Jun Ang

I tweet about being a Proud Dad 🦊👦🏻👶🏻, Crypto Investor 📈 and Digital Infra Builder 🌏.

[Jun Ang @heyjunang]

Informative graphic of the key logos in current AIDC value chain…who’s here to stay and who’ll be replaced by disrupters??

[IvanaSPEAR @IvanaSpear]

If you missed the data center trade last year, here is your chance…geopolitics and incremental export restrictions are adding to the long list of bear arguments, causing outsized pullbacks for data center stocks. Meanwhile, we are ahead of one of the biggest investment cycles in history, which will upgrade our computing infrastructure to accommodate AI applications.

Excited to be hosting the AI Data Center Value Chain webinar that will address the following:

🐻 #1 Geo-politics - China has already been depressed for semis

🐻 #2 Mis-match between investment and usage; MegaCaps have to keep investing to stay ahead. B100/200 orders are coming in even larger than the H100/200. TCO (total cost of ownership) is the main driver.

🐻 #3 Bubble? Unlike typical bubbles that get created when expectations run ahead of fundamentals (earnings), in this case, it has been earnings that is driving the upside.

We will cover the entire value chain with a focus on bottlenecks such as:

- Compute power (GPUs) is still the largest constraint in inference. There is now availability of GPUs (lead times have improved, etc.), but the key is adding compute performance at a low cost. This is where the B100/MI350 come to play.

- Memory, Hardware, and Packaging are near bottlenecks to creating more compute, and we expect significant capacity additions in ‘25.

- Energy is the long-term bottleneck. Thus far, we have seen DC upgrades and GPUs added in existing sites/locations. Expect several co-location deals in ‘24.

We will cover these and more in our Data Center Value Chain Webinar Part II.

Save your spot here:https://t.co/z0dDHG0QIM

$NVDA $AMD $ARM $TSM $MU $ANET $APH $MRVL $ETN $VRT $EMR $AZPN $PWR $VST $CEG

[Jun Ang @heyjunang]

School is cool again!

[Andrej Karpathy @karpathy]

⚡️ Excited to share that I am starting an AI+Education company called Eureka Labs.
The announcement:

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We are Eureka Labs and we are building a new kind of school that is AI native.

How can we approach an ideal experience for learning something new? For example, in the case of physics one could imagine working through very high quality course materials together with Feynman, who is there to guide you every step of the way. Unfortunately, subject matter experts who are deeply passionate, great at teaching, infinitely patient and fluent in all of the world's languages are also very scarce and cannot personally tutor all 8 billion of us on demand.

However, with recent progress in generative AI, this learning experience feels tractable. The teacher still designs the course materials, but they are supported, leveraged and scaled with an AI Teaching Assistant who is optimized to help guide the students through them. This Teacher + AI symbiosis could run an entire curriculum of courses on a common platform. If we are successful, it will be easy for anyone to learn anything, expanding education in both reach (a large number of people learning something) and extent (any one person learning a large amount of subjects, beyond what may be possible today unassisted).

Our first product will be the world's obviously best AI course, LLM101n. This is an undergraduate-level class that guides the student through training their own AI, very similar to a smaller version of the AI Teaching Assistant itself. The course materials will be available online, but we also plan to run both digital and physical cohorts of people going through it together.

Today, we are heads down building LLM101n, but we look forward to a future where AI is a key technology for increasing human potential. What would you like to learn?
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@EurekaLabsAI is the culmination of my passion in both AI and education over ~2 decades. My interest in education took me from YouTube tutorials on Rubik's cubes to starting CS231n at Stanford, to my more recent Zero-to-Hero AI series. While my work in AI took me from academic research at Stanford to real-world products at Tesla and AGI research at OpenAI. All of my work combining the two so far has only been part-time, as side quests to my "real job", so I am quite excited to dive in and build something great, professionally and full-time.

It's still early days but I wanted to announce the company so that I can build publicly instead of keeping a secret that isn't. Outbound links with a bit more info in the reply!

[Amanda Natividad @amandanat]

The best marketing ideas don't happen in that monthly strategy meeting.

They come from moments of scrappiness. Or serendipity.

Here are 16 ways to generate those creative ideas:

[Dickie Bush @dickiebush]

At any time there are 2 groups of people:

• Those you can learn from
• Those you can teach

So here's a simple framework for learning and scaling yourself at the same time:

Continuously learn from the people ahead of you and distill those learnings for the people behind you.

[Nick Huber @sweatystartup]

I've been serious about personal development for 10+ years.

But not just reading...

I've put the concepts to work - we sold our business for 7 figures and built a real estate portfolio worth $100 million +.

Here are a few of my top takeaways:

[Dickie Bush @dickiebush]

Steve Jobs once said:

"The most powerful person is the storyteller."

And luckily, storytelling is a skill.

But most people have never tried to learn – because no one showed them where to start.

So here are 6 of the best storytelling threads (so you can start learning today):

[Jun Ang @heyjunang]

@thedefiedge Thank you for this, great advice!

[Jun Ang @heyjunang]

@heyeaslo @NotionHQ 👋 thank you !

[Jun Ang @heyjunang]

@l_kaiyi @Alpapalee @dankersaurus @ykthia @cryptoleapfrog

[Harry Yeh 葉俊德 @harryyeh]

1\ On a day where the markets correct Price does not matter in the long term - Today I am truly proud and honored to be part of, and supporting the $FTM @FantomFDN ecosystem. Thank you @AndreCronjeTech @danielesesta for creating ve(3,3) and @solidswap https://t.co/Ikvqp6kF2Z

[Blockworks @Blockworks]

BREAKING: BlackRock, the world's largest asset manager ($10 trillion AUM) has filed a Blockchain ETF

Via @strack_ben

[Trung Phan @TrungTPhan]

Netflix is known for its cutthroat culture and willingness to pay top dollar for superstar talent.

The approach -- first outlined in a famous 2009 slide deck -- is about managing people in creative industries (eg. media, tech) while scaling fast.

These 7 slides explain it 🧵

[Jun Ang @heyjunang]

@heyeaslo Thanks for your generosity!

[Jun Ang @heyjunang]

@milesdeutscher Got in late Nov 2021 after a random weekday lunch meet up with high school pals.

It broke my daily corporate work routine and turned out to be a positive change!

My 2022 goal is to learn & gain conviction to shift 50% of my equities portfolio to crypto.

Great content Miles!

[Jun Ang @heyjunang]

@hodlnautdotcom L1 = AWS
L2 = Salesforce

[Jun Ang @heyjunang]

@heyeaslo 👋

[Jun Ang @heyjunang]

@heyeaslo Agree, grammarly is great!

[Jun Ang @heyjunang]

Happy 2022! …and Day 1 of using @cryptocom @Visa card.

Fast, easy and zero fees when using @Wise to top up.

Then tested both 1) PayWave (<200sgd) at a restaurant, and 2) Swiping (>200sgd) at a departmental store.

Seamless and #CRO 2% rebates were credited immediately!

[Jun Ang @heyjunang]

@hodlnautdotcom Done, and happy 2022!

@Alpapalee @l_kaiyi @dankersaurus

[Easlo @heyeaslo]

Twitter is free university.

But 98.8% forget 20% of what they read.

Here are 10 threads you must re-read:

[Jun Ang @heyjunang]

@JRD876 @cryptocom Thank you!

[Jun Ang @heyjunang]

Finally! My @cryptocom #visa card arrived right on time to conclude 2021: a year of new work experiences + crypto learnings + fatherhood milestone.

In 2022, #FFTB shall serve as my North Star to go beyond comfort zone. Look forward to more growth while earning + staking #CRO !