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since everyone woke up talking about loops, this article talks about domain chips, which i think are super underrated compared to loops.. a chip is a small specialist that's only good at one job QA, trading, content, research whatever ... and not one giant brain trying to do everything.....

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JUMPERZ

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36,515 次观看 • 1 个月前 •via X (Twitter)

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ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics
3:12

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

X Freeze

305,109 次观看 • 8 个月前

The realization over the last two extensions has come home to roost. There is not going to be a purchase of TikTok with the Chinese algorithm. We know that we can't buy the algorithm so we're gonna have to rewrite this whole thing, but while we're doing that, we're gonna try and solve for all the litigation that social media gets all stemming from the fact that the platform owns the data and the customer doesn't. I think we're gonna have to fix that. So our proposal is to fix that and not use the Chinese algorithm. When you issue a chip, let's say you take an NVIDIA chip, that chip is a queen bee. It sits in the center of the hive and every programmer that uses that chip is the honeybee. It spends millions of hours training on that chip, learning that chip, writing code for that chip and developing AI for that chip. That's the honey. There's only gonna be two kinds of honey on Earth. American or Chinese. Now if you want the world to be running on Chinese honey, stop shipping American queen bee chips, and that is what is happening right now.
6:11

The realization over the last two extensions has come home to roost. There is not going to be a purchase of TikTok with the Chinese algorithm. We know that we can't buy the algorithm so we're gonna have to rewrite this whole thing, but while we're doing that, we're gonna try and solve for all the litigation that social media gets all stemming from the fact that the platform owns the data and the customer doesn't. I think we're gonna have to fix that. So our proposal is to fix that and not use the Chinese algorithm. When you issue a chip, let's say you take an NVIDIA chip, that chip is a queen bee. It sits in the center of the hive and every programmer that uses that chip is the honeybee. It spends millions of hours training on that chip, learning that chip, writing code for that chip and developing AI for that chip. That's the honey. There's only gonna be two kinds of honey on Earth. American or Chinese. Now if you want the world to be running on Chinese honey, stop shipping American queen bee chips, and that is what is happening right now.

Kevin O'Leary aka Mr. Wonderful

43,532 次观看 • 1 年前

I asked Luke Kornet about his memories from stretches where he was a DNP for many games in a row, and what his message is to the young guys who find themselves in that position now: “It's just a lot of peace to come to life of accepting the position that you're in and then just doing the best with that, versus trying to fight it and want to be in a different one.” “You can spend a lot of time worrying about things that you can't really control. But when you just take the opportunity that you have and do the best with that, you can have days like today where a lot of guys came in and were able to contribute. You can have peace about knowing that you did your job well, just as you did the day before, the day after. It might just look a different way every time. I feel like that's what I've been taught through my life. That's the only thing attitude that you can have that you can actually do something with – versus trying to control things that are outside of what you can control.”
2:15

I asked Luke Kornet about his memories from stretches where he was a DNP for many games in a row, and what his message is to the young guys who find themselves in that position now: “It's just a lot of peace to come to life of accepting the position that you're in and then just doing the best with that, versus trying to fight it and want to be in a different one.” “You can spend a lot of time worrying about things that you can't really control. But when you just take the opportunity that you have and do the best with that, you can have days like today where a lot of guys came in and were able to contribute. You can have peace about knowing that you did your job well, just as you did the day before, the day after. It might just look a different way every time. I feel like that's what I've been taught through my life. That's the only thing attitude that you can have that you can actually do something with – versus trying to control things that are outside of what you can control.”

