yoav zingher

founder and ceo of @LaunchpadBuild and @KiwiPower (acquired); angel investor

[yoav zingher @yzingher]

@AlibabaGroup @AlibabaTalk_UK Order 278703887001022415 — supplier admitted product defect in writing, promised replacement, then stalled past dispute window. ‘Apply for refund’ button now removed. Cannot reach human support. Please assist.

[yoav zingher @yzingher]

Genuine question: has anyone in the export control / semiconductor policy world clocked what Taalas means for China?

Hardwire distilled models into ASICs on mature nodes. No HBM, no EUV, no GPUs needed. SMIC can do this today.

What am I missing?

[yoav zingher @yzingher]

@elonmusk @Devon_Eriksen_ @JoelSercel Mass driver on the moon is super cheap. Maybe 1 kWh/kg to Lagrange point L1/L2. Mining moon material would be 5-15 kWh/kg so the majority of the cost of mass is the same on the surface or in a useful orbit.

A kg of moon mass is perhaps $0.1-1, whether on surface or in orbit.

[yoav zingher @yzingher]

@RupertLowe10 Dear Rupert, I have emailed you about this. I am going through this and am fortunate to be able to spend the hundreds of thousands - not tens of thousands - but am painfully aware that most aren't. I would like to help you with this cause, because it's a travesty of justice.

[yoav zingher @yzingher]

@elonmusk @CathieDWood Doesn't that architecture also scale to human civilization outside Earth? Lunar material used to construct orbiting habitats

[Launchpad Build AI @LaunchpadBuild]

latch assembly: solved

[Launchpad Build AI @LaunchpadBuild]

this is the largest machine we've ever built!

it will assemble window frames at scale in America.

[Augustus Doricko @ADoricko]

Blessed dinner with the Gundo fellas reindustrializing America

Thanks @tamarackglobal , @KingJamieLee , and @AlexHeckler for helping the deep tech ecosystem grow 🫡

[Launchpad Build AI @LaunchpadBuild]

made in the USA

🏭🛠️🇺🇸

[yoav zingher @yzingher]

@ylecun @elonmusk It’s not super clear that we need the kind of long duration storage that hydrogen offers.

If we do need months of seasonal storage, then hydrogen is a great path. If we don’t, by overbuilding renewables, then batteries plus an HVDC grid may be better.

[yoav zingher @yzingher]

@British_Airways yours is the only company I deal with where I routinely spend $20k+ on a product and have to speak on the phone to someone breathing so heavily that I can’t hear them, who blames the cheap headset he’s using

[yoav zingher @yzingher]

@vkhosla And VCs would ask if it couldn’t just be done in software

[yoav zingher @yzingher]

@JLopas @Aeden6007 Our experience is that until a customer has had some positive case studies, they want automation and humans to work side-by-side for redundancy.

The key is to use automation systems that can learn to work with existing products and don’t need heavy programming and engineering.

[yoav zingher @yzingher]

@divalbanerjee @celestenantel @JLopas https://t.co/1d0Mkah5y0

[yoav zingher @yzingher]

@AlignmentGuts @DavidDeutschOxf @sama But this would be self-correcting. The more that passively invest, the larger the arbitrage opportunity and incentive for the arbitrager to exploit.

In other words, the more that invest lazy and dumb, the more profit for the ones that do the work.

[yoav zingher @yzingher]

🇺🇸 10 tech firms = 25% of stock market, ⬆️4x from 2010
🇪🇺 10 luxury goods firms = 15% of stock market, ⬆️3x from 2010

Concentration in a productive vs. unproductive sectors.

[yoav zingher @yzingher]

@ID_AA_Carmack Not quite! More like pre-screening for serious conditions, then selecting from remaining
one(s) the most likely to develop into a baby. Embryos are graded by viability so you select the highest grade embryo rather than any specific genetic attributes

[yoav zingher @yzingher]

7/7 Automation, enabled by advancements in AI and robotics, isn't replacing but rather supplementing the human workforce. It's a key tool to maintaining productivity and industrial efficiency in an evolving labor landscape.

[yoav zingher @yzingher]

5/7 The result? Major urban centers with large factories are experiencing labor shortages. It's a clear example of how societal shifts can impact labor markets and the need for adaptive solutions.

[yoav zingher @yzingher]

6/7 Automation can address these shortages in both countries. It's not about replacing human labor, it's about filling the void where labor isn't available. Automation technologies are becoming a necessary tool to maintain production levels and growth.