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🎙️ NEW EPISODE: MicroVCSELs vs MicroLEDs, a MicroExplainer Austin and Vik host an explainer on the two competing microemitter technologies for AI interconnects, microLEDs and microVCSELs. They break down Credo's surprising pivot at OCP from its microLED acquisition to a microVCSEL product, and the physics that give microVCSELs better...

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Semi Doped

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18,249 görüntüleme • 12 gün önce •via X (Twitter)

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New episode: Austin and Vik break down Qualcomm's Investor Day - HBC, Alphawave, Modular, more • 2/3 of revenue from data center, auto, and IoT by 2029, not handsets • HBC stacks LPDDR on the logic die, not beside it: 2,000 lanes become 100,000 • Disaggregation lets latecomers slot a decode rack beside Nvidia • Alphawave is like QCOM's Mellanox; Modular (Chris Lattner) is its CUDA • C1000 CPU wins Meta, but ships ~2 yrs into a CPU shortage Chapters: 0:00 Communications? That's just the start 4:08 Inside $QCOM investor day 9:16 Can Qualcomm build a data center business? 13:09 Disaggregated inference opens the door 17:57 High Bandwidth Compute: memory on the XPU 30:29 "No advanced packaging" just moves the problem 36:20 The roadmap, Alphawave, and Modular 46:00 The C1000 CPU and the agentic shortage 50:40 Cars as token generators, the $1T robotics bet 57:32 The memory market: MOAR Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar ✈️ Bay Area
59:43

New episode: Austin and Vik break down Qualcomm's Investor Day - HBC, Alphawave, Modular, more • 2/3 of revenue from data center, auto, and IoT by 2029, not handsets • HBC stacks LPDDR on the logic die, not beside it: 2,000 lanes become 100,000 • Disaggregation lets latecomers slot a decode rack beside Nvidia • Alphawave is like QCOM's Mellanox; Modular (Chris Lattner) is its CUDA • C1000 CPU wins Meta, but ships ~2 yrs into a CPU shortage Chapters: 0:00 Communications? That's just the start 4:08 Inside $QCOM investor day 9:16 Can Qualcomm build a data center business? 13:09 Disaggregated inference opens the door 17:57 High Bandwidth Compute: memory on the XPU 30:29 "No advanced packaging" just moves the problem 36:20 The roadmap, Alphawave, and Modular 46:00 The C1000 CPU and the agentic shortage 50:40 Cars as token generators, the $1T robotics bet 57:32 The memory market: MOAR Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar ✈️ Bay Area

Semi Doped

47,365 görüntüleme • 4 ay önce

🎙️ NEW EPISODE: Qualcomm's HBC vs HBM, Dragonfly AI 250, and Winning on TCO Austin sits down with Qualcomm's Durga Malladi live in Maui to talk HBC (High Bandwidth Compute). HBC is Qualcomm's differentiated bet to win data center inference workloads. HBM shuttles data across wide buses to a separate accelerator. HBC puts compute directly on the stacked DRAM's logic die. - HBM is fast but power-hungry; HBC drops latency AND power per bit - 18x effective bandwidth on the AI 250 at the SAME 768 GB and SAME 160 kW - A trillion-parameter FP4 model on a single card - Foundry + memory-vendor relationships de-risk multi-megawatt supply at scale Chapters: 0:00 Introduction 2:49 The Memory Wall Problem 8:05 HBC Physical Architecture 9:33 HBC vs. Custom HBM 11:50 Silicon Proof Points Coming 12:08 Managing Thermals 13:34 Dragonfly AI 250 14:48 Trillion-Parameter Model on One Card 16:56 Tokenomics and TCO 18:26 Why TCO is Key 19:26 Manufacturing at Scale Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar ✈️ Japan Qualcomm Snapdragon
20:50