Noa Dalzell 🏀

48,992 次观看 • 1 年前

Right now, I have a few dozen tools to automate my life. Every single thing that I do more than once every week is now a tool: either a Claude Code skill, a scheduled workflow, or an application. • I spend the time doing this once. • I schedule it. • I forget about it (or at least, try to) CREAO is one of the platforms I've used extensively for building some of these automations. They are partnering with me on this post. They are one of the only platforms where you can go from a conversation to a scheduled agent that quickly. This is how it works: 1. You describe the problem you want to solve 2. CREAO's agent builds the logic and executes it 3. You can iterate with the agent to improve the solution 4. When you are done, you turn that solution into a mini app 5. You can schedule that app to run any time you need it Something important: These agents are deterministic. They don't use an LLM to generate answers, so they will always return the same output given the same input. This is critical: when you're automating something that runs every Monday at 9 am, you need it to return the same result every time, not a "creative" answer.
5:00

Right now, I have a few dozen tools to automate my life. Every single thing that I do more than once every week is now a tool: either a Claude Code skill, a scheduled workflow, or an application. • I spend the time doing this once. • I schedule it. • I forget about it (or at least, try to) CREAO is one of the platforms I've used extensively for building some of these automations. They are partnering with me on this post. They are one of the only platforms where you can go from a conversation to a scheduled agent that quickly. This is how it works: 1. You describe the problem you want to solve 2. CREAO's agent builds the logic and executes it 3. You can iterate with the agent to improve the solution 4. When you are done, you turn that solution into a mini app 5. You can schedule that app to run any time you need it Something important: These agents are deterministic. They don't use an LLM to generate answers, so they will always return the same output given the same input. This is critical: when you're automating something that runs every Monday at 9 am, you need it to return the same result every time, not a "creative" answer.

Santiago

13,712 次观看 • 3 个月前

Marc Andreessen on the question at the center of data center discourse & why it's so important: "Can you build anything in America anymore? Can you build a factory? Can you build a chip plant? Can you build a power plant? Can you build a refinery? Can you build a pipeline? Can you build housing?" "One of the common themes in American life for the last 30 years is the answer to those questions is generally, no, you can't do any of those things." "Take as an example, Silicon Valley, right? So all the chips are made in Taiwan. Well, 40 years ago, all the chips were made in California." "Can you build things in America? Can you build a factory? Can you build an energy plant? Can you build a data center? Can you build housing?" "And on every single one of those, there's this massive problem which is, right now in many cases, in many places, no you can't." Marc Andreessen 🇺🇸 with Joe Rogan
1:47

Marc Andreessen on the question at the center of data center discourse & why it's so important: "Can you build anything in America anymore? Can you build a factory? Can you build a chip plant? Can you build a power plant? Can you build a refinery? Can you build a pipeline? Can you build housing?" "One of the common themes in American life for the last 30 years is the answer to those questions is generally, no, you can't do any of those things." "Take as an example, Silicon Valley, right? So all the chips are made in Taiwan. Well, 40 years ago, all the chips were made in California." "Can you build things in America? Can you build a factory? Can you build an energy plant? Can you build a data center? Can you build housing?" "And on every single one of those, there's this massive problem which is, right now in many cases, in many places, no you can't." Marc Andreessen 🇺🇸 with Joe Rogan

a16z

136,941 次观看 • 2 个月前

Boris Cherny runs Claude Code at Anthropic. His line should stop you mid-scroll: "I don't prompt Claude anymore. I have loops running that prompt Claude and figure out what to do. My job is to write loops." The skill moved. From writing prompts to building the loop around them. A loop that works has three things. Drop one and it burns money in circles. 1. A finish line it can prove. Tests pass or they fail. "Looks done" is not a finish line. 2. A checker that did not write the code. A model grading itself always says yes. 3. Brakes set before you start. A step limit. A money ceiling. A stop condition. That is the whole game. The loop does the work. You design the cage it runs in. Full breakdown below.
0:37

Boris Cherny runs Claude Code at Anthropic. His line should stop you mid-scroll: "I don't prompt Claude anymore. I have loops running that prompt Claude and figure out what to do. My job is to write loops." The skill moved. From writing prompts to building the loop around them. A loop that works has three things. Drop one and it burns money in circles. 1. A finish line it can prove. Tests pass or they fail. "Looks done" is not a finish line. 2. A checker that did not write the code. A model grading itself always says yes. 3. Brakes set before you start. A step limit. A money ceiling. A stop condition. That is the whole game. The loop does the work. You design the cage it runs in. Full breakdown below.

