Showing off glass in 2023 @PGelsinger

Apple execs confirming using broader GCP and NVIDIA GPUs for Apple Private cloud compute: "This is our most capable model, with quality similar to Gemini Frontier models, and to bring this model to production, we work with both Google and Nvidia to extend our private cloud compute infrastructure to Nvidia GPUs in Google's cloud, while maintaining Apple's unmatched privacy guarantees."

Be mesmerized!

Power On: Around early 2025, Apple’s top executives other than Tim Cook held a secret meeting to discuss just how behind it is in AI and chart the path forward. Tomorrow, we’ll see the results. bloomberg.com/news/newslette…

Congratulations to my good friend Jensen Huang on being awarded an Honorary Doctorate in Science and Technology from @CarnegieMellon University for his outstanding contributions to accelerated computing and Artificial Intelligence. It was my honor to place upon him his doctoral hood this morning. @intel and @nvidia are collaborating to develop exciting new products!

3/ x.com/DewBaye/status/2042042…

Just built a one shot Speed Test website through @AIatMeta #MuseSpark The results are quite almost same as speedtest.net, and the UI looks great. Great work @alexandr_wang and team. People don’t realize what they are getting for FREE.

Building for the future means preparing for the quantum era today. Our security teams have just introduced our 2029 timeline for PQC migration, warning that quantum computers could break standard encryption much sooner than many previously expected. Learn more in @ArsTechnica.

Built Pulse with Claude Code to turn the open web into a high-signal stream for tech, research, science, and ideas. It crawls the open web, deduplicates sources, ranks freshness, surfaces frontier papers, and turns information overload into a premium reading experience. Less noise. More signal. pulse.elevendots.dev #Claude #ClaudeCode #VibeCoding #TechNews #Research #Science #AI

1 million context window: Now generally available for Claude Opus 4.6 and Claude Sonnet 4.6.

Semiconductors 101 | Chris Miller @crmiller1

🚨 Research shows repeated complaining physically rewires your brain to prioritize stress and negativity. The way we speak about our daily challenges does more than just vent frustration; it physically alters the architecture of the brain. When we engage in chronic complaining, we repeatedly activate neural networks responsible for detecting threats and processing stress. Through the biological process of neuroplasticity, these circuits become stronger and more efficient every time they are used. Essentially, the brain learns to become more adept at finding things to be unhappy about, turning a temporary mood into a permanent biological predisposition toward negativity and fear-based thinking. As these negative pathways become the brain's default setting, individuals often experience a measurable increase in baseline stress levels and emotional volatility. This heightened sensitivity means that even minor inconveniences can trigger an intense stress response because the brain has been conditioned to interpret the world through a lens of threat. Findings discussed by the Stanford University School of Medicine emphasize that while this mechanism is powerful, understanding the science of affective neuroscience is the first step in consciously redirecting those pathways toward more resilient emotional patterns. Source: Stanford University School of Medicine. (2023). Neural Plasticity and the Impact of Negative Thought Patterns on Emotional Regulation. Stanford Medicine News.

If you’re a parent, watch this. It will stick with you forever.

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This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

In today's TR episode, @fabknowledge , @dylan522p , @jordanschneider , and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads. youtu.be/0V25VD7eRS8?si=XEDB…