Kevan Akers

[Dustin @r0ck3t23]

Jensen Huang just told Silicon Valley it’s fighting on the wrong floor.

Every boardroom in tech is locked on the same question. Which model wins. OpenAI or xAI. GPT or Claude. Grok or Gemini.

Trillions moving on that bet alone.

Huang zoomed out and showed them the whole building.

Huang: “AI is actually essentially a five-layer cake.”

Energy at the bottom. Chips above it. Cloud above that. Models next. Applications on top.

Five layers. One war. Everyone crowded onto the fourth floor.

Huang: “This is where most people think AI is.”

He was pointing at the model layer. Every pitch deck. Every valuation. Every founder story. All packed onto one floor.

One floor below the finish line. Three above the foundation. The middle of the building.

Huang: “At the bottom is energy.”

Not data. Not parameters. Not talent.

Power.

You cannot out-code the grid. You cannot train a frontier model with a press release. The smartest model on Earth still needs a dumb turbine spinning somewhere.

The smartest engineers alive are building on top of someone else’s silicon, inside someone else’s cloud, powered by someone else’s electricity.

They own nothing beneath them.

Huang: “This layer on top ultimately is where economic benefit will happen.”

Healthcare. Finance. Manufacturing. The only floors where AI actually meets money.

Every dollar of real value lives at the top. Every physical constraint that decides who gets to play lives at the bottom.

The model sits in between. Squeezed from above and below and owning neither end.

Silicon Valley is burning hundreds of billions to build plumbing for somebody else’s economy.

The basement decides if it runs. The penthouse decides if it pays.

The companies building models think they are building the future.

Huang just told them they are the middle layer in someone else’s cake.

[Kevan Akers @kevakers]

@AnthropicAI @ShawnRyanShow @ShawnRyan762 great topic for a show. Mass Domestic Surveillance?

[Naruto @NarutoNolimits]

Jensen Huang on the smartest person he's ever met;

[Kevan Akers @kevakers]

@Mollyploofkins From: do they really have the trump pins

[Kevan Akers @kevakers]

@KHIRY_BEST Did you see last years parade in the rain? Apparently not

[Kevan Akers @kevakers]

@elonmusk And now less water for the farmers in the summer when they need it.

[KNBR @KNBR]

Warriors Hall of Famer Chris Mullin joined Papa & Lund to talk about the late Al Attles

"To me, I can't think of a more genuine, consistent, graceful, humble person I've ever met in my life."

[Kevan Akers @kevakers]

I am crushed. An amazing human being and mentor.

[Golden State Warriors @warriors]

The Golden State Warriors mourn the loss of franchise legend Alvin Attles, who passed away yesterday at the age of 87.

Alvin leaves behind a profound legacy within the game of basketball and the Bay Area community, but especially as a family man and humanitarian. We mourn his loss alongside his wife, Wilhelmina, son Alvin, and all who knew and loved him.

[Warriors on NBCS @NBCSWarriors]

Mully got emotional talking about Al Attles 💙

[Adrian Wojnarowski @wojespn]

Jerry West lived a profound basketball and American life — iconic as a player, executive and looming figure in the history of the game. He was an MVP, a champion, a gold medalist, a dynasty-builder and literally the league’s logo. His loss leaves a massive void.

[Kevan Akers @kevakers]

Breaking down the 2023 Stadium Connectivity Outlook survey results with Verizon’s Kevan Akers https://t.co/Bsay3tbrJR

[Kevan Akers @kevakers]

@TomAbdenour @CoachSmarty23 Love this! Great group of people and lots of memories right there.

[Front Office Sports @FOS]

FIBA is using its new LED glass basketball court for the first time in Madrid this weekend.

The state-of-the-art court is interactive — and can provide rotating sponsorships and live player stats.

[Kevan Akers @kevakers]

@TheCMReed @wirednot My first airplane flight ever was on the plane behind that rocket.

[Kevan Akers @kevakers]

@CoachSmarty23 Congratulations Coach!!

[Kevan Akers @kevakers]

@HiltonHonors 47986

[Kevan Akers @kevakers]

@TheCMReed I will take some beef jerkey, fudge, Beaver Nuggets and a deer feeder please!

[Kevan Akers @kevakers]

@TheCMReed They are artistic

[Kevan Akers @kevakers]

@FreddieKraft But how did you like the Wi-Fi?

[Kevan Akers @kevakers]

@ITearley Check out Sands Convention Center, they had the big ones.