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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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15,637 次观看 • 1 个月前 •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

23,953 次观看 • 13 天前

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.

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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

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Garry Tan

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Dustin

32,982 次观看 • 6 个月前

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Dan A.

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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.

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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

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$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.

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“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

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