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We asked Neil Chatterjee (DAWN Founder & CEO) to explain DePIN's core value proposition. "DePin is taking the $2.3 trillion digital infrastructure market and making it powered by individual users instead of Amazon, Google, Microsoft." "It's having consumers build and power the internet." "The final point is trustless so... show more

The Rollup

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34,585 Aufrufe • vor 1 Jahr •via X (Twitter)

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"If we do our job right, we’ll have done to the internet what solar panels did to electricity." — Neil Chatterjee, CEO of Andrena. In the next episode of the Proof of Talk Podcast, Mia Soarez (Mia) sits down with Neil Chatterjee (Neil Chatterjee), Founder & CEO of Andrena (Andrena) and DAWN (DAWN), to explore a bold vision: what if your internet connection could become a commodity, just like solar energy? This and much more! From the rise of #DePIN (Decentralized Physical Infrastructure Networks) to the dream of "Airbnb-ing your internet," Neil paints a future where bandwidth becomes a borderless, user-powered commodity. As part of our mission to bring 120+ of Web3’s most powerful voices under one roof at Proof of Talk, we’re going beyond the stage—hosting raw, unfiltered conversations with the industry’s biggest names. No rehearsed narratives, no fluff—just the insights that actually matter. 🎧 Episode 4 is coming soon. Get ready to rethink the internet. #ProofOfTalk #PoT25 #CryptoPodcast #DecentralizedInternet #Web3Infrastructure

"If we do our job right, we’ll have done to the internet what solar panels did to electricity." — Neil Chatterjee, CEO of Andrena. In the next episode of the Proof of Talk Podcast, Mia Soarez (Mia) sits down with Neil Chatterjee (Neil Chatterjee), Founder & CEO of Andrena (Andrena) and DAWN (DAWN), to explore a bold vision: what if your internet connection could become a commodity, just like solar energy? This and much more! From the rise of #DePIN (Decentralized Physical Infrastructure Networks) to the dream of "Airbnb-ing your internet," Neil paints a future where bandwidth becomes a borderless, user-powered commodity. As part of our mission to bring 120+ of Web3’s most powerful voices under one roof at Proof of Talk, we’re going beyond the stage—hosting raw, unfiltered conversations with the industry’s biggest names. No rehearsed narratives, no fluff—just the insights that actually matter. 🎧 Episode 4 is coming soon. Get ready to rethink the internet. #ProofOfTalk #PoT25 #CryptoPodcast #DecentralizedInternet #Web3Infrastructure

Proof of Talk

86,740 Aufrufe • vor 1 Jahr

California resident says rents have gotten so high she has to make payment plans “I am so f*cking annoyed every 1st of the month because I got paid today, and what I make is not enough to pay rent, so I have to do a flex payment. I got paid about $2,600 today. My rent is $2,800 Then I have 2 utility bills: - One utility bill is an electric and gas bill, which that this month it was $300, and that's also due today - Then the other one is the water bill, which was $193 this month, which is also due today - Then I have Verizon, my boyfriend and I, and the Verizon bill is $215. Don't know why it's that much.We don't get service anywhere. Then on top of that, we have the Internet bill. And did you guys know in San Diego you can only get Cox Service. Service. You can't get any other service (It’s a literal monopoly, many areas in San Diego it’s the only option for service) Long story short, that fucking bill is $140 And like I said, I only made $2,600 — So that's f*cking amazing. Isn't that great”

California resident says rents have gotten so high she has to make payment plans “I am so fcking annoyed every 1st of the month because I got paid today, and what I make is not enough to pay rent, so I have to do a flex payment. I got paid about $2,600 today. My rent is $2,800 Then I have 2 utility bills: - One utility bill is an electric and gas bill, which that this month it was $300, and that's also due today - Then the other one is the water bill, which was $193 this month, which is also due today - Then I have Verizon, my boyfriend and I, and the Verizon bill is $215. Don't know why it's that much.We don't get service anywhere. Then on top of that, we have the Internet bill. And did you guys know in San Diego you can only get Cox Service. Service. You can't get any other service (It’s a literal monopoly, many areas in San Diego it’s the only option for service) Long story short, that fucking bill is $140 And like I said, I only made $2,600 — So that's fcking amazing. Isn't that great”

