Joined October 2021
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ProcrastinatingPrognosticator retweeted
My fave thing about this video is that she’s not even trying.🤣😂
I find it sooo amusing that random men think they can beat one of the world’s best athletes.
The last mile is much more difficult and time consuming than people realize. Investors should focus on well defined use cases and not general purpose robots.
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The case for @agilityrobotics
1. The Moonshots podcast reported that Chinese made robots at MIT are locked up in a room as they were caught transmitting Video and Audio data back to China
2. Forbes Magazine ran a detailed article on Figure and Adcock - basically stating that Adcock's claims were outlandish and not to be trusted
3. $AGLT is a safety first org which is a huge competitive moat over the next 12-18 months.
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ProcrastinatingPrognosticator retweeted
🇨🇳🇮🇳
As an African, I have a genuine question for Indians:
WHY DOES CHINA SEEM SO OBSESSED WITH MAKING INDIA LOOK BAD? 😭
If Chinese are filming in Bangladesh and labeling it as New Delhi, what exactly are they trying to achieve?
Is this harmless trolling, anti-India propaganda, or something more organised?
How are Indians challenging these acts?
Isn’t this part of a wider effort to damage India’s international image? Please help me understand the bigger picture 🙏😢
ProcrastinatingPrognosticator retweeted
Scans of Kailasa Temple in India shows we have no idea how it was made ⚠
400,000 tons of solid rock basalt removed from the top down and nobody knows where all that rock even went.
On official record, it took 18 years to build with hammers and chisels which works out to about 5 tons of rock removed per hour, every hour, for 18 years straight.
Something just doesn't add up here.
ProcrastinatingPrognosticator retweeted
NVIDIA CEO @JensenHuang tells @altcap on @BG2Pod that people misunderstand Nvidia's demand. About a third is classical computing growing 30 to 40% a year with no AI labs. A quarter to a third is five or six frontier labs, not two. And a third is startups renting Nvidia like next-gen AWS. In my view, treating Nvidia as a two-lab capex story is a real mistake.
"People misunderstand what's going on. There are basically three large segments.
The first is baseline computing. Data processing, molecular dynamics, physics, simulation, computer graphics, classical machine learning, fraud detection, recommender systems. Classical computing, not AI, not deep learning, not agentic systems. Call it a third of our business. And that business is growing call it 30%, 40% per year. In the absence of any AI labs, Nvidia is not zero. We're quite a large company.
The second part is the AI labs. People see two, but we work with every one of them. Meta Muse is doing fantastic. It's vastly Nvidia. Grok didn't exist three years ago. We didn't run Gemini before, we run Gemini now. Starting this year, we started working with Anthropic. People see a couple of labs, but I see more than that. I see five, six labs. And if you told me that represents not quite one-third of our business, let's say a quarter of our compute, fantastic.
And another third, this is the part that's really great. Because we're at the beginning of a new computing platform shift, a vast number of new startups are coming out. Thousands of them. And what do they do? They rent NVIDIA compute. So a third of our business is kind of cloud computing for the next generation. It's kind of like AWS for today. And that represents about a third of our business altogether.
My sense is that we're in the early innings of the buildout of this new computing architecture. And it's a real big mistake to recognize just a couple of companies and think that they were funding the infrastructure.”
ProcrastinatingPrognosticator retweeted
Humanoid robots can only scale if they can operate safely alongside people.
Pras Velagapudi, CTO of @agilityrobotics explains how NVIDIA Halos is helping make that possible.
Digit 5 is Anthropic to Figure's OpenAI. Former focused on enterprise and the latter on consumer. The market is coming around to understanding the 1.5-2 year head start @agilityrobotics has on its competition. Lab based demos r cute but safety certifications is a long drawn out process.
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ProcrastinatingPrognosticator retweeted
TOUR: Inside the $100 Heart CAC scan saving lives
Brad Gerstner (@altcap):
" Heart attacks are a dumb way to die. Because they are preventable."
"Half of the people who have heart attacks every year have cholesterol in the normal zone.. I'm not saying that all doctors are involved in a grand conspiracy by telling us to track our cholesterol. What I'm telling you is the evidence on the street that 800,000 people/year are dying of this, tells you that that's not enough."
NEW: Brad Gerstner (@altcap) & Jason Chang (@yoweichang) are trying to turn a $100 CAC heart scan into the “mammogram for the heart.”
At the All-In Summit, Brad brought his mobile coronary artery calcium CT scanner to screen attendees & make the case for preventing heart attacks at scale.
Heart disease kills ~800,000 Americans annually. Brad believes scaling CAC scans to 40M people a year could save 50,000 lives & $20B in government healthcare costs annually.
Rob Goldberg joined us to explain why the mission is deeply personal.
His brother Dave Goldberg, married to Sheryl Sandberg, died suddenly at 47 from undiagnosed heart disease, leaving behind their two young children. Just five months earlier, he had passed a running EKG.
“My brother had passed a running EKG five months before he dropped dead from heart disease, from undiagnosed heart disease.”
Dave’s death became the foundation for Sandberg’s book Option B, co-written with Adam Grant, about grief, resilience & rebuilding life after devastating loss.