shmidt

16,085 次观看 • 1 个月前

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla
2:09

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

Mario Nawfal

225,142 次观看 • 8 个月前

Culture is genetic because behavior is genetic. This beaver never saw a dam in its life. No beavers or anything else ever taught it to build a dam. It wants to build a dam because it is a beaver. Many beavers together build a big dam. That is beaver culture. Humans are not different. Nothing is different. This is what life is. This is how life works. Your body is your mind. A caterpillar wants to build a chrysalis. A bee wants to build a hive. A lion wants to build a pride. You are not special. You are not above your nature. you are INSIDE of it. The thoughts that we think are genetic thoughts. The crimes we commit are genetic crimes. The art we create is genetic art. Just like this beaver, you can give the animal different sticks and it will build a different dam, but it will always build a dam. And you can give humans different "education," but the human will always use it to do what its genes tell it to do. This is the first big answer that you need. This is the biggest piece of the puzzle. This is how to understand people 90% of the way. You just... notice what they do, and get out of the way, and watch them do it. And if they need sticks, you give them sticks. And if you don't like what they do, you have to get away from them. You cannot train dam-building into them or out of them any more than you can with a beaver. A beaver wants to build a dam because it is a beaver. Whatever you see people build, that's what they wanted to build from the sticks they got in the river they were in. Stop pretending you can change it.
0:59

Culture is genetic because behavior is genetic. This beaver never saw a dam in its life. No beavers or anything else ever taught it to build a dam. It wants to build a dam because it is a beaver. Many beavers together build a big dam. That is beaver culture. Humans are not different. Nothing is different. This is what life is. This is how life works. Your body is your mind. A caterpillar wants to build a chrysalis. A bee wants to build a hive. A lion wants to build a pride. You are not special. You are not above your nature. you are INSIDE of it. The thoughts that we think are genetic thoughts. The crimes we commit are genetic crimes. The art we create is genetic art. Just like this beaver, you can give the animal different sticks and it will build a different dam, but it will always build a dam. And you can give humans different "education," but the human will always use it to do what its genes tell it to do. This is the first big answer that you need. This is the biggest piece of the puzzle. This is how to understand people 90% of the way. You just... notice what they do, and get out of the way, and watch them do it. And if they need sticks, you give them sticks. And if you don't like what they do, you have to get away from them. You cannot train dam-building into them or out of them any more than you can with a beaver. A beaver wants to build a dam because it is a beaver. Whatever you see people build, that's what they wanted to build from the sticks they got in the river they were in. Stop pretending you can change it.

hoe_math = PsychoMath

1,189,824 次观看 • 10 个月前

The biggest mistake I see people make when they start carnivore is the same mistake I made. Trying to do everything perfectly from day one. That is not a plan. That is a setup for failure. Here is what actually works. Stop trying to be perfect and start adding in the good things. More meat. More eggs. More real food. That is it. Something really cool happens when you do that. The more good things you add in, the less room there is for the things you are trying to crowd out. You are not white knuckling it. You are not depriving yourself. You are just filling your plate with better and better things until there is no space left for the rest. Progress is not just good enough. Progress IS the goal. You do not have to be perfect to change your life. You just have to start. 👑
0:30

The biggest mistake I see people make when they start carnivore is the same mistake I made. Trying to do everything perfectly from day one. That is not a plan. That is a setup for failure. Here is what actually works. Stop trying to be perfect and start adding in the good things. More meat. More eggs. More real food. That is it. Something really cool happens when you do that. The more good things you add in, the less room there is for the things you are trying to crowd out. You are not white knuckling it. You are not depriving yourself. You are just filling your plate with better and better things until there is no space left for the rest. Progress is not just good enough. Progress IS the goal. You do not have to be perfect to change your life. You just have to start. 👑

