Unforgettably sensational!

…and with that all the Ronettes are now gone - Estelle, Ronnie, and now Nedra. RIP! youtu.be/e-dr1PZZMds?si=cYPU… What a band!!! #musiclegend #wallofsound #ronettes #popmusic

A father playing and making duet on The Beatles' Don't Let Me Down with his child might be the best video you'll watch today.

When BBC News mistakenly interviewed a man who had actually arrived for a job interview, live on air.

WAITING ON A FRIEND

On this day in 1993: @CreamOfficial_ was inducted into the @rockhall. The band performed "Sunshine Of Your Love" for one of the songs during their celebration.

And the @AirIndiaX #fraud continues - charge me excess baggage fees. Then agree to reimburse when caught red handed but only to an Indian bank account, which I don’t have as an NRI. Awesome money making racket. Bravo!!!

One of the most legendary drum solos in rock history from Neil Peart of Rush. 🥁🔥 Flawless technique, explosive energy! If you're a drumming fan, this is a must-watch #NeilPeart #GreatestDrummer #RockLegend"

Part 3- Soon is anywhere from today till the end of time. #donottrust @airindia or @airindiax . They’re happy to ticket you under false pretenses but delighted to rob you blind with sudden policy changes that go unmentioned at purchase time #cheaters #travelmess #fraud

Part 1 - the #gaslighting continues with @airindia & @AirIndiaX Summary: Flew SFO-MAA via BLR on an #airindia ticket 23KG allowance okayed till MAA. At BLR #airindiaexpress says bag allowance is only 15KG. #airindia Air says “not our problem” #NeverAgain #airindiasucks

RT @sapinker: We Live Like Royalty and Don’t Know It. ("The electric grid, the public-water supply, the food-distribution network, and the…

Do better @airindia Flying SFO-MAA on 12/23 via BLR. You OKd my 23 KGs in SFO and in BLR you changed the rules and said more than 15KG is chargeable. You forced me to pay Rs 5500 #fraudalert #NeverAgain and after 20 hours of flight delays I was held #hostage

Is there an AI bubble? With the massive number of dollars going into AI infrastructure such as OpenAI’s $1.4 trillion plan and Nvidia briefly reaching a $5 trillion market cap, many have asked if speculation and hype have driven the values of AI investments above sustainable values. However, AI isn’t monolithic, and different areas look bubbly to different degrees. - AI application layer: There is underinvestment. The potential is still much greater than most realize. - AI infrastructure for inference: This still needs significant investment. - AI infrastructure for model training: I’m still cautiously optimistic about this sector, but there could also be a bubble. Caveat: I am absolutely not giving investment advice! AI application layer. There are many applications yet to be built over the coming decade using new AI technology. Almost by definition, applications that are built on top of AI infrastructure/technology (such as LLM APIs) have to be more valuable than the infrastructure, since we need them to be able to pay the infrastructure and technology providers. I am seeing many green shoots across many businesses that are applying agentic workflows, and am confident this will grow. I have also spoken with many Venture Capital investors who hesitate to invest in AI applications because they feel they don’t know how to pick winners, whereas the recipe for deploying $1B to build AI infrastructure is better understood. Some have also bought into the hype that almost all AI applications will be wiped out merely by frontier LLM companies improving their foundation models. Overall, I believe there is significant underinvestment in AI applications. This area remains a huge focus for my venture studio, AI Fund. AI infrastructure for inference. Despite AI’s low penetration today, infrastructure providers are already struggling to fulfill demand for processing power to generate tokens. Several of my teams are worried about whether we can get enough inference capacity, and both cost and inference throughput are limiting our ability to use even more. It is a good problem to have that businesses are supply-constrained rather than demand-constrained. The latter is a much more common problem, when not enough people want your product. But insufficient supply is nonetheless a problem, which is why I am glad our industry is investing significantly in scaling up inference capacity. As one concrete example of high demand for token generation, highly agentic coders are progressing rapidly. I’ve long been a fan of Claude Code; OpenAI Codex also improved dramatically with the release of GPT-5; and Gemini 3 has made Google CLI very competitive. As these tools improve, their adoption will grow. At the same time, overall market penetration is still low, and many developers are still using older generations of coding tools (and some aren’t even using any agentic coding tools). As market penetration grows — I’m confident it will, given how useful these tools are — aggregate demand for token generation will grow. I predicted early last year that we’d need more inference capacity, partly because of agentic workflows. Since then, the need has become more acute. As a society, we need more capacity for AI inference. Having said that, I’m not saying it’s impossible to lose money investing in this sector. If we end up overbuilding — and I don’t currently know if we will — then providers may end up having to sell capacity at a loss or at low returns. I hope investors in this space do well financially. The good news, however, is that even if we overbuild, this capacity will get used, and it will be good for application builders! AI infrastructure for model training. I am happy to see the investments going into training bigger models. But, of the three buckets of investments, this seems the riskiest. If open-source/open-weight models continue to grow in market share, then some companies that are pouring billions into training models might not see an attractive financial return on their investment. Additionally, algorithmic and hardware improvements are making it cheaper each year to train models of a given level of capability, so the “technology moat” for training frontier models is weak. (That said, ChatGPT has become a strong consumer brand, and so it enjoys a strong brand moat, while Gemini, assisted by Google's massive distribution advantage, is also making a strong showing.) I remain bullish about AI investments broadly. But what is the downside scenario — that is, is there a bubble that will pop? One scenario that worries me: If part of the AI stack (perhaps in training infra) suffers from overinvestment and collapses, it could lead to negative market sentiment around AI more broadly and an irrational outflow of interest away from investing in AI, despite the field overall having strong fundamentals. I don’t think this will happen, but if it does, it would be unfortunate since there’s still a lot of work in AI that I consider highly deserving of much more investment. Warren Buffett popularized Benjamin Graham’s quote, “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” He meant that in the short term, stock prices are driven by investor sentiment and speculation; but in the long term, they are driven by fundamental, intrinsic value. I find it hard to forecast sentiment and speculation, but am very confident about the long-term health of AI’s fundamentals. So my plan is just to keep building! [Original text: deeplearning.ai/the-batch/is… ]

#Spiderman is having me for dinner tonight (sung in a low whisper) youtu.be/ijxk-fgcg7c?si=dTk4… #music @thecure #theCure #rockmusic

youtu.be/ZsDJLaqw5Tc?si=MO2y… What a fantastic live version of an all time #classicrock song @fleetwoodmac #musicday #musicislove #ChristineMcVie

#bookreviews Second hand time: the last of the soviets by Sverlana Alexievich #BooksWorthReading #literature #writers #nonfictionbooks goodreads.com/review/show/77…

Imagine how legendary you are when you have the great Stevie Nicks doing the back up vocals for you. Fly high Christine McVie. The epic live performance @fleetwoodmac #classicrock #musicislife youtu.be/ZsDJLaqw5Tc?si=GB23…

The incomparable @thecure and Robert Smith…#Spiderman is having me for dinner tonight #punkrock #musicislife youtu.be/ijxk-fgcg7c?si=nO1i…