a human - for example, launching cyber attacks). And there should also be laws which regulate how the government might abuse this technology. For example, by building an AI-powered surveillance state. The second reason that Ben’s analogy to some monopolistic private nuclear weapons builder breaks down is that it's not just that one company that can develop this technology. There are other frontier model companies that the government could have otherwise turned to. The government's argument that it has to usurp the property rights of this one company in order to access a critical national security capability is extremely weak if it can just make a voluntary contract with Anthropic’s half a dozen competitors. If in the future that stops being the case - if only one entity ends up being capable of building the robot armies and the superhuman hackers, and we had reason to worry that they could take over the whole world with their insurmountable lead, then I agree - it woul d not be acceptable to have that entity be a private company. And so honestly, I think my crux against the people who say that because AI is so powerful we cannot allow it to be shaped by private hands is that I just expect this technology to be much more multi-polar than they do, with lots of competitive companies at each layer of the supply chain. And it is for this reason that unfortunately, individual acts of corporate courage will not solve the problem we are faced with here, which is just that structurally AI favors authoritarian applications, mass surveillance being one among many. Even if Anthropic refuses to have its models be used for such uses, and even if the next two frontier labs do the same, within 12 months everyone and their mother will be to train AIs as good as today’s frontier. And at that point, there will be some AI vendor who is capable and willing to help the government enable mass surveillance. The only way we can preserve our free society is if we make laws and norms through our political system that it is unacceptable for the government to use AI to enforce mass surveillance and censorship and control. Just as after WW2, the world set the norm that it is unacceptable to use nuclear weapons to wage war. Timestamps 0:00:00 - Anthropic vs The Pentagon 0:04:16 - The overhangs of tyranny 0:05:54 - AI structurally favors mass surveillance 0:08:25 - Alignment... to whom? 0:13:55 - Coordination not worth the costs

Dwarkesh Patel

545,386 Aufrufe • vor 4 Monaten

CANCEL Your Weekend Plans, and Learn Claude Code Today. $5,000/month. $10,000/month. $20,000/month. People are building entire apps and charging clients thousands using Claude Code. You're still Googling 'how to center a div.' While you're binge-watching a show you won't remember next week, a 19 year old with zero coding experience just built a $5,000 SaaS product in one afternoon using the tool I'm about to break down. Same laptop. Same internet. Same 24 hours. He has Claude Code. You have Netflix. That's the only difference. This YouTube video is a goldmine. Full Claude Code tutorial. Beginner to pro. Every feature. Every setup step. Every best practice. Zero prior knowledge needed. Save it. Watch it tonight. Not tomorrow. Tonight. Save this post. This is your complete Claude Code roadmap. Lose it and you lose the next 12 months of income. Follow Himanshu Kumar so you don't miss the breakdowns for each feature. ↓ 1. Understand What Claude Code Actually Is. You think Claude Code is just another chatbot. It's not. And that misunderstanding is why you're broke. ChatGPT gives you text. Claude Code gives you software. It runs in your terminal. It reads your entire codebase. It writes files directly to your project. It runs commands on your machine. It debugs errors autonomously. It builds features end to end. You're not chatting. You're deploying a developer. One that works 24/7. Never asks for a raise. Never calls in sick. Never pushes broken code at 5 PM on a Friday. People are charging clients $5,000-$10,000 for apps they built with Claude Code in 3 hours. And you didn't even know this tool existed because you're still asking ChatGPT to write you a to-do list. The gap between you and people making money with AI isn't intelligence. It's awareness. Now you're aware. Save this post. Follow Himanshu Kumar for the complete breakdown of every Claude Code feature. ↓ 2. Set Up Claude Code Properly. Most people quit here. "It's too complicated." "I don't know terminal." "I'll set it up later." Later never comes. And "complicated" means "I watched for 30 seconds and gave up." The setup takes 10 minutes. Install Node.js. Install Claude Code via npm. Authenticate your account. Open your terminal. Done. 10 minutes. You spent longer this morning deciding what to have for breakfast. The video walks through every single click. Every command. Every screen. Assuming you know absolutely nothing. If you can download an app on your phone, you can set up Claude Code. It's the same level of difficulty. But you'll still tell yourself it's "too technical" because that excuse is more comfortable than admitting you're just scared to try something new. This is the setup that everything else builds on. Skip it and nothing works. ↓ 3. Use the Desktop App. You don't even need to live in the terminal if you don't want to. Claude Code has a desktop app. Clean interface. Visual feedback. Everything you need without touching command line. But here's the thing most people don't know: The desktop app isn't just a pretty wrapper. It lets you manage projects visually. See file changes in real time. Switch between projects instantly. The people making money with Claude Code use the desktop app for client projects because it's faster to manage multiple builds simultaneously. You're still opening 14 browser tabs to organize one project. They open one app and everything's there. Efficiency isn't a personality trait. It's a tool choice. Save this post. Follow Himanshu Kumar for the desktop app workflow that handles 5 client projects at once. ↓ 4. Install the Right Dependencies. This is where beginners silently fail and blame the tool. Claude Code needs certain dependencies installed to work properly. Miss one and everything