Wall Street Apes

1,838,357 Aufrufe • vor 1 Jahr

🚨 We Found The Next Helium (100x Potential). We told you about $HNT before it did a 1000x, and we found the next one. The project is in the DePin Narrative and has recently partnered with large names competing with the likes of $TAO, $FIL, $WAL, $AIOZ, and others. The project is called Andrena who are building DAWN - $DAWN ✅ DePin Narrative ✅ 1.5M+ users ✅ Partnered w/Helium Mobile ☁️ ✅ Raised from leading VCs DAWN is a decentralized wireless network for delivering Internet service launched by Andrena. Through the protocol and hardware, property owners or residents have the opportunity to buy and sell Internet capacity in the area around them – empowering users to operate as their own Internet provider. The decentralized nature of $DAWN facilitates a trustless system of exchange that employs proof of backhaul, location, and frequency. Watch Token Metrics CEO Ian Balina breaking it down. 🔊⤵️

🚨 We Found The Next Helium (100x Potential). We told you about $HNT before it did a 1000x, and we found the next one. The project is in the DePin Narrative and has recently partnered with large names competing with the likes of $TAO, $FIL, $WAL, $AIOZ, and others. The project is called Andrena who are building DAWN - $DAWN ✅ DePin Narrative ✅ 1.5M+ users ✅ Partnered w/Helium Mobile ☁️ ✅ Raised from leading VCs DAWN is a decentralized wireless network for delivering Internet service launched by Andrena. Through the protocol and hardware, property owners or residents have the opportunity to buy and sell Internet capacity in the area around them – empowering users to operate as their own Internet provider. The decentralized nature of $DAWN facilitates a trustless system of exchange that employs proof of backhaul, location, and frequency. Watch Token Metrics CEO Ian Balina breaking it down. 🔊⤵️

Token Metrics

11,399 Aufrufe • vor 1 Jahr

.Lily Liu on what Solana set out to build from the very beginning: "The long-term value proposition has always been to be this financial infrastructure that everybody on the internet can use." "Some people forget that the title of the Bitcoin white paper is not digital gold. It's a peer-to-peer electronic cash system. And that's what Solana set out to build from the very beginning." "As the industry has moved into tokenized RWAs, the hero asset class is equities. And when you look at equities and what's happening on the internet, you've got 24/7 trading, billions of dollars of volume throughout the weekend, and sometimes we're even doing more volume on Solana than the NASDAQ is doing on a Monday."

.Lily Liu on what Solana set out to build from the very beginning: "The long-term value proposition has always been to be this financial infrastructure that everybody on the internet can use." "Some people forget that the title of the Bitcoin white paper is not digital gold. It's a peer-to-peer electronic cash system. And that's what Solana set out to build from the very beginning." "As the industry has moved into tokenized RWAs, the hero asset class is equities. And when you look at equities and what's happening on the internet, you've got 24/7 trading, billions of dollars of volume throughout the weekend, and sometimes we're even doing more volume on Solana than the NASDAQ is doing on a Monday."

Solana

140,262 Aufrufe • vor 2 Monaten

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.

Zimbabwe's internet price and capacity can be solved by tomorrow with enough will from the Ministry of ICT, ISPs, and Potraz. Google, Meta, YouTube, and Netflix want the end users to have the best internet; in fact they want everyone to be connected to High Speed Internet. That is why Google Equiano ran a cable from the EU to Nigeria, Namibia, and South Africa with the goal of making the internet cheaper. Zimbabwe does not have an internet problem because peering is FREE in Johannesburg, local pricing is artificially priced high because of "Maintenance Costs" Unfortunately, its alot harder to ran cable inland, its alot easier to ran the cable in the ocean because there is less regulation. If Zimbabwe can partner with Meta, Google, Huawei, Microsoft, and many other players for inland fibre, it will take less than a few months for us to have the best internet and over-the-top service. The biggest challenge is the Regulators and Gatekeepers.

willard shoko

16,464 Aufrufe • vor 1 Jahr

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings

Marc Andreessen says 99.9999% of the value of AI will accrue to the users of AI, not the companies who create it: "If you look at the total amount of economic value creation downstream of the internet—something like 99% of that accrued to the users of the internet, not the companies that built the internet." "Same thing with a smartphone. Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value from the smartphone. Apple and Google get 1% of the value from the smartphone." "I think AI is going to be exactly the same way. It might even be greater than that—it might be 99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI." Marc Andreessen 🇺🇸 with Harry Stebbings

a16z

39,237 Aufrufe • vor 6 Monaten

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”

