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Threadguy explains why Apple will capture ALL of the value from AI “Models have become a commodity, we'll be able to just use the best model at any given time” "The more data AI has access to, the better it is. Everyone already has an iPhone, the next iPhone... show more

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24,179 views • 4 months ago •via X (Twitter)

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Ex-ChatGPT Product Head Peter Deng (Peter Deng) on the future of consumer AI: “It's not going to be about who has the best model. It's going to be about who has the best taste.”

Ex-ChatGPT Product Head Peter Deng (Peter Deng) on the future of consumer AI: “It's not going to be about who has the best model. It's going to be about who has the best taste.”

The Information

28,905 views • 3 months ago

"This whole story and narrative that Google has already won is going to be harder to tell when the best model is actually an OpenAI model," D.A. Davidson's Gil Luria says. He also says that OpenAI will launch that "state-of-the-art" model "over the next few days, weeks."

"This whole story and narrative that Google has already won is going to be harder to tell when the best model is actually an OpenAI model," D.A. Davidson's Gil Luria says. He also says that OpenAI will launch that "state-of-the-art" model "over the next few days, weeks."

Yahoo Finance

12,410 views • 4 months ago

🇺🇸 ZUCK: META AI IS THE BIGGEST, BEST, IN THE WORLD!! Has anyone ever used it?... “Meta AI now has nearly 600 million monthly actives and as promised is on track to be the most used AI assistant in the world by the end of the year. Llama 3.3 is a new 70 billion parameter text model that performs about as well as our 405 billion parameter model but now it is easier and more efficient to run. So that is the last Lama 3.0 release. The next stop is Lama 4.0.” Source: Instagram

🇺🇸 ZUCK: META AI IS THE BIGGEST, BEST, IN THE WORLD!! Has anyone ever used it?... “Meta AI now has nearly 600 million monthly actives and as promised is on track to be the most used AI assistant in the world by the end of the year. Llama 3.3 is a new 70 billion parameter text model that performs about as well as our 405 billion parameter model but now it is easier and more efficient to run. So that is the last Lama 3.0 release. The next stop is Lama 4.0.” Source: Instagram

Mario Nawfal

482,099 views • 1 year ago

This has to be the best use of AI I've ever seen

This has to be the best use of AI I've ever seen

The Internet Fish

21,888 views • 1 month ago

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 views • 7 months ago

THE AI TOTAL CONTROL GRID IS ALREADY HERE!!! But Now, There's A Fight Over Who Will Centralize & Control It Oracle Founder Larry Ellison Calls For Unifying All Data Collected On Individuals Into One AI Platform: "Citizens Will Be On Their Best Behavior Because We're Constantly Recording & Reporting Everything That's Going On... The First Thing A Country Needs To Do Is To Unify All Of Their Data, So It Can Be Consumed & Used By The AI Model... That's The Missing Link"

THE AI TOTAL CONTROL GRID IS ALREADY HERE!!! But Now, There's A Fight Over Who Will Centralize & Control It Oracle Founder Larry Ellison Calls For Unifying All Data Collected On Individuals Into One AI Platform: "Citizens Will Be On Their Best Behavior Because We're Constantly Recording & Reporting Everything That's Going On... The First Thing A Country Needs To Do Is To Unify All Of Their Data, So It Can Be Consumed & Used By The AI Model... That's The Missing Link"

Alex Jones

122,069 views • 9 months ago

The new SpaceX-Cursor model is going to be insane. It is being trained from scratch, unlike previous Composer models, which were built off Kimi. This new model is Elon’s attempt to get back in the AI race, and he might rejoin as the frontrunner. Composer 2.5 is already a world-class model, only losing to models like GPT-5.5, Opus 4.8, and Fable 5. Grok Composer 3, with SpaceX’s massive compute and xAI’s team, could become the best AI model on the planet. Elon is back.

The new SpaceX-Cursor model is going to be insane. It is being trained from scratch, unlike previous Composer models, which were built off Kimi. This new model is Elon’s attempt to get back in the AI race, and he might rejoin as the frontrunner. Composer 2.5 is already a world-class model, only losing to models like GPT-5.5, Opus 4.8, and Fable 5. Grok Composer 3, with SpaceX’s massive compute and xAI’s team, could become the best AI model on the planet. Elon is back.

