Amazing how many VCs & “technologists” close to the Trump admin go silent on RFK Jr. killing mRNA research.
Power & money is more important than technology & idealism, apparently.
1/14
It is hard to see much systemic thinking in the new round of tariffs, and because trade can only be resolved on a systemic basis, and not on a bilateral basis, this means that they are unlikely to be very helpful.
https://t.co/9MYv3obE3m
3/3
Speaking purely as an economist, I am all in favor of banana art. If artists can figure out ways of getting the wealthy to give them large sums of money by offering them cultural status, it is just a very efficient form of income redistribution.
🦟 By infusing a virtual fruit fly with artificial intelligence, @HHMIJanelia and @GoogleDeepMind scientists have created a computerized insect that can walk and fly just like the real thing. 🤖
🔗https://t.co/N1IhU4Peo9
US lawmakers have banned the Defense Department from buying batteries produced by China’s biggest manufacturers including CATL and BYD, beginning in October 2027.
The measure doesn’t extend to commercial purchases by companies such as Ford Motor Co and Tesla.-BBG #China 🇨🇳🇺🇸
@NateSilver538 risk is the expected outcome = prob of event happening x the impact of the event
Wyoming-size asteroid crashing the earth is more problematic but not more risky b/c is it is way less likely
can't believe you missed the distinction nate
When it comes to LLMs, 2023 was the year of Open Source AI.
At the end of 2022, the quality delta between best open (Bloom) and closed (GPT-3.5) LLM, as measured by MMLU scores, was 90%. At the end of 2023, this delta between GPT-4 and Mixtral-MoE-7B stands at 13%.
Published in @Nature: our AI system for material design ‘GNoME’ that found 380,000 new materials (which we’ve made freely available to the research community) with potential to accelerate greener tech from better batteries to more efficient superconductors https://t.co/0kGJmruKwY
This is huge: Llama-v2 is open source, with a license that authorizes commercial use!
This is going to change the landscape of the LLM market.
Llama-v2 is available on Microsoft Azure and will be available on AWS, Hugging Face and other providers
Pretrained and fine-tuned models are available with 7B, 13B and 70B parameters.
Llama-2 website: https://t.co/PKrrXgHdem
Llama-2 paper: https://t.co/aINNrXNhMb
A number of personalities from industry and academia have endorsed our open source approach: https://t.co/N7HwgW9Suh
@benedictevans playing GOOG v MSFT is too hard
just buy shovels
NVDA,TSM,ASML,GFS,AMD,MU,UMC,ANET,JNPR,MRVL,SMCI,EWY (for Samsung and Sk Hynix)
& minor positions in
TER,UCTT,IIVI,ADI,SIMO,CSCO,PLAB,ICHR,NVMI,LSCC,LRCX,ACMR,LITE,KLAC,INFN,QUIK,ENTG,FORM,CAMT,ADI,AMAT,KLIC,ADTN,SGH,XPER,STX,POWI
AI is destroying the knowledge barrier and decision making prerogative for many high status jobs. The status quo and regulations will be the major differences between nurses/doctors, paralegals/lawyers, profs/researchers …
People took real mortgages to buy houses in the freaking Metaverse, paid $1+ million for the picture of a rock and thousands of unnecessary “tech workers” were paid $200k/year.
And now the Fed will get a lot of people unemployed to fix that.
This macro cycle is so f*cked up.