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nvidia futur is bright, AI, AR, mining, innovations, great investments & heavy barriers to entry
semianalysis.com/p/nvidiaope….
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Eu wake up?
Met a German founder this week and asked him if all the stories one reads about the challenges of startups in Germany are exaggerated. "No, they're understated." Proceeded to describe spending a full day having a 90-page investment contract read to him (mandatory under German law; § 13 BeurkG) by a notary that then charged €30,000. That was for his first company. His second company, needless to say, was not incorporated in Germany.
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Interesting prediction of David sacks of regulatory capture of the opensource.
This would jeopardize the OS ecosystem and innovation
🤖 Made with AI
David Sacks Predicts the Regulatory Capture Playbook to Ban Open Source AI, Step by Step:
@DavidSacks:
“I got bad news for you, Chamath, an open source ban is coming.
They're not going to call it that. They're going to say that we simply have to apply the same standards to open models that we apply to closed ones.
Here's how they do it step by step, let me explain how regulatory capture actually works.
So first of all, you have to get this regulatory apparatus. Dario wants an FDA for AI, but he doesn't have enough political support for that, so instead they do this Trojan horse of a FINRA for AI.
They call it self-regulating, it's not really, but anyway, that gets them off the ground.
Now they've created the standard-setting organization. Now they've got pre-release model testing. Then the pressure grows to codify that in law, so that happens next.
And then what they do is they say, ‘Look, all these standards need to apply equally to all models.’ But here's the problem with that. Open models and closed models are technologically different. Once you release an open model into the world, you can't roll it back and you can't monitor exactly how people are using it because they run it on their own hardware. Dario says this is what makes open models dangerous.
So what they're going to do is they're going to have the standard-setting body say, ‘Well, we have to set the standards for AI safety.’
By the way, Dario and OpenAI, they're going to fund the whole thing. They're going to contribute all the compute. They're going to be behind it.
They're going to be the ones coordinating with the government officials because frankly, people in government have no idea how to monitor and control and set standards for AI safety. Technologically, this is way beyond them. So they're going to go to these companies and say, ‘Tell us how to do it.’
And so what will happen is the standards will get set, and then it'll be a very simple matter of fairness to say that the standards need to apply to open as well as closed models.
The open models cannot comply in the same way, and gradually they will be shut out of the market.”
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The real AI bottleneck just got priced.
Bloomberg AI-chip scenario:
~325 GW of global data-center power demand by 2033
(+1,100% from 2025) = equivalent of ~325 large nuclear plants !!
US alone takes 207 GW (64%).
Already a 63 GW gap vs what grids can actually deliver
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In 🇨🇳
"Did you know that a single Huawei AI SuperPod will soon connect over 15,000 AI chips to function as a single, massive brain? While the broader market fixates on the impact of US export controls; the dragon is rapidly building its own moat."
- Goldman FICC Jerry Shen
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Grid and lithium going brr
The 2026 World Humanoid Robot Games have begun. 666 teams from around the world are competing with more than 2,000 humanoid robots bloom.bg/4c6KRYG bloomberg.com/news/videos/20…
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No western infra were built for those turbo needs. Token, bot, EV, NRJ price demand will just keep climbing in correlation with automatisation and abundance promesses. Massive plans, regulations must get adopted around the world now to act on the madness to avoid disparities
The US Grid Wasn't Built For This zerohedge.com/energy/us-grid…
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Rare #PrivateEquity X AI agents insights from > 100 itws (LPs, CEO, GPs, ana1). Tip of the iceberg of live use cases.
New growth elements are spreading, pushing CoC further, challenging the industry with AI hybrid Fund.
Hence further polarizing players. 👇
90% of Private Equity firms are playing with #AI.
The other 10% have embedded AI into their investment process and are and compounding EBITDA.
📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms.
blog.lampi.ai/ai-adoption-in…
#AIforFinance
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🥇 Gold medal performance in OS
🚀 Launching DeepSeek-V3.2 & DeepSeek-V3.2-Speciale — Reasoning-first models built for agents!
🔹 DeepSeek-V3.2: Official successor to V3.2-Exp. Now live on App, Web & API.
🔹 DeepSeek-V3.2-Speciale: Pushing the boundaries of reasoning capabilities. API-only for now.
📄 Tech report: huggingface.co/deepseek-ai/D…
1/n
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european vcs shooting the air rn
There’s often a HUGE gap between a startups “launch” video and what actually exists.. don’t believe everything you see on X.
This gap and the amount of vaporware I see today even for “seed” startups is frankly disturbing.
But it works - I’ve seen VCs send term sheets based on just one video and vibes.
So as much as I think people are over the trend, it’ll continue till it works. And, with so much dry powder and seeds just being option calls, this can last a while.
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Os for the win
We are bringing back Stanford’s CS 25 Transformers Course (cs25.stanford.edu) today! It’s open to everybody!
This is one of @Stanford's hottest seminar courses. We open the course through Zoom to the public. Lectures start today (Tuesdays), 3-4:20pm PDT, at stanford.zoom.us/j/916614684…. Talks will be recorded and released ~2 weeks afterward.
Each week, we invite folks at the forefront of Transformers research to discuss the latest breakthroughs, from LLM architectures like GPT and Gemini to creative use cases in generating art (e.g. DALL-E and Sora), biology and neuroscience applications, robotics, and so forth!
Past speakers have included folks from @OpenAI, @GoogleDeepMind, @nvidia, @Meta, @AnthropicAI, etc. such as @karpathy, @geoffreyhinton, @DrJimFan, @ashVaswani, @_jasonwei, @hwchung27, @xiao_ted, @janleike, @YejinChoinka, @douwekiela, and many more! [Attached photos with some of them😎]
Our class has an incredibly popular reception within and outside Stanford, and over a million total views of our recordings [web.stanford.edu/class/cs25/…] on YouTube. Our class with @karpathy was the second most popular YouTube video [youtube.com/watch?v=XfpMkf4r…] uploaded by Stanford in 2023 with over 750k views!
Also, livestreaming and auditing are available to all. Feel free to audit in person or by joining the Zoom livestream.
We also have a Discord server [discord.gg/2vE7gbsjzA] (over 5000 members) used for Transformers discussion. We open it to the public as more of a "Transformers community". Feel free to join and chat with hundreds of others about Transformers!
Thanks to my co-instructors @DivGarg9 @karanps @boson2photon Jenny Duan and the course's faculty advisor @chrmanning!
More details: cs25.stanford.edu
@StanfordAILab @stanfordnlp @StanfordHAI @agihouse_org
#AI #ArtificialIntelligence #ML #DeepLearning #NLP #NLProc #Transformers #Stanford #Education #Innovation #TechEd #Community #naturallanguageprocessing
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Acceleration of scientific discoveries thanks to AI as a support. European people must realise it is not science fiction, experiment, be agile & realise what are all the benefits at stake and the heavy cost of opportunity to ignore/ censor it in an open word #patent #llm
I just read the paper in full; it is even more spectacular than I initially thought.
A short thread about the results and their significance.
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moat?
- Conviction of vision despite a decade of shareholders critics of R&D spending
- Emerging environment reinforced with Morris, 30y ago fueling scientifics capacities
- Neuralnet reinforcement conviction following a meeting with Ilya 10y ago
Human will B200x from now.
Mars
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