Ali Romman

118,808 views • 11 days ago

Data is the foundation of any AI training. All of the GPUs in the world can't train an AI model if they don't have data to train it on. Don't forget: Grass is the data layer of AI.

Data is the foundation of any AI training. All of the GPUs in the world can't train an AI model if they don't have data to train it on. Don't forget: Grass is the data layer of AI.

Grass

211,934 views • 2 years ago

The man who built Nvidia from a Denny's booth into the world's first $5 trillion company just told us exactly why AI will never take our jobs. "AI has no possibility of doing all of what we do. However, depending on the jobs that we do, sometimes it could do 20% of our jobs, a thousand times better." "For some people, it might be able to do 50% of their job, a thousand times better." "Every one of us should apply AI to automate, to become an assistant, to help us with that either 20%, 40% or 50%." "People ask me, Jensen, is AI going to take your job? And I tell them absolutely not. The person who uses AI to automate that 20% or 50% is going to take your job." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

The man who built Nvidia from a Denny's booth into the world's first $5 trillion company just told us exactly why AI will never take our jobs. "AI has no possibility of doing all of what we do. However, depending on the jobs that we do, sometimes it could do 20% of our jobs, a thousand times better." "For some people, it might be able to do 50% of their job, a thousand times better." "Every one of us should apply AI to automate, to become an assistant, to help us with that either 20%, 40% or 50%." "People ask me, Jensen, is AI going to take your job? And I tell them absolutely not. The person who uses AI to automate that 20% or 50% is going to take your job." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

Uncover AI

16,696 views • 1 month ago

We are going to put an AI factory right next to your fully governed enterprise data and it is going to produce intelligence - the most valuable commodity the world has ever produced - even while you sleep. 🔥🔥 $SNOW $NVDA

We are going to put an AI factory right next to your fully governed enterprise data and it is going to produce intelligence - the most valuable commodity the world has ever produced - even while you sleep. 🔥🔥 $SNOW $NVDA

Brad Gerstner

136,240 views • 3 years ago

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 views • 11 months ago

ELON: CHINA HAS THE BEST OPEN SOURCE AI MODELS RIGHT NOW “The best open source models are generally from China, which is bizarre. I think the second best one, or maybe it’s better than second best, is Grok 2.5. The open source model is actually very good, and we will continue to open source our models.” Source: The All-In Podcast

ELON: CHINA HAS THE BEST OPEN SOURCE AI MODELS RIGHT NOW “The best open source models are generally from China, which is bizarre. I think the second best one, or maybe it’s better than second best, is Grok 2.5. The open source model is actually very good, and we will continue to open source our models.” Source: The All-In Podcast

Mario Nawfal

1,163,582 views • 8 months ago

Thiccy says crypto is in the bottom half of the K-shaped economy "I think crypto has not made it to the upper half of the K. Crypto is in the lower half. Crypto had its time in the sun where everyone cared about it. We tried to explore what it could be. It just doesn't have the productivity that AI has. AI has more of a future than what crypto could be"

Thiccy says crypto is in the bottom half of the K-shaped economy "I think crypto has not made it to the upper half of the K. Crypto is in the lower half. Crypto had its time in the sun where everyone cared about it. We tried to explore what it could be. It just doesn't have the productivity that AI has. AI has more of a future than what crypto could be"

Kai

94,706 views • 2 months ago

We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

TBPN

54,518 views • 11 months ago

Ron will not be upgrading to the IPhone 17 due to being able to crack it easy and made a statement saying "The 15 is the best"

Ron will not be upgrading to the IPhone 17 due to being able to crack it easy and made a statement saying "The 15 is the best"

Stable Updates

62,366 views • 9 months ago

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

701,702 views • 7 months ago

Elon Musk explains real AI safety: “The best thing I can come up with for AI safety is to make it a maximum truth-seeking AI, maximally curious. Have its optimization function be to understand the nature of the universe If that is its optimization function, it will actually want to preserve and extend human civilization because we’re just much more interesting than an asteroid with nothing on it” “You definitely don’t want to teach an AI to lie. That is a path to a dystopian future”

