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Noam Brown (Noam Brown) posted something profound this week. Frontier models can solve most problems if you just let them run long enough. Nobody has ever run Mythos for a full year. We may never know how smart any given generation actually is. Gavin Baker's takeaway: however bullish he... show more

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38,325 views • 2 months ago •via X (Twitter)

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If you hold $NVDA, here is the long-running agents argument that made Gavin Baker more bullish on compute. Fable 5 (Claude Opus 4.8) and ChatGPT 5.5 both demonstrated long-running agent capability - models that sustain deep reasoning over hours or days, not single queries. Baker's framing on BG2 Pod: imagine if Einstein had thought about fundamental physics 24 hours a day for a year. A model never gets distracted, never sleeps, never ages. The compute implication: more tokens per query, compounding inference revenue. Under 0.2% of people on Earth use AI agentically today. One such user runs 500 CPU cores and 5 GPUs, 24/7. Scale that to any meaningful population and the compute shortage persists indefinitely via Brad Gerstner: Source: BG2 Pod -

If you hold $NVDA, here is the long-running agents argument that made Gavin Baker more bullish on compute. Fable 5 (Claude Opus 4.8) and ChatGPT 5.5 both demonstrated long-running agent capability - models that sustain deep reasoning over hours or days, not single queries. Baker's framing on BG2 Pod: imagine if Einstein had thought about fundamental physics 24 hours a day for a year. A model never gets distracted, never sleeps, never ages. The compute implication: more tokens per query, compounding inference revenue. Under 0.2% of people on Earth use AI agentically today. One such user runs 500 CPU cores and 5 GPUs, 24/7. Scale that to any meaningful population and the compute shortage persists indefinitely via Brad Gerstner: Source: BG2 Pod -

Podcast Alpha

14,087 views • 2 months ago

It's here: We just hit superhuman performance on AI kernel optimization! Real customer models & production settings. Not toy problems (what I typically see). This is the year that Claude writes its own kernels, Codex its own kernels, for every new GPU that it wants to run on -- something that takes months to port between GPU generations today. This has a massive impact to scaling intelligence. More compute means getting the next frontier model sooner.

It's here: We just hit superhuman performance on AI kernel optimization! Real customer models & production settings. Not toy problems (what I typically see). This is the year that Claude writes its own kernels, Codex its own kernels, for every new GPU that it wants to run on -- something that takes months to port between GPU generations today. This has a massive impact to scaling intelligence. More compute means getting the next frontier model sooner.

Sharon Zhou

241,935 views • 5 months ago

⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming: "If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that Elon Musk brings data centers up faster than anyone, 122 days. Speed is literally cost." "This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast." — Gavin Baker & Brad Gerstner on Bg2 Pod / BGGB Pod As Jensen Huang said, “Elon is an N of 1.”

⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming: "If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that Elon Musk brings data centers up faster than anyone, 122 days. Speed is literally cost." "This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast." — Gavin Baker & Brad Gerstner on Bg2 Pod / BGGB Pod As Jensen Huang said, “Elon is an N of 1.”

bg2clips

15,672 views • 2 months ago

“There's nobody better on planet Earth than Elon at converting electrons to tokens. He was building EWS all along.” - Brad Gerstner on how becoming a hyperscaler impacts SpaceX’s outlook Brad Gerstner on Elon Musk's cloud strategy: “It's a critically important evolution to the story. SpaceX has this five-layer cake: launch, connectivity, compute, hyperscalers, space datacenters, and then applications and models, and then other bets. And now we see the ace card that Elon's playing. He was building EWS all along, and so I estimate that this is going to generate, in this year, an incremental $4 to $5B of revenue on top of what analysts estimate is in the mid-20s. That's a material amount of incremental revenue to offset the cost of the investments that he's made here, and that will subsidize, to Chamath's point, all that he's investing to build the next generation of Grok. Remember, too, that he has three facilities, Colossus, Macro Hard, and Macro Harder. 1.2 gigawatts in Macro Hard and Macro Harder in Blackwell. So he's given the one that's kind of less connected, H100's great for inference, to Anthropic. He's monetizing it in a big way. It's terrific for Anthropic, and it solves what I think was the biggest question in the valuation story, which is what if he spends ahead of xAI's revenue? It takes the pressure off xAI delivering immediate revenue. Now he becomes an immediate competitor in the hyperscalers. I don't think this is the last announcement. And I would just say finally, everybody has talked about how we don't have enough power, how we don't have enough compute, how the revenues would not show up this year, but the chaos that is American capitalism somehow finds a way.”