Queen of Carni

11,923 次观看 • 4 个月前

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.
0:56

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,573 次观看 • 3 个月前

"Courage is far shorter in supply than genius." - Peter Thiel "One of the challenges in writing a book about entrepreneurship or teaching a class on this is that there is sort of no formula. And I think science always starts with a number two. It starts with experiments you can repeat, things you can do over and over again. But there's sort of a sense in which every moment in the history of business, every moment in the history of technology happens only once. The next Mark Zuckerberg will not be starting a social networking company. The next Larry Page will not start a search engine. The next Bill Gates will not be starting an operating system. And so if you are trying to copy these people, you're in some sense not learning from them. And so I think one of the really big challenges in teaching or writing about entrepreneurship is what can you say about being an entrepreneur at all when the key thing is always to do something new, different, that's not precisely been done before. And so the point of departure I start with in Zero to One is a somewhat indirect approach by asking a series of contrarian questions. The business question is, what great company is nobody starting? The more intellectual version of this question is, tell me something true that very few people agree with you on. And this is a fantastic interview question. It turns out to be quite a hard question, even when people can read on the internet that you ask of everybody who comes in the door, it still is a hard question. It's one of those unusual questions where if you know it's on the test, it's still hard. And it's hard not just because we sort of think that new things require brilliance or something like that, but because it's socially difficult. If I ask you that question, if you tell me something like the education system is screwed up or our political system doesn't work very well, those are true answers, but they're not actually good answers because all of us already know them to be true. The good answers are ones that are somehow uncomfortable that the person interviewing you does not actually want to hear. And I think we live in this world where courage is in far shorter supply than genius. And so it is sort of this, it is in a sense this problem of political correctness properly understood, is this very deep, very, very broad sort of a problem."
2:28

"Courage is far shorter in supply than genius." - Peter Thiel "One of the challenges in writing a book about entrepreneurship or teaching a class on this is that there is sort of no formula. And I think science always starts with a number two. It starts with experiments you can repeat, things you can do over and over again. But there's sort of a sense in which every moment in the history of business, every moment in the history of technology happens only once. The next Mark Zuckerberg will not be starting a social networking company. The next Larry Page will not start a search engine. The next Bill Gates will not be starting an operating system. And so if you are trying to copy these people, you're in some sense not learning from them. And so I think one of the really big challenges in teaching or writing about entrepreneurship is what can you say about being an entrepreneur at all when the key thing is always to do something new, different, that's not precisely been done before. And so the point of departure I start with in Zero to One is a somewhat indirect approach by asking a series of contrarian questions. The business question is, what great company is nobody starting? The more intellectual version of this question is, tell me something true that very few people agree with you on. And this is a fantastic interview question. It turns out to be quite a hard question, even when people can read on the internet that you ask of everybody who comes in the door, it still is a hard question. It's one of those unusual questions where if you know it's on the test, it's still hard. And it's hard not just because we sort of think that new things require brilliance or something like that, but because it's socially difficult. If I ask you that question, if you tell me something like the education system is screwed up or our political system doesn't work very well, those are true answers, but they're not actually good answers because all of us already know them to be true. The good answers are ones that are somehow uncomfortable that the person interviewing you does not actually want to hear. And I think we live in this world where courage is in far shorter supply than genius. And so it is sort of this, it is in a sense this problem of political correctness properly understood, is this very deep, very, very broad sort of a problem."

Founder Mode

12,339 次观看 • 5 个月前

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."
1:52

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

DogeDesigner

265,257 次观看 • 8 个月前

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands
0:36

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 次观看 • 3 个月前

“when you charles leclerc go to bed, what do you think of?” 🆑: what i love most doing is racing. but i raced since i'm three and a half years old and i spent many of my nights thinking about racing and racing only but i'm also very creative. i think one of the things with me is that i love being creative but at the same time, i get obsessed with things very quickly and with new passions. one week it will be padel and the other week will be music and piano. every week i find a new thing that i'm super curious about, that i want to learn of and that i keep thinking about. and so sometimes it can be not really related to racing and it can be any new passions like padel or music. and sometimes it's racing. it's not necessarily always the same thing. but when a thought is too strong for you to fall asleep, as i said, i value sleeping. and so i want sleeps and then so i found ways in order to try and switch off the brain as much as possible. 🎥: eight sleep
1:18