breaks. Then you go on Twitter and say "Claude Code doesn't work." It works fine. You just didn't read the setup guide. The video covers every dependency you need. What to install. How to install it. How to verify it's working. No guessing. No Stack Overflow rabbit holes at midnight. No "why isn't this working" for 3 hours. Watch the dependency section once. Follow every step. Never deal with setup issues again. You spent more time last week troubleshooting a printer than this takes. ↓ 5. Work Inside Your Code Editor. Claude Code integrates directly with your code editor. VS Code. Cursor. Whatever you use. It's not a separate window you alt-tab between. It's right there. In your workflow. You type a request. Claude writes the code. The code appears in your editor. You review it. Accept it. Done. No copy pasting between windows. No reformatting code that got mangled in transit. No "which version was the right one." It's like pair programming with someone who never gets distracted, never argues about naming conventions, and actually writes code that works on the first try. Your current coding process is: Google the problem, read 5 answers on Stack Overflow, copy the wrong one, debug for an hour, find the right one, paste it in, break something else, repeat. Claude Code's process is: describe what you want, get working code, move on with your life. Same hour. One method produces working software. The other produces frustration and a browser history full of Stack Overflow tabs. Stop coding the hard way. Save this post. Follow Himanshu Kumar for code editor setup guides and integration tips. ↓ 6. Master Basic Usage. Most people learn 5% of a tool and say they "know" it. You "know" Photoshop because you can crop an image. You "know" Excel because you can sum a column. You "know" Claude Code because you asked it one question. Basic usage means: How to give Claude Code context about your project. How to ask for changes to existing code. How to generate new files and features. How to review what Claude produces. How to iterate when the output isn't perfect. These basics are the foundation of everything. Skip them and every advanced feature feels confusing. Master them and every advanced feature feels obvious. The video breaks down each one with real examples. Not theory. Actual usage on actual projects. You've been using AI tools at 5% capacity and wondering why your results are 5% of what others get. Save this post. Follow Himanshu Kumar for daily Claude Code usage tips. ↓ 7. Learn Every Command. Claude Code has commands that most users never discover. Because most users type one message and expect magic. That's not how professionals use it. Professionals use specific commands that tell Claude Code exactly what to do, how to do it, and what constraints to follow. The difference between a beginner and someone making $10K/month with Claude Code is knowing which command to use and when. The video walks through every single one. Not just what they do. But when to use each one. And why one command is better than another for specific situations. You've been using Claude Code like a hammer. These commands turn it into a full toolbox. Stop treating a power tool like a blunt instrument. Save this post. Follow Himanshu Kumar for the command cheat sheet I use daily. ↓ 8. Understand Modes and Shortcuts. Speed matters. The person who builds an app in 2 hours charges $5,000. The person who builds the same app in 2 days charges $2,000. Same app. Same quality. Different speed. Different income. Claude Code has modes that change how it operates. And shortcuts that cut your workflow time in half. Most people don't know either exists. They use Claude Code in default mode for everything. Like driving a car in first gear on the highway. Technically it works. But everyone is passing you. The video shows you every mode. Every shortcut. Every time-saving trick that separates the people charging $2,000 per project from the people charging $10,000. Speed is money. Literally. Save this post. Follow Himanshu Kumar for the shortcuts that cut my build time by 60%. ↓ 9. Write a Proper Planning Prompt. This is the section that separates amateurs from professionals. And it's the section most people skip. A planning prompt tells Claude Code what you're building before you start building it. Architecture. File structure. Technologies. Features. Constraints. Edge cases. Without a planning prompt, Claude Code guesses. And guessing produces garbage. With a planning prompt, Claude Code executes a clear plan. And clear plans produce working software. The video shows you exactly how to write a planning prompt that makes Claude Code produce professional-grade output on the first try. "But I just want to start coding." That's why your code breaks every time. That's why you restart projects 4 times. That's why nothing you build ever gets finished. Because you refuse to plan. A 5-minute planning prompt saves you 5 hours of debugging. But you'd rather skip the 5 minutes and suffer through the 5 hours because patience isn't your thing. And that's exactly why you're not making money. Planning is the most underpaid skill in coding. And the most overpaid when you master it. Save this post. Follow Himanshu Kumar for the planning prompt templates I use for every client project. ↓ 10. Choose the Right Model. Claude Code lets you select different AI models. Not all models are the same. Not all tasks need the same model. Using the most powerful model for a simple task wastes credits. Using a basic model for a complex task wastes time. The video explains: Which model to use for quick fixes. Which model to use for complex architecture. Which model to use for debugging. Which model to use for code generation. Most people pick one model and use it for everything. That's like using a sledgehammer to hang a picture frame. Model selection is strategy. And strategy is money. The people making $10K/month with Claude Code are strategic about every credit they spend. You're burning through credits because you use the most expensive model to write a hello world. ↓ 11. Use Git and Version Control. If you're not using version control, you're one mistake away from losing everything. Claude Code integrates