The scary part about Anthorpic's Fable nerf is not that it refuses to answer biology or cryptography. It's that it foreshadows what's coming. A world where a couple companies decide what you can and cannot do. They're building a new ruling class and you're not in it...
Only one chance in this lifetime…
Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him.
I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
@elonmusk Thank you, @elonmusk - the four of us glimpsed the red hues of Mars far in the distance as the sun slipped behind the Moon and there was zero doubt in our minds that the creative genius of our greatest minds will have us there very soon. LETS GO
.@dylan522p gives a deep dive on the 3 big bottlenecks to scaling AI compute: logic, memory, and power.
And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers.
Learned a ton about every single level of the stack.
0:00:00 – Why an H100 is worth more today than 3 years ago
0:24:52 – Nvidia secured TSMC allocation early; Google is getting squeezed
0:34:34 – ASML will be the #1 constraint for AI compute scaling by 2030
0:56:06 – Can’t we just use TSMC’s older fabs?
1:05:56 – When will China outscale the West in semis?
1:16:20 – The enormous incoming memory crunch
1:42:53 – Scaling power in the US will not be a problem
1:55:03 – Space GPUs aren't happening this decade
2:14:26 – Why aren’t more hedge funds making the AGI trade?
2:18:49 – Will TSMC kick Apple out from N2?
2:24:35 – Robots and Taiwan risk
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, or Spotify. Enjoy!
It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order. You can find the video linked in the comments below.
It's amazing to me that otherwise intelligent people can look at someone who has regularly been taking enormous risks for decades and has had and continues to have astonishingly, bewilderingly high success rates and conclude that this guy is stupid because he says things they don't agree with.
I am proud to announce that I have successfully completed the world’s first USA coast to coast fully autonomous drive!
I left the Tesla Diner in Los Angeles 2 days & 20 hours ago, and now have ended in Myrtle Beach, SC (2,732.4 miles)
This was accomplished with Tesla FSD V14.2 with absolutely 0 disengagements of any kind even for all parking including at Tesla Superchargers.