The All-In Podcast

241,257 Aufrufe • vor 9 Monaten

Hey builders! The year is 2026 and the Internet is f*cked! No exaggeration. All parties in the trust ecosystem must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it. Although it was founded on the premise of human trust and communication between machines, it is now overrun by bots and non human actors working with more than half of Internet traffic now coming from these non human actors. The challenge that we now face is creating a global, interoperable framework of accountability so we can return trust to the Internet that we know and love, we can continue to enjoy the benefits that AI unlocks, and we can do so in a legally permissible, secure manner that does not endanger individual users, but rather opens new doors of efficiency and opportunity for them. However, there is a narrowing window for action. This is one of the most urgent challenges that faces technology at scale today. All parties in the trust ecosystem, nation states, platforms, developers, legal parties all must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it - with unverifiable data and non human actors. — Billions Network CEO Evin McMullen evin

Hey builders! The year is 2026 and the Internet is f*cked! No exaggeration. All parties in the trust ecosystem must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it. Although it was founded on the premise of human trust and communication between machines, it is now overrun by bots and non human actors working with more than half of Internet traffic now coming from these non human actors. The challenge that we now face is creating a global, interoperable framework of accountability so we can return trust to the Internet that we know and love, we can continue to enjoy the benefits that AI unlocks, and we can do so in a legally permissible, secure manner that does not endanger individual users, but rather opens new doors of efficiency and opportunity for them. However, there is a narrowing window for action. This is one of the most urgent challenges that faces technology at scale today. All parties in the trust ecosystem, nation states, platforms, developers, legal parties all must collaborate quickly because the race to save the Internet is not moving as fast as the race to conquer it - with unverifiable data and non human actors. — Billions Network CEO Evin McMullen evin

Billions Network

30,538 Aufrufe • vor 8 Monaten

Announcing: DePIN Summit Africa in Kenya and Tanzania in July 2025 Hosting DePIN Summit has been one of my favorite highlights of building Escape Velocity over the past few years. DePIN, or Decentralized Physical Infrastructure Networks, use crypto to scale critical infrastructure like wireless, electricity, or compute in a peer-to-peer manner. By cutting out the middle-man, DePINs provide cheaper and more reliable services than the current incumbents. In other words, DePIN is all about putting power back into the hands of users. 2023's Summit showed that DePIN is a MOVEMENT: for the very first time, 100+ DePIN founders and investors sat in the same room, in Menlo Park, all with a shared vision for the future of what decentralized infrastructure networks will become. 2024's Summit showed that DePIN is INEVITABLE: with more than 350 founders, investors, and operators coming together on a summer Saturday, in NYC, to discuss humanity’s urgent need for digital infrastructure networks that can scale to serve exponentially-growing demand decades in the future. In July 2025, DePIN Summit Africa will show that DePIN is GLOBAL by bringing the community together in Mombasa, Kenya and Zanzibar, Tanzania. We are excited to be collaborating with our on-the-ground partners SHARE and ThreeFold to make the event truly special, bringing together DePIN entrepreneurs and investors from abroad, alongside local industry and government leaders who are eager to understand how DePIN can serve their communities. DePIN has been mostly a US-based phenomenon to date, by almost any metric you can pick: number of projects, total capital raised, etc. A few protocols are bucking the trend and showing how DePIN can serve users in emerging markets: for example, local ISPs in Ghana are using DAWN to provide internet services, one of the largest telcos in Mexico is offloading its customers traffic onto Helium🎈, and grid-scale solar farms in India are mining on Glow Foundation. But by and large, DePIN activity is focused on developed markets, and specifically the US.... DePIN in the US is a huge opportunity, but it’s not the only one! Emerging markets are a different ballgame: the end-user demand for more reliable, performant, scalable digital infrastructure in growing economies is enormous across virtually every sector of DePIN: wireless, energy, compute, sensors, logistics, identity, etc. In East Africa, consumers spend 10-20% of their monthly income on internet service for only 3-4 GB of capacity. The user behaviors, unit economics, and regulatory hurdles are fundamentally different than other markets. With DePIN Summit Africa 2025, we hope to bridge that gap and help plant the seeds for DePIN to expand its reach globally, and specifically into East Africa going forward. We’re excited to be joined by headline speakers including: - Kristof De Spiegeleer, co-founder of ThreeFold's decentralized cloud computing network - Neil Chatterjee, co-founder of DAWN's decentralized fixed wireless internet - Jose Aycart, co-founder of SHARE's decentralized internet and compute infrastructure - Alireza Ghods, co-founder of NATIX Network's decentralized digital mapping network - Robin Wingardh, co-founder of wingbits's decentralized flight tracking to Africa - Fredrik Ahlgren, co-founder Sourceful Energy ⚡️'s decentralized virtual power plants - Raullen Chai, co-founder of IoTeX's modular DePIN L1 and development platform If you’d like to join us and help accelerate the growth of DePIN in emerging markets, please apply below 👇

