jonschepke

Tech entrepreneur, raised capital, sold to company in Silicon Valley. Executive search professional specializing in senior leadership roles.

[Sundar Pichai @sundarpichai]

New Gemini updates to make @GoogleWorkspace more personal, helpful and collaborative: choose your sources and create a Doc draft in seconds, build complex Sheets 9X faster, or generate on-brand Slide layouts with a simple prompt. Plus, Drive now generates summarized answers right at the top of your search results so no more digging through folders.

Rolling out today in beta, available first to Ultra + Pro subscribers in English globally for Docs, Sheets and Slides, and in the US for Drive.

[The Wieners Circle @TheWienerCircle]

Oh shit! @ViennaBeef want to chip in? lol

[Bitcoin.com News @BitcoinNews]

MARA Holdings to Raise $850 Million for Bitcoin Purchase

[xAI @xai]

We just unveiled Grok 4, the world’s smartest artificial intelligence. 🧵

Grok 4 outperforms all other models on the ARC-AGI benchmark, scoring 15.9% - nearly double that of the next best model - and establishing itself as the most intelligent AI to date.

[Brad Gerstner @altcap]

US natl and economic security rely on our leadership in AI. We need more energy & compute. And we need to allow our chips & open source models to compete around the world to avoid a Chinese AI belt & road. Time to de-regulate, build & accelerate! 🇺🇸🚀

[Elon Musk @elonmusk]

@xAI has acquired @X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt).

Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at unprecedented speed and scale.

X is the digital town square where more than 600M active users go to find the real-time source of ground truth and, in the last two years, has been transformed into one of the most efficient companies in the world, positioning it to deliver scalable future growth.

xAI and X’s futures are intertwined. Today, we officially take the step to combine the data, models, compute, distribution and talent. This combination will unlock immense potential by blending xAI’s advanced AI capability and expertise with X’s massive reach. The combined company will deliver smarter, more meaningful experiences to billions of people while staying true to our core mission of seeking truth and advancing knowledge. This will allow us to build a platform that doesn’t just reflect the world but actively accelerates human progress.

I would like to recognize the hardcore dedication of everyone at xAI and X that has brought us to this point. This is just the beginning.

Thank you for your continued partnership and support.

[CNBC Tech @CNBCtech]

Nvidia announces Blackwell Ultra and Vera Rubin AI chips https://t.co/q1ja7r2cc6

[The Wall Street Journal @WSJ]

Altman and Musk co-founded OpenAI in 2015, but their relationship soured when Musk left in 2018 following a power struggle 🔗: https://t.co/dyRgS9eibq

[Tom Brady @TomBrady]

😂😂😂

[Stocktwits @Stocktwits]

$GOOGL announced that it is integrating $NVDA Blackwell GPUs into Google Cloud, with a preview of A4 VMs now available

[Gavin Baker @GavinSBaker]

1) DeepSeek r1 is real with important nuances. Most important is the fact that r1 is so much cheaper and more efficient to inference than o1, not from the $6m training figure. r1 costs 93% less to *use* than o1 per each API, can be run locally on a high end work station and does not seem to have hit any rate limits which is wild. Simple math is that every 1b active parameters requires 1 gb of RAM in FP8, so r1 requires 37 gb of RAM. Batching massively lowers costs and more compute increases tokens/second so still advantages to inference in the cloud. Would also note that there are true geopolitical dynamics at play here and I don’t think it is a coincidence that this came out right after “Stargate.” RIP, $500 billion - we hardly even knew you.

Real: 1) It is/was the #1 download in the relevant App Store category. Obviously ahead of ChatGPT; something neither Gemini nor Claude was able to accomplish. 2) It is comparable to o1 from a quality perspective although lags o3. 3) There were real algorithmic breakthroughs that led to it being dramatically more efficient both to train and inference. Training in FP8, MLA and multi-token prediction are significant. 4) It is easy to verify that the r1 training run only cost $6m. While this is literally true, it is also *deeply* misleading. 5) Even their hardware architecture is novel and I will note that they use PCI-Express for scale up.

Nuance: 1) The $6m does not include “costs associated with prior research and ablation experiments on architectures, algorithms and data” per the technical paper. “Other than that Mrs. Lincoln, how was the play?” This means that it is possible to train an r1 quality model with a $6m run *if* a lab has already spent hundreds of millions of dollars on prior research and has access to much larger clusters. Deepseek obviously has way more than 2048 H800s; one of their earlier papers referenced a cluster of 10k A100s. An equivalently smart team can’t just spin up a 2000 GPU cluster and train r1 from scratch with $6m. Roughly 20% of Nvidia’s revenue goes through Singapore. 20% of Nvidia’s GPUs are probably not in Singapore despite their best efforts. 2) There was a lot of distillation - i.e. it is unlikely they could have trained this without unhindered access to GPT-4o and o1. As @altcap pointed out to me yesterday, kinda funny to restrict access to leading edge GPUs and not do anything about China’s ability to distill leading edge American models - obviously defeats the purpose of the export restrictions. Why buy the cow when you can get the milk for free?

[CNBC Tech @CNBCtech]

Microsoft launches consumption-based 365 Copilot Chat option for corporate users https://t.co/LvrMKlj0NS

[☘️ @WeAreNDFans]

9.5 point dogs? Works for me.

[jonschepke @JonSchepke]

https://t.co/MTGJzeZaZT - Leveraging Grok AI to better understand content on X.

[unusual_whales @unusual_whales]

Warren Buffett has said: "I could end the deficit in five minutes. You just pass a law that says that any time there’s a deficit of more than three percent of GDP, all sitting members of Congress are ineligible for re-election."

Do you agree with him?

[xAI @xai]

Grok is now free for everyone

Our AI assistant is faster, sharper, and includes all new-image generation. Available for free on 𝕏 today.

Try Grok now: https://t.co/Tj0afLp5u7

Here’s what we’ve been up to:

[PitchBook @PitchBook]

David Sacks has been tapped as an 'AI and Crypto Czar.' Here are several notable investments in AI and crypto startups with participation from the firm he co-founded, Craft Ventures. https://t.co/S9qXHMd9xB

[Chamath Palihapitiya @chamath]

I’m being misquoted in some places. And in others, folks are just being intellectually lazy or technically dumb.

So to be clear:

Quantum Computing will be a risk to v1 cryptographic approaches. The time frame is very much not clear and it’s not in the immediate time horizon. But if I owned a lot of BTC, my risk posture would be to assume it could happen and plan accordingly.

Now, any potential risk to Bitcoin can be addressed through forks that implement quantum resistant cryptography for new transactions. That said, this can't retroactively protect already exposed public keys that do not migrate.

Funds in old p2pk addresses (dead accounts?) with exposed public keys will remain vulnerable to quantum computing attacks on ECDSA and will become a target.

Here is a useful chart to assess this risk as well as a post from Satoshi himself in 2010 discussing what to do when SHA 256 is compromised.

[jonschepke @JonSchepke]

Whether Grok 2 is "better" than ChatGPT can depend on the specific context or need of the user. For those looking for up-to-date information with less censorship, Grok 2 might be preferable. Thanks @grok

[Bookism @1Bookism]

"Without effort, your talent is nothing more than your unmet potential."

- Grit