“There's nobody better on planet Earth than Elon at converting electrons to tokens. He was building EWS all along.” - Brad Gerstner on how becoming a hyperscaler impacts SpaceX’s outlook Brad Gerstner on Elon Musk's cloud strategy: “It's a critically important evolution to the story. SpaceX has this five-layer cake: launch, connectivity, compute, hyperscalers, space datacenters, and then applications and models, and then other bets. And now we see the ace card that Elon's playing. He was building EWS all along, and so I estimate that this is going to generate, in this year, an incremental $4 to $5B of revenue on top of what analysts estimate is in the mid-20s. That's a material amount of incremental revenue to offset the cost of the investments that he's made here, and that will subsidize, to Chamath's point, all that he's investing to build the next generation of Grok. Remember, too, that he has three facilities, Colossus, Macro Hard, and Macro Harder. 1.2 gigawatts in Macro Hard and Macro Harder in Blackwell. So he's given the one that's kind of less connected, H100's great for inference, to Anthropic. He's monetizing it in a big way. It's terrific for Anthropic, and it solves what I think was the biggest question in the valuation story, which is what if he spends ahead of xAI's revenue? It takes the pressure off xAI delivering immediate revenue. Now he becomes an immediate competitor in the hyperscalers. I don't think this is the last announcement. And I would just say finally, everybody has talked about how we don't have enough power, how we don't have enough compute, how the revenues would not show up this year, but the chaos that is American capitalism somehow finds a way.”

The All-In Podcast

62,278 views • 3 months ago

🚨 JUST NOW — Tomi Lahren MIC DROPS Gavin Newsom: "Gavin's so smug, he doesn't know how to take a question...every time he's asked about the FAILURES of California, he repeats the same thing. '4th largest economy in the world!' Yeah, but that's not BECAUSE of your leadership!" "That's because California is a great state. You're doing everything you possibly can, Gavin, to KILL it!" "You and the Democrats who run that state. So the fact that he wants to run for president, we all know. And he can't take a simple question from a friendly, by the way, from Bill Maher. And he can't answer that!" "Boy, Gavin, Kamala might come knocking up on your back door there. She might actually be more powerful than you are, buddy." Tomi Lahren 🤣 The Big Weekend Show

🚨 JUST NOW — Tomi Lahren MIC DROPS Gavin Newsom: "Gavin's so smug, he doesn't know how to take a question...every time he's asked about the FAILURES of California, he repeats the same thing. '4th largest economy in the world!' Yeah, but that's not BECAUSE of your leadership!" "That's because California is a great state. You're doing everything you possibly can, Gavin, to KILL it!" "You and the Democrats who run that state. So the fact that he wants to run for president, we all know. And he can't take a simple question from a friendly, by the way, from Bill Maher. And he can't answer that!" "Boy, Gavin, Kamala might come knocking up on your back door there. She might actually be more powerful than you are, buddy." Tomi Lahren 🤣 The Big Weekend Show

Eric Daugherty

175,568 views • 3 months ago

David Stearns was asked how he approaches the Mets losing long-tenured, popular players: "That is something, broadly, that we talk about a lot. We have a lot of those conversations. We've had them throughout this offseason. We had them throughout last offseason, as well, when we were faced with some decisions. It is part of it. I've said this before, I can't tell you I know exactly how to weigh that. I think we do our best to weigh the full impact of any player on our team, on our organization, and we make the best decision we can."