Announcing: DePIN Summit Africa in Kenya and Tanzania in July 2025 Hosting DePIN Summit has been one of my favorite highlights of building Escape Velocity over the past few years. DePIN, or Decentralized Physical Infrastructure Networks, use crypto to scale critical infrastructure like wireless, electricity, or compute in a peer-to-peer manner. By cutting out the middle-man, DePINs provide cheaper and more reliable services than the current incumbents. In other words, DePIN is all about putting power back into the hands of users. 2023's Summit showed that DePIN is a MOVEMENT: for the very first time, 100+ DePIN founders and investors sat in the same room, in Menlo Park, all with a shared vision for the future of what decentralized infrastructure networks will become. 2024's Summit showed that DePIN is INEVITABLE: with more than 350 founders, investors, and operators coming together on a summer Saturday, in NYC, to discuss humanity’s urgent need for digital infrastructure networks that can scale to serve exponentially-growing demand decades in the future. In July 2025, DePIN Summit Africa will show that DePIN is GLOBAL by bringing the community together in Mombasa, Kenya and Zanzibar, Tanzania. We are excited to be collaborating with our on-the-ground partners SHARE and ThreeFold to make the event truly special, bringing together DePIN entrepreneurs and investors from abroad, alongside local industry and government leaders who are eager to understand how DePIN can serve their communities. DePIN has been mostly a US-based phenomenon to date, by almost any metric you can pick: number of projects, total capital raised, etc. A few protocols are bucking the trend and showing how DePIN can serve users in emerging markets: for example, local ISPs in Ghana are using DAWN to provide internet services, one of the largest telcos in Mexico is offloading its customers traffic onto Helium🎈, and grid-scale solar farms in India are mining on Glow Foundation. But by and large, DePIN activity is focused on developed markets, and specifically the US.... DePIN in the US is a huge opportunity, but it’s not the only one! Emerging markets are a different ballgame: the end-user demand for more reliable, performant, scalable digital infrastructure in growing economies is enormous across virtually every sector of DePIN: wireless, energy, compute, sensors, logistics, identity, etc. In East Africa, consumers spend 10-20% of their monthly income on internet service for only 3-4 GB of capacity. The user behaviors, unit economics, and regulatory hurdles are fundamentally different than other markets. With DePIN Summit Africa 2025, we hope to bridge that gap and help plant the seeds for DePIN to expand its reach globally, and specifically into East Africa going forward. We’re excited to be joined by headline speakers including: - Kristof De Spiegeleer, co-founder of ThreeFold's decentralized cloud computing network - Neil Chatterjee, co-founder of DAWN's decentralized fixed wireless internet - Jose Aycart, co-founder of SHARE's decentralized internet and compute infrastructure - Alireza Ghods, co-founder of NATIX Network's decentralized digital mapping network - Robin Wingardh, co-founder of wingbits's decentralized flight tracking to Africa - Fredrik Ahlgren, co-founder Sourceful Energy ⚡️'s decentralized virtual power plants - Raullen Chai, co-founder of IoTeX's modular DePIN L1 and development platform If you’d like to join us and help accelerate the growth of DePIN in emerging markets, please apply below 👇

EV3 Sal

163,893 Aufrufe • vor 1 Jahr

Catherine Austin Fitts argues that Donald Trump was installed by bankers to construct a digital control grid comprised of programmable money, digital ID, and a social credit system. She maintains that Trump is expendable now that the infrastructure for this system is complete. "So let's look at the control grid. There are three general baskets of what you need to do. The first is programmable money. The second is digital ID... And then the third is you need the hardware and the software infrastructure to do the social credit system." "And so you need all the data centres... But you also need a surveillance infrastructure and enforcement infrastructure to back it." "So how do you persuade conservatives... to embrace building that infrastructure? The way you do it is you say, oh, we have election fraud, or oh, we have an immigration problem. And so we need a digital ID to identify who everybody is so we can't have fraud." "If you look at everything [Trump has] done to build the control grid, or to put the conditions in place to do it, they now have what they need." "Trump is basically expendable now."

