David Cheng

[David Cheng @DavidCheng_dev]

Scaling laws drive LLM capabilities, but the cost of capital dictates AI CapEx.

We’re watching a fascinating tension play out between model performance and financial reality in real time.

[SemiAnalysis @SemiAnalysis_]

Gemini is Cooked but GCP is Cooking
GCP YoY rev growth >100%,
DeepMind's long term failure is Google Cloud's short term gain

https://t.co/PqVUCF8qSg

[SemiAnalysis @SemiAnalysis_]

Gemini is Cooked but GCP is Cooking
GCP YoY rev growth >100%,
DeepMind's long term failure is Google Cloud's short term gain

https://t.co/PqVUCF8qSg

[David Cheng @DavidCheng_dev]

@lidangzzz 把tensorflow 彻底搞砸是Jeff dean 近些年最大的印象

[David Cheng @DavidCheng_dev]

@sundarpichai @GoogleDeepMind @demishassabis @IsomorphicLabs great reorg

[David Cheng @DavidCheng_dev]

@HarshithLucky3 look forward to the rapid capacity expansion of cerebras

[David Cheng @DavidCheng_dev]

@bboczeng 存储大跌和ai 泡沫破灭有什么关系？

[David Cheng @DavidCheng_dev]

@bboczeng nobita 是谁？

[David Cheng @DavidCheng_dev]

@bboczeng 巴菲特都投资了谷歌， 您是？

[David Cheng @DavidCheng_dev]

@bboczeng 人类历史上最大的庞氏骗局要破灭了

[David Cheng @DavidCheng_dev]

@bboczeng 谷歌这两年从最高点跌23%很罕见吗？

[David Cheng @DavidCheng_dev]

@fupenglondon 云业务营收和支出增长是匹配的， 甚至利润率还提高了

[David Cheng @DavidCheng_dev]

@andrewdfeldman you are pioneers. new system architecture for the new era

[David Cheng @DavidCheng_dev]

@OfficialLoganK please make TPU proud

[David Cheng @DavidCheng_dev]

@GoogleAIStudio gemini 3.5 pro, pls!

[David Cheng @DavidCheng_dev]

@lidangzzz 不知所云

[David Cheng @DavidCheng_dev]

@bboczeng nvda的9/10的市值是llm带来的，凭什么不能再失去？

[David Cheng @DavidCheng_dev]

@bboczeng 英伟达的gpu不也有tensor core，这不就是asic

[David Cheng @DavidCheng_dev]

@Westley720 @m0d8ye 感觉deepseek 因为算力受限路走死了

[David Cheng @DavidCheng_dev]

@bboczeng 别瞎几把乱说了， 你还活得好好的

[David Cheng @DavidCheng_dev]

@LyalinDotCom GFS, MapReduce, BigTable, Android, ChromeOS, JAX, etc. You guys have made so many great things; the only thing left is how to teach AI to replicate them.