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Zuckerberg’s advantage is that Meta has a profitable ad machine that can fund the bet longer than almost anyone. The superintelligence race is becoming brutally physical. Talent writes the ideas. Power plants, data centers, and capital decide how many of those ideas actually get tested.

Wes Roth

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15,614 views • 1 month ago •via X (Twitter)

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The race to build data centers is reshaping power grids, construction markets and corporate capital spending on Earth. Now, some of the biggest names in technology and space want to move part of that infrastructure into orbit. This would launch a new frontier for insurers — if they can figure out how to price a risk that has never existed at scale. Read more:

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CNBC

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DeepMind CEO Demis Hassabis says the AI bottleneck is already moving from model ideas to physical supply chains. "How much of the restriction at this point is physical? I am talking memory shortage, GPU shortage, and electricity." Demis: "That is constraining a lot of the deployment for sure. We see so much more demand for our models - Gemini and the other models that we have - than we can possibly serve." Then the less obvious part: "It does constrain a little bit the research, because you need a lot of chips to be able to experiment on new ideas at big enough scale that you can actually see if they are going to work." And on memory: "The whole supply chain is kind of strained... It still in the end actually comes down to a few suppliers of a few of the key components. Anywhere where there is some kind of constraint on the capacity, there is a sort of choke point." Important framing: The next AI race is not just who has the best model architecture. It is who can secure memory, chips, power, suppliers, and enough experimental capacity to find the next breakthrough before everyone else.

DeepMind CEO Demis Hassabis says the AI bottleneck is already moving from model ideas to physical supply chains. "How much of the restriction at this point is physical? I am talking memory shortage, GPU shortage, and electricity." Demis: "That is constraining a lot of the deployment for sure. We see so much more demand for our models - Gemini and the other models that we have - than we can possibly serve." Then the less obvious part: "It does constrain a little bit the research, because you need a lot of chips to be able to experiment on new ideas at big enough scale that you can actually see if they are going to work." And on memory: "The whole supply chain is kind of strained... It still in the end actually comes down to a few suppliers of a few of the key components. Anywhere where there is some kind of constraint on the capacity, there is a sort of choke point." Important framing: The next AI race is not just who has the best model architecture. It is who can secure memory, chips, power, suppliers, and enough experimental capacity to find the next breakthrough before everyone else.

Karl Mehta

25,716 views • 1 month ago

Being profitable is important and raising capital is just a tool to get there But large cash hordes/doing dividends is a moment when a company has run out of ideas for how to invest the money in new R&D Don’t mistake a premature end game as the ideal case

Being profitable is important and raising capital is just a tool to get there But large cash hordes/doing dividends is a moment when a company has run out of ideas for how to invest the money in new R&D Don’t mistake a premature end game as the ideal case

Garry Tan

28,462 views • 1 year ago

I rewatched Volk/Max 3 & it's always a testament to how it's one of the leading candidates for performance of the decade for many reasons, but one of them is how Holloway actually gets many ideas that would have worked or let him build against anyone else. And only some worked:

I rewatched Volk/Max 3 & it's always a testament to how it's one of the leading candidates for performance of the decade for many reasons, but one of them is how Holloway actually gets many ideas that would have worked or let him build against anyone else. And only some worked:

Dan A.