Catherine Austin Fitts argues that Donald Trump was installed by bankers to construct a digital control grid comprised of programmable money, digital ID, and a social credit system. She maintains that Trump is expendable now that the infrastructure for this system is complete. "So let's look at the control grid. There are three general baskets of what you need to do. The first is programmable money. The second is digital ID... And then the third is you need the hardware and the software infrastructure to do the social credit system." "And so you need all the data centres... But you also need a surveillance infrastructure and enforcement infrastructure to back it." "So how do you persuade conservatives... to embrace building that infrastructure? The way you do it is you say, oh, we have election fraud, or oh, we have an immigration problem. And so we need a digital ID to identify who everybody is so we can't have fraud." "If you look at everything [Trump has] done to build the control grid, or to put the conditions in place to do it, they now have what they need." "Trump is basically expendable now."

Wide Awake Media

151,263 Aufrufe • vor 5 Monaten

Gavin Baker: "if you're a foundation model company and you do not have unique data and internet scale distribution, you are the fastest depreciating asset in human history - I think most of these companies are zeros, and there's like 10 of them" this is him explaining why the 100 largest buildings in the world will be data centers, why there are only three places left in America you can legally build one, and what he says is setting up the first real memory cycle since 1996 "in our lifetime there will be data centers that are bigger than Manhattan" "the two rate limiting factors for AI are no longer compute and GPUs - it's power, finding places to plug the GPUs in" "there's only three places in the United States you can put one of these - it's got to be near multiple nuclear reactors that are unregulated within 50 miles of each other" "if Apple doubles the memory in the iPhone and Google does the same for Android at the same time, you could have the first real memory cycle since 1996 - and in 1996 Micron was a 50 bagger" "the only hope most of these companies have is for Amazon to acquire them the way Microsoft did with Inflection" bookmark & watch the full conversation ↓

Gavin Baker: "if you're a foundation model company and you do not have unique data and internet scale distribution, you are the fastest depreciating asset in human history - I think most of these companies are zeros, and there's like 10 of them" this is him explaining why the 100 largest buildings in the world will be data centers, why there are only three places left in America you can legally build one, and what he says is setting up the first real memory cycle since 1996 "in our lifetime there will be data centers that are bigger than Manhattan" "the two rate limiting factors for AI are no longer compute and GPUs - it's power, finding places to plug the GPUs in" "there's only three places in the United States you can put one of these - it's got to be near multiple nuclear reactors that are unregulated within 50 miles of each other" "if Apple doubles the memory in the iPhone and Google does the same for Android at the same time, you could have the first real memory cycle since 1996 - and in 1996 Micron was a 50 bagger" "the only hope most of these companies have is for Amazon to acquire them the way Microsoft did with Inflection" bookmark & watch the full conversation ↓

Сarm1ne

274,201 Aufrufe • vor 1 Monat

Former Google CEO Eric Schmidt says a frontier AI model costs up to $500 million to build and is worth about six months: "Are the scaling laws stopping?" "And the answer right now is no, which is unbelievable." "A model costs $200 to $500 million, you release it, and it has a life expectancy of about six months." "And then there's another one." "And the competition between the leading players is so brutal, right, that they literally count in the number of weeks of value of these things, which costs hundreds of millions of dollars." Schmidt is talking about the build cost. There is a second cost underneath it, which is re-proving each replacement, because whatever testing cleared one version does not carry over to the next. A company that standardizes on a frontier model this year is signing up to do that re-approval work twice a year. - Eric Schmidt (Eric Schmidt), former CEO of Google (Google) and now Chair and CEO of Relativity Space, with Alan Blinder at Princeton's Griswold Center (Princeton University).

Former Google CEO Eric Schmidt says a frontier AI model costs up to $500 million to build and is worth about six months: "Are the scaling laws stopping?" "And the answer right now is no, which is unbelievable." "A model costs $200 to $500 million, you release it, and it has a life expectancy of about six months." "And then there's another one." "And the competition between the leading players is so brutal, right, that they literally count in the number of weeks of value of these things, which costs hundreds of millions of dollars." Schmidt is talking about the build cost. There is a second cost underneath it, which is re-proving each replacement, because whatever testing cleared one version does not carry over to the next. A company that standardizes on a frontier model this year is signing up to do that re-approval work twice a year. - Eric Schmidt (Eric Schmidt), former CEO of Google (Google) and now Chair and CEO of Relativity Space, with Alan Blinder at Princeton's Griswold Center (Princeton University).

