Cherie L

Silicon Valley VC , supporting CEOs, founders to accelerate the process of 4th Stage of Society, a shift from an industrial to an information-based society.

[Rohit @ai_rohitt]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Cherie L @dnaleci]

CoreWeave CEO on Nvidia, AI, and Building the Cloud | At Barron's https://t.co/I6XPZB4Bux via @YouTube

[Cherie L @dnaleci]

The AI Application Spending Report: Where Startup Dollars Really Go https://t.co/NfsxlJbVQO

[Cherie L @dnaleci]

https://t.co/ASuwW1OP3o

[Cherie L @dnaleci]

Fun reading for the weekend https://t.co/IbNvG8SHSn

[Cherie L @dnaleci]

NVIDIA CEO Jensen Huang on Robotics, AI, And The Next Big Emerging Techn... https://t.co/2MZN6CrJNe via @YouTube

[Cherie L @dnaleci]

The U.S. is ripe for Fed rate cuts now, economist says https://t.co/95Een6uvLf 来自 @YouTube

#inflation #PCE #EconomicCalendar

[Cassie Kozyrkov @decisionleader]

Now in a single video: Making Friends with #MachineLearning (#MFML)

Enjoy all 6.5 hours of Google’s legendary #AI course designed to enlighten AI beginners, grow technology leaders, inform better citizens, and amuse AI experts!

Don't forget to RT 💖

https://t.co/n9HxUVpX3d

[Cherie L @dnaleci]

Should we be worrying?

[Cherie L @dnaleci]

When the energy of change happens, the only right thing you can do is to trust you intuition: allowing things to fall apart, disconnecting to the old self and reconnecting to the new self.

[Andrew Côté @Andercot]

LK-99 Endgame: What Happens Next & Market Size

If LK-99 is a room-temperature ambient-pressure superconductor, there are three distinct possibilities depending on its eventual engineering properties.

Here is a straightforward explanation of each scenario and estimated total market sizes in ARR:

The two limits on superconductor performance are:
- How much current it can carry
- How much magnetic field it can withstand

If either of these limits are exceeded, superconductors stop working. The scenarios are high/low field and high/low current, but you can't really get high-field without high-current, so only three scenarios

Scenario 1: Low-field, low-current ~$1.5 trn:
LK-99 saturates at relatively low fields, like 0.3T, and relatively low current densities, of ~1 amp / mm^2. It works in delicate electronics, small packages, at high efficiencies, with extremely high sensitivity.

It revolutionizes the following industries:
- Telecom hardware $650 bn; Cellphones $450 bn; Electronic Sensors $200bn; Satellites $70bn; GPUs $40bn; CPUs $20bn; Antennas $20bn.

Scenario 2: Low-field, high-current ~ $2 trn:
LK-99 can carry large current densities, on the order of >1000 amps / mm^2, but can't stand strong magnetic fields. It gains relevance in power transmission, switches, relays, and larger electrical equipment.

It revolutionizes the following industries:
Power transmission $320 bn; Wires + cables $200bn; Switches & Relays ~$ 25 bn and many others.

Scenario 3: High-field, high-current ~ $4.5 trn:
LK-99 can operate in high fields of several Tesla and high currents of >1000 amps / mm^2. It revolutionizes fundamental industries by replacing motors, generators, transportation equipment, and unlocks new energy sources like fusion.

It revolutionizes the following industries:
Power generation $1.8 trn; Electric Motors $300 bn; Rail freight $250 bn; Energy Storage $200 bn

~~~~
Some important considerations:
- "The totals don't add up" - If something works at high field, it works at low-field, and same for current. Therefore Scenario 1 is the base-case and adds to the bottom line of both other scenarios; it places the least engineering requirements on the material. All numbers for total market sizes are estimates found online in popular market reports for ~2022.

- To incorporate this material into micro-electronics means re-thinking the extremely-mature CMOS 300mm silicon wafer fabrication process, a process that would take a decade if not more to get right.

- A final consideration is the mechanical strain the material can withstand, which also affects the current and field tolerances of existing superconductors. Bulk deformations of the crystal lattice can disrupt superconducting properties - this issue has over-time been improved upon in modern high-temperature superconductors but is still present, and may limit applications in the long-run.

- Our current generation of YCBO-based high-temperature superconductors started out as low-field, low-current, highly strain-sensitive, and over 30+ years of engineering development, these now carry >1000 amps/mm^2 in fields as high as 10T (although these numbers trade off against each other). What this means is, with time, engineering, patience, and concerted effort, if TK-99 is a superconductor then Scenario #3 is highly likely within 10-20 years.

~~~~
Conservative estimate:
Current conservative estimates by an MIT professor put the probability of LK-99 being "it" at 5%.

