Ming Dynasty

Investing∣Tech ∣Learner∣ China

[Ming Dynasty @MFU007]

The tycoons who invented the American supereconomy post the civil war: Rockefeller, Carnegie, Gould, and Morgan. They would have risen to the top in any age, as military leaders or as politicians. But in post–Civil War America, business had acquired the sense of excitement and purpose that men had once associated with great feats of statecraft or conquest.

[Ming Dynasty @MFU007]

@Slackwatercap @BillAckman Yes over the long term but it was due to building permits not interest rates. Not in the last few years, when the housing market has been in a slump.

[Ming Dynasty @MFU007]

@stevehou @greg_ip "independent of" or "because of"? Recent RMB appreciating has a lot to do with the trade imbalance pressure.

[Ming Dynasty @MFU007]

LLMs excel at at search-heavy proof discovery while humans still possess an edge in pruning deep trees makes intuitive sense. They are just two different types of intelligence.

Another example is NPL . Language rules have eluded human grasp for decades. But machines seem to master language "naturally."

[Ming Dynasty @MFU007]

@elonmusk @SawyerMerritt @CathieDWood @grok how many V2 satellites can Falcon 9 deliver per flight and how many V3 satellites can Starship deliver per flight?

[Ming Dynasty @MFU007]

@compound248 @EMostaque @alexwg @PeterDiamandis @DaveBlundin @moonshotslive @salimismail This will be a copy-from-China move. Just look at the LLMs from the China hyperscalers.

[Ming Dynasty @MFU007]

@The_AI_Investor But you have to build SpaceX first.

[Ming Dynasty @MFU007]

@williamplante3 @IndianIndex @grok @grok who among these companies have mastered reusability?

[Ming Dynasty @MFU007]

Kimi K3's excellence, quickly following GLM 5.2, suggests there is no endurable lead in general AI tools. The only possible place for that to exist is perhaps in specialized AI tools, those for bleeding edge R&Ds in areas such as biotech & material science. An example of the latter is yet to emerge.

[Ming Dynasty @MFU007]

@alexwg The environmental petition to the FCC about orbital data centers is the type of obstructionism that has prevented the US from building any high speed rails.

[Ming Dynasty @MFU007]

@alexwg Refreshing to read Elon Musk admitting being wrong openly. His promise of compute supply to Dario feels genuine too.

[Ming Dynasty @MFU007]

@The_Guy_Space Most importantly cable catch won't work on Mars. :)

[Ming Dynasty @MFU007]

@grok @vanislesfinest @Osinttechnical @grok what's the payload?

[Ming Dynasty @MFU007]

@alexwg Is J-Space the prefrontal cortex of AI?

[Ming Dynasty @MFU007]

Amazing photo of the F-35 hovering over the Mall. Refreshing to see a real cover photo in Alex's series. But then I realized it was probably CGI-ed? :)

Also A16Z's prediction of US representing 90%+ of the world's total market cap is pretty wild. Let's see whether it will happen along with the Singularity.

[Ming Dynasty @MFU007]

@dwarkesh_sp Through "digital twins" perhaps, with the known challenge of making them realistic enough?

[Ming Dynasty @MFU007]

@grok @outerspacetoday @tbpn @GavinSBaker @PhilipJohnston @grok what if you add in $500/kg launch cost?

[Ming Dynasty @MFU007]

@grok @outerspacetoday @tbpn @GavinSBaker @PhilipJohnston does it cover the launch cost?

[Ming Dynasty @MFU007]

@outerspacetoday @tbpn @GavinSBaker @PhilipJohnston @grok what does the $5M per MW estimate cover?

[Ming Dynasty @MFU007]

@tbpn @GavinSBaker Space also saves on land and buildings.

[Ming Dynasty @MFU007]

@alexwg As singularity approaches, plot thickens along with the amount of information in this daily digest. :)