Karl Mehta

493,414 Aufrufe • vor 1 Monat

Dana White is asked about the online chatter about Khamzat's weigh-in yesterday: DW: The internet is fucking stupid. I don't know what to tell you other than that. Later, when asked why they don't use a digital scale: DW: Listen, Monday morning, at 9:02, call the New Jersey Athletic Commission and ask them that. I have nothing to do with any of that stuff.

Dana White is asked about the online chatter about Khamzat's weigh-in yesterday: DW: The internet is fucking stupid. I don't know what to tell you other than that. Later, when asked why they don't use a digital scale: DW: Listen, Monday morning, at 9:02, call the New Jersey Athletic Commission and ask them that. I have nothing to do with any of that stuff.

Jed I. Goodman ©

96,518 Aufrufe • vor 4 Monaten

Adam Selipsky, former CEO of AWS from 2021-2024 and now CEO of Helix Digital Infrastructure, pushing back against the premise that hyperscalers can self-build the entirety of their required data center capacity and don't need third-party developers. Selipsky alludes to the idea that having deep connections in places like Texas is a key value-add for developers. Helix Digital Infrastructure was launched today with backing from KKR, NVIDIA, and the Kuwait Investment Authority. "The clients are the hyperscalers.. there's a misnomer that they've got all these capabilities, (and) they've been doing this for a long time and so these projects just come together and the power is there and the connectivity is there and the data centers there, and.. they just do it all in-house themselves.. I'm here to tell you that is not true. And I know that from the inside of building a $100B+ year business (AWS), which relies fundamentally on this infrastructure. There's all the old jokes about two folks in a pickup truck in Texas. And they've got a great deal. But you know, they golf with the Governor's brother-in-law. So don't worry about the permits.. And these are real stories. This actually happens. They (hyperscalers) absolutely have a lot of capabilities to do a lot of these things in-house, (but) they absolutely need reliable partners who can bring them scaled projects." $AMZN $MSFT $GOOG $GLXY $CORZ $WULF $CIFR

Adam Selipsky, former CEO of AWS from 2021-2024 and now CEO of Helix Digital Infrastructure, pushing back against the premise that hyperscalers can self-build the entirety of their required data center capacity and don't need third-party developers. Selipsky alludes to the idea that having deep connections in places like Texas is a key value-add for developers. Helix Digital Infrastructure was launched today with backing from KKR, NVIDIA, and the Kuwait Investment Authority. "The clients are the hyperscalers.. there's a misnomer that they've got all these capabilities, (and) they've been doing this for a long time and so these projects just come together and the power is there and the connectivity is there and the data centers there, and.. they just do it all in-house themselves.. I'm here to tell you that is not true. And I know that from the inside of building a $100B+ year business (AWS), which relies fundamentally on this infrastructure. There's all the old jokes about two folks in a pickup truck in Texas. And they've got a great deal. But you know, they golf with the Governor's brother-in-law. So don't worry about the permits.. And these are real stories. This actually happens. They (hyperscalers) absolutely have a lot of capabilities to do a lot of these things in-house, (but) they absolutely need reliable partners who can bring them scaled projects." $AMZN $MSFT $GOOG $GLXY $CORZ $WULF $CIFR

Rittenhouse Research

13,659 Aufrufe • vor 3 Monaten

Eric Schmidt says the real limit on AI is cash, and he puts one gigawatt of data center at roughly $50 billion: "A gigawatt data center costs something on the order of 50 billion with a B number." "How could these people in my industry be so crazy to raise all that money and build all the data centers? And the answer is they see the demand." "So absent an AI breakthrough algorithmically, which is a change to what is called the transformer architecture which is invented at Google, thank you, in 2017, we're sort of stuck with this cost structure." "And I think the real limit to AI is not energy. It's actually cash." "Because when you add up the cost of these, if you take 50, just round numbers, 50 billion a gigawatt, so 10 gigawatts is half a trillion dollars." "How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few." Even at the low end of the published estimates, around $38 billion a gigawatt, his arithmetic still puts ten gigawatts in the hundreds of billions, so the conclusion holds. Very few balance sheets can carry that, which means most companies buying AI capacity over the next few years will be renting it from the handful that can. - Eric Schmidt (Eric Schmidt), Chair of the Special Competitive Studies Project and CEO of Relativity Space, at the SCSP AI+ Expo (@SCSPAI), May 2026.

