Patrick Moorhead
@PatrickMoorhead
Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD Corporate VP, AltaVista, Compaq, AT&T.
Looking forward to attending the “Winning The AI Race” event in Washington DC tomorrow. @POTUS will be kicking off the event.
Nothing unexpected here this morning. Slight increase in temperature is normal as the body pumps up its natural healing immune system. Lower HRV normal as it reflects burning off anesthesia, wound trauma, immune system kicking in, and meds like gabapentin.
Some say robotics are a long way away. This morning, I will have a robot perform surgery on an inguinal hernia I have had for 30 years. This is a human in the loop surgery, taking around an hour. While I’m sad I won’t be able to lift at all for 2 weeks, heavy for a month or two,…
Some say robotics are a long way away. This morning, I will have a robot perform surgery on an inguinal hernia I have had for 30 years. This is a human in the loop surgery, taking around an hour. While I’m sad I won’t be able to lift at all for 2 weeks, heavy for a month or two,…
After attending the “Winning The AI Race” event with @POTUS in DC yesterday, I break it down with @joshuahlipton.
“The event, which was the live version of this 20-page, 90-point report that the administration released right before the event started,” Moor Insights & Strategy founder @PatrickMoorhead says on the White House unveiling it’s AI action plan.
I may frame this.
Founder of Red Bull, Dietrich Mateschitz:
How’s your Thursday afternoon going? A water leak shut down power and we’re on emergency power taking out AC & elevators to all 56 floors. We do have WiFi though. Luckily I only had to walk up 39 floors to rescue my frenchies.
“The event, which was the live version of this 20-page, 90-point report that the administration released right before the event started,” Moor Insights & Strategy founder @PatrickMoorhead says on the White House unveiling it’s AI action plan.
Let's go!
Samsung just dropped new software for my Galaxy Watch Ultra (2024). It enables: -Running Coach -Vascular Load (uses PWV like expensive scales) -Antioxidant Index (eat your veggies) This is a great fitness watch with superior apps. Still want: -continuous HRV (SW limitation)…
It was great to meet @altcap for the first time IRL at the Winning The AI Race in DC. He took a moment, we had some nice words, even though I’m not in his sphere or league. Genuine nice guy. He’s the same guy IRL as on his podcasts. And if you haven’t seen the latest Bg2 with…
BG2 w Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update 👊💥 @altcap @bgurley @MichaelDell
Ok I need to finally check this out.
OK, Perplexity’s Assistant in the new Comet browser is good. Really good.
And @POTUS comes on-stage to close out the “Winning The AI Race” event. “We have the brain power, the greatest power of them all, the brain power. Well, thrilled to be here with so many tech leaders and luminaries as we take historic action to reassert the future which belongs to…
Very gracious of @LisaSu to come over to the cheap seats to say hi before @POTUS gets on stage.
Lutnick inferred that future GPU regulations will be based on 2 variables: 1/ Who you are (KYC) 2/ Cluster size He then said he was open to comments. I would add that the performance of that cluster matters. Maybe with "size" he meant performance, too. $NVDA $AMD $TSM
Wow @howardlutnick AND @SecScottBessent. Amazed the @theallinpod got all these folks on stage. On the same day. Talking tariffs, trade deals, doing a victory lap on Japan. China, China, China..
Wow @howardlutnick AND @SecScottBessent. Amazed the @theallinpod got all these folks on stage. On the same day. Talking tariffs, trade deals, doing a victory lap on Japan. China, China, China..
Jensen makes a surprise visit to the "Winning The AI Race" event. He wasn't scheduled to speak nor was he on the RoS. Interesting. Will weigh in on what he said later. $NVDA
AMD's @LisaSu on-stage here at the "Winning The AI Race" doing a great job answering very hard questions from @Jason, @chamath, and @friedberg. and @zebulgar. Will give you a readout later. $AMD
Fascinated we are talking about magnets are rare earth materials as some of the keys to AI supremacy. (Yes I get the tech). Prehistoric dirt meets Agents. @MPMaterials CEO James Litinsky discussing the $AAPL deal and USG investments. $MP
