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We went from 3, maybe 4 major AI compute sellers to potentially 6 Amazon, Microsoft, Google, maybe Oracle. Now add SpaceX and Meta... just as customers are getting more efficient w tokens. "You could have a pretty decent-sized speed bump in here" - Dan Niles

Deirdre Bosa

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76,936 просмотров • 1 месяц назад •via X (Twitter)

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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

102,475 просмотров • 11 месяцев назад

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google

ARK Invest

64,826 просмотров • 3 месяцев назад

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

DogeDesigner

86,983 просмотров • 1 месяц назад

We called the bottom perfectly yesterday together. Expect a relief rally on the Magnificent 7 stocks now. It's going to be choppy for the first few weeks, but end-of-month will be strong. However, we are NOT out of the woods yet. 1. Amazon - $AMZN 2. Apple - $AAPL 3. Google - $GOOGL 4. Meta - $META 5. Microsoft - $MSFT 6. Nvidia - $NVDA 7. Tesla $TSLA I'll make sure to update you every single day.

We called the bottom perfectly yesterday together. Expect a relief rally on the Magnificent 7 stocks now. It's going to be choppy for the first few weeks, but end-of-month will be strong. However, we are NOT out of the woods yet. 1. Amazon - $AMZN 2. Apple - $AAPL 3. Google - $GOOGL 4. Meta - $META 5. Microsoft - $MSFT 6. Nvidia - $NVDA 7. Tesla $TSLA I'll make sure to update you every single day.

StockWhale

84,907 просмотров • 4 месяцев назад

Mistral is announcing an expanded global strategic partnership with Microsoft to give enterprises and regulated industries frontier AI they can control. As Mistral is expanding its AI compute capacity in Europe, the companies are expanding their strategic partnership with Microsoft’s commitment to leverage part of this capacity, bringing Mistral’s frontier and efficient models across Microsoft’s AI platform and giving customers flexible deployment options from cloud to fully disconnected environments. Learn more from Arthur Mensch and Brad Smith on what this means for enterprises. Watch here:

Mistral is announcing an expanded global strategic partnership with Microsoft to give enterprises and regulated industries frontier AI they can control. As Mistral is expanding its AI compute capacity in Europe, the companies are expanding their strategic partnership with Microsoft’s commitment to leverage part of this capacity, bringing Mistral’s frontier and efficient models across Microsoft’s AI platform and giving customers flexible deployment options from cloud to fully disconnected environments. Learn more from Arthur Mensch and Brad Smith on what this means for enterprises. Watch here:

Mistral AI

103,382 просмотров • 23 дней назад

“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

David Senra

64,971 просмотров • 8 месяцев назад

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

Herbert Ong

15,014 просмотров • 1 месяц назад

Meta signed a 20 billion dollar compute deal in April and by June was quietly trying to sell the leftovers, and Dan Niles went on CNBC to explain why that flip means the AI building boom may have already peaked. That timeline should stop you. For two years, the whole AI bet ran on one idea: that nobody has enough compute, and everyone wants more, and the demand never ends. Then Meta signed a 20 billion dollar deal in April. By June they were shopping the extra capacity to their rivals. Niles explained what broke. Companies used to burn as many tokens as they could to look busy. Then they started cutting. His example is the one that sticks. Using the smartest model to summarize your emails is like driving a Ferrari to the corner store for milk. You do not need it. Coinbase cut its AI spend in half while it used the tools more. Uber burned its whole budget in four months, then slashed it. When the biggest spenders suddenly have compute to sell, the story cracks. Everyone is still pricing these stocks like demand only climbs. The people paying the bills just found the off switch.

Meta signed a 20 billion dollar compute deal in April and by June was quietly trying to sell the leftovers, and Dan Niles went on CNBC to explain why that flip means the AI building boom may have already peaked. That timeline should stop you. For two years, the whole AI bet ran on one idea: that nobody has enough compute, and everyone wants more, and the demand never ends. Then Meta signed a 20 billion dollar deal in April. By June they were shopping the extra capacity to their rivals. Niles explained what broke. Companies used to burn as many tokens as they could to look busy. Then they started cutting. His example is the one that sticks. Using the smartest model to summarize your emails is like driving a Ferrari to the corner store for milk. You do not need it. Coinbase cut its AI spend in half while it used the tools more. Uber burned its whole budget in four months, then slashed it. When the biggest spenders suddenly have compute to sell, the story cracks. Everyone is still pricing these stocks like demand only climbs. The people paying the bills just found the off switch.