Now Brad Gerstner, Rob Goldberg, Jason Chang & the rest of the besties, & the team behind the Center for Heart Attack Prevention want to prevent more families from experiencing the same thing, pushing for earlier detection, broader access to CAC scans & changes to the standard of care.
We go inside the mobile scanner & discuss:
› Why Brad calls CAC scanning the “mammogram for the heart”
› The Goldberg family’s experience with undiagnosed heart disease
› Why cholesterol & traditional testing can miss cardiovascular risk
› What CAC scores actually tell you
› Difference between a calcium CT scan & an angiogram
› Why Brad bought his own mobile scanner
› The “buy one, give one” model for expanding access
› Brad’s push to bring CAC screening to 40 million Americans a year
› How a roughly $100 scan could potentially prevent thousands of premature deaths
› Why Brad believes health data gives people the power to take action
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00 Brad Gerstner & Rob Goldberg
00:10 CAC Scanner Moonshot
01:53 Rob’s Family Tragedy
04:39 Center Missions and Prevention
05:37 Why Cholesterol Became Standard
10:07 Overcoming Fear and Insurance
12:29 CAC vs Angiogram Guidance
14:43 Where the Trailer Goes Next
16:40 Inside the Scanner Demo
20:48 Why Labs Miss Risk
23:27 Final Call to Action
ProcrastinatingPrognosticator retweeted
The hard part of a working humanoid: power, safety, and endurance are in conflict.
Digit 5 holds all three.
Thanks to @BotJunkie and @IEEESpectrum for the review.
spectrum.ieee.org/humanoid-r…
#Agility #Digit5 #MadeToWork
ProcrastinatingPrognosticator retweeted
🚨 JUST IN: The US Senate has ADVANCED the Protect College Sports Act, which would create NATIONAL RULES for college athletics
Major aspects of the bill:
✅ Athletes can earn money from their name, image, and likeness without LOSING scholarships
✅ Athletes get ONE penalty-free transfer
✅ D1 schools must cover out-of-pocket costs for sports-related injuries
✅ Agent fees are capped at 5%
It's practically GUARANTEED to pass at this point, as it's overwhelmingly bipartisan. Full vote tomorrow.
ProcrastinatingPrognosticator retweeted
this is Dario and sama's worst nightmare -
A law firm buying Nvidia servers.
Latham & Watkins is building an in-house AI stack..
this is US’s second-largest law firm with $8.3 Billion in revenue last year
And now it has -
- Nvidia hardware it controls
- open-weight models it can fine tune
- proprietary legal data it is trusted to protect
- infrastructure only Latham employees can access
A law firm has decades of contracts, negotiations, client context, legal reasoning, and institutional knowledge.
They dont want to give all of that away to OpenAI or Anthropic in exchange for expensive tokens..
And on top of that - risk their data being used to train frontier models..
This will happen more and more now..
The big AI labs have no moat.. nothing protecting their largest customers from moving on..
The biggest companies in the world will -
- own the compute
- own the data
- own the workflow
- fine tune the model around their business
- switch providers when the pricing or quality changes
Dario and sama want to make this illegal by bringing in regulation.. and become the AI overlords..
ProcrastinatingPrognosticator retweeted
She must’ve said all the right things because this post is going viral on TikTok.
Pretty simple.
People are trying Tesla self driving and they are immediately getting in line to buy a vehicle.
Any questions?
ProcrastinatingPrognosticator retweeted
Tesla Model 3 achieved 5-star safety rating in all categories!
ProcrastinatingPrognosticator retweeted
Tesla now accounts for 52% of U.S. EV sales 🇺🇸
That’s up from 43% at the same point last year
And Model Y alone now accounts for roughly 1 out of every 3 EVs sold in America this year
For years, the argument was that Tesla’s market share would collapse once every legacy automaker entered EVs
Instead, many of them are now pulling back
And Tesla is taking market share back
More than half of all EVs sold in the U.S. this year are Teslas
$CCXI #AGLT - Interview with Agility's CTO: sec.gov/Archives/edgar/data/…
The competition has some work to do to catch up. The 18 month head start (my guess) is real.
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Two trends that puts @agilityrobotics in the sweet spot are
1. Ever increasing minimum wage
2. Immigration crack down shrinking the labor pool
AGLT has selected the perfect use case for their product. They arent competing with Figure or Tesla. They are competing with chronic labor shortages in a sector everyone joins as a last resort.
“A long list of customers who are seeking to fill their labour shortages” Peggy Johnson, CEO of Agility 🤖 $CCXI
Everyone has been dissecting the S-4 since Friday & comparing the costs of Humanoids to Human employees. This is the wrong way to look at it. That part will only get cheaper as these Humanoid robotics companies scale production. What people should be focusing on is what Peggy Johnson, the CEO of Agility has said numerous times in interviews. That there is a huge labour shortage for the types of jobs Agility’s humanoid “Digit” can do.
Even if company doesn’t want to pay more for a Humanoid, will they have a choice if they cant fill the role with a human?
The workforce is changing & this is the beginning of the next Industrial Revolution.
@agilityrobotics
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