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We asked Nicholas Harris what "Passage" is. "It's a silicon photonics engine from Lightmatter. We leverage all the semiconductor manufacturing supply chain (like TSMC and GlobalFoundries) that’s used to build modern chips today.” "We help wire up massive data centers. We also just announced 114T bits per second (state... show more

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@LightmatterCo Great questions. An exciting time to be building hardware at @LightmatterCo !

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SecBriefs | Making Cybersecurity Simple1 yıl önce

Quantum computers can break today’s encryption in seconds.🔑 Quantum tech will reshape our digital lives. Governments & hackers are preparing for the quantum era. How about you?🛡️ Don’t get left behind!🧠 Cybersecurity Dictionary for Everyone can help:

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@theanalognick @LightmatterCo add @Extropic_AI chip stack with lightmatter's passage to accelerate compute completely

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We asked jesse.base.eth about the current state of blockchain adoption. "We're trying to build a global economy that increases innovation, creativity and freedom. The metric that we use for it is, do we have a billion people on chain?" "Today, hundreds of millions hold Bitcoin, tens of millions use stablecoins." "It's still really, really early days."

We asked jesse.base.eth about the current state of blockchain adoption. "We're trying to build a global economy that increases innovation, creativity and freedom. The metric that we use for it is, do we have a billion people on chain?" "Today, hundreds of millions hold Bitcoin, tens of millions use stablecoins." "It's still really, really early days."

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We asked Shane Arnott (SVP of Anduril Industries) about Copperhead. "It’s a fast, flexible payload AUV (Autonomous Underwater Vehicle) that’s built at a fraction of the cost of a Mark 48 torpedo." "We can build thousands per year. Right now, we’re lucky to get 200 torpedoes out of the supply chain. That doesn’t work for the APAC fight with China or in the High North, where Russia is dominating."

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ELON MUSK: "If you add up all the fabs on earth combined, they're only about 2% of what we need for the Terra fab project. We're very grateful to our existing supply chain, to Samsung, TSMC, and others, and we would like them to expand as quickly as they can, and we will buy all of their chips. I have said these exact words to them, and there's a maximum rate at which they're comfortable expanding, but that rate is much less than we would like, So we're gonna build the Terafab."

ELON MUSK: "If you add up all the fabs on earth combined, they're only about 2% of what we need for the Terra fab project. We're very grateful to our existing supply chain, to Samsung, TSMC, and others, and we would like them to expand as quickly as they can, and we will buy all of their chips. I have said these exact words to them, and there's a maximum rate at which they're comfortable expanding, but that rate is much less than we would like, So we're gonna build the Terafab."

DogeDesigner

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We asked Erik Palitsch (CEO of Freeform) about his frustrations regarding manufacturing technology's impact on national security. "China is investing in the 3D printing space. They don't have our technology. We are developing this in the U.S. for the U.S." "We don't have software margins that some VCs want, we are combining bits and atoms. You want your 5000x company, you get it at a company like this."

We asked Erik Palitsch (CEO of Freeform) about his frustrations regarding manufacturing technology's impact on national security. "China is investing in the 3D printing space. They don't have our technology. We are developing this in the U.S. for the U.S." "We don't have software margins that some VCs want, we are combining bits and atoms. You want your 5000x company, you get it at a company like this."

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We asked Tweets from Zach Weinberg if it's a good idea to re-shore U.S. drug manufacturing. "It's really stupid. All the strategic stuff is in drug discovery and development." "Drug manufacturing is not something that needs to be done in America." We recommend watching the full video if you are interested in healthcare, pharmaceutical science and economics.

We asked Tweets from Zach Weinberg if it's a good idea to re-shore U.S. drug manufacturing. "It's really stupid. All the strategic stuff is in drug discovery and development." "Drug manufacturing is not something that needs to be done in America." We recommend watching the full video if you are interested in healthcare, pharmaceutical science and economics.

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Sequoia’s Shaun Maguire says Silicon Valley is undergoing a "Copernican" shift and waking up to the fact that it revolves around a set of much larger industries, not the other way around: "In Silicon Valley, [there's] almost this Copernican principle — where people used to believe that the world revolved around the Earth, then realized that it revolves around the sun." "There's a Silicon Valley parallel where people think that all of technology, all of industry, revolves around Silicon Valley, but it's actually kind of the opposite." "Silicon Valley is Earth, and there are these much bigger forces and bodies, which include energy, the chemical industry, these giant supply chains, and the semiconductor industry, which has been around for a very long time. It was pretty advanced, and people in Silicon Valley forgot about it." "I don't like the language of other industries pivoting into AI. I actually think it's the opposite." "I think it's like Silicon Valley is waking up from its toddlerhood and realizing that there were these giant industries that we underestimated, and they're actually really freaking good at what they do. And we can all benefit by working together."