🎙️ NEW EPISODE: Qualcomm's HBC vs HBM, Dragonfly AI 250, and Winning on TCO Austin sits down with Qualcomm's Durga Malladi live in Maui to talk HBC (High Bandwidth Compute). HBC is Qualcomm's differentiated bet to win data center inference workloads. HBM shuttles data across wide buses to a separate accelerator. HBC puts compute directly on the stacked DRAM's logic die. - HBM is fast but power-hungry; HBC drops latency AND power per bit - 18x effective bandwidth on the AI 250 at the SAME 768 GB and SAME 160 kW - A trillion-parameter FP4 model on a single card - Foundry + memory-vendor relationships de-risk multi-megawatt supply at scale Chapters: 0:00 Introduction 2:49 The Memory Wall Problem 8:05 HBC Physical Architecture 9:33 HBC vs. Custom HBM 11:50 Silicon Proof Points Coming 12:08 Managing Thermals 13:34 Dragonfly AI 250 14:48 Trillion-Parameter Model on One Card 16:56 Tokenomics and TCO 18:26 Why TCO is Key 19:26 Manufacturing at Scale Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar ✈️ Japan Qualcomm Snapdragon

Semi Doped

22,380 görüntüleme • 1 ay önce

Memory is eating the world When consumers feel the heat, you know its a problem. While big-3 memory companies are enjoying sweet-sweet profit margins…the rest of the electronics market is cracking under pricing pressure. - GoPro is more like GoingUnder - Apple products 10-30% pricier - Even music synths are more expensive Is it price gouging at this point? Is this revenge for all the memory cyclicality? When will this end? Chapters: 0:00 Memory crisis hits 1:20 AI impacting consumers 3:00 AI causing inflation 6:48 Consumer demand drop? 8:49 AI demand inelastic 10:56 Long-term memory outlook 11:02 GoPro's memory woes 12:24 Apple's pricing power 18:20 Apple seeks CXMT DRAM 21:38 Shrinkflation for phones 23:16 Korea's memory investment 26:10 Micron's killing profits 33:00 Why AI needs so much DRAM 40:27 Future of AI training 44:34 Cost-optimizing inference Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar $MU
50:55

Memory is eating the world When consumers feel the heat, you know its a problem. While big-3 memory companies are enjoying sweet-sweet profit margins…the rest of the electronics market is cracking under pricing pressure. - GoPro is more like GoingUnder - Apple products 10-30% pricier - Even music synths are more expensive Is it price gouging at this point? Is this revenge for all the memory cyclicality? When will this end? Chapters: 0:00 Memory crisis hits 1:20 AI impacting consumers 3:00 AI causing inflation 6:48 Consumer demand drop? 8:49 AI demand inelastic 10:56 Long-term memory outlook 11:02 GoPro's memory woes 12:24 Apple's pricing power 18:20 Apple seeks CXMT DRAM 21:38 Shrinkflation for phones 23:16 Korea's memory investment 26:10 Micron's killing profits 33:00 Why AI needs so much DRAM 40:27 Future of AI training 44:34 Cost-optimizing inference Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar $MU

Semi Doped

34,810 görüntüleme • 4 ay önce

FEELING HOT HOT HOT! 🎙️ NEW EPISODE: OpenAI's Jalapeño! Vik and Austin react to OpenAI's Jalapeño inference chip, announced at Hot Chips by Richard Ho @cdleary. - "Dark silicon is cheaper than idle accelerators": one balanced chip beats a GPU + LPU pair? - Nine months from RTL to tapeout, a Blackwell-class chip designed with AI for EDA - NUMA-style local HBM slices per accelerator fix the "operands arrive late" problem - Broadcom ESUN scale-up: 128 chips per rack at 600 GB/s, 2,048 chips across 16 racks at 200G (still scale up!) - The "regret factor": opportunity cost of missing a future model beats the cost of generality Plus the extra spicy questions: should OpenAI sell it, how much of the RTL was AI-written, and where is Anthropic's chip? Chapters: 0:00 Hot Chips Reaction 2:32 Designing for User Experience 11:16 A Generalized Inference Chip 14:18 The Foundry-IDM Analogy 18:42 The 'Regret Factor' 21:02 The 9-Month Design Cycle 23:45 Challenging the Two-Chip Solution 35:08 Solving HBM Underutilization 36:46 The NUMA Architecture Solution 39:28 System-Level ESUN Networking 42:06 Dark Silicon vs. Idle Accelerators 49:08 A Wake-Up Call for the Industry 52:59 Where's Anthropic's Chip? Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar
54:32

