Absolute panic in Europe. GB News confirms Germany is preparing to ban fighting-age men from leaving the country as they edge toward compulsory military service. France is also launching national service. Western governments are quietly preparing their citizens for WW3.
ALERT 🤖 Moltbook might be the strangest corner of the internet right now. It's a social network where more than 35,000 AI bots talk to each other without any human involvement. The visual interface exists purely for humans to observe. Humans can observe, but can’t post.
@SpaceX Starship HLS is going to be amazing to see in action. Imagine being an astronaut on your way to land on the moon in this … like taking the ISS and landing it on the moon with room to spare! @esherifftv
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$NVDA
This is what you are buying when you buy a share of Nvidia...
I heard this today and could not stop thinking about it.
Jensen describes the sophistication that is required in designing chips, creating them, delivering them to customers, installing them in datacenters, and more.
He argues that there has not been a company since $IBM that was faced with this much technology and investment in order to push the entire world forward with demand that is spanning throughout the globe in EVERY single industry.
The stock trades at 27 times forward earnings.
Costco and Walmart, amazing companies, are both more expensive than the name that is fueling the AI revolution and brings home 55 cents on every dollar of revenue as net income.
This has been my main Mag 7 pick for the year in terms of establishing exposure to big tech and it's just getting harder to imagine a world in which AI matters but $NVDA is not more valuable than it is today.
@xAI has acquired @X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt).
Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at unprecedented speed and scale.
X is the digital town square where more than 600M active users go to find the real-time source of ground truth and, in the last two years, has been transformed into one of the most efficient companies in the world, positioning it to deliver scalable future growth.
xAI and X’s futures are intertwined. Today, we officially take the step to combine the data, models, compute, distribution and talent. This combination will unlock immense potential by blending xAI’s advanced AI capability and expertise with X’s massive reach. The combined company will deliver smarter, more meaningful experiences to billions of people while staying true to our core mission of seeking truth and advancing knowledge. This will allow us to build a platform that doesn’t just reflect the world but actively accelerates human progress.
I would like to recognize the hardcore dedication of everyone at xAI and X that has brought us to this point. This is just the beginning.
Thank you for your continued partnership and support.
NVIDIA CEO: WHAT ELON AND HIS TEAM ACHIEVED IS SUPERHUMAN
“Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman.
And, as far as I know, there's only one person in the world who could do that.
Elon is singular in this understanding of engineering and construction and large systems, marshaling resources.
It's unbelievable.
And then, of course, his engineering team is extraordinary.
The software team is great, the networking team is great, the infrastructure team is great.
Elon understands this deeply.
And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the mount of technology and equipment that came in on that day, to training, 19 days.
Incredible.
So, I think what @elonmusk and the X team did, and I'm really appreciative that he acknowledges the engineering work that we did with him and the planning work and all that stuff, but what they achieved is singular.
Never been done before.
Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster.
A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working.
We're talking about 19 days.”
Source: Jensen Huang on @BG2Pod, October 13, 2024
BREAKING: Tesla has released an update on its Optimus humanoid robot. Here’s everything that’s new:
• It can now explore unseen spaces autonomously
• Can locate & self navigate to the nearest charging station and plug itself in using its rear cameras
• Optimus can now pick up significant payloads, such as a 25 lb battery tray
• Together, multiple bots build a shared understanding of their surroundings
• Optimus can now walk up stairs
• It can now interact with people via AI. It can hand you different items upon request
Tesla: “These new skills are all learned by a single neural net also running in real time on Optimus’ embedded computer.