David Stearns was asked how he approaches the Mets losing long-tenured, popular players: "That is something, broadly, that we talk about a lot. We have a lot of those conversations. We've had them throughout this offseason. We had them throughout last offseason, as well, when we were faced with some decisions. It is part of it. I've said this before, I can't tell you I know exactly how to weigh that. I think we do our best to weigh the full impact of any player on our team, on our organization, and we make the best decision we can."

SNY Mets

61,721 views • 8 months ago

Sell Drugs. Onchain. an indie game made by 1 dev went viral and crushed all the AAA games this year its Schedule 1 → 210k concurrent players week 1 → $125m revenue → everyone shared their drug business on tiktok/ig turns out people loves running a drug business in a simulated world so we thought what if you could run a drug empire and actually make money? (legally lol) welcome to Addicted a hyper speculative drug dealing sim game we basically rebuilt schedule 1 entirely on chain the game is fully onchain so its verifiable and unstoppable nobody has ever tried to build something like this on solana so took us 5+ months and 3 audits but ... finally its coming out soon you are not bullish enough

Sell Drugs. Onchain. an indie game made by 1 dev went viral and crushed all the AAA games this year its Schedule 1 → 210k concurrent players week 1 → $125m revenue → everyone shared their drug business on tiktok/ig turns out people loves running a drug business in a simulated world so we thought what if you could run a drug empire and actually make money? (legally lol) welcome to Addicted a hyper speculative drug dealing sim game we basically rebuilt schedule 1 entirely on chain the game is fully onchain so its verifiable and unstoppable nobody has ever tried to build something like this on solana so took us 5+ months and 3 audits but ... finally its coming out soon you are not bullish enough

Addicted

293,399 views • 11 months ago

Subnet 64 Chutes just confirmed in their latest interview with Jesus Martinez that they have the capability to run 1 trillion parameter models. let's put that into perspective for a second: templar was making waves for running 72b models and rightfully so, that was genuinely impressive. but Chamath Palihapitiya, when he brought up templar in a recent interview with Jensen Huang from NVIDIA, thought they were running 4b models. not 72b. 4b. and he was still bullish on it. now imagine when he finds out what chutes confirmed they can do.. 1 trillion parameters. on a decentralised subnet. no AWS. no Google Cloud. no centralised infrastructure pulling the strings. just Bittensor doing what it was always supposed to do - incentivising the best compute in the world to show up and compete. Jensen Huang talks about whoever is pushing the frontier of compute. that's the conversation chutes just walked into. this is the kind of milestone that doesn't stay quiet for long. when people outside of crypto start connecting the dots that a bittensor subnet is running inference at a scale that rivals or exceeds what the top AI labs are deploying, the narrative around $TAO changes completely. Chamath gets it wrong on the model size and is still impressed. Jensen sees who's actually moving compute forward. and chutes just put a number on the table that neither of them can ignore. the noise hasn't started yet. but it will.

Subnet 64 Chutes just confirmed in their latest interview with Jesus Martinez that they have the capability to run 1 trillion parameter models. let's put that into perspective for a second: templar was making waves for running 72b models and rightfully so, that was genuinely impressive. but Chamath Palihapitiya, when he brought up templar in a recent interview with Jensen Huang from NVIDIA, thought they were running 4b models. not 72b. 4b. and he was still bullish on it. now imagine when he finds out what chutes confirmed they can do.. 1 trillion parameters. on a decentralised subnet. no AWS. no Google Cloud. no centralised infrastructure pulling the strings. just Bittensor doing what it was always supposed to do - incentivising the best compute in the world to show up and compete. Jensen Huang talks about whoever is pushing the frontier of compute. that's the conversation chutes just walked into. this is the kind of milestone that doesn't stay quiet for long. when people outside of crypto start connecting the dots that a bittensor subnet is running inference at a scale that rivals or exceeds what the top AI labs are deploying, the narrative around $TAO changes completely. Chamath gets it wrong on the model size and is still impressed. Jensen sees who's actually moving compute forward. and chutes just put a number on the table that neither of them can ignore. the noise hasn't started yet. but it will.