Ihtesham Ali

65,575 просмотров • 1 месяц назад

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 просмотров • 2 месяцев назад

SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

SUNDAR PICHAI: AI IS REWRITING EARTH’S INFRASTRUCTURE IN TWO YEARS Sundar laid it out with quiet certainty: the AI boom isn’t coming, it’s already rewriting the laws of scale: "You know, maybe four years ago Google was spending less than $30 billion per year. This year, that number is gonna be over $90 billion. And if you collectively add what all the companies are doing, we have well over a trillion dollars of investment going in, in building the infrastructure for this moment. And one way I think about it is in the next couple of years, we'll end up building what we probably built in the past 10 to 20 years. So hopefully just in a couple of years. So that gives you the scale at which this is ramping up." It’s the kind of scale that makes empires blink. Alphabet’s AI capex shot from $24 billion in 2021 to over $90 billion in 2025, powered by Gemini, Vertex AI, and an arms race for compute that’s now burning through a trillion dollars across Google, Microsoft, Amazon, and Meta. Source: thewizeai / Sundar Pichai

Mario Nawfal

163,412 просмотров • 8 месяцев назад

Sarah Nurse: "I felt like the game was pretty out of control today from puck drop, and I don't think it ever got under control. As we went through the game, everybody's skating around not really knowing what a penalty is, and so that's kinda frustrating. I think us, the referees, nobody really knows what's a penalty, and so that gets frustrating. Because you go into a battle and you're like, 'could I get called here? Maybe. Could I not? Maybe.' Despite that, we still have to find ways to play around those things that are out of our control."

Sarah Nurse: "I felt like the game was pretty out of control today from puck drop, and I don't think it ever got under control. As we went through the game, everybody's skating around not really knowing what a penalty is, and so that's kinda frustrating. I think us, the referees, nobody really knows what's a penalty, and so that gets frustrating. Because you go into a battle and you're like, 'could I get called here? Maybe. Could I not? Maybe.' Despite that, we still have to find ways to play around those things that are out of our control."

Kyle Cushman

57,228 просмотров • 5 месяцев назад

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

21,962 просмотров • 4 месяцев назад

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

HRT, one of the largest quantitative trading firms in the world, just revealed the scale of their AI operation. "two of the biggest ingredients you need to build deep learning models are compute and data. HRT has both in incredible orders of magnitude." "we have vast quantities of data, on the order of petabytes, just in terms of raw tick data we've written down since the beginning of electronic trading." "we have a very high compute-per-researcher ratio." then the line that puts it in perspective: "there probably aren't too many places on Earth you can do cutting-edge deep learning research at the level we do it, just because of how few places have access to as much compute." "it's basically the hyperscalers of the world and then we're in the next tranche." a trading firm putting itself in the same compute tier as Google, Microsoft, and Meta. not for chatbots, for trading.

Goshawk Trades

14,548 просмотров • 2 месяцев назад

Nikki Bella talking to Becky Lynch on the Bellas’ podcast in 2020 - “We need to pitch in a few years to have a Mania match against you (Becky)… when our kids are a little older, maybe 3 or 4.” Becky’s daughter and Nikki’s son are now 4 years old. Nikki & Brie Rebecca Quin

Nikki Bella talking to Becky Lynch on the Bellas’ podcast in 2020 - “We need to pitch in a few years to have a Mania match against you (Becky)… when our kids are a little older, maybe 3 or 4.” Becky’s daughter and Nikki’s son are now 4 years old. Nikki & Brie Rebecca Quin

Andrew

265,599 просмотров • 1 год назад

In 2025, I told you to BUY the Mag 7's at the lows. We're up over +70% since then together. In 2026, we are NOW at the highs. Stay PATIENT. The big red DIP will happen for the Mags over the summer. It's TIME to get your CASH ready and buy the best companies in the world. 1. NVIDIA $NVDA 2. Amazon $AMZN 3. Tesla $TSLA 4. Meta Platforms $META 5. Google $GOOGL 6. Apple $AAPL 7. Microsoft $MSFT All my buy and sell signals in Discord @

In 2025, I told you to BUY the Mag 7's at the lows. We're up over +70% since then together. In 2026, we are NOW at the highs. Stay PATIENT. The big red DIP will happen for the Mags over the summer. It's TIME to get your CASH ready and buy the best companies in the world. 1. NVIDIA $NVDA 2. Amazon $AMZN 3. Tesla $TSLA 4. Meta Platforms $META 5. Google $GOOGL 6. Apple $AAPL 7. Microsoft $MSFT All my buy and sell signals in Discord @

