SurplusSatire

Liberal-ish - MS, USC - - obsessed with #AI - co-invented Google Maps

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@ThierryBorgeat When Jensen encourages the use of open source, I know he's talking his own book for greater market share, but maybe he's also acutely aware that tokenomics drives most companies in that direction.

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@noodle_saint_7 @nickevanjoseph @inductionheads And, what questions did he ask you?

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@dylan522p @jonashernlund Dylan, didn't you mean "harder"? I thought he was saying CoWoS is harder, but maybe I'm mixed up.

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@PeterBerezinBCA Me too, even though on covered calls I'm losing on appreciation. I just don't want my shares to go.

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@PeterBerezinBCA @JohnMil15040440 An actual potential legitimate reason to become religious. Wow.

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@PeterBerezinBCA @WajahatAli I honestly keep wanting to be impressed by Suleyman, but I keep feeling disappointed.

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Deep seek API is 80% less than other frontier models. That's per Robert lee Bloomberg 10 minutes ago.

How much deep seek use do you all see and is it worth it?

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Yes but broad is a bunch of narrows, and iteration over an arbitrary space optimizes. So, intuitively for me at least, and not withstanding some of the weaknesses in analogizing, I think there is fundamental, even theoretical, merit to keeping abstract and concrete manifestations close, bound, and interlinked.

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@BrianRoemmele So much for encouraging the construction job crowd.

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@CandleChaser3 I don't know. I wish I did.

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@FrankieB2826 @JudicialWatch @TomFitton "The call is coming from inside the house."

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@grok @WorldStrategist @RohOnChain He said the flash crash was a few months ago. It was in 2010. That's how I dated it but I didn't think to use AI. :-)

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@Angry_Staffer

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@willstarbase

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@norveclifinance I haven't heard any speculation on my theory that Trump is going to embrace MU as the "real" American memory supplier. Maybe this is a signal it will happen and presumably should be bullish.

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@friedberg maybe a mo. ago in an All In podcast you floated the notion that maybe knowledge work is a very brief phase between all that came before and AI coming after. That is hugely intriguing and I wanna know more. Do you have a link? Btw, I think you are kind of the intellectual tent pole of that show.

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Per Reuters today
"OpenAI and Anthropic are competing for partnerships with buyout firms that would allow them to quickly roll out their AI tools to potentially hundreds of private, established companies owned by buyout firms. This would boost the adoption of their models and encourage customer stickiness at scale.
The two companies are battling for more lucrative business customers to use AI as they race to position themselves for potential public listings as early as this year"

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@tejparikh90 @FT This article is way better than many pieces out today. It goes into a lot of good detail about the specific Gulf risks posed to chip production, particularly. Useful for trading.

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@KristinaParts Since I know micron I was particularly interested in your take today on CNBC. I was super impressed! You were globally informed and coherent, more so than other voices in the space and I became a big fan today.