Sequoia’s Shaun Maguire says Silicon Valley is undergoing a "Copernican" shift and waking up to the fact that it revolves around a set of much larger industries, not the other way around: "In Silicon Valley, [there's] almost this Copernican principle — where people used to believe that the world revolved around the Earth, then realized that it revolves around the sun." "There's a Silicon Valley parallel where people think that all of technology, all of industry, revolves around Silicon Valley, but it's actually kind of the opposite." "Silicon Valley is Earth, and there are these much bigger forces and bodies, which include energy, the chemical industry, these giant supply chains, and the semiconductor industry, which has been around for a very long time. It was pretty advanced, and people in Silicon Valley forgot about it." "I don't like the language of other industries pivoting into AI. I actually think it's the opposite." "I think it's like Silicon Valley is waking up from its toddlerhood and realizing that there were these giant industries that we underestimated, and they're actually really freaking good at what they do. And we can all benefit by working together."

TBPN

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"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster." Brad Gerstner explains why a data center moratorium would be "horrific" for America: "All of our GDP growth is coming from the fact that we are building data centers and driving productivity improvements in the economy." "A data center moratorium would thrust us straight into a recession and high unemployment." "Secondly, it would cede the entire global game to China. Overnight, we would lose to China in the global AI race. Which is not just about AI, it's about economic security, jobs, and national security."

"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster." Brad Gerstner explains why a data center moratorium would be "horrific" for America: "All of our GDP growth is coming from the fact that we are building data centers and driving productivity improvements in the economy." "A data center moratorium would thrust us straight into a recession and high unemployment." "Secondly, it would cede the entire global game to China. Overnight, we would lose to China in the global AI race. Which is not just about AI, it's about economic security, jobs, and national security."

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We asked Soren Monroe-Anderson to explain the issue of American drone motors. "A lot of US companies are still using Chinese motors, we want to make our own (but currently can't)." "Same thing with cameras and chips. Our long term challenge is to rebuild all the components from the chips level."

We asked Soren Monroe-Anderson to explain the issue of American drone motors. "A lot of US companies are still using Chinese motors, we want to make our own (but currently can't)." "Same thing with cameras and chips. Our long term challenge is to rebuild all the components from the chips level."

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Today is #RandomActsofKindnessDay, so we’ve asked the kindest person we know what you could do to help a stranger... We can’t think of a better act of kindness than being ready to give someone like Florrie a second chance of life! 💚

Today is #RandomActsofKindnessDay, so we’ve asked the kindest person we know what you could do to help a stranger... We can’t think of a better act of kindness than being ready to give someone like Florrie a second chance of life! 💚

Anthony Nolan

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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

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 görüntüleme • 3 ay önce

"We are interested in the hardware space." - Roy, co-founder of Cluely "We are bringing manufacturing back to America and it all starts at the Cluely garage." "We are working on brain chips down there."

"We are interested in the hardware space." - Roy, co-founder of Cluely "We are bringing manufacturing back to America and it all starts at the Cluely garage." "We are working on brain chips down there."

TBPN

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For decades, horrible politicians allowed our Industrial Base to move overseas. Their Trade Policies encouraged Companies to find the cheapest Labor, and build the Products we invented across Asia. When I took Office, we didn’t build Leading Edge Semiconductor Chips here in America. American Trade Policy was broken and, the results, disastrous. Now, TSMC, the largest Leading Edge Semiconductor Chip Manufacturer in the World, has announced an additional 100 Billion Dollar Investment in their Semiconductor Fabrication Factories in Arizona. That brings their total commitment to build Chips in America to a record 265 Billion Dollars. My Trade Policies and Trade Deals are accomplishing exactly what I said they would. From Automobiles, Pharmaceuticals, to Semiconductors, and everything across our Economy, the Trump Administration is bringing Advanced Manufacturing home to America. This is what SUCCESS feels like! Massive Hiring, massive Construction, massive Investment — Welcome to the Golden Age of America, where we invite everybody to come and build in America — and remember, if you do so, there are NO TARIFFS! President DONALD J. TRUMP ( TS: Jul 17 2026, 3:30 PM ET )‍‌‍‍‌‍‌‌‌‌‍‍‌‌‍‌‌‍‌‍‌‍‌‍