FEELING HOT HOT HOT! 🎙️ NEW EPISODE: OpenAI's Jalapeño! Vik and Austin react to OpenAI's Jalapeño inference chip, announced at Hot Chips by Richard Ho @cdleary. - "Dark silicon is cheaper than idle accelerators": one balanced chip beats a GPU + LPU pair? - Nine months from RTL to tapeout, a Blackwell-class chip designed with AI for EDA - NUMA-style local HBM slices per accelerator fix the "operands arrive late" problem - Broadcom ESUN scale-up: 128 chips per rack at 600 GB/s, 2,048 chips across 16 racks at 200G (still scale up!) - The "regret factor": opportunity cost of missing a future model beats the cost of generality Plus the extra spicy questions: should OpenAI sell it, how much of the RTL was AI-written, and where is Anthropic's chip? Chapters: 0:00 Hot Chips Reaction 2:32 Designing for User Experience 11:16 A Generalized Inference Chip 14:18 The Foundry-IDM Analogy 18:42 The 'Regret Factor' 21:02 The 9-Month Design Cycle 23:45 Challenging the Two-Chip Solution 35:08 Solving HBM Underutilization 36:46 The NUMA Architecture Solution 39:28 System-Level ESUN Networking 42:06 Dark Silicon vs. Idle Accelerators 49:08 A Wake-Up Call for the Industry 52:59 Where's Anthropic's Chip? Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar

Semi Doped

22,762 görüntüleme • 2 ay önce

🎙️ NEW EPISODE: GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ "The enemy to me right now is copper," says Tom Barber. Austin sits down with Tom to unpack why GF thinks it can lead the shift to optical interconnects twice over: once with its long-running silicon photonics platform, and again with the specialty Silicon Germanium process the industry needs to drive it. Key Takeaways - CPO's real win isn't speed, it's power: saving 20-25 pJ/bit frees part of a data center's fixed 50-100 MW budget to go toward compute instead of moving bits. - GlobalFoundries leads photonics revenue for an unglamorous reason: it moved to 300mm wafers early, which yields 2.25x more die per wafer than the 200mm lines rivals still run. - CPO can end up more reliable than the pluggables it's replacing, not less, because it deletes the physical plug connector, and dust at that connector is the leading cause of field failures. - The OCI MSA picks NRZ over faster PAM4, deliberately going wide and slow, because NRZ's native bit error rate is a million times lower, which simplifies the receiver and cuts power. - GlobalFoundries stacks two specialty processes into one edge: micro-mirror couplers on the photonic side, and Silicon Germanium transistors hitting 350-400 GHz on the electrical side driving them. - The real competitor for silicon photonics isn't another foundry, it's copper itself — and that market is big enough that GlobalFoundries and TSMC can both win without taking share from each other. Chapters: 0:00 GlobalFoundries in Photonics 1:21 GF's Photonics Strategy 3:02 GF's Market Leadership 5:06 300mm Wafer Advantage 6:55 Copper's Range Limits 9:18 Pluggable to CPO 13:48 CPO Reliability 19:22 OCI MSA Explained 26:20 GF's Scale Platform 29:04 Micro Mirror Technology 31:32 Photonics vs. Copper 38:25 Silicon Germanium Advantage Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar
39:33

