This is huge.
Muse has been so good. It’s already able to handle a surprising number of tasks without me having to constantly babysit it.
And Mark know the playbook:
Capture the audience → monetize it later.
That’s how they play.
Everyone is asking:
“Will AI replace junior engineers?”
Maybe the bigger question is:
“If companies stop hiring juniors, where will tomorrow’s senior engineers come from?”
AI can accelerate productivity.
But experience still has to be accumulated somewhere.
Holy crap POTUS just phoned in @JensenHuang live on stage at All In Summit
We will not lose the ai race! And whatever Dario said this weekend won’t stop our progress
This made my morning!
$NVDA
That's the way to remove retailers who have less conviction in Ai buildout.
Ai there to stay and will generate almost 2x the current economy in a decade.
Open-weight models may be the best defense against AI pricing monopolies in the short term.
But long term, economics may favor frontier models. The models with the strongest capabilities will likely capture a disproportionate share of the revenue.
Broadcom CEO Hock Tan breaks down AI economics:
Open-weight models burn $100B compute to make $30B in revenue.
Frontier models spend $100B to make $120B in revenue.
One of these won't be sustainable
source: Goldman conference
Technology so powerful, it can become a double-edged sword.
If we don’t stay cautious of its capabilities, we may lose control before we even realize it.
The people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt. If anything, many executives and senior researchers will couch their phrasing in the press to sound sensible - but I hear the same people express fear privately. No other human activity poses this level of danger.
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
@amitisinvesting With bond yields going higher and war not stopping. Seems like there are many reason to hike the rate. But with mid terms, might not hike.