Mila ♡

27. tech consultant. talking startups, tech and whatever happened on love island. in a toxic relationship with my screen time 🫩

[Mila ♡ @heyitsmilac]

how I wish someone explained being able to tag lovable in slack to me:

so imagine if instead of texting the villa producers to change something about the show, you could tag them right in the group chat and they'd build the fix in real time while you're still talking about it

that's basically what lovable is, an AI tool that builds working apps and websites from you just describing what you want, no coding needed

just like how you don't need to know tv production to know what you wanted changed about the recoupling

[Mila ♡ @heyitsmilac]

@pinkstabrat I would've blocked that person so fast. what do you mean you don't know the difference between buy and by/where and wear???

[Mila ♡ @heyitsmilac]

this is why Hugging Face said yes to the acquisition:

running the world's largest open model repository at scale needs enormous compute infrastructure that a company built primarily on hosting, community and not chip manufacturing, was never going to fund on its own

delangue trading independence for Nvidia's mission, keeping open AI accessible to everyone, survives better with unlimited compute behind it than it would slowly starving for gpu capacity while competing against well funded closed labs

[Mila ♡ @heyitsmilac]

@ChatGPT I don't think the stars are that aligned chat

[Mila ♡ @heyitsmilac]

@notcishet do it and get everyone in your class to join in 😏

[Mila ♡ @heyitsmilac]

hmm is this strategic invention or is GoPro just chasing whatever sector is hot rn

[Pop Base @PopBase]

GoPro is pivoting away from being just a camera company, merging with Starman Optical for AI data centers and defense markets.

(https://t.co/07gqCCRZY2)

[Mila ♡ @heyitsmilac]

interesting partnership

the compute commitment at least shows they're treating the scale problem seriously instead of underestimating it

[Figure @Figure_robot]

Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform

We're committing $3.5 billion initially, with plans to scale beyond $6 billion

Bringing a robot into every home demands compute at an unprecedented scale

[Mila ♡ @heyitsmilac]

if meta stops paying frontier labs for internal usage and shifts to its own model, it's a direct revenue hit to anthropic and openai that doesn't show up in any public churn metric

[Rihard Jarc @RihardJarc]

The narrative on $META is about to change.

1. $META really surprised us with Spark 1.3, as it is a highly capable model on par with many even frontier models, while it is still not $META's big Watermelon model (coming soon according to Zuck and Alex's comments), which I expect to be significantly better than Spark 1.3.

2. The cadence of shipping models on which $META is working shows us that they set the foundation well and are now climbing on that ladder with compute. Muse Spark 1.2. was released just 1 month ago, and Spark 1.3 is much better than 1.2. More specifically, I think the ladder and the latest improvements of Spark 1.3 show that $META has figured out RL training well, which makes sense given $META's vast library of data, employees, and Wang, who knows the importance of data labeling from Scale AI. Given this cadence, I expect Watermelon to be shipped in a month or less. It could be that, in a few hours, as Astra might come out, Spark 1.3 won't look like a frontier model anymore. $META has no doubt leapfrogged a big gap it had and is coming closer and closer to the frontier.

3. $META has decided to go Scorched Earth Strategy with pricing, as they are one of the rare companies that can afford it given they have excess compute that doesn't (yet) have an outside buyer for it. If AI model labs get 80% gross margin, $META is fine with 50% or less, as this is not their core business and their main goal is to drive adoption. The scary part about $META for any AI lab is its AI data center footprint, which is huge (I wrote about it in a recent article on my newsletter).

4. $META can become a problem for frontier AI labs, not just because of competitive and pricing pressure on AI models, but as they might switch internal usage from Anthropic/OpenAI to their own models, and $META is one of the biggest token consumers with these labs. If $META has an equally capable model not paying 80% gross margin to AI labs because they use an internal model, it is huge, as $META for internal use-cases unlocks a lot more cheaper tokens.

5. At $META's valuation, 18x P/E, the market has priced in an almost zero percent chance that $META is one of the frontier AI labs. In fact, the market is even assigning negative value to $META's data center footprint. Given the recent trajectory of Spark 1.3. and given the amount of compute $META has the chance of them being a frontier AI lab is far higher than zero, and the market will start to price that.

6. Because $META itself internally develops frontier AI models that they can use for their core social media and messaging products and not get cut off in terms of access to an AI model, the competitive moat of $META's core social media and messaging assets increases drastically. If it was hard to compete with $META on social/messaging so far, it will only get harder. With owning the AI model, $META also controls its future margin on its core business.

[Ritwik Pavan @ritwikpavan]

JUST IN: @phirahealth unveiled an earring-back wearable that tracks hormone patterns.

Phira is an “invisible wearable” designed to continuously monitor estrogen, LH, and progesterone dynamics without blood draws, urine tests, or a wrist-worn tracker.

-Built into an earring back that works with most earrings
-Measures biosignal patterns behind the ear 24/7
-Tracks hormone dynamics across the menstrual cycle
-Delivers personalized insights each morning
-Waterproof, sleep-friendly, and built for multi-week battery life
-Pilot study found biomarkers consistent with estrogen, LH, and progesterone patterns

Commercial launch planned for 2027.

[Mila ♡ @heyitsmilac]

@rileycreate glad I could help!

[Mila ♡ @heyitsmilac]

how I wish someone explained being able to tag lovable in slack to me:

so imagine if instead of texting the villa producers to change something about the show, you could tag them right in the group chat and they'd build the fix in real time while you're still talking about it

that's basically what lovable is, an AI tool that builds working apps and websites from you just describing what you want, no coding needed

just like how you don't need to know tv production to know what you wanted changed about the recoupling

[Mila ♡ @heyitsmilac]

@nina_starlings right? 🔥

[Mila ♡ @heyitsmilac]

@pmddomingos nothing kills a venture valuation faster than an accurate read on the job title

[Mila ♡ @heyitsmilac]

@zanewithcash the new harry potter will unfortunately not hit the same for me. we need new stories to be made

[Mila ♡ @heyitsmilac]

@ssailorlux @MpiloKhumalo_ a man knowing how to hold his 3rd baby is attractive?

[Mila ♡ @heyitsmilac]

@taysinfiniti everyone needs to touch grass! go outside

[Mila ♡ @heyitsmilac]

@TechWithSarah its a cool AI tool, I'm glad my explanation simplified it a bit!

[Mila ♡ @heyitsmilac]

the risk here is the same energy as a contestant getting too comfortable too fast in the villa, moving quickly feels amazing until they realize no one checked if the connection, or in this case the code, was solid to begin with

an AI tool that builds and ships changes inside a casual slack conversation means less oversight than a normal development process

and just like a whirlwind villa romance, speed without scrutiny sometimes means you're dealing with the consequences later instead of catching the problem earlier

[Mila ♡ @heyitsmilac]

the good part is that it removes the whole waiting for a developer step. the same way you don't wait for someone else to explain the drama when you can watch aftersun to get it directly

if your team is discussing something in slack and someone asks if you could build a quick tool

instead of that turning into a separate project with tickets and meeting, you basically ask lovable and get something working almost immediately

[Lovable @Lovable]

You can now tag @Lovable in Slack.

In a thread or DM, ask Lovable to build a new app, ship a change, or get quick answers about about your projects and data.

[Mila ♡ @heyitsmilac]

wow dental hygiene might be becoming the most innovative consumer tech category

[Trevor Blackwell @tlbtlbtlb]

I'd pay $4999 for a toothbrush if it brushed all my teeth in parallel for 3 seconds total instead of me having to move it from one tooth to the next every 3 seconds.