Eric Schmidt says the real limit on AI is cash, and he puts one gigawatt of data center at roughly $50 billion: "A gigawatt data center costs something on the order of 50 billion with a B number." "How could these people in my industry be so crazy to raise all that money and build all the data centers? And the answer is they see the demand." "So absent an AI breakthrough algorithmically, which is a change to what is called the transformer architecture which is invented at Google, thank you, in 2017, we're sort of stuck with this cost structure." "And I think the real limit to AI is not energy. It's actually cash." "Because when you add up the cost of these, if you take 50, just round numbers, 50 billion a gigawatt, so 10 gigawatts is half a trillion dollars." "How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few." Even at the low end of the published estimates, around $38 billion a gigawatt, his arithmetic still puts ten gigawatts in the hundreds of billions, so the conclusion holds. Very few balance sheets can carry that, which means most companies buying AI capacity over the next few years will be renting it from the handful that can. - Eric Schmidt (Eric Schmidt), Chair of the Special Competitive Studies Project and CEO of Relativity Space, at the SCSP AI+ Expo (@SCSPAI), May 2026.

Karl Mehta

42,986 Aufrufe • vor 1 Monat

David Friedberg: Frontier Models are Training on Your Novel Insights as “De-Identified Data” @jason: “Should they trust any of these LLMs with their proprietary knowledge for fear of having it cribbed into a core LLM?” david friedberg: “I have had experiences where we've asked some fairly novel scientific questions, and (the AI model) identifies it as a novel insight. It's like, ‘Oh, never thought about that, interesting, blah, blah, blah.’ And then using a different account, asking the next version (of the model) later, I've now experienced this. It's like, ‘Oh, well, you could do this,’ and it actually just describes this exact thing that we had in our chat in the previous version. Now, these are a handful of anecdotal experiences, but I know the domain that we work in, and the niche of it, and the ideation of this stuff, and the novelty of this stuff, and the lack of papers being published, and so on. So I know that there isn't some new corpus of information out there that's training the new model. So all I can say at that point is that my conversation or our analyses have been used for training.” David Sacks: “Okay, this does raise a really good question. What does it mean that the model is allowed to train on unidentifiable data?” Friedberg: “Well, that's my point. So it doesn't use any of my personal information, but it can use an insight derived from our chat, which it can then say is some training data that is unrelated. But the truth is, it's actually a piece of IP that's our organization’s IP, and our engagement back and forth. We don't have any NDA or confidentiality provisions or protections with them being a service provider back to us. This is why I care a lot about open source because I don't want them having my chat logs because they can use it for training to create an IP advantage that is now diffused to the rest of the market.”

David Friedberg: Frontier Models are Training on Your Novel Insights as “De-Identified Data” @jason: “Should they trust any of these LLMs with their proprietary knowledge for fear of having it cribbed into a core LLM?” david friedberg: “I have had experiences where we've asked some fairly novel scientific questions, and (the AI model) identifies it as a novel insight. It's like, ‘Oh, never thought about that, interesting, blah, blah, blah.’ And then using a different account, asking the next version (of the model) later, I've now experienced this. It's like, ‘Oh, well, you could do this,’ and it actually just describes this exact thing that we had in our chat in the previous version. Now, these are a handful of anecdotal experiences, but I know the domain that we work in, and the niche of it, and the ideation of this stuff, and the novelty of this stuff, and the lack of papers being published, and so on. So I know that there isn't some new corpus of information out there that's training the new model. So all I can say at that point is that my conversation or our analyses have been used for training.” David Sacks: “Okay, this does raise a really good question. What does it mean that the model is allowed to train on unidentifiable data?” Friedberg: “Well, that's my point. So it doesn't use any of my personal information, but it can use an insight derived from our chat, which it can then say is some training data that is unrelated. But the truth is, it's actually a piece of IP that's our organization’s IP, and our engagement back and forth. We don't have any NDA or confidentiality provisions or protections with them being a service provider back to us. This is why I care a lot about open source because I don't want them having my chat logs because they can use it for training to create an IP advantage that is now diffused to the rest of the market.”

The All-In Podcast

56,501 Aufrufe • vor 19 Tagen

Marc Andreessen just told every trillion-dollar AI lab who they’re actually building for. Not eventually. By design. Andreessen: “99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI.” This is not a prediction. It is a pattern. Andreessen: “If you look at the total amount of economic value creation downstream of the internet, something like 99% of that accrued to the users of the internet, not the companies that built the internet.” The internet created trillions in value. The companies that built it captured a rounding error. Andreessen: “Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value. Apple and Google get 1%.” Apple and Google built the device that reorganized human life. Their cut is one percent. Electricity. The internet. The smartphone. The builders carry the cost. The users keep the value. The ratio has never once moved. The labs spending hundreds of billions right now are building wealth they will never keep. Andreessen: “It’s almost like dark matter. Everybody’s gonna experience that in their own life and in their own business.” The largest wealth transfer in history will carry no headline. No metric. No announcement. It will simply complete. Not because it is hidden. Because everyone is watching the builders.