StockWhale

83,763 просмотров • 2 месяцев назад

OpSec is thrilled to confirm our attendance at the 2024 NVIDIA GTC conference on March 18-21! This event is more than just a gathering; it's a gateway to groundbreaking discoveries and invaluable connections. With over 900 sessions, 300+ exhibits, and 20+ technical workshops, we're diving deep into the latest AI advancements alongside industry luminaries, developers, researchers, and business strategists. From the highly anticipated keynote by NVIDIA CEO Jensen Huang to exclusive panels on topics like robotics, intellectual property challenges, and the role of AI in modern medicine, there's something for every interest and expertise level. With Ai Giants like Google , Amazon , Meta , Microsoft , Oracle and more in attendance, the networking opportunities are endless. Join us at #GTC2024 as we unlock new possibilities and shape the future of AI together!

OpSec is thrilled to confirm our attendance at the 2024 NVIDIA GTC conference on March 18-21! This event is more than just a gathering; it's a gateway to groundbreaking discoveries and invaluable connections. With over 900 sessions, 300+ exhibits, and 20+ technical workshops, we're diving deep into the latest AI advancements alongside industry luminaries, developers, researchers, and business strategists. From the highly anticipated keynote by NVIDIA CEO Jensen Huang to exclusive panels on topics like robotics, intellectual property challenges, and the role of AI in modern medicine, there's something for every interest and expertise level. With Ai Giants like Google , Amazon , Meta , Microsoft , Oracle and more in attendance, the networking opportunities are endless. Join us at #GTC2024 as we unlock new possibilities and shape the future of AI together!

OpSec

194,676 просмотров • 2 лет назад

.Garry Tan on why the future is already here, it's just not evenly distributed. "If you're just willing to spend $100,000 a year on tokens, you can basically live like you are a normal citizen in 2028. It's just pretty clear that token cost is gonna come down. Compute is gonna go way, way up. We think 90,000x or so. There will be 90,000x the amount of inference from here to three years from now."

.Garry Tan on why the future is already here, it's just not evenly distributed. "If you're just willing to spend $100,000 a year on tokens, you can basically live like you are a normal citizen in 2028. It's just pretty clear that token cost is gonna come down. Compute is gonna go way, way up. We think 90,000x or so. There will be 90,000x the amount of inference from here to three years from now."

Y Combinator

173,973 просмотров • 1 месяц назад

💎: I was educated just now. I learned my kind supporters that if you add 2+4 and you add 3+4 from 2434 it becomes... 67 *💳 moves 💎 to a VC* 💳: so we have a VC in the niji discord that's titled Jail, guess where our lovely SJNJKK currently resides now #RyomaClips #Clipeible

💎: I was educated just now. I learned my kind supporters that if you add 2+4 and you add 3+4 from 2434 it becomes... 67 💳 moves 💎 to a VC 💳: so we have a VC in the niji discord that's titled Jail, guess where our lovely SJNJKK currently resides now #RyomaClips #Clipeible

🐦kori *•° comms open 💳💐🎐

32,146 просмотров • 6 месяцев назад

Q: In Australia, George [Russell] told the media that he would have travelled with you. Have you spoken with him about their engine? Lewis Hamilton: *smiles* Q: What do you think their advantage is? Lewis Hamilton: "Difficult to say. I mean, I don't have all the information, so I don't really know too much, but of course I asked him about the engine. And yeah, I assume they could be more efficient, maybe they are able to charge more, maybe they have more crank power." "And so we've just got to, rather than worry about what others have, we just have to work harder to try and extract more from the package we have. But I'm really proud of Ferrari and the guys back at the factory who have done such a great job to build the car and the engine that we have, which has been reliable, and we'll continue to develop it." [Sky Sports Italy]

Q: In Australia, George [Russell] told the media that he would have travelled with you. Have you spoken with him about their engine? Lewis Hamilton: smiles Q: What do you think their advantage is? Lewis Hamilton: "Difficult to say. I mean, I don't have all the information, so I don't really know too much, but of course I asked him about the engine. And yeah, I assume they could be more efficient, maybe they are able to charge more, maybe they have more crank power." "And so we've just got to, rather than worry about what others have, we just have to work harder to try and extract more from the package we have. But I'm really proud of Ferrari and the guys back at the factory who have done such a great job to build the car and the engine that we have, which has been reliable, and we'll continue to develop it." [Sky Sports Italy]

sim

507,779 просмотров • 5 месяцев назад