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The WSJ is now a cesspool of gossipers. It is no longer the WSJ we grew up reading.
$NVDA: Why would Nvidia's board, who literally just hired an outside firm to start an investigation YESTERDAY, already be preparing to oust Jensen?
If this story is wrong, it wouldn't be the first time WSJ got something major this wrong! Also, why is Nvidia board silent suddenly, after putting out 2 notes in the past 2 days.
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She was not a spy. She was turned into an asset after the fact. There is a big difference between the two.
The government didn’t find any evidence of Jensen’s wrongdoing related to national security secrets.
The second story is just allegations and rumors that have circulated for years, for which the NYT provided no evidence.
Even if true, this is between two consensual adults.
These private matters should be discussed between Jensen and his family.
Yes, there appears to be a concerted effort by the same media villains to take down Jensen. Nothing good ever comes from these people, so we should ask questions before passing judgment. They are the same villains from Russiagate. They are stenographers of special interests, not journalists.
e/acc ..
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Marc Saint-Jour retweeted
I’ll suggest who stands to benefit: effective altruists & a certain frontier AI company, whom everyone knows exactly fits this description.
"If Jensen, the premier champion of open models, is taken out, anyone who wants AI closed, centralized, and controlled might benefit."
Why are old stories that were not even covered up all that well become sudden international and geopolitical news?
The timing is suspicious, so worth asking: who benefits and why now?
If Jensen, the premier champion of open models, is taken out then anyone who wants AI closed, centralized, and controlled might benefit.
Why now? The midterms seem relevant. But also perhaps the upcoming IPOs.
The UN is a clown show ...
SHAME: The U.N. General Assembly just elected the murderous Islamic Republic of Iran to its Committee for Program and Coordination, the main body shaping the world organization’s priorities on Women’s Rights, Human Rights, Disarmament and Counter-Terrorism. 144 voted for Iran. 🧵
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Marc Saint-Jour retweeted
For fuck’s sake; removing Jensen is dumb and caving to the idiot mob. Board members, stand for your shareholders, not lesson-givers and other puritans. Jensen visibly has made mistakes (I morally disapprove FWIW), but Nvidia still deserves him as CEO.
The timing and the media involved point to the fact that this is likely a well-orchestrated coup against open source and for regulatory capture.
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You have been one of the greatest CEOs of our lifetime. You are a patriot who loves your country and has given so much to it. We are all fallible beings and deserving of grace. For your personal affair, you have only your family to answer to. Hold the line @JensenHuang !
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It is not the end until he says it is the end.
End of an era.
Was just watching the video that I shot of Jensen at GTC this spring. He was on top of the world. Had built one of America's best companies. Was talking to a hockey stadium with every seat filled. Took hours to talk with the press, answering every question.
Now not just his personal life, but his business life is on fire. The WSJ and NYT are saying the board is meeting right now to fire him.
One thing I learned at Microsoft is to keep your head when everything is going wrong. And this series of affairs has cost me some money, and probably will tomorrow. As it will many of you who are investors in NVIDIA.
One thing about NVIDIA. It has a very strong bench of people who could run the company. You don't know that because Jensen was the only one who built a relationship with the market. He is so strongly tied to the company.
Let's be honest. It's a huge loss for NVIDIA. Last week no one had any questions about the governance of the company. Now the knives are out and blood will flow in the board room.
But NVIDIA will survive. It will see a better day again.
Here's my expectations. That tomorrow two new committees will be announced:
1. An executive search committee.
2. A temporary executive committee.
Knowing NVIDIA from a close seat. I'm very confident that it will continue doing well after this all gets cleaned up. The talent bench there is so deep.
I'm not selling my stock.
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I predict that soon, not using OpenEvidence will be considered malpractice. OpenEvidence is it!
A prescription the patient can't afford, or the payer won't approve, doesn't treat anything.
Today we launched Access Intelligence: copay savings, patient assistance, program enrollment, and prior authorization, inside OpenEvidence. Free for all clinicians.
The help exists. There are thousands of support programs, and prior auths can be won. But the work is scattered across payers and programs, each with its own forms and criteria, and you have a few minutes per patient.
What's live now:
* Ask about availability and eligibility across 2,500+ patient support programs, updated daily.
* Send copay savings and discount offers to the patient with Patient TakeHome.
* Download pre-populated enrollment forms, or enroll on OpenEvidence.
* Write prior auth requests, appeals, and letters of medical necessity grounded in clinical guidelines, with PA checklists and relevant ICD-10 codes.
Choosing the right treatment should be the hardest part of getting a patient treated.
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Overtake 😂 😆 ???.. Anthropic already moved on with Fable 5.2 and new Mythos model ..
🚨 GOOGLE ROARS BACK WITH CARBON TO OVERTAKE ANTHROPIC
- Carbon outperforms Opus 5.5
- 250% cheaper than Opus
- 500% cheaper than Fable
- truly frontier class
- not benchmark maxxed!
- It totally works in the real world.
The only drawback, and it's a significant one, is that it is about 3x slower than Opus even at low effort.
If they manage to fix it and keep the discount, they will OVERTAKE Anthropic! Available today on ChatLLM :)
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Accelerate!!!
10 years is too long.
Some patients don’t have 10 years. Some don’t even have 4.
I believe we should aim to compress a decade of drug discovery into 4 years.
Not because we know how to do it yet, but because the cost of moving slowly is measured in human suffering.
In AI for drug discovery, speed is a moral imperative.
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Marc Saint-Jour retweeted
10 years is too long.
Some patients don’t have 10 years. Some don’t even have 4.
I believe we should aim to compress a decade of drug discovery into 4 years.
Not because we know how to do it yet, but because the cost of moving slowly is measured in human suffering.
In AI for drug discovery, speed is a moral imperative.
Introducing NovaAtom-Lite, an all-atom structure prediction model for drug discovery.
It predicts the structures of proteins, nucleic acids, and the molecules they bind, including how they fit together.
NovaAtom-Lite outperforms both IsoDDE and AlphaFold 3 on FoldBench antibody–antigen structure prediction (DockQ ≥ 0.23):
NovaAtom-Lite: 79.07% (n=172)
IsoDDE: 75.58%
AlphaFold 3: 47.90% (n=167)
Our evaluation uses 5 seeds × 5 samples, with the top-1 prediction selected by the model's own ranking score.
Better structure prediction. A stronger starting point for your next experiment.
Live today via Geodesic API and NovaDDE.
🔗 API: platform.geodesiclab.com/
🔗 NovaDDE: agent.geodesiclab.com
🔗 Model Card: geodesiclab.com/news/introdu…
I think I may have seen my first case of this rare condition associated with GPL-1 RAs last month.
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The Economist is so dumb… Elon Musk (AI)? What about space and EV? They’re vague because adding those would force them to concede he’s the greatest tycoon of all time.
The Economist has updated our quantitative estimate of the greatest tycoons of all time. Musk, Zuckerberg and Amodei all move up the rankings. Bezos still beats them all though. Henry Ford is the greatest of all time
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This story is weird ..
🚨JUST IN: Dortmund president, Hans-Joachim Watzke, will tell Felix Nmecha to STOP PERFORMING his religious crown celebration.
Dortmund are also considering LEGAL ACTION against the “Ballers in God” group if they refuse to stop using Nmecha as an ambassador in a Dortmund shirt.
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