“when you charles leclerc go to bed, what do you think of?” 🆑: what i love most doing is racing. but i raced since i'm three and a half years old and i spent many of my nights thinking about racing and racing only but i'm also very creative. i think one of the things with me is that i love being creative but at the same time, i get obsessed with things very quickly and with new passions. one week it will be padel and the other week will be music and piano. every week i find a new thing that i'm super curious about, that i want to learn of and that i keep thinking about. and so sometimes it can be not really related to racing and it can be any new passions like padel or music. and sometimes it's racing. it's not necessarily always the same thing. but when a thought is too strong for you to fall asleep, as i said, i value sleeping. and so i want sleeps and then so i found ways in order to try and switch off the brain as much as possible. 🎥: eight sleep

clara

13,346 次观看 • 1 个月前

Richard Feynman, Nobel Prize-winning physicist: "You can know the name of every pattern in the market and understand nothing about why a single one works. I won a Nobel on that one distinction. it is the whole difference between an edge and a story you tell yourself." this free film is a Nobel laureate teaching you how to actually think, recorded by the BBC and free ever since. at the board it's simple. Feynman's obsession was the gap between naming a thing and understanding it. You can memorize the word for why a stock moved, "momentum", "mean reversion", and still know nothing about whether it will happen again. Real understanding means you can say why, from the mechanism up, and name what would break it. Everything else is a label pasted over ignorance. That's the whole "edge", minus the marketing. Feynman's rule was that the first principle is you must not fool yourself, and you are the easiest person to fool. Same point as my casino piece above: the market is a machine for handing you convincing stories, and the only defense is refusing to believe one you cannot explain. the film is free and anyone can watch it tonight. what nobody can give you is the discipline to admit "I named it but I don't understand it" before you put money on it. That honesty is the edge, and it is the rarest thing there is.
1:06:19

Richard Feynman, Nobel Prize-winning physicist: "You can know the name of every pattern in the market and understand nothing about why a single one works. I won a Nobel on that one distinction. it is the whole difference between an edge and a story you tell yourself." this free film is a Nobel laureate teaching you how to actually think, recorded by the BBC and free ever since. at the board it's simple. Feynman's obsession was the gap between naming a thing and understanding it. You can memorize the word for why a stock moved, "momentum", "mean reversion", and still know nothing about whether it will happen again. Real understanding means you can say why, from the mechanism up, and name what would break it. Everything else is a label pasted over ignorance. That's the whole "edge", minus the marketing. Feynman's rule was that the first principle is you must not fool yourself, and you are the easiest person to fool. Same point as my casino piece above: the market is a machine for handing you convincing stories, and the only defense is refusing to believe one you cannot explain. the film is free and anyone can watch it tonight. what nobody can give you is the discipline to admit "I named it but I don't understand it" before you put money on it. That honesty is the edge, and it is the rarest thing there is.

Rossst.03

19,337 次观看 • 3 天前

🧵...2 They've decided against the RFID chip, bc's it can be taken out... So they're going to use little Nanobots, when they put nanobot in you, it becomes a part of your DNA & It can't be taken out... They put those things in you with a їnjection 💉 This is the #MarkOfTheBeast
2:03

Sensitive content

🧵...2 They've decided against the RFID chip, bc's it can be taken out... So they're going to use little Nanobots, when they put nanobot in you, it becomes a part of your DNA & It can't be taken out... They put those things in you with a їnjection 💉 This is the #MarkOfTheBeast