🎙️ NEW EPISODE: GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ "The enemy to me right now is copper," says Tom Barber. Austin sits down with Tom to unpack why GF thinks it can lead the shift to optical interconnects twice over: once with its long-running silicon photonics platform, and again with the specialty Silicon Germanium process the industry needs to drive it. Key Takeaways - CPO's real win isn't speed, it's power: saving 20-25 pJ/bit frees part of a data center's fixed 50-100 MW budget to go toward compute instead of moving bits. - GlobalFoundries leads photonics revenue for an unglamorous reason: it moved to 300mm wafers early, which yields 2.25x more die per wafer than the 200mm lines rivals still run. - CPO can end up more reliable than the pluggables it's replacing, not less, because it deletes the physical plug connector, and dust at that connector is the leading cause of field failures. - The OCI MSA picks NRZ over faster PAM4, deliberately going wide and slow, because NRZ's native bit error rate is a million times lower, which simplifies the receiver and cuts power. - GlobalFoundries stacks two specialty processes into one edge: micro-mirror couplers on the photonic side, and Silicon Germanium transistors hitting 350-400 GHz on the electrical side driving them. - The real competitor for silicon photonics isn't another foundry, it's copper itself — and that market is big enough that GlobalFoundries and TSMC can both win without taking share from each other. Chapters: 0:00 GlobalFoundries in Photonics 1:21 GF's Photonics Strategy 3:02 GF's Market Leadership 5:06 300mm Wafer Advantage 6:55 Copper's Range Limits 9:18 Pluggable to CPO 13:48 CPO Reliability 19:22 OCI MSA Explained 26:20 GF's Scale Platform 29:04 Micro Mirror Technology 31:32 Photonics vs. Copper 38:25 Silicon Germanium Advantage Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar

Semi Doped

28,309 görüntüleme • 2 ay önce

This is the interior of the new C-Class EV. The screen is 39.1 inch wide, with nearly 10 million pixels and over 1,000 individual microLEDs for local dimming and independent brightness zones. Mercedes says their new operating system is faster and more intuitive than before. It looks very busy.
0:51

This is the interior of the new C-Class EV. The screen is 39.1 inch wide, with nearly 10 million pixels and over 1,000 individual microLEDs for local dimming and independent brightness zones. Mercedes says their new operating system is faster and more intuitive than before. It looks very busy.

Nic Cruz Patane

77,409 görüntüleme • 6 ay önce

Vik and Val Bercovici (WEKA) map where AI inference memory is headed. Every 100x cut in KV cache gets swallowed by ~10,000x more usage, so demand climbs. - NVLink beats the board: 128 lanes vs 32 PCIe - WEKA serves NAND-backed storage faster than DRAM over network - DeepSeek's cache reads run ~87x cheaper, China only - CXL needs a dedicated bus, WEKA pools NAND over RDMA/NVLink instead - Val's call: SaaS giants and Neoclouds must merge Chapters: 0:00 Intro and memory prices 3:00 Model routing and offloading 5:10 Network faster than motherboard 13:06 Four-tier memory hierarchy 19:40 KV cache and Jevons paradox 23:50 DeepSeek cache read pricing 31:40 Sliding window attention 34:49 NAND tiers, SLC vs QLC 43:57 High bandwidth flash use cases 49:59 CXL versus NVLink 53:44 AMD Mex and small models 1:03:14 SaaS, Neoclouds and tokenomics Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar
1:04:11

Vik and Val Bercovici (WEKA) map where AI inference memory is headed. Every 100x cut in KV cache gets swallowed by ~10,000x more usage, so demand climbs. - NVLink beats the board: 128 lanes vs 32 PCIe - WEKA serves NAND-backed storage faster than DRAM over network - DeepSeek's cache reads run ~87x cheaper, China only - CXL needs a dedicated bus, WEKA pools NAND over RDMA/NVLink instead - Val's call: SaaS giants and Neoclouds must merge Chapters: 0:00 Intro and memory prices 3:00 Model routing and offloading 5:10 Network faster than motherboard 13:06 Four-tier memory hierarchy 19:40 KV cache and Jevons paradox 23:50 DeepSeek cache read pricing 31:40 Sliding window attention 34:49 NAND tiers, SLC vs QLC 43:57 High bandwidth flash use cases 49:59 CXL versus NVLink 53:44 AMD Mex and small models 1:03:14 SaaS, Neoclouds and tokenomics Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar

Semi Doped

61,062 görüntüleme • 3 ay önce

The vik episode on Ground Zero! [youtube link in replies] 0:00:00 - Vik's story and Moondream 0:18:50 - The core thesis of small and scale 0:28:35 - The data problem 0:33:35 - Deciding the training architecture 0:43:20 - Post-Training and RL perf 0:46:06 - Post-Training recipes of Moondream 3 0:47:40 - Open Source and VLM development priorities 0:52:05 - AI War : America and China 0:55:07 - Moondream acquisition and Future 1:04:08 - Community Questions 1:16:40 - Trivia, Lores and Opinions on state of AI 1:28:07 - Advice to 20yo
1:31:15

