Hasnain

Innovating where AI meets creativity| |Monthly&Weekly Reminder

[Fast Company @FastCompany]

How this street duck became Mexico's unofficial World Cup mascot. https://t.co/41YC4WanWJ

[Nasdaq @Nasdaq]

History listed on @Nasdaq.

@SpaceX ($SPCX) raised a record $85.7B in capital, hit a $2.1T market cap, and traded 500M+ shares on its first day as a public company.

Read more about how the capital injection will directly fund SpaceX’s infrastructure for the future: https://t.co/AZ4uPAtOvZ

[Seeed Studio @seeedstudio]

🖱️ What if you could build your own 6DoF CAD mouse?

@salimbenbouz rebuilt his DIY SpaceMouse using our XIAO RP2040 as the main controller, with magnetic sensors and a custom PCB for true 6DoF control.

Watch the full build 👉 https://t.co/S7iPoI58Q5

[Andrew Côté @Andercot]

It's not data centers, or power, or manufacturing.

The commanding heights of the orbital economy will be captured by one thing, and one thing only.

automated railgun platform at L2

[Patrick OShaughnessy @patrick_oshag]

This is my fifth conversation with @GavinSBaker.

Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.

We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The economics of AI compute
- Why Blackwell's delay mattered
- The bear case on the AI capex buildout
- Data centers in space
- The mistake SaaS companies are making

Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before.

Enjoy!

Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins

[Patrick OShaughnessy @patrick_oshag]

"The most important thing in the next 3-4 years is data centers in space.

In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.

In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.

The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.

The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

[jack @jack]

well read

[nate @refueled]

Lockheed Martin F-117 Nighthawk

[@levelsio @levelsio]

There's so many dirty things about hotels, even luxury hotels

One person told me that they often wash the glass cups by holding them in the toilet and flushing them because it's faster than using the sink

What other stories do you know?

[jack @jack]

join us! this goes for engineers as well.

[Elon Musk @elonmusk]

Ship 38

[jack @jack]

this is great

[jack @jack]

ultra rare labubu

[calle @callebtc]

bitchat downloads spiking in côte d'ivoire.

this is the fifth time we're seeing increased activity in regions of civil unrest.

[jack @jack]

yes

[Hasnain @has9ain]

I'm Going to buy vision pro !

[Tim Rocktäschel @_rockt]

Genie 3 generates minutes of consistent worlds in real-time at 720p!

[Google DeepMind @GoogleDeepMind]

What if you could not only watch a generated video, but explore it too? 🌐

Genie 3 is our groundbreaking world model that creates interactive, playable environments from a single text prompt.

From photorealistic landscapes to fantasy realms, the possibilities are endless. 🧵

[NASA @NASA]

Four new crew members are on their way to the @Space_Station!

NASA's SpaceX Crew-11 mission lifted off from @NASAKennedy at 11:43am ET (1543 UTC). They'll spend several months in orbit exploring new scientific frontiers: https://t.co/iByvCaaTPt

[Mario Nawfal @MarioNawfal]

🇨🇳 CHINA’S KINDERGARTEN CRASH REVEALS BIRTH RATE COLLAPSE

Preschools across China are shutting down.

Enrollment has plunged 25% in just four years.

That’s 12 million fewer children in kindergartens since 2020.

Nearly 42,000 facilities have closed.

The cause: a historic crash in births, following decades of one-child policy and accelerating population decline since 2021.

Some owners are converting classrooms into nursing homes.

One school in Jinhua shrank from 270 kids to 42 beds for elderly residents.

Even with recent birth upticks, the trend is baked in.

The education system, once booming, is now overbuilt and outpaced by a greying population.

Source: Financial Times

[Hasnain @has9ain]

❤️💗

[Emmanuel Macron @EmmanuelMacron]

Fidèle à son engagement historique pour une paix juste et durable au Proche-Orient, j’ai décidé que la France reconnaîtra l’État de Palestine.

J’en ferai l’annonce solennelle à l’Assemblée générale des Nations unies, au mois de septembre prochain.

L’urgence est aujourd’hui que cesse la guerre à Gaza et que la population civile soit secourue.

La paix est possible.

Il faut immédiatement un cessez-le-feu, la libération de tous les otages et une aide humanitaire massive à la population de Gaza. Il faut aussi garantir la démilitarisation du Hamas, sécuriser et reconstruire Gaza. Il faut enfin bâtir l’État de Palestine, assurer sa viabilité et permettre qu’en acceptant sa démilitarisation et en reconnaissant pleinement Israël, il participe à la sécurité de tous au Proche-Orient.

Il n’y a pas d’alternative.

Les Français veulent la paix au Proche-Orient. Il nous appartient, à nous Français, avec les Israéliens, les Palestiniens, nos partenaires européens et internationaux, de démontrer que c’est possible.

À la lumière des engagements que le président de l’Autorité palestinienne a pris auprès de moi, je lui ai donc écrit ma détermination à avancer.

Confiance, clarté et engagement.

Nous gagnerons la paix.