37,912 views • 4 months ago

Meta’s Chief AI Officer Alexandr Wang just put a five-year countdown on the most consequential race in human history. Wang: “Mark and myself, we very strongly believe that this is a very special time in human history.” Not a decade. Not a generation. Five years. Wang: “The discoveries made over the next half-decade are going to be some of the most monumental discoveries that human civilization has ever made.” To run that race, Meta didn’t just build a new model. They built an entirely new division from scratch. Meta Superintelligence Labs. Designed from a blank slate. Singular focus. Wang: “What does the optimal team look like for the future of superintelligence?” The bottleneck to superintelligence isn’t compute anymore. It isn’t data. It’s the density of human genius in a single room. Wang: “Highest talent density. Bring the very best people together and build the best possible environment for them.” The AI arms race has shifted from hoarding GPUs to hoarding the smartest minds on earth. The first company to perfect that organizational structure will be the first company to reach superintelligence. But reaching it is only half the battle. Deploying what you built to the world is the other half. And here is where Meta’s advantage becomes almost unfair. Wang: “Three and a half billion people utilize our platforms every single day.” While every other AI lab is still trying to figure out how to get users to adopt their technology, Meta already has nearly half the planet locked into their ecosystem. MSL wasn’t built just to achieve scientific breakthroughs. Wang: “Build the products that will enable this technology to be deployed to billions and billions of people worldwide.” Whoever builds superintelligence first wins the race. Whoever distributes it to 3.5 billion people controls what comes after. Meta is positioning to do both.

Meta’s Chief AI Officer Alexandr Wang just put a five-year countdown on the most consequential race in human history. Wang: “Mark and myself, we very strongly believe that this is a very special time in human history.” Not a decade. Not a generation. Five years. Wang: “The discoveries made over the next half-decade are going to be some of the most monumental discoveries that human civilization has ever made.” To run that race, Meta didn’t just build a new model. They built an entirely new division from scratch. Meta Superintelligence Labs. Designed from a blank slate. Singular focus. Wang: “What does the optimal team look like for the future of superintelligence?” The bottleneck to superintelligence isn’t compute anymore. It isn’t data. It’s the density of human genius in a single room. Wang: “Highest talent density. Bring the very best people together and build the best possible environment for them.” The AI arms race has shifted from hoarding GPUs to hoarding the smartest minds on earth. The first company to perfect that organizational structure will be the first company to reach superintelligence. But reaching it is only half the battle. Deploying what you built to the world is the other half. And here is where Meta’s advantage becomes almost unfair. Wang: “Three and a half billion people utilize our platforms every single day.” While every other AI lab is still trying to figure out how to get users to adopt their technology, Meta already has nearly half the planet locked into their ecosystem. MSL wasn’t built just to achieve scientific breakthroughs. Wang: “Build the products that will enable this technology to be deployed to billions and billions of people worldwide.” Whoever builds superintelligence first wins the race. Whoever distributes it to 3.5 billion people controls what comes after. Meta is positioning to do both.

Dustin

32,982 views • 5 months ago

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

Kevin O'Leary aka Mr. Wonderful

45,121 views • 1 year ago

$NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable. If tokens are profitable then model builders have a reason to produce more of them which means more inference, more compute and more demand across networking, memory, CPUs, power and data centers. The near-term stock reaction is about expectations but long-term story is still that the AI factory buildout is running through Nvidia which is why I think it has a real path to becoming the world’s first $10T company.

$NVDA CEO Jensen Huang said demand has gone parabolic because agentic AI has arrived, AI can now do productive work and tokens are becoming profitable. If tokens are profitable then model builders have a reason to produce more of them which means more inference, more compute and more demand across networking, memory, CPUs, power and data centers. The near-term stock reaction is about expectations but long-term story is still that the AI factory buildout is running through Nvidia which is why I think it has a real path to becoming the world’s first $10T company.

Shay Boloor

261,814 views • 3 months ago

Woman who lives in Virginia says her county alone has over 50 Data Centers and now they are being asked to conserve both power and water “Our temperatures are about to hit an average of 120° across the state, but you want us to preserve water and power so the data centers can run, and we're going to be the ones fitting the bill for all that power that gets used up” She’s absolutely correct I verified that parts of Virginia are sending conservation requests to residents For those that don’t know how bad it is in Virginia Data Center Alley alone in Northern Virginia hosts the world’s largest concentration of data centers, around 600–685 facilities with many more planned Things are only going to get worse