The vik episode on Ground Zero! [youtube link in replies] 0:00:00 - Vik's story and Moondream 0:18:50 - The core thesis of small and scale 0:28:35 - The data problem 0:33:35 - Deciding the training architecture 0:43:20 - Post-Training and RL perf 0:46:06 - Post-Training recipes of Moondream 3 0:47:40 - Open Source and VLM development priorities 0:52:05 - AI War : America and China 0:55:07 - Moondream acquisition and Future 1:04:08 - Community Questions 1:16:40 - Trivia, Lores and Opinions on state of AI 1:28:07 - Advice to 20yo

himanshu

43,246 görüntüleme • 10 ay önce

NEW EPISODE: “You have to let people ask questions. You have to let people challenge the received wisdom, even if they're wrong, even if they seem crazy. I think that's a crucial part of a free society, and Substack has been that.” -Chris Best of Substack 0:00 Chris Best 0:24 The Problem with Media and the Birth of Substack 2:24 Writers as Heroes and the Need for Independence 3:15 Vision vs. First Step: A New Economic Engine 5:27 From Idea to Product: Paid Newsletters 7:28 Starting Small and Product-Market Fit 10:33 Platforms, Algorithms, and Distribution 12:14 Email, Ownership, and Connection to Audience 16:09 Free vs. Paid, Incentives, and the Business Model 18:41 Journalism, Independence, away from Institutions 31:02 Building a New Social Layer 1:04:29 Platforms, Power, and the Fight for Creative Independence
1:32:42

NEW EPISODE: “You have to let people ask questions. You have to let people challenge the received wisdom, even if they're wrong, even if they seem crazy. I think that's a crucial part of a free society, and Substack has been that.” -Chris Best of Substack 0:00 Chris Best 0:24 The Problem with Media and the Birth of Substack 2:24 Writers as Heroes and the Need for Independence 3:15 Vision vs. First Step: A New Economic Engine 5:27 From Idea to Product: Paid Newsletters 7:28 Starting Small and Product-Market Fit 10:33 Platforms, Algorithms, and Distribution 12:14 Email, Ownership, and Connection to Audience 16:09 Free vs. Paid, Incentives, and the Business Model 18:41 Journalism, Independence, away from Institutions 31:02 Building a New Social Layer 1:04:29 Platforms, Power, and the Fight for Creative Independence

Tetragrammaton

132,167 görüntüleme • 6 ay önce

🚨 New episode: Anish Acharya spoke with Chris Dixon (a16z crypto) about exponential forces, networks v. tools, the renaissance of paid software, movements, the idea maze, open source, and the open web. Chris is one of the timeless voices on building in consumer. If you’re a founder in consumer AI, this is a must-listen. "Whether you're an investor or entrepreneur, the most important thing to start with is to look for these these exponential forces. You can do all sorts of tactical product things, but these forces are going to overwhelm you for better or worse." (0:00) Introduction (0:33) The Power of Networks & Network Effects (5:35) The Rise of Consumer Tools & Networks (6:50) Advice for Founders (10:08) Brand, Pricing, and Defensibility in Tech (14:58) Movements, Niche Communities, and Investing (24:06) The Emergence of 'Narrow Startups' (30:55) Native vs. Skeuomorphic Technologies (36:54) Open-Source AI & The Future of Technology
42:54

🚨 New episode: Anish Acharya spoke with Chris Dixon (a16z crypto) about exponential forces, networks v. tools, the renaissance of paid software, movements, the idea maze, open source, and the open web. Chris is one of the timeless voices on building in consumer. If you’re a founder in consumer AI, this is a must-listen. "Whether you're an investor or entrepreneur, the most important thing to start with is to look for these these exponential forces. You can do all sorts of tactical product things, but these forces are going to overwhelm you for better or worse." (0:00) Introduction (0:33) The Power of Networks & Network Effects (5:35) The Rise of Consumer Tools & Networks (6:50) Advice for Founders (10:08) Brand, Pricing, and Defensibility in Tech (14:58) Movements, Niche Communities, and Investing (24:06) The Emergence of 'Narrow Startups' (30:55) Native vs. Skeuomorphic Technologies (36:54) Open-Source AI & The Future of Technology