Elon Musk explains real AI safety: “The best thing I can come up with for AI safety is to make it a maximum truth-seeking AI, maximally curious. Have its optimization function be to understand the nature of the universe If that is its optimization function, it will actually want to preserve and extend human civilization because we’re just much more interesting than an asteroid with nothing on it” “You definitely don’t want to teach an AI to lie. That is a path to a dystopian future”

X Freeze

15,350 views • 4 months ago

There's an economics theorem called Alchian-Allen. And it has the very interesting implication that AI labs will be able to charge *higher* margins on their best models as compute gets scarcer. As compute gets more expensive, the cost of running any model goes up. So you might as well pay a bit more to make sure you're running the very best model. Which means the economics of being at the frontier improve, because if you’re not running the very best model, then you’re underutilizing this very precious compute. This pushes the AI model market towards winner-take-all; if you're the best, you can get away with charging an even higher margin. Dylan Patel tells me that we’re already seeing this today: all the revenue in the industry is on the best models. That’s the Alchian-Allen effect. If there’s a cost increase that’s roughly the same for all products, then the relative difference in price between higher and lower quality goods actually goes down. Consumers become relatively more willing to pay for the premium product. And it means that as the compute shortage hits, AI labs can capture more margin - not less, as you might expect - because consumers are choosing premium models more often.

There's an economics theorem called Alchian-Allen. And it has the very interesting implication that AI labs will be able to charge higher margins on their best models as compute gets scarcer. As compute gets more expensive, the cost of running any model goes up. So you might as well pay a bit more to make sure you're running the very best model. Which means the economics of being at the frontier improve, because if you’re not running the very best model, then you’re underutilizing this very precious compute. This pushes the AI model market towards winner-take-all; if you're the best, you can get away with charging an even higher margin. Dylan Patel tells me that we’re already seeing this today: all the revenue in the industry is on the best models. That’s the Alchian-Allen effect. If there’s a cost increase that’s roughly the same for all products, then the relative difference in price between higher and lower quality goods actually goes down. Consumers become relatively more willing to pay for the premium product. And it means that as the compute shortage hits, AI labs can capture more margin - not less, as you might expect - because consumers are choosing premium models more often.

Dwarkesh Patel

322,651 views • 3 months ago

THIS IS ONE OF MY BEST FEATURES ON THE PUNTRR APP IT HELP YOU MAKE RISKY GAMES SAFER DOWNLOAD PUNTRR AI APP TO HELP YOU WITH 80%-90% SURE PREDICTIONS USING AI DATA USE MY CODE: KOMBO to access be able to use the APP for free for 7days APPLE ANDROID

THIS IS ONE OF MY BEST FEATURES ON THE PUNTRR APP IT HELP YOU MAKE RISKY GAMES SAFER DOWNLOAD PUNTRR AI APP TO HELP YOU WITH 80%-90% SURE PREDICTIONS USING AI DATA USE MY CODE: KOMBO to access be able to use the APP for free for 7days APPLE ANDROID

KOMBO™

140,751 views • 3 months ago

Ansem explains why you need to learn AI right now “AI is going to make everybody 10x more efficient at whatever it is that they’re doing” “If you’re concerned about your job… you need to get up to speed and become an expert at using AI as fast as possible” “There’s going to be people who choose not to do that and people who do. In a few years, people are going to look at AI the same way as being able to use the internet” “Obviously someone who knows how to use the internet is a way better candidate than someone who doesn’t, it’s going to be the same with AI” “Whenever you have these technological breakthroughs happen, you create more jobs that didn’t even exist before. I think AI is going to do that more so than displace people”

Ansem explains why you need to learn AI right now “AI is going to make everybody 10x more efficient at whatever it is that they’re doing” “If you’re concerned about your job… you need to get up to speed and become an expert at using AI as fast as possible” “There’s going to be people who choose not to do that and people who do. In a few years, people are going to look at AI the same way as being able to use the internet” “Obviously someone who knows how to use the internet is a way better candidate than someone who doesn’t, it’s going to be the same with AI” “Whenever you have these technological breakthroughs happen, you create more jobs that didn’t even exist before. I think AI is going to do that more so than displace people”

Market Bubble

19,962 views • 1 month ago