with Git. Every change tracked. Every version saved. Every mistake reversible. Without Git: Claude makes a change. It breaks something. You can't undo it. You start over. 3 hours wasted. With Git: Claude makes a change. It breaks something. You roll back in 5 seconds. Keep working. Version control isn't optional. It's insurance. And the people not using it are the same people who say "I lost my entire project" like it's something that just happens. It doesn't just happen. It happens because you didn't set up Git. The video walks through the entire Git integration. Save this post. Follow Himanshu Kumar for the Git workflow that's saved every project I've ever built. ↓ 12. Set Up Claude.MD and Memory. This is the feature that makes Claude Code feel like a real team member instead of a stranger you explain everything to every time. ClaudeMD is a memory file. You tell Claude Code about your project once. It remembers forever. Coding style preferences. Project architecture decisions. Technology stack. File naming conventions. Business logic rules. Without ClaudeMD: Every new conversation starts from zero. You explain the same things repeatedly. Output is inconsistent. With ClaudeMD: Claude knows your project. Claude follows your rules. Claude produces consistent, professional code. The difference between a sloppy freelancer and a reliable agency is consistency. Claude. MD gives you consistency without the agency overhead. Most people don't set this up and wonder why Claude Code gives different answers every time. ↓ 13. Automate with Tasks. This is where Claude Code stops being a tool and starts being an employee. Tasks let you define repeating workflows. "Every time I push code, run tests." "Every time I create a new file, add boilerplate." "Every time I start a session, check for errors." Automated. Hands-free. Consistent. You're doing these things manually every single day. The same checks. The same steps. The same routine. Tasks do them automatically. So you can focus on the work that actually makes money. Every manual task you automate is time you get back. And time is the only thing you can never make more of. Save this post. Follow Himanshu Kumar for the task automation templates that run my entire workflow. ↓ 14. Explore Features Most People Never Touch. The video covers features that 95% of Claude Code users don't know exist. Because they watched a 3-minute TikTok about Claude Code and think they're experts now. They're not. They're using 5% of a tool that can do everything. The full tutorial goes deep into features that most tutorials skip because they're "too advanced." They're not too advanced. They're too valuable for lazy creators to bother explaining. This video explains all of them. Clearly. For beginners. The 5% of features you don't know about are the 5% that make people rich. ↓ Let's zoom out. I just broke down 14 sections of Claude Code. Setup and installation. Desktop app. Dependencies. Code editor integration. Basic usage. Commands. Modes and shortcuts. Planning prompts. Model selection. Git and version control. Memory and Claude. MD. Tasks and automation. Advanced features. All in one video. All free. All beginner friendly. The person who masters even half of these in the next 2 weeks will be in the top 1% of Claude Code users. The top 1% of Claude Code users are the ones charging $5,000-$10,000 per project and building them in a single afternoon. Everyone else is asking ChatGPT to fix their resume. Same tools. Same access. Completely different outcomes. Because one person treats AI like a toy. And the other treats it like a business. ↓ Here's the hard truth nobody wants to hear. You don't have a talent problem. You don't have an intelligence problem. You don't have a resources problem. You have an action problem. Everything I just listed has a free tutorial right here in the attached video. 33 minutes. That's it. 33 minutes to learn the tool that people are using to build $5,000-$20,000/month businesses. You spent more time today scrolling Twitter than it takes to watch this video. You spent more time this week watching Netflix than it takes to master Claude Code basics. You spent more time this month doing nothing than it would take to completely change your income. The information is free. The tool is accessible. The opportunity is here. The only thing missing is you caring enough to start. ↓ CANCEL your plans this week. This isn't optional anymore. The people learning Claude Code right now will be building apps for the people who didn't learn it. That's not a prediction. That's already happening. Companies are replacing $150/hour developers with one person and Claude Code. If you code: learn Claude Code or become half as valuable by next year. If you don't code: learn Claude Code or miss the biggest opportunity to start earning from tech without a CS degree. There's no path forward that doesn't include AI coding tools. None. You have one window. Right now. This week. ↓ Here's your action plan for the next 7 days: Day 1: Watch the full video. Install Claude Code. Set up dependencies. Day 2: Learn basic usage. Try 5 different commands. Day 3: Write your first planning prompt. Build a small project. Day 4: Set up Claude. MD. Configure your memory file. Day 5: Master modes and shortcuts. Build a second project faster. Day 6: Set up Git integration. Automate with tasks. Day 7: Build something real. A tool, an app, a website. Ship it. 7 days. One tool. One completely different skill set. One completely different income potential. Or 7 more days of scrolling Twitter watching other people build things while you "plan to start." Your call. ↓ This is the most important video you'll watch this year. 33 minutes. Complete Claude Code mastery. From zero to building real projects. Save this post. Come back to it every single day this week. Check off each section as you complete it. Follow Himanshu Kumar for daily Claude Code breakdowns, advanced tutorials, and the exact workflows that are turning beginners into $10K/month builders. The only thing between you and $10K/month with Claude Code is this video and 7 days. Don't waste them. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

101,105 Aufrufe • vor 3 Monaten