Assuming a long-term achievement of Scenario 3, this gives an expectation value of a $225 billion annual market.
~~~~

Caveat: LK-99 is not yet confirmed to be a superconductor but has several suggestive corroborations from other experimentalists and simulations. I am reserving judgement until results are confirmed by a Department of Energy National Lab in the USA or a similarly regarded institution.

[Greg Yang @TheGregYang]

Since folks are asking:

The books I mentioned on @xai spaces are "Linear Algebra Done Right" by Axler and "Naive Set Theory" by Halmos. Other math books that I really enjoyed over the years:

"Introduction to Algorithms" by Thomas H. Cormen & Charles E. Leiserson & Ronald L. Rivest & Clifford Stein
"Information Theory, Inference and Learning Algorithms" by David J. C. MacKay
"Introduction to Quantum Mechanics" by David J. Griffiths
"Probability Theory: The Logic of Science" by E. T. Jaynes & G. Larry Bretthorst
"Topology" by James R. Munkres
"Representation Theory: A First Course" by William Fulton & Joe Harris
"Probability and Random Processes" by Geoffrey R. Grimmett & David R. Stirzaker
"Computational Complexity: A Modern Approach" by Sanjeev Arora & Boaz Barak
"A Course in Mathematical Logic for Mathematicians" by Yu. I. Manin & Neal Koblitz & B. Zilber
"Model Theory: An Introduction" by David Marker
"Category Theory" by Steve Awodey
"Quantum Computation and Quantum Information" by Michael A. Nielsen & Isaac L. Chuang
"Recursively Enumerable Sets and Degrees" by Robert I. Soare
"Introduction to Homotopy Theory" by Martin Arkowitz
"Set Theory" by Thomas Jech
"Computable Analysis: An Introduction" by Klaus Weihrauch
"Elements of Finite Model Theory" by Leonid Libkin
"Measure Theory vol 1 + 2" by Vladimir I. Bogachev
"Introduction to Smooth Manifolds" by John M. Lee
"An Introduction to Manifolds" by Loring W. Tu
"An Introduction to Algebraic Topology" by Joseph Rotman
"The Red Book of Varieties and Schemes" by David Mumford
"Categories for the Working Mathematician" by Saunders Mac Lane
"Algebra" by Saunders Mac Lane & Garrett Birkhoff
"Introductory Functional Analysis With Applications" by Erwin Kreyszig
"An Introduction to Homological Algebra" by Charles A. Weibel
"Modal Logic" by Patrick Blackburn & Maarten de Rijke & Yde Venema
"Riemannian Manifolds: An Introduction to Curvature" by John M. Lee
"Introduction to Topological Manifolds" by John M. Lee
"Analysis of Boolean Functions" by Ryan O'Donnell
"Certified Programming With Dependent Types: A Pragmatic Introduction to the Coq Proof Assistant" by Adam Chlipala
"Machine Learning: A Probabilistic Perspective " by Kevin P. Murphy
"Methods of Information Geometry" by Shun-Ichi Amari & Hiroshi Nagaoka
"Nonlinear Dynamics and Chaos: With Applications to Physics, Biology, Chemistry, and Engineering" by Steven Henry Strogatz
"An Introduction to Ergodic Theory" by Peter Walters
"Mathematical Control Theory: Deterministic Finite Dimensional Systems" by Eduardo D. Sontag
"Reinforcement Learning: An Introduction" by Richard S. Sutton & Andrew G. Barto
"Lectures on Polytopes" by Günter M. Ziegler
"Combinatorial Commutative Algebra" by Ezra Miller & Bernd Sturmfels
"Information, Physics, and Computation" by Marc Mézard, Andrea Montanari
"Topics in Random Matrix Theory" by Terence Tao
"A Course in P-Adic Analysis" by Alain M. Robert
"What Is a Quantum Field Theory?" by Michel Talagrand

[Imprint @imprint]

Chris, Imprint user: "I find myself putting down social media and picking up Imprint. My brain and my development thanks you.Chris, Imprint user: "I find myself putting down social media and picking up Imprint. My brain and my development thanks you."

[Cherie L @dnaleci]

@TheGregYang Anything to do with ancient Dao theory?

[Elon Musk @elonmusk]

Announcing formation of @xAI to understand reality

[Cherie L @dnaleci]

Inflection AI Raises $1.3B From Hoffman, Gates and Nvidia https://t.co/OwVlO6bv27 来自 @YouTube

#ai #NVIDIA

[BayAI Circle-e/acc @bayaicircle]

OpenAI的GPT-4获得第一名🥇Anthropic 和开源项目 Vacuna 在LLMs中处于领先

Chatbot Arena（https://t.co/3DIAbscVpG）是一个基于大众参与的大型语言模型（LLM）基准平台，通过匿名、随机的语言模型对决来进行评估。经过超过 27,000 次对决，OpenAI 的 GPT-4 获得了第一名。

与此同时，由 OpenAI 的离职员工创立的初创公司 Anthropic 凭借其 LLM 版本 Claude 分别获得了第二名和第三名。但最令人惊讶的排名出现在第五名的 Vicuna-13B 上。Vicuna 是一个开源语言模型，由多所大学合作于三月份推出，它是基于 Stable Diffusion 进行开发的。Vicuna 和其他开源模型的表现给人们带来了希望，即私人公司可能无法独占这场技术竞赛。

[BayAI Circle-e/acc @bayaicircle]

振奋人心的消息！ 🎉 Pinecone 以 7.5 亿美元的估值筹集了 1 亿美元的 B 轮融资，由@a16z领投， @ICONIQGrowth 、 @MenloVentures和@Wing_VC跟投

[Cherie L @dnaleci]

https://t.co/lhKsRSX2XG