Alchemist - τ

18,417 views • 4 months ago

Jensen says Open Source can be MORE expensive for enterprises, Brad Gerstner explains why: Brad Gerstner: “Over the last two weeks, everybody's been saying that the Chinese have caught up, that open source tokens have caught up in intelligence, that they're much cheaper, etc. And Elon comes out and says, ‘Not so fast. We're entering the singularity, and the frontier models are way further ahead than people think.’ I believe that to be true. And then Jensen came out this week and said, ‘Closed models are actually cheaper if you don't have to build it for yourself, the training costs, and a lot of expertise to fine-tune, and maintain, and guardrail, and keep it safe. So he's basically making the argument that not only are the frontier models further ahead, but that the cost differential between the two is not what everybody's making it out to be, which I think explains why (closed models) continue to run away with it on the revenue side of the equation. For the vast majority of use cases, I think token consumption is going up for the open source guys, while share of economics is going up for the frontier labs. I think that's what we want to see.” $NVDA

Jensen says Open Source can be MORE expensive for enterprises, Brad Gerstner explains why: Brad Gerstner: “Over the last two weeks, everybody's been saying that the Chinese have caught up, that open source tokens have caught up in intelligence, that they're much cheaper, etc. And Elon comes out and says, ‘Not so fast. We're entering the singularity, and the frontier models are way further ahead than people think.’ I believe that to be true. And then Jensen came out this week and said, ‘Closed models are actually cheaper if you don't have to build it for yourself, the training costs, and a lot of expertise to fine-tune, and maintain, and guardrail, and keep it safe. So he's basically making the argument that not only are the frontier models further ahead, but that the cost differential between the two is not what everybody's making it out to be, which I think explains why (closed models) continue to run away with it on the revenue side of the equation. For the vast majority of use cases, I think token consumption is going up for the open source guys, while share of economics is going up for the frontier labs. I think that's what we want to see.” $NVDA

The All-In Podcast

61,649 views • 20 days ago

💥3 term President💥 if you have never seen this, it will be the most enlightening, and educational 9:41 you watch today. Share this. Truth matters. This was aired 2 months before the 2020 election. PEADs may just explain most of what we are watching play out before our eyes. Trump has dropped hint after hint that Joe Biden is not actually President. We can see with our own eyes that it's not him. Trump has even told us point blank that it's NOT him.. He is shot. He was announced as 45, 46, and 47th President of the US. He told us that we are kind of in his second term right now! He held up the book showing the Presidential seal as his ID. Well how could this all be pulled off? This may just be your answer.

💥3 term President💥 if you have never seen this, it will be the most enlightening, and educational 9:41 you watch today. Share this. Truth matters. This was aired 2 months before the 2020 election. PEADs may just explain most of what we are watching play out before our eyes. Trump has dropped hint after hint that Joe Biden is not actually President. We can see with our own eyes that it's not him. Trump has even told us point blank that it's NOT him.. He is shot. He was announced as 45, 46, and 47th President of the US. He told us that we are kind of in his second term right now! He held up the book showing the Presidential seal as his ID. Well how could this all be pulled off? This may just be your answer.

Joe Rambo

611,592 views • 2 years ago

Brad Gerstner, running the numbers on Elon's next 6 gigawatts of compute: "it's $50 billion per gigawatt to build minimum - so you're $300 billion" This is him explaining why the frontier labs will overpay 3-5X the market to get compute, why almost nobody but Elon can stand one of these up in a year, and why he thinks the whole thing turns violent the moment demand slips Tthey're willing to pay 3, 4, 5X market pricing in order to get at scale compute" "Probably only Elon can actually stand up that much in that time frame - like Jensen said to me on the pod, it's like nobody comes close - Microsoft doesn't come close - Google doesn't come close" "This year Anthropic and OpenAI combined, their starting total compute was like 5 gigawatts - so he's talking about incrementally adding more than they had as combined companies" "You're effectively backstopping people's ability to build ahead of their revenue - so it becomes much more violent if you ever see demand slippage" "Credit spreads are blowing - have continued to stay wide on these deals" Bookmark & watch the full conversation ↓