For decades, horrible politicians allowed our Industrial Base to move overseas. Their Trade Policies encouraged Companies to find the cheapest Labor, and build the Products we invented across Asia. When I took Office, we didn’t build Leading Edge Semiconductor Chips here in America. American Trade Policy was broken and, the results, disastrous. Now, TSMC, the largest Leading Edge Semiconductor Chip Manufacturer in the World, has announced an additional 100 Billion Dollar Investment in their Semiconductor Fabrication Factories in Arizona. That brings their total commitment to build Chips in America to a record 265 Billion Dollars. My Trade Policies and Trade Deals are accomplishing exactly what I said they would. From Automobiles, Pharmaceuticals, to Semiconductors, and everything across our Economy, the Trump Administration is bringing Advanced Manufacturing home to America. This is what SUCCESS feels like! Massive Hiring, massive Construction, massive Investment — Welcome to the Golden Age of America, where we invite everybody to come and build in America — and remember, if you do so, there are NO TARIFFS! President DONALD J. TRUMP ( TS: Jul 17 2026, 3:30 PM ET )‍‌‍‍‌‍‌‌‌‌‍‍‌‌‍‌‌‍‌‍‌‍‌‍

Commentary Donald J. Trump Truth Social Posts On X

50,024 görüntüleme • 1 gün önce

"We want to learn from Silicon Valley." - Secretary of the Army "What SV does well is finding PMF with MVPs and feedback loops." "The Army does best when it's synced with American enterprise. We are trying to return to those roots."

"We want to learn from Silicon Valley." - Secretary of the Army "What SV does well is finding PMF with MVPs and feedback loops." "The Army does best when it's synced with American enterprise. We are trying to return to those roots."

TBPN

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Chamath's best trade idea for 2026 is not a stock. It is copper. "We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need. The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"

Chamath's best trade idea for 2026 is not a stock. It is copper. "We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need. The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"

Boring_Business

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We asked Robin Langtry to break down what Avalanche Energy does and his new announcement yesterday. "We're trying to build the world's smallest fusion machines, in a SpaceX style (test, fail, fix)." "We're announcing our new test facility called The FusionWERX." "It is a facility where you can come test different fusion technologies. We will provide the neutron generators. The hope is to expand the fusion supply chain."

We asked Robin Langtry to break down what Avalanche Energy does and his new announcement yesterday. "We're trying to build the world's smallest fusion machines, in a SpaceX style (test, fail, fix)." "We're announcing our new test facility called The FusionWERX." "It is a facility where you can come test different fusion technologies. We will provide the neutron generators. The hope is to expand the fusion supply chain."

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Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.

Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.

TBPN

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🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

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We asked Casey Handmer what it takes to build a US Moon base. "Step 1 is to establish the ability to move stuff to and from the Moon, which provides the operational freedom to build a base of any size we want there." "Ultimately, I’d be quite happy to see something there like the Antarctic program. We send scientists up there because they’ll go there voluntarily." "Astronauts from Japan, the EU, Australia, etc. go there and work in the US Moon base, funded by the US." "We can set up large-scale microwave beaming plants on the surface of the Earth and beam the power up there, because the Moon always faces the same face towards the Earth."

We asked Casey Handmer what it takes to build a US Moon base. "Step 1 is to establish the ability to move stuff to and from the Moon, which provides the operational freedom to build a base of any size we want there." "Ultimately, I’d be quite happy to see something there like the Antarctic program. We send scientists up there because they’ll go there voluntarily." "Astronauts from Japan, the EU, Australia, etc. go there and work in the US Moon base, funded by the US." "We can set up large-scale microwave beaming plants on the surface of the Earth and beam the power up there, because the Moon always faces the same face towards the Earth."

TBPN

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We asked Trae Stephens about his "Good Quests" essay with Markie Wagner. "Lots of super talented former entrepreneurs took the route of Big Head in Silicon Valley (HBO show) to rest and vest." "That feels like a moral failure of tech. Founders operating on God Mode should focus on the hardest and most important quests, like rebuilding semiconductor manufacturing in the US."

We asked Trae Stephens about his "Good Quests" essay with Markie Wagner. "Lots of super talented former entrepreneurs took the route of Big Head in Silicon Valley (HBO show) to rest and vest." "That feels like a moral failure of tech. Founders operating on God Mode should focus on the hardest and most important quests, like rebuilding semiconductor manufacturing in the US."

TBPN

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