This is a good post. Interesting to see the fool's errand of companies building "AI plugins" on top of Solidworks, OnShape, and more. Do they really think those companies would let a plugin take the AI portion of the value stack? As the solutions mature the labor savings and

Palantir CTO Shyam Sankar in 2024: “For $10 billion, Elon Musk put 300 rockets in orbit.” “For $11 billion the state of California has built 1600ft of elevated rail, with no rail.”

wait this graph is crazy BART installed anti-fare-hopping gates and the amount of station maintenance and cleanup they had to do went to basically zero strong evidence that the poor condition of public transit is fairly easy to fix + caused by a very small group of people

With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly

The headline says “waterfront mansion.” The real story is $10 billion in tax avoidance. Zuckerberg is buying a $150-200M estate on Indian Creek Island from the founder of Jersey Mike’s Subs. That’s a 4-5x return for Cancro, who bought the lot for $37M in 2021 and built the

Meta’s El Paso data center plans to link 813 gas generators into a single on-site power system. Utilities can’t deliver new grid capacity fast enough, so developers are building “behind-the-meter” gas plants beside their servers. xAI showed proved this model in Memphis, running

How did Anthropic ship a desktop app to work with Excel and PowerPoint in an agentic way before Microsoft did?? (FWIW hearing Microsoft has code red because of Claude Cowork - they know they should have shipped something like this first. Still have no response but working on it)

Nvidia paid $20 billion for Groq’s IP. Taalas raised $169 million with 24 employees. And they just demonstrated 8x faster single-model inference than Cerebras on the same Llama 3.1 8B. The number everyone’s fixating on is the speed. The number that actually matters is the

Y'All be sounding like Malcom X. Ethnostates benifit the wealthy minority. Abraham bound Isaac for the lord. Too bad your threw out a penny for the pound literally this year. Family man flees danger not first responders. Have a great vacation next hurricane. Enjoy your gun bacon.

Last year, OKI (the Japanese co), launched 124-layer PCBs with blind and buried vias. Primarily designed for wafer inspection equipment designed for high bandwidth memory for GPUs. The design, manufacturing and complexity of this thing is insane. I always have had a lot of

This is a ridiculous stat in a ridiculous story: "The marginal cost of running an agent, had collapsed to, essentially, the cost of electricity." The marginal cost of a coding agent is not even remotely close to "the cost of electricity." These agents are absurdly expensive

there is a concept called the Tolerance Paradox (by Popper) basically if you are tolerant to the point of tolerating the intolerant, the intolerant will exploit that gap until the concept of tolerance itself disappears western leftists somehow defending militantly intolerant

Electricity output is the single best proxy for industrial capacity

Damn, they actually passed it? Unlicensed operation of 3D printers and CNCs is now a felony in Washington? I get that it's fashionable to hate manufacturing in some places but how many kids and FIRST robotics teams are going to end up with criminal records because of this?

It is always weird when media outlets paint me as biased in wanting big tech to be more involved with the military, as if wanting more competitors is the natural state of things. No! I want it because I care about America's future, even it is means Anduril is a smaller fish.

Taken to the extreme, Anduril should never have really had the opportunity to exist - if the level of alignment you see today had started in, say, 2009, Google and friends would probably be the largest defense primes by now.

Sal Khan was one of the first people on Earth to see GPT-4. OpenAI called him in the summer of 2022, months before ChatGPT existed, and showed him what was coming. He couldn’t sleep that weekend. By March 2023, Khan Academy launched Khanmigo, an AI tutor built on GPT-4, the same

We are launching a big project today with MIT — The Electricity Price Hub! You can view monthly electricity prices per kwh and avg. bills for every major utility in the country going back to Jan 2020. electricity.heatmap.news

My client is 80 years and worked at IBM. We were talking about the state of affordability in America. He said, "You can blame me partly for that. When we were doing manufacturing here in Lexington, and the trade opened up in the 90s, I saw I could pay someone $2 in China

Destroying a library brings the dark ages.