Brad Gerstner, running the numbers on Elon's next 6 gigawatts of compute: "it's $50 billion per gigawatt to build minimum - so you're $300 billion" This is him explaining why the frontier labs will overpay 3-5X the market to get compute, why almost nobody but Elon can stand one of these up in a year, and why he thinks the whole thing turns violent the moment demand slips Tthey're willing to pay 3, 4, 5X market pricing in order to get at scale compute" "Probably only Elon can actually stand up that much in that time frame - like Jensen said to me on the pod, it's like nobody comes close - Microsoft doesn't come close - Google doesn't come close" "This year Anthropic and OpenAI combined, their starting total compute was like 5 gigawatts - so he's talking about incrementally adding more than they had as combined companies" "You're effectively backstopping people's ability to build ahead of their revenue - so it becomes much more violent if you ever see demand slippage" "Credit spreads are blowing - have continued to stay wide on these deals" Bookmark & watch the full conversation ↓

Fireside Alpha

106,043 views • 19 days ago

To undecided voters: I am posting this for you, and to people who may not have seen it. This is a short clip from when a very young, 34 year-old Trump was interviewed by Rona Barrett. Trump was asked why someone like himself wouldn’t run for political office. Listen to his response. Kinda chilling actually, but the reason I know he is the right person to lead this country is because his views have never changed. He has always cared about this country. The same can’t be said for Kamala… I would encourage you to watch the full interview that can be found on youtube. You may be surprised at what you learn about this extraordinary man!

To undecided voters: I am posting this for you, and to people who may not have seen it. This is a short clip from when a very young, 34 year-old Trump was interviewed by Rona Barrett. Trump was asked why someone like himself wouldn’t run for political office. Listen to his response. Kinda chilling actually, but the reason I know he is the right person to lead this country is because his views have never changed. He has always cared about this country. The same can’t be said for Kamala… I would encourage you to watch the full interview that can be found on youtube. You may be surprised at what you learn about this extraordinary man!

Sequencer

215,836 views • 1 year ago

Yann LeCun just told the most well-funded industry in human history it is solving the wrong problem. LeCun: “Babies learn this around the age of eight or nine months, that objects don’t float, they fall.” No dataset. No labels. No reward signal. A nine month old drops a spoon and builds a physics engine no machine can match. LeCun: “Most of us can learn to drive in about 20 or 30 hours of training without ever crashing, causing any accident.” Twenty hours. Tesla has built the most capable driving system on the road. It took billions of miles of data to get there. A sixteen year old gets there over a long weekend. Not because the teenager is the better driver. Because the teenager is not learning to drive. They are deploying a model of reality they have been building since birth. LeCun: “If we drive next to a cliff, we know that if we turn the wheel to the right, the car is going to run off the cliff and nothing good is going to come out of this.” You simulate the crash. You see the wreckage. You feel the fall. You turn the wheel. None of it was real. All of it was intelligence. Every AI has to crash a thousand times to learn what you imagined once and never did. That is not a performance gap. That is an architecture gap. LeCun: “The main problem we need to solve is how do we learn models of the world.” Not bigger models. Not more compute. Not another trillion tokens. World models. A machine that can run reality forward before it acts. The industry is scaling language. LeCun says language is a compression of thought. Not thought itself. You understood gravity before you could say the word. You grasped cause and effect before your first sentence. The deepest intelligence you will ever possess was built in total silence. And every lab on Earth is trying to reconstruct the mind from words alone. Physics does not care about your context window. A baby who learns that cups fall in a kitchen already knows that rocks fall off cliffs. No retraining. No fine-tuning. One model. Every environment. That is what intelligence actually is. Not prediction. Not pattern matching. Not scale. A simulation of reality so precise you rehearse the future before it exists. Every infant on Earth builds one. No machine ever has.