Anand Panna

12,927 次观看 • 1 年前

Frank Slootman: “Being a CEO is a highly confrontational role” “I’ve gone one record a few times and people have taken me to task on it, when I’ve said that being a CEO is a highly confrontational role. But they think that ‘confrontational’ means I’m grabbing people by the lapels and slamming them against the wall and yelling. That’s not what I mean by confrontation.” The former CEO of Snowflake and ServiceNow continues: “Confrontation is about confronting issues and situations. When you see something that is either not good, not good enough, or can be better, you need to talk to the team and people responsible to bring them along in your thinking.” In Frank’s view, the framing should be: “this is why I am saying this, what do you think?” The goal of the conversation is to help them see the problems you’re seeing. You should be driving them to a “higher level of aspiration,” he explains. “I often start the conversation with, ‘How do you think things are going?’ I’m not telling them ‘you suck,’ or ‘things are terrible.’ Let them talk. And then you can say, ‘Well what about this?’ And all of a sudden, the perspective has opened up and changed. So the challenge is bringing them along in your thinking — then it’s not confrontational… Obviously there’s finesse and subtlety. You’re dealing with people. You don’t want to destroy them. You want to build them, not bring them down.” You need to help them grow: “People have a tendency to go sideways. They rinse and repeat and keep doing the same things. You can’t in a high-growth company. You need to become a different version of yourself. I’m trying to help them think through that. What does that look like? What does your organization look like a year from now versus what it looks like today?… In other words, stimulate their thinking. Challenge them to think about what they should do differently next week. Is that confrontation? Yes it is, but it’s dressed up in a way that it engages people.” Frank believes founders should be doing this every single week. Video source: Foundation Capital (2024)
2:56

Frank Slootman: “Being a CEO is a highly confrontational role” “I’ve gone one record a few times and people have taken me to task on it, when I’ve said that being a CEO is a highly confrontational role. But they think that ‘confrontational’ means I’m grabbing people by the lapels and slamming them against the wall and yelling. That’s not what I mean by confrontation.” The former CEO of Snowflake and ServiceNow continues: “Confrontation is about confronting issues and situations. When you see something that is either not good, not good enough, or can be better, you need to talk to the team and people responsible to bring them along in your thinking.” In Frank’s view, the framing should be: “this is why I am saying this, what do you think?” The goal of the conversation is to help them see the problems you’re seeing. You should be driving them to a “higher level of aspiration,” he explains. “I often start the conversation with, ‘How do you think things are going?’ I’m not telling them ‘you suck,’ or ‘things are terrible.’ Let them talk. And then you can say, ‘Well what about this?’ And all of a sudden, the perspective has opened up and changed. So the challenge is bringing them along in your thinking — then it’s not confrontational… Obviously there’s finesse and subtlety. You’re dealing with people. You don’t want to destroy them. You want to build them, not bring them down.” You need to help them grow: “People have a tendency to go sideways. They rinse and repeat and keep doing the same things. You can’t in a high-growth company. You need to become a different version of yourself. I’m trying to help them think through that. What does that look like? What does your organization look like a year from now versus what it looks like today?… In other words, stimulate their thinking. Challenge them to think about what they should do differently next week. Is that confrontation? Yes it is, but it’s dressed up in a way that it engages people.” Frank believes founders should be doing this every single week. Video source: Foundation Capital (2024)

Startup Archive

100,750 次观看 • 9 个月前

Frank Slootman: “Being a CEO is a highly confrontational role” “I’ve gone one record a few times and people have taken me to task on it, when I’ve said that being a CEO is a highly confrontational role. But they think that ‘confrontational’ means I’m grabbing people by the lapels and slamming them against the wall and yelling. That’s not what I mean by confrontation.” The former CEO of Snowflake and ServiceNow continues: “Confrontation is about confronting issues and situations. When you see something that is either not good, not good enough, or can be better, you need to talk to the team and people responsible to bring them along in your thinking.” In Frank’s view, the framing should be: “this is why I am saying this, what do you think?” The goal of the conversation is to help them see the problems you’re seeing. You should be driving them to a “higher level of aspiration,” he explains. “I often start the conversation with, ‘How do you think things are going?’ I’m not telling them ‘you suck,’ or ‘things are terrible.’ Let them talk. And then you can say, ‘Well what about this?’ And all of a sudden, the perspective has opened up and changed. So the challenge is bringing them along in your thinking — then it’s not confrontational… Obviously there’s finesse and subtlety. You’re dealing with people. You don’t want to destroy them. You want to build them, not bring them down.” You need to help them grow: “People have a tendency to go sideways. They rinse and repeat and keep doing the same things. You can’t in a high-growth company. You need to become a different version of yourself. I’m trying to help them think through that. What does that look like? What does your organization look like a year from now versus what it looks like today?… In other words, stimulate their thinking. Challenge them to think about what they should do differently next week. Is that confrontation? Yes it is, but it’s dressed up in a way that it engages people.” Frank believes founders should be doing this every single week. Video source: Foundation Capital (2024)
2:56

