Greg Mark

[Greg Mark @Greg_Forged]

@zoink @untillabs Very cool! If they need hard-tech advice, lmk. I’m a huge fan of cryo.

[Greg Mark @Greg_Forged]

@zoink Congrats Dylan!! I hope you get a moment to slow down and soak it in.

[Greg Mark @Greg_Forged]

@DavidSHolz We won the planet lottery for sure. And it’s awesome.

[Greg Mark @Greg_Forged]

@zoink @figma It’s exciting for public investors to access to such a transformation product / company. I’ll be buying shares :)

[Greg Mark @Greg_Forged]

At MIT studying rocket engines, we learned from the Germans who invented them and the Russians who perfected them. For decades, US companies bought Russian RD-180 engines because they were the best. Now SpaceX makes the world’s best engines, and MIT students study American rocket technology. Thanks, @SpaceX. The Raptor is a work of art.

[Greg Mark @Greg_Forged]

@MarioNawfal @elonmusk Is this just USA? What about the Chinese EV’s?

[Greg Mark @Greg_Forged]

F1 Miami

[Greg Mark @Greg_Forged]

It used to be major projects like this were US based. If the cost here is right, this epic bridge was built for less than SF played to put nets on the golden gate. As @elonmusk said, “they must be some nice nets”.

[Collin Rugg @CollinRugg]

China's Huajiang Grand Canyon Bridge is set to open this year, becoming the world's tallest bridge at 2050 feet high.

Recent footage of the bridge has been released, showing crews putting on the finishing touches.

One of the most insane facts about the bridge is that construction began in 2022, meaning it took just three years for it to be built.

The bridge is nearly a mile long and stands nine times higher than the Golden Gate Bridge in San Francisco.

The bridge will cut travel time for drivers from an hour to a minute.

It reportedly cost about $280 million.

[Greg Mark @Greg_Forged]

The future will be more beautiful with @nudge.

[Nudge @nudge]

Nudge Zero has the potential to deliver anatomically precise, personalized treatments, engaging deep regions of the brain that are typically accessible only through invasive surgery.

[Greg Mark @Greg_Forged]

@hedra_labs always pushing the bounds on tech.

[Olivia Moore @omooretweets]

Every podcast needs to be Ghibli going forward

[Greg Mark @Greg_Forged]

@omooretweets @hedra_labs always out in front.

[Balaji @balajis]

AI OVERPRODUCTION

China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation.

Why? I’m just inferring this from public statements, but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically, they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it, optimize it, scale it, then wreck the Western original with low prices.

I don’t know if they’ll succeed.
But here’s the logic:

(1) First, China noticed that DeepSeek’s release temporarily knocked ~$1T off US tech market caps.

(2) Second, China’s core competency is exporting physical widgets, more than it is software.

(3) Third, China’s other core competency is exporting things at such massive scale that all foreign producers are bankrupted and they win the market. See what they’re doing to German and Japanese cars, for example.

(4) Fourth, China is well aware that it lacks global prestige as it’s historically been a copycat. With DeepSeek, becoming #1 in AI is now something they actually consider possibly achievable, and a matter of national pride.

(5) Fifth, DeepSeek has gone viral in China and its open source nature means that everyone can rapidly integrate it, down to the level of local officials and obscure companies. And they are doing so, and posting the results for praise on WeChat.

(6) Finally, while DeepSeek was obscure before recent events, it’s now a household name, and the founder (Liang Wengfeng) has met both with Xi but also the #2 in China, Li Qiang. They likely have unlimited resources now.

So, if you put all that together, China thinks it has an opportunity to hit US tech companies, boost its prestige, help its internal economy, and take the margins out of AI software globally (at least at the model level).

They will instead make their money by selling inexpensive AI-enabled hardware of increasing quality, from smart homes and self-driving cars to consumer drones and robot dogs.

Basically, China is trying to do to AI what they always do: study, copy, optimize, and then bankrupt everyone with low prices and enormous scale.

I don’t know if they’ll succeed at the app layer. But it could be hard for closed-source AI model developers to recoup the high fixed costs associated with training state-of-the-art models when great open source models are available.

Last, I agree it’s surprising that the country of the Great Firewall is suddenly the country of open source AI. But it is consistent in a different way, which is that China is just focused on doing whatever it takes to win — even to the point of copying partially-abandoned Western values like open source, which seemed like the hardest thing to adopt.

On that point: they did build censorship into the released DeepSeek AI models, but in a manner that’s easily circumvented outside China. So, you might conclude they don’t really care what non-Chinese people are saying outside China in other languages, so long as this doesn’t “interfere with China’s internal affairs.”

Anyway —this is an area I’ve been watching, and my reluctant conclusion is that China is getting better at software faster than the West is getting better at hardware.

[Greg Mark @Greg_Forged]

🎯

[Greg Mark @Greg_Forged]

@DavidSHolz This will be the most universally loved AI, and will bring people from different cultures together 🤍

[Greg Mark @Greg_Forged]

@PalmerLuckey @PalmerLuckey thanks for being vocal my guy. I’m sure it’s not easy, and I appreciate it.

[Michael Dell 🇺🇸 @MichaelDell]

Win or lose, respect to @elonmusk for being the man in the arena

[Greg Mark @Greg_Forged]

@hedra_labs Looks awesome!!

[Elon Musk @elonmusk]

Just applying the same standards to public vs private workforce. Fair rules for all.

[Greg Mark @Greg_Forged]

@karpathy When Elon does something, he really does it. Thanks for the detailed review!

[Greg Mark @Greg_Forged]

@elonmusk @elonmusk thank you. We appreciate you.