Yann LeCun just told the most well-funded industry in human history it is solving the wrong problem. LeCun: “Babies learn this around the age of eight or nine months, that objects don’t float, they fall.” No dataset. No labels. No reward signal. A nine month old drops a spoon and builds a physics engine no machine can match. LeCun: “Most of us can learn to drive in about 20 or 30 hours of training without ever crashing, causing any accident.” Twenty hours. Tesla has built the most capable driving system on the road. It took billions of miles of data to get there. A sixteen year old gets there over a long weekend. Not because the teenager is the better driver. Because the teenager is not learning to drive. They are deploying a model of reality they have been building since birth. LeCun: “If we drive next to a cliff, we know that if we turn the wheel to the right, the car is going to run off the cliff and nothing good is going to come out of this.” You simulate the crash. You see the wreckage. You feel the fall. You turn the wheel. None of it was real. All of it was intelligence. Every AI has to crash a thousand times to learn what you imagined once and never did. That is not a performance gap. That is an architecture gap. LeCun: “The main problem we need to solve is how do we learn models of the world.” Not bigger models. Not more compute. Not another trillion tokens. World models. A machine that can run reality forward before it acts. The industry is scaling language. LeCun says language is a compression of thought. Not thought itself. You understood gravity before you could say the word. You grasped cause and effect before your first sentence. The deepest intelligence you will ever possess was built in total silence. And every lab on Earth is trying to reconstruct the mind from words alone. Physics does not care about your context window. A baby who learns that cups fall in a kitchen already knows that rocks fall off cliffs. No retraining. No fine-tuning. One model. Every environment. That is what intelligence actually is. Not prediction. Not pattern matching. Not scale. A simulation of reality so precise you rehearse the future before it exists. Every infant on Earth builds one. No machine ever has.

Dustin

122,066 views • 1 month ago

TIM DILLON on the Thomas Massie election: "I don't know how you run a country where people can just dump $32 million into a race" "What it's showing you is that if you spend enough money, you can just create any reality you want" "No one knows who the hell the other guy is" "This guy [Massie] who's like, 'Release the Epstein Files. Hold people accountable. Prosecute pedophiles. Get out of foreign wars,' that guy loses to a guy who's like, 'Let's cover up the Epstein Files, let's not prosecute pedophiles, let's go to war, with your kids'" "You would think just platform to platform that's a tough sell" "[Gallrein] was just handpicked. Came out of nowhere" "[He] was like, we gotta get kids back into the military. We gotta get them to Iran. Now. Now, you would think that's probably not a super popular idea—let's bring back the draft" "However, if you spend enough money in American politics, you can create any reality you want"

TIM DILLON on the Thomas Massie election: "I don't know how you run a country where people can just dump $32 million into a race" "What it's showing you is that if you spend enough money, you can just create any reality you want" "No one knows who the hell the other guy is" "This guy [Massie] who's like, 'Release the Epstein Files. Hold people accountable. Prosecute pedophiles. Get out of foreign wars,' that guy loses to a guy who's like, 'Let's cover up the Epstein Files, let's not prosecute pedophiles, let's go to war, with your kids'" "You would think just platform to platform that's a tough sell" "[Gallrein] was just handpicked. Came out of nowhere" "[He] was like, we gotta get kids back into the military. We gotta get them to Iran. Now. Now, you would think that's probably not a super popular idea—let's bring back the draft" "However, if you spend enough money in American politics, you can create any reality you want"

Sense Receptor

253,456 views • 3 months ago

Jasmine Crockett might actually be dumber than AOC. Where does the DNC find these people? Jasmine Crockett says Elon Musk has never run a successful business “As it relates to X, Elon Musk has never made a profit since he bought X. In fact, the value of X is 75% lower than it has ever been. So if I am gonna go look for somebody to run a business, I'm gonna look for someone who is going to run one successfully. And before people start screaming and yelling about, well, he's a billionaire. Yeah. When you know the right people and they'll just give you money, then you can become a billionaire too.maybe one day all of us will have that kind of access. But until then..”