Frank Slootman: “Being a CEO is a highly confrontational role” “I’ve gone one record a few times and people have taken me to task on it, when I’ve said that being a CEO is a highly confrontational role. But they think that ‘confrontational’ means I’m grabbing people by the lapels and slamming them against the wall and yelling. That’s not what I mean by confrontation.” The former CEO of Snowflake and ServiceNow continues: “Confrontation is about confronting issues and situations. When you see something that is either not good, not good enough, or can be better, you need to talk to the team and people responsible to bring them along in your thinking.” In Frank’s view, the framing should be: “this is why I am saying this, what do you think?” The goal of the conversation is to help them see the problems you’re seeing. You should be driving them to a “higher level of aspiration,” he explains. “I often start the conversation with, ‘How do you think things are going?’ I’m not telling them ‘you suck,’ or ‘things are terrible.’ Let them talk. And then you can say, ‘Well what about this?’ And all of a sudden, the perspective has opened up and changed. So the challenge is bringing them along in your thinking — then it’s not confrontational… Obviously there’s finesse and subtlety. You’re dealing with people. You don’t want to destroy them. You want to build them, not bring them down.” You need to help them grow: “People have a tendency to go sideways. They rinse and repeat and keep doing the same things. You can’t in a high-growth company. You need to become a different version of yourself. I’m trying to help them think through that. What does that look like? What does your organization look like a year from now versus what it looks like today?… In other words, stimulate their thinking. Challenge them to think about what they should do differently next week. Is that confrontation? Yes it is, but it’s dressed up in a way that it engages people.” Frank believes founders should be doing this every single week. Video source: Foundation Capital (2024)

Startup Archive

136,616 次观看 • 1 年前

Rod Brind'Amour shares the one question every competitor and great teammate needs to ask themselves. "You just gotta ask yourself one question all the time - are you doing your part?" "Whatever it is. It's not going right. Okay. Are you doing everything you can every day to make it right?" "If the answer is yes - stick with it. Then stick with it. It'll either turn or it won't. But you can at least know there's nothing more you can do. Feel good about that." It's about giving your best all the time. Then he made it personal: "Are you doing everything you can to be the best player you can be?" "You'll know if you're not." That's the question. Simple. Honest. And no hiding from it. You can't control the outcome. You can only control the effort and how you show up. (🎥 The Grind Performance Podcast )
0:43

Rod Brind'Amour shares the one question every competitor and great teammate needs to ask themselves. "You just gotta ask yourself one question all the time - are you doing your part?" "Whatever it is. It's not going right. Okay. Are you doing everything you can every day to make it right?" "If the answer is yes - stick with it. Then stick with it. It'll either turn or it won't. But you can at least know there's nothing more you can do. Feel good about that." It's about giving your best all the time. Then he made it personal: "Are you doing everything you can to be the best player you can be?" "You'll know if you're not." That's the question. Simple. Honest. And no hiding from it. You can't control the outcome. You can only control the effort and how you show up. (🎥 The Grind Performance Podcast )

Coach AJ 🎯 Mental Fitness

91,256 次观看 • 1 个月前

ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025
1:15

ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025

Mario Nawfal

363,474 次观看 • 8 个月前