Woman who lives in Virginia says her county alone has over 50 Data Centers and now they are being asked to conserve both power and water “Our temperatures are about to hit an average of 120° across the state, but you want us to preserve water and power so the data centers can run, and we're going to be the ones fitting the bill for all that power that gets used up” She’s absolutely correct I verified that parts of Virginia are sending conservation requests to residents For those that don’t know how bad it is in Virginia Data Center Alley alone in Northern Virginia hosts the world’s largest concentration of data centers, around 600–685 facilities with many more planned Things are only going to get worse

Wall Street Apes

120,502 views • 1 month ago

Life in Paris, a century ago. Observe how much feels familiar and how much impossibly remote. Notice the tables, chairs, hairstyles, fashions, flirtations, gestures. These are but the visible tip of the invisible differences that separate us from a century ago. What lies beneath is the intellectual climate that gave birth to this way of life, and was sustained by it. Marcel Proust, writing in Paris around this time, observed that the ideas of our surroundings stamp a whole generation with a certain cast of mind. "The influence we ascribe to environment is particularly true of an intellectual environment," he wrote. "Each of us is conditioned by an idea. There are far fewer ideas than men, therefore, all men with similar ideas are alike." How different were the ideas that animated 1920s Paris, and those that drive the 2020s on Earth? And in what ways are those ideas making life today happier—and worse?

Life in Paris, a century ago. Observe how much feels familiar and how much impossibly remote. Notice the tables, chairs, hairstyles, fashions, flirtations, gestures. These are but the visible tip of the invisible differences that separate us from a century ago. What lies beneath is the intellectual climate that gave birth to this way of life, and was sustained by it. Marcel Proust, writing in Paris around this time, observed that the ideas of our surroundings stamp a whole generation with a certain cast of mind. "The influence we ascribe to environment is particularly true of an intellectual environment," he wrote. "Each of us is conditioned by an idea. There are far fewer ideas than men, therefore, all men with similar ideas are alike." How different were the ideas that animated 1920s Paris, and those that drive the 2020s on Earth? And in what ways are those ideas making life today happier—and worse?

Benjamin Carlson

20,593 views • 2 years ago

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Texas is planning on running “4,000 linear miles of what amounts to extension cords on steroids throughout Texas” The reasoning is, there are areas that need more power for things like Data Centers. But instead of building the plants where the power is needed, they plan on running massive extension cords The project is part of a major grid upgrade managed by the Public Utility Commission of Texas The purpose is for oil and gas operations and data centers

Wall Street Apes

100,883 views • 4 months ago

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

Shay Boloor

132,000 views • 1 month ago

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Bloomberg

34,565 views • 3 months ago

“I still believe in the ideological ideas that underpinned the beginning of Twitter ... which is that the internet should be used as a medium of self-expression,” the former Twitter executive Jason Goldman tells Charlie Warzel. “And yet, what we actually have built—and what has actually been produced—is a platform that has created tremendous harm.” (From March) Watch “Galaxy Brain”:

“I still believe in the ideological ideas that underpinned the beginning of Twitter ... which is that the internet should be used as a medium of self-expression,” the former Twitter executive Jason Goldman tells Charlie Warzel. “And yet, what we actually have built—and what has actually been produced—is a platform that has created tremendous harm.” (From March) Watch “Galaxy Brain”:

The Atlantic

13,940 views • 2 months ago

📁 Tristan Harris, co-founder of the Center for Humane Technology, says the AI race is no longer about augmenting human work but replacing it at planetary scale. Once GDP depends more on data centers than people, governments stop investing in humans because humans no longer drive growth. That is how an intelligence economy quietly becomes anti-human without anyone explicitly choosing it.

📁 Tristan Harris, co-founder of the Center for Humane Technology, says the AI race is no longer about augmenting human work but replacing it at planetary scale. Once GDP depends more on data centers than people, governments stop investing in humans because humans no longer drive growth. That is how an intelligence economy quietly becomes anti-human without anyone explicitly choosing it.

Jon Hernandez

24,198 views • 3 months ago