Jasmine Crockett might actually be dumber than AOC. Where does the DNC find these people? Jasmine Crockett says Elon Musk has never run a successful business “As it relates to X, Elon Musk has never made a profit since he bought X. In fact, the value of X is 75% lower than it has ever been. So if I am gonna go look for somebody to run a business, I'm gonna look for someone who is going to run one successfully. And before people start screaming and yelling about, well, he's a billionaire. Yeah. When you know the right people and they'll just give you money, then you can become a billionaire too.maybe one day all of us will have that kind of access. But until then..”

Wall Street Apes

66,871 views • 1 year ago

In memory of Captain Noam Madmoni 💔 only 22 years old, a commander in the Nahal Reconnaissance Unit and a son of Sderot. Noam was the son of Sharona Madmoni, a dedicated educator who has spent her entire life shaping the next generation and teaching our children about faith and purpose. Today, we stand with her in silence, bowing our heads in memory of a leader, a fighter, and a beloved son. There is a video of Noam that the family has shared. It is haunting and beautiful all at once. In it, you can hear him quietly humming the words: "Even in the hiddenness within the hiddenness, God is surely there... even behind the hard things that pass over you, I am standing." It is those small, human moments that hurt the most. In the footage, you hear the boys talking about how hungry they are, dreaming of a simple steak, just being young men in the middle of a nightmare. They are fighting for our lives, and we in the Fire Strike Unit will never stop fighting for them. We will keep going into the field to embrace them, to feed them, and to warm their souls. As long as they are out there, we are right there with them. Sharona, our hearts are with you and your family. We have no words, only tears and a promise to remember. May the memory of Noam and his brothers in arms be an eternal blessing. 🕯️

In memory of Captain Noam Madmoni 💔 only 22 years old, a commander in the Nahal Reconnaissance Unit and a son of Sderot. Noam was the son of Sharona Madmoni, a dedicated educator who has spent her entire life shaping the next generation and teaching our children about faith and purpose. Today, we stand with her in silence, bowing our heads in memory of a leader, a fighter, and a beloved son. There is a video of Noam that the family has shared. It is haunting and beautiful all at once. In it, you can hear him quietly humming the words: "Even in the hiddenness within the hiddenness, God is surely there... even behind the hard things that pass over you, I am standing." It is those small, human moments that hurt the most. In the footage, you hear the boys talking about how hungry they are, dreaming of a simple steak, just being young men in the middle of a nightmare. They are fighting for our lives, and we in the Fire Strike Unit will never stop fighting for them. We will keep going into the field to embrace them, to feed them, and to warm their souls. As long as they are out there, we are right there with them. Sharona, our hearts are with you and your family. We have no words, only tears and a promise to remember. May the memory of Noam and his brothers in arms be an eternal blessing. 🕯️

סקיצה מזרחית

12,003 views • 4 months ago

I think I figured out how SpaceX / Elon Musk are going to pay for the ~8GW of DC capacity SA has forecasted them to deploy next year… as Brad Gerstner mentioned in this clip, $NVDA shareholders do not want NVIDIA backstopping $100’s of billions of dollars worth of compute- it will terrify the market AND, it seems highly unlikely that the Hypers will pay directly for that much compute either since it will balloon their spending next year + at the economics needed here, it would all be going to Frontier labs (hurting the diversification strategy they all are trying to pursue) So… what I think is likely to happen: Brad Gerstner laid out that in the past, the financial structure of compute infra was you get 25% payback per year, you recoup the infra cost by end of year 4, then year 5 profit & year 6 is the kicker to bump IRR up nicely That’s now changed as the demand has become so intense at the Frontier labs that the payback period on infra has compressed maybe into <1yr basically, this $300-$400B in CapEx is going to show up in 3-6 month term lease agreements between SpaceX & Anthropic / OpenAI with enough margin to pay off the compute portion entirely (or vast majority) over the lifespan of the agreement money will trade hands basically up front from ANT/OAI to SpaceX then to NVIDIA. NVIDIA will be paid in full for the GPUs up front and they’ll commit to supporting Elon / SpaceX to stand up the compute in the timeframe specified (SpaceX will ultimately be on the hook for timelines) The kicker would be if NVIDIA captures any durable rent here for facilitating this… a perpetual dividend or something like that

