So, you think GPT-4 can't make a complex game... think again! Here's how I used GPT-4, Replit ⠕, MidJourney, Claude, assembling a team of AI assistants, to create a 3D space runner from scratch with ZERO knowledge of Javascript or 3D game programming Follow along for a saga! 🧵

The unfortunate conclusion I have come to after a day and a half in San Francisco is that we are not talking enough about AI. And yes, my Twitter feed is full of AI stuff already. But it is notable how many AI insiders seem to be pretty worked up right now. There is data there.

Long awaited… Lex Fridman Sam Altman podcast (one to bookmark)

"Since 1995, Info Tech outpaced the S&P500 by 3 pp in the median 6-month period when both interest rates and growth were stable." - Goldman Sachs

What is this a rock concert? No it’s the Jensen Huang keynote at ⁦NVIDIA’s⁩ #GTC24. Wow, what a difference a few years makes!

Blackwell, the new beast in town. > DGX Grace-Blackwell GB200: exceeding 1 Exaflop compute in a single rack. > Put numbers in perspective: the first DGX that Jensen delivered to OpenAI was 0.17 Petaflops. > GPT-4-1.8T parameters can finish training in 90 days on 2000 Blackwells.

.@NVIDIA Flagship Accelerator Specification Comparison #B200 vs. #H100 vs. #A100 #AI #HPC #GPU #GTC24 via AnandTech

A ton of AI and Robotics developments this week. Big announcements from Meta, OpenAI Sora, Microsoft, Google DeepMind, Boston Dynamics, Tencent and more. Here's everything that happened and how to make sense out of it:

Microsoft $MSFT CEO Satya Nadella just said OpenAI is Microsoft's "Most strategic and most important partnership" Satya Nadella also said OpenAI's ChatGPT-4o costs 1/12th as much as GPT-4 and is 6x more powerful

Microsoft CTO Kevin Scott says we are riding an exponential wave in the scaling of AI compute and the end is nowhere in sight

Sam Altman at Microsoft Build says with GPT-4o they have reduced the cost by half while doubling the speed and their AI models will keep getting smarter

NVIDIA $NVDA CEO JENSEN HUANG: "The next industrial revolution has begun... artificial intelligence will bring significant productivity gains to nearly every industry."

$NVDA Q1 2025 Revenue +262% *Data Center +427% *Gaming +18% *Professional Vis. +45% *Automotive +11% EBIT +690% *marg. 65% (30) EPS +629%

Satya Nadella says the Scaling Laws are doubling the power of AI systems every 6 months, leading to an intelligence revolution and a golden age of computing

No Wall Street desk is more convinced that inflation is about roll over than Morgan Stanley. [Zentner] 🇺🇸 “Weaker prints are coming.” #CPI #PCE

"S&P 500 Technology sector earnings hitting all-time highs while majority of global equities have not.  You can debate the valuation ... At the end of the day, stocks follow profits." Matthew Miskin, CFA

For the first time, the fossil fuel rich state of Texas generated more electricity from solar power than from coal. What makes the achievement even more significant is the state that Texas pushed into second place: California ft.com/content/ef2f6f…

How are the 'Magnificent 7' Tech Stocks doing so far this year? 🟢 Nvidia Is Up +115% $NVDA 🟢 Meta Is Up +35.1% $META 🟢 Alphabet Is Up +25.1% $GOOGL 🟢 Amazon Is Up +19% $AMZN 🟢 Microsoft Is Up +14.4% $MSFT 🔴 Apple Is Down -1.3% $AAPL 🔴 Tesla Is Down -27.8% $TSLA $SPY