a16z

63,869 görüntüleme • 1 yıl önce

What building in Austin actually feels like right now, from two founders living it and scaling. Alex Cohen and came to talk the business of health in the AI age. Instead we got the group chats on the record. Bullish on Austin with no BS. Agenda 0:00 Why Alex and Will chose Austin 5:17 The engineering talent gap 14:10 Who gets hired and the conference hustle 20:58 Miami, Palantir, and competing for wins 26:02 What SF’s venture culture has that Austin is still building 32:58 Operator density problem and the office gap 41:05 Why selling to Main Street works better from Austin 50:16 More storytellers needed 59:16 SXSW’s decline 1:05:18 King of Austin for a day
1:11:44

What building in Austin actually feels like right now, from two founders living it and scaling. Alex Cohen and came to talk the business of health in the AI age. Instead we got the group chats on the record. Bullish on Austin with no BS. Agenda 0:00 Why Alex and Will chose Austin 5:17 The engineering talent gap 14:10 Who gets hired and the conference hustle 20:58 Miami, Palantir, and competing for wins 26:02 What SF’s venture culture has that Austin is still building 32:58 Operator density problem and the office gap 41:05 Why selling to Main Street works better from Austin 50:16 More storytellers needed 59:16 SXSW’s decline 1:05:18 King of Austin for a day

Jason Scharf

53,862 görüntüleme • 6 ay önce

I built a Morning Brew-style daily newsletter that writes itself with AI (now at 10,000 daily readers) (and I’m nuts for open-sourcing it) The AI system behind @therecapai clones how a human writer would function, but each step is packaged into an agentic workstream. The full automation handles: - Daily scrapping hundreds of reddit threads, hackernews, twitter posts, Google news API to build a massive data lake of 'daily AI news' - Dozens of custom prompts to pull the top daily stories from this data lake, write short breakdowns, & format the newsletter - Builds custom images based on each story with ChatGPT image generator This was 5 MONTHS of iterating and fine-tuning prompts to get the output and content to an extremely high quality state (no AI slop) and call me crazy, but I'm giving it away for free. Just Retweet, follow me, and comment on this thread "NEWSLETTER" and I'll DM you the full n8n template that you can copy/paste and fine-tune to your use-case as well as a full hour long video breakdown explaining the build. Also you can see the actual contents of the newsletter for yourself with the link below—proof of the quality that is possible with AI. RIP media companies 💀 AI is here.
10:31

I built a Morning Brew-style daily newsletter that writes itself with AI (now at 10,000 daily readers) (and I’m nuts for open-sourcing it) The AI system behind @therecapai clones how a human writer would function, but each step is packaged into an agentic workstream. The full automation handles: - Daily scrapping hundreds of reddit threads, hackernews, twitter posts, Google news API to build a massive data lake of 'daily AI news' - Dozens of custom prompts to pull the top daily stories from this data lake, write short breakdowns, & format the newsletter - Builds custom images based on each story with ChatGPT image generator This was 5 MONTHS of iterating and fine-tuning prompts to get the output and content to an extremely high quality state (no AI slop) and call me crazy, but I'm giving it away for free. Just Retweet, follow me, and comment on this thread "NEWSLETTER" and I'll DM you the full n8n template that you can copy/paste and fine-tune to your use-case as well as a full hour long video breakdown explaining the build. Also you can see the actual contents of the newsletter for yourself with the link below—proof of the quality that is possible with AI. RIP media companies 💀 AI is here.

David Roberts

219,812 görüntüleme • 1 yıl önce

Mockler on Cost of Iran War: So in New York, they did free school lunches for $300 million a year, put that against the $50 billion, which is a conservative estimate for this war. We could have funded this across the country. How about in Connecticut? They have paid family leave. It was $450 million a year. And it is $5 million to start up. Put that against the $50 billion. It is a no brainer. What about one more in New Mexico. It costs $1.5 billion for free college. We could do that 20 times over with the $50 billion that we've spent.
1:41

Mockler on Cost of Iran War: So in New York, they did free school lunches for $300 million a year, put that against the $50 billion, which is a conservative estimate for this war. We could have funded this across the country. How about in Connecticut? They have paid family leave. It was $450 million a year. And it is $5 million to start up. Put that against the $50 billion. It is a no brainer. What about one more in New Mexico. It costs $1.5 billion for free college. We could do that 20 times over with the $50 billion that we've spent.

