The AI revolution, in plain English
Joined January 2024
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153 Photos and videos
Jun 16
Every Musk valuation runs the same play: a future he enlarges faster than the present can catch up, from Tesla robotaxis to SpaceX's "orbital compute."
The IPO ran it one more time, except the buyer is now retail, who can't mark the story to a future round and roll it forward.
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Jun 15
In May, OpenAI and Anthropic spent $5.5bn to become consulting firms, embedding engineers inside the Fortune 500.
The clients think they're buying scarce talent.
The labs are being paid to learn the business.
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Jun 15
It’s amazing how much better our stadiums look with no sidelines
Just 4 games in USA and we’ve seen how overrated the England stadiums are, especially Wembley.
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Jun 10
For two years the entire AI trade has rested on one belief: compute is scarce, and owning it is an edge.
Goldman and JPMorgan are now exploring futures on GPU prices, which is Wall Street's way of saying it expects the price of that edge to fall
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Jun 9
The smartest AI models on earth can't read the unsaved address in a text from your mom.
Apple's new Siri can.
Two years late, running on a Google model it had to rent — and still holding the one asset the labs can't buy.
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Vector retweeted
Jun 7
Companies can price AI to the token.
Almost none can say what it bought.
It's the first great corporate cost that landed without a yardstick — and the firms breaking away are the ones quietly building one.
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Jun 7
Companies can price AI to the token.
Almost none can say what it bought.
It's the first great corporate cost that landed without a yardstick — and the firms breaking away are the ones quietly building one.
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149
Jun 5
Withheld as too dangerous to release, Mythos has gone to the NSA, the agency built to use it offensively
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Jun 3
Mayo Clinic gets a frontier model
It owns the new model outright, yet it reaches other hospitals only through Microsoft's cloud, where the revenue recurs
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Jun 3
The wires called Tuesday's executive order a delay—a stricter AI rule postponed, a decision deferred.
Read the text and the only binding sentence in it forbids the government from ever requiring the oversight everyone assumes is still coming.
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