SRG

research @google

[SRG @Maddy_752]

@sanandreafault Go for it

[SRG @Maddy_752]

I woke up at 1:40 AM because I thought my dog was humping his toy on the bed again, but it turned out to be an earthquake.

[SRG @Maddy_752]

@fi56622380 @jukan05 I'm pretty sure etched falls in between matx and d matrix

[SRG @Maddy_752]

Life is a simulation

[SRG @Maddy_752]

Brother, please stop posting about google. My RSU's can't handle it anymore 🥲

[Jim Cramer @jimcramer]

I wonder if the sellers of Google here actually read the call

[SRG @Maddy_752]

This is more bearish than it looks, I know chatgpt is doing great, but openly calling out Anthropic here seems very petty

[Sam Altman @sama]

First, the good part of the Anthropic ads: they are funny, and I laughed.

But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that.

I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it.

More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don't show you ads.)

Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions.

Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don't like from using their coding product (including us), they want to write the rules themselves for what people can and can't use AI for, and now they also want to tell other companies what their business models can be.

We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare.

One authoritarian company won't get us there on their own, to say nothing of the other obvious risks. It is a dark path.

As for our Super Bowl ad: it’s about builders, and how anyone can now build anything.

We are enjoying watching so many people switch to Codex. There have now been 500,000 app downloads since launch on Monday, and we think builders are really going to love what’s coming in the next few weeks. I believe Codex is going to win.

We will continue to work hard to make even more intelligence available for lower and lower prices to our users.

This time belongs to the builders, not the people who want to control them.

[SRG @Maddy_752]

Wtf is a perplexity

[Wall St Engine @wallstengine]

PERPLEXITY INKS MICROSOFT $MSFT CLOUD DEAL AMID DISPUTE WITH AMAZON

[SRG @Maddy_752]

Hey, is the dance still happening?

[SRG @Maddy_752]

@bubbleboi Source: true me bro

[Poke Pullz - Pokemon TCG News/Restocks @pokepullzhq]

This is the best Pokemon edit of all time

[SRG @Maddy_752]

This is a net positive for the semiconductor industry, specialized applications will always require specialized chips.

[Elon Musk @elonmusk]

Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3.

If you’re interested in working on what will be the highest volume chips in the world, send a note to [email protected] with 3 bullet points on the toughest technical problems you’ve solved.

[SRG @Maddy_752]

Wut?

[SRG @Maddy_752]

@levelsio @xai Nah, a simple LinkedIn search would show that XAI doesn't have any ASIC engineers

[SRG @Maddy_752]

NGL, 50% brain rot on screen actually works.

[SemiAnalysis @SemiAnalysis_]

Dylan's cousin, @dwarkesh_sp asked Microsoft's CEO why GitHub Copilot's market share in the AI coding space declined from 100% to 25% in just 12 months. Many observers have noted that GitHub's engineering velocity isn't keeping pace with competitors, which is reflected in this significant loss of market share.

[SRG @Maddy_752]

Legend

[The San Francisco Standard @sfstandard]

Rest in peace to a San Francisco legend, Claude the albino alligator 🐊🤍

[Zephyr @zephyr_z9]

THE GOAT

[Vikram Sekar @vikramskr]

This is what a proper comparison of TPU vs Blackwell looks like - pay attention to the units: $/hr per effective petaflop.

Not the earlier junk plot that I have pointed out in my earlier tweet... the one where X was touting Nvidia without understanding units properly.

https://t.co/VRcYN6GbWB

[SRG @Maddy_752]

@lllspllc Ah, my bad then.

[SRG @Maddy_752]

With no offense to GPU's, this take aged like fine milk

[roon @tszzl]

unfortunately machine consciousness is an emergent property of GPU computation. TPU models can’t ascend

[SRG @Maddy_752]

@bubbleboi Creating an architecture and then actually taping out a functional chip at scale is a whole different ballgame.