renji the 🐳🐳🐳🐳🐳🐳🐳🐳🐳🐳🐳🐳🐳🐳 maximalist
@brickroad7
AI Optimist. Empiricist, not 'rationalist'. Anti world government.
Wow, I also got added to Naval's 40 member AI list.
Ur on navals list. Follower account is about to 100x
Is it a coincidence that Stargate sounds so similar to Starbase? (io, the jony ive company, also had the same name as Google's main conference.) (If attention is the number 1 commodity in our new world.......)
It's official: we're developing 4.5 gigawatts of additional Stargate data center capacity with Oracle in the U.S (for a total of 5+ GWs!). And our Stargate I site in Abilene, TX is starting to come online to power our next-generation AI research. openai.com/index/stargate…
We may very well be living in the age of the collapse of OpenAI and Anthropic. Once big-tech goes all-in, how can these silly startups run by goofy millennial midwits possibly compete, when they have the exact same commodity product. AI was always going to be a…
Pretty sure OpenAI is just going to lose ~all it's top talent. (Already have basically) Everyone else can pay way way more. Staying on the frontier is the most expensive treadmill in the world and openai and anthropic are barely hanging on. Training + inference + salaries.…
Pretty sure OpenAI is just going to lose ~all it's top talent. (Already have basically) Everyone else can pay way way more. Staying on the frontier is the most expensive treadmill in the world and openai and anthropic are barely hanging on. Training + inference + salaries.…
Good analysis here. I guess we'll see just how powerful a first mover advantage is (or isn't). (Probably not strong for the paid versions.)
Sam Altman is Hitler in 1941. Overconfident after early blitzkrieg victories. Biting off more than he can chew on multiple fronts. Badly overextended. Classic hubris. On hardware: Sam has zero experience with hardware. He dropped billions on Jony Ive but Jony is just a…
The hiring all the top people strategy by Zuck is bulletproof btw. There is basically no way to hide who all the super smart people are who did the best work. And you can build an ultra-concentrated talent dense group this way without the time-consuming expensive…
This was always a very very important question in my mind. Altman is much more conformist / suave, but Zuck always recklessly does what he feels like doing in a super super focused way. If Zuck really locks in, he could go utterly sicko mode and zoom ahead. At this point --…
This was always a very very important question in my mind. Altman is much more conformist / suave, but Zuck always recklessly does what he feels like doing in a super super focused way. If Zuck really locks in, he could go utterly sicko mode and zoom ahead. At this point --…
Who do you think has a higher IQ?
Asml is unbelievably cheap right now imo. (below pre chatgpt level) (though maybe worth buying after Aug 1 tariff sorted out and maybe deepseek coming out end of month)
I'm worried about deepseek v4 and what it will mean for H20.
No one carries cash anymore so I guess street muggings are less common?
Sad possibility. Because OpenAI is going to start competing with Apple with it's jony ive thing, Apple may partner with Anthropic. Google can't because of antitrust investigation. Meta doesn't have great models yet. xAI is possible. But maybe brand issues prevent that. :/
Elon loves AI art (as do most open-minded non-pretentious people imo). I think that bodes well for his authentic views on how great AI is, beyond the OpenAI lawsuit. (hopefully he starts sidelining tegmark/Hendrycks after that's over...)

550k GB200/GB300. How can Anthropic compete with 400k Trainium (each of which are 4 worse than an H100, and have never even been used for a significant training run). (I guess they'll add more, but can they really have a 6 million trainium cluster? 4x worse than H100. GB200 3x…
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen…
The level of virtue China is displaying these days is out of this world. The Kimi K2 paper is the latest example. I'm pretty fucking sick and tired of tiresome rhetoric around 'muh democracy' when all democracy leads to in the end is Zohran Mamdani and worse. There's nothing…
Jack Dorsey says AI must be permissionless because constraint kills innovation. Five CEOs shouldn't dictate what brings humanity forward. Open source is the answer. To protect ourselves, we have to race ahead. Eliminating single points of failure before they become…
Naive Gen X libertarians will fund the slimy creepy low iq sociopath narcissist millennials who will prevent the ASI that would allow them to overcome death before they die -- their lifelong childhood dream. Bezos with Dario. Thiel with Yud. Elon with Hendrycks. Fucking.…
Shut the fuck up cocksucker. Delaying AI is the only real human rights abuse. You are the antichrist. You will create the one world totalitarian government that will permanently enshrine tyranny in the world forever.