I think I figured out how SpaceX / Elon Musk are going to pay for the ~8GW of DC capacity SA has forecasted them to deploy next year… as Brad Gerstner mentioned in this clip, $NVDA shareholders do not want NVIDIA backstopping $100’s of billions of dollars worth of compute- it will terrify the market AND, it seems highly unlikely that the Hypers will pay directly for that much compute either since it will balloon their spending next year + at the economics needed here, it would all be going to Frontier labs (hurting the diversification strategy they all are trying to pursue) So… what I think is likely to happen: Brad Gerstner laid out that in the past, the financial structure of compute infra was you get 25% payback per year, you recoup the infra cost by end of year 4, then year 5 profit & year 6 is the kicker to bump IRR up nicely That’s now changed as the demand has become so intense at the Frontier labs that the payback period on infra has compressed maybe into <1yr basically, this $300-$400B in CapEx is going to show up in 3-6 month term lease agreements between SpaceX & Anthropic / OpenAI with enough margin to pay off the compute portion entirely (or vast majority) over the lifespan of the agreement money will trade hands basically up front from ANT/OAI to SpaceX then to NVIDIA. NVIDIA will be paid in full for the GPUs up front and they’ll commit to supporting Elon / SpaceX to stand up the compute in the timeframe specified (SpaceX will ultimately be on the hook for timelines) The kicker would be if NVIDIA captures any durable rent here for facilitating this… a perpetual dividend or something like that

Nick Dorsey

113,333 views • 19 days ago

A NOBEL WINNING PHYSICIST ARGUED THAT NO AI, NO MATTER HOW POWERFUL, WILL EVER TRULY UNDERSTAND A SINGLE THING IT SAYS. HIS REASON IS NOT COMPUTE OR DATA -- IT IS A MATH THEOREM FROM THE 1930s THAT SAYS SOME TRUTHS CAN BE SEEN BUT NEVER COMPUTED 81 minutes with Roger Penrose -- the Oxford physicist who won a Nobel for his work on black holes and general relativity. -> His claim: whatever consciousness is, it is not a computation. A machine following rules can imitate understanding, but never actually have it. He builds it on Gödel: a human can just "see" that certain statements are true, even though no algorithm can ever prove them. That seeing, he argues, is non-computational. If he is right, understanding is not something you scale into. You can stack a trillion parameters and still have zero awareness underneath. Which cuts straight through the AI moment. Everyone assumes bigger models will eventually "wake up". Penrose says that is a category error -- more computation is still just computation. You thought intelligence and understanding were the same thing. This is the conversation that pulls them apart. Save this. It is the sharpest case against the hype ↓

A NOBEL WINNING PHYSICIST ARGUED THAT NO AI, NO MATTER HOW POWERFUL, WILL EVER TRULY UNDERSTAND A SINGLE THING IT SAYS. HIS REASON IS NOT COMPUTE OR DATA -- IT IS A MATH THEOREM FROM THE 1930s THAT SAYS SOME TRUTHS CAN BE SEEN BUT NEVER COMPUTED 81 minutes with Roger Penrose -- the Oxford physicist who won a Nobel for his work on black holes and general relativity. -> His claim: whatever consciousness is, it is not a computation. A machine following rules can imitate understanding, but never actually have it. He builds it on Gödel: a human can just "see" that certain statements are true, even though no algorithm can ever prove them. That seeing, he argues, is non-computational. If he is right, understanding is not something you scale into. You can stack a trillion parameters and still have zero awareness underneath. Which cuts straight through the AI moment. Everyone assumes bigger models will eventually "wake up". Penrose says that is a category error -- more computation is still just computation. You thought intelligence and understanding were the same thing. This is the conversation that pulls them apart. Save this. It is the sharpest case against the hype ↓

slash1s

276,520 views • 1 month ago