Bach B.

innovator at heart, executor by brain - cofounder @ lead Deep Learning core team @ amazon, cs phd@uiuc

[Bach B. @mikebb100]

@JeffDean @OriolVinyalsML @quocleix Did you capture it with a Google glass :-)?

[Bach B. @mikebb100]

@PenguinWeb3

[Bach B. @mikebb100]

@Jason This is real but was from last year. jj commented in his original post. It is a misleading post.

[Bach B. @mikebb100]

@GregKamradt So worst than 4.6. Interesting!

[Bach B. @mikebb100]

@GregKamradt Got it :-)

[Bach B. @mikebb100]

NVIDIA's moat is narrower than people think: the AI design space has collapsed to Transformers + variants. Google and Amazon don't need to match 20 years of general-purpose GPU evolution — they just need to be excellent at one architecture. That's a much shorter ladder to climb.

[Dwarkesh Patel @dwarkesh_sp]

The Jensen Huang episode.

0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?

Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

[Bach B. @mikebb100]

@jai_mansukhanii @agarwal I know which one you are talking about but there actually is a better one down in Mountain View

[Bach B. @mikebb100]

@mark_k No he did not say what you said. I find his reasoning is very first principle thinking.

[Bach B. @mikebb100]

@bscholl My best investment since covid, period. Keep in mind that after a while you will need to tune it up to maintain the same output quality. For some reason the tuning isn’t included in the manual. You can search it up ol. But no worries definitely easier than building airplanes :)

[Bach B. @mikebb100]

@gdb Totally agreed. You also write better code as you have more time to think about doing it properly instead taking shortcuts.

[Bach B. @mikebb100]

@Austen Yes that is exactly it.

[Bach B. @mikebb100]

@balajis You are exactly right. Not only that, ppl living in countries that were capitalist tend to take democracy and the rules of law for granted, as they have never experienced the other side.

[Bach B. @mikebb100]

Steve Job said the best marketing is about value and quality of the product. You can’t force love. I immigrated to the US because I love what it stands for and its available opportunities. No one taught me that back in where i was from, not to mention I was taught quite the opposite.

[Bach B. @mikebb100]

@farzyness Tesla is not technically self driving car yet. I ride both and definitely trust Waymo a lot more.

[Bach B. @mikebb100]

Where does the red line come from? From what I see, the two stiff increases since 2007 are due to the 2008 financial crisis and the 2019 pandemic crisis. Both don’t seem to be structural failures of the US economy. So can we temporarily raise tax to pay off that debt then reduce tax again?

[Bach B. @mikebb100]

@tanvi_ratna How can we expect both earning 700B from tariff and having bilateral deals to bring down tariff at the same time?

[Bach B. @mikebb100]

Best solution for low cost robot control gloves

[Bach B. @mikebb100]

@pejmannozad It is beautiful!

[Bach B. @mikebb100]

And AI and the abundance of intelligence will be the foundation of this progressive movement.

[Sheel Mohnot @pitdesi]

I have become abundance-pilled by @ezraklein and @DKThomp.

Both political parties fail us with a scarcity mindset.

On the left: degrowth, regulatory overreach, opposition to nuclear, and a fetish for rationing resources.

On the right: economic protectionism, anti-immigrant policies, opposition to solar, gutting science programs, and nostalgia for a vanishing past.

What we need is abundance!
More housing to end shortages, more clean energy—nuclear, solar, geothermal—to power growth.

Build big again: modern grids, bridges that don’t crumble, high-speed rail.

Support American businesses—not with trade barriers, but by reducing red tape, incentivizing innovation, and opening doors to skilled immigrants who fuel our economy.

Invest in education and R&D to keep us ahead, not just coasting on yesterday’s wins.

Although Ezra and Derek lean left, the Abundance mindset isn't partisan - It’s the progressives dream of immigration and affordable housing, libertarians push for free trade and deregulation, conservatives love of American greatness—and a rejection of zero-sum thinking from all sides.

Scarcity traps us all; let abundance set us free!