Acyn

529,647 görüntüleme • 6 ay önce

World's first conformal optoelectronic vehicle skin. Using custom polycarbonate-ABS body panels with integrated in-mold electronics (IME) directly into the shell, the entire surface is wrapped in millions of flexible MicroLEDs and sealed with a military-grade, self-healing TPU clear coat. 📹: IG kinetikcustom
1:14

World's first conformal optoelectronic vehicle skin. Using custom polycarbonate-ABS body panels with integrated in-mold electronics (IME) directly into the shell, the entire surface is wrapped in millions of flexible MicroLEDs and sealed with a military-grade, self-healing TPU clear coat. 📹: IG kinetikcustom

Gary Mark⚡️Blue Sky Kites  𝕏 🈴

135,896 görüntüleme • 6 ay önce

The Indian SaaS market is expected to grow to $50 billion by 2030! The future of software as a service (SaaS) seems exciting globally, and more so in India. In a study by Bessemer, it is estimated that the Indian SaaS market is expected to grow from $13 billion in 2022 to $50 billion by 2030. So, what’s stopping an Indian company from becoming the next Salesforce? Join me in the latest episode of the Create Wealth podcast to know exactly this! In this all new episode I speak to kuldeep, founder of one of India’s leading SaaS companies. With over 20 years of experience across Nokia, Microsoft and CleverTap his journey building brands and solving problems for businesses is a masterclass for those who work in SaaS businesses and sales roles across industries. This is in the longest episode of our podcast, and with good reason! Kuldeep’s deep knowledge of emerging technologies, the SaaS segment in India and his intensive insights from global tech companies makes this episode a treasure trove of experiences and learnings. In this episode, you'll learn: - Why India is a goldmine for SaaS companies - How to build a winning SaaS product from the ground up - The secret sauce to scaling your SaaS sales - How VCs see the booming SaaS landscape in India For more such gems watch the entire episode.
1:04:28

The Indian SaaS market is expected to grow to $50 billion by 2030! The future of software as a service (SaaS) seems exciting globally, and more so in India. In a study by Bessemer, it is estimated that the Indian SaaS market is expected to grow from $13 billion in 2022 to $50 billion by 2030. So, what’s stopping an Indian company from becoming the next Salesforce? Join me in the latest episode of the Create Wealth podcast to know exactly this! In this all new episode I speak to kuldeep, founder of one of India’s leading SaaS companies. With over 20 years of experience across Nokia, Microsoft and CleverTap his journey building brands and solving problems for businesses is a masterclass for those who work in SaaS businesses and sales roles across industries. This is in the longest episode of our podcast, and with good reason! Kuldeep’s deep knowledge of emerging technologies, the SaaS segment in India and his intensive insights from global tech companies makes this episode a treasure trove of experiences and learnings. In this episode, you'll learn: - Why India is a goldmine for SaaS companies - How to build a winning SaaS product from the ground up - The secret sauce to scaling your SaaS sales - How VCs see the booming SaaS landscape in India For more such gems watch the entire episode.

Sandeep Jethwani

41,233 görüntüleme • 2 yıl önce

Americans say they aren’t being paid enough to be a Nanny for the amount of work that’s required “You want us to be a house cleaner, a cook, um, a chauffeur, a dog watcher and walker, and you think that $18 an hour is acceptable” This is in California, and I found that this isn’t too far off from the average The statewide average for nanny rates in California is about $22 an hour on the lower end unless you have a lot of experience or get lucky with a higher payer Compare that to daycare costs and it’s about $1,300 per 2 weeks for full time and up to $900 for 2 weeks part time
1:28