Marc Andreessen just told every trillion-dollar AI lab who they’re actually building for. Not eventually. By design. Andreessen: “99.9999% of the value of AI is gonna accrue to the users, not to the companies that make the AI.” This is not a prediction. It is a pattern. Andreessen: “If you look at the total amount of economic value creation downstream of the internet, something like 99% of that accrued to the users of the internet, not the companies that built the internet.” The internet created trillions in value. The companies that built it captured a rounding error. Andreessen: “Who gets the economic value of the smartphone? Everybody in the world who uses a smartphone to become more productive in their life or in their business gets 99% of the value. Apple and Google get 1%.” Apple and Google built the device that reorganized human life. Their cut is one percent. Electricity. The internet. The smartphone. The builders carry the cost. The users keep the value. The ratio has never once moved. The labs spending hundreds of billions right now are building wealth they will never keep. Andreessen: “It’s almost like dark matter. Everybody’s gonna experience that in their own life and in their own business.” The largest wealth transfer in history will carry no headline. No metric. No announcement. It will simply complete. Not because it is hidden. Because everyone is watching the builders.

Dustin

43,046 Aufrufe • vor 2 Monaten

Peter Thiel on why the best businesses never compete: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms." His point is simple: "A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away." Peter explains that the most important distinction in business is one nobody talks about enough. "There are two kinds of companies in this world. There are companies that are competitive and there are companies that have monopolies." His go-to example of a bad business? Restaurants. "Opening a restaurant is super competitive and nobody ever makes any money doing it." His example of a great business: Google. "Google has had no competition in search since 2002 when it definitively distanced itself from Microsoft and Yahoo, and it's been making enormous profits for the dozen years or so ever since." So what should founders actually aim for? "If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur—it should be their goal to try to build a monopoly business." True market power means never having to compete in the first place.

Peter Thiel on why the best businesses never compete: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms." His point is simple: "A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away." Peter explains that the most important distinction in business is one nobody talks about enough. "There are two kinds of companies in this world. There are companies that are competitive and there are companies that have monopolies." His go-to example of a bad business? Restaurants. "Opening a restaurant is super competitive and nobody ever makes any money doing it." His example of a great business: Google. "Google has had no competition in search since 2002 when it definitively distanced itself from Microsoft and Yahoo, and it's been making enormous profits for the dozen years or so ever since." So what should founders actually aim for? "If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur—it should be their goal to try to build a monopoly business." True market power means never having to compete in the first place.

Big Brain Business

73,938 Aufrufe • vor 8 Monaten

Baseten's Charlie O'Neill on why the gap to the frontier is just compute and data: "Despite OpenAI and Anthropic and the closed source labs having more compute and more data, the recipe is the same. We're all scaling the same recipe here, and we're at slightly different points of the scaling curve. It's not like OpenAI or Anthropic have any secret sauce that differentiates them scaling up their multi-trillion parameter models from the rest of the open source ecosystem." "It really is just a matter of taking the core underlying architecture and training recipe, and throwing more compute and data at it, which is really promising." "Of course, these closed source labs probably have a long tail of optimizations they've made, which we're gonna continue to try and figure out in the open source community. But the core mechanism is there." "K3 is a great example of, well, if you do scale this recipe up, we're gonna get a pretty good model that's very, very close to the frontier, if not frontier itself." Charlie O'Neill Baseten

Baseten's Charlie O'Neill on why the gap to the frontier is just compute and data: "Despite OpenAI and Anthropic and the closed source labs having more compute and more data, the recipe is the same. We're all scaling the same recipe here, and we're at slightly different points of the scaling curve. It's not like OpenAI or Anthropic have any secret sauce that differentiates them scaling up their multi-trillion parameter models from the rest of the open source ecosystem." "It really is just a matter of taking the core underlying architecture and training recipe, and throwing more compute and data at it, which is really promising." "Of course, these closed source labs probably have a long tail of optimizations they've made, which we're gonna continue to try and figure out in the open source community. But the core mechanism is there." "K3 is a great example of, well, if you do scale this recipe up, we're gonna get a pretty good model that's very, very close to the frontier, if not frontier itself." Charlie O'Neill Baseten

MTS

17,404 Aufrufe • vor 2 Monaten