Americans say they aren’t being paid enough to be a Nanny for the amount of work that’s required “You want us to be a house cleaner, a cook, um, a chauffeur, a dog watcher and walker, and you think that $18 an hour is acceptable” This is in California, and I found that this isn’t too far off from the average The statewide average for nanny rates in California is about $22 an hour on the lower end unless you have a lot of experience or get lucky with a higher payer Compare that to daycare costs and it’s about $1,300 per 2 weeks for full time and up to $900 for 2 weeks part time

Wall Street Apes

272,920 görüntüleme • 4 ay önce

You paid for 5 lb. The scale never once said 5. Nine bags at Walmart. Every one light. 4.97 was the closest. The rest: 4.93. 4.86. 4.83. 4.56. 4.39. 4.33. 4.25. 4.22. The worst one is 12 ounces short. That is a potato and a half you paid for and did not get. Not one bag hit the number on the label. They do not need to raise the price. They just put less in the bag and hope you do not own a scale. Weigh it before you pay.
1:42

You paid for 5 lb. The scale never once said 5. Nine bags at Walmart. Every one light. 4.97 was the closest. The rest: 4.93. 4.86. 4.83. 4.56. 4.39. 4.33. 4.25. 4.22. The worst one is 12 ounces short. That is a potato and a half you paid for and did not get. Not one bag hit the number on the label. They do not need to raise the price. They just put less in the bag and hope you do not own a scale. Weigh it before you pay.

DocumentingLibs

28,203 görüntüleme • 29 gün önce

karpathy just broke the internet with something called auto research it’s basically an ai research agent that runs experiments for you 24/7 you give it a goal like “make this model better” “find a higher converting landing page” “lower customer acquisition cost” then it runs a loop: 1) plan an experiment 2) edit the code or config 3) run a short test on a gpu 4) read the metrics 5) keep the winner 6) try again over and over while you sleep by the morning you wake up to the best version actual tested improvements think of it like a robot research intern that runs hundreds of experiments and only keeps the winners this is link to his repo for your to mess around with it in the latest episode of The Startup Ideas Podcast (SIP) 🧃 i break down: • what auto research actually is • how it works step by step • 10 business ideas you can build with it • how to install it and start using it this one is saucy because tools like this change how startups get built watch
24:21

karpathy just broke the internet with something called auto research it’s basically an ai research agent that runs experiments for you 24/7 you give it a goal like “make this model better” “find a higher converting landing page” “lower customer acquisition cost” then it runs a loop: 1) plan an experiment 2) edit the code or config 3) run a short test on a gpu 4) read the metrics 5) keep the winner 6) try again over and over while you sleep by the morning you wake up to the best version actual tested improvements think of it like a robot research intern that runs hundreds of experiments and only keeps the winners this is link to his repo for your to mess around with it in the latest episode of The Startup Ideas Podcast (SIP) 🧃 i break down: • what auto research actually is • how it works step by step • 10 business ideas you can build with it • how to install it and start using it this one is saucy because tools like this change how startups get built watch

GREG ISENBERG

437,624 görüntüleme • 7 ay önce

Pump Fun is misleading its users?! Nothing new. I looked into the terms and conditions and here's the shocking truth: Pump.fun advertises $50 for the new user and the referrer. Here's the catch: > Paid in 5 installments over 5 trading days > You must trade on 5 different days within 10 days > Withdraw or refund early = you lose all unpaid installments > Miss a day = the referrer loses that installment too And on top of it: a new 0.45% platform fee on every trade from Oct 17 (0.40% with a referral code). So you're forced to trade, and you pay for every trade. Free money? Read the terms first. 👇
0:29

Pump Fun is misleading its users?! Nothing new. I looked into the terms and conditions and here's the shocking truth: Pump.fun advertises $50 for the new user and the referrer. Here's the catch: > Paid in 5 installments over 5 trading days > You must trade on 5 different days within 10 days > Withdraw or refund early = you lose all unpaid installments > Miss a day = the referrer loses that installment too And on top of it: a new 0.45% platform fee on every trade from Oct 17 (0.40% with a referral code). So you're forced to trade, and you pay for every trade. Free money? Read the terms first. 👇

MrTimister

51,046 görüntüleme • 16 gün önce