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Observing the evolution of human systems, geopolitics & markets through the Second Law | Knowledge networks • Kardashev Type II

Joined June 2022
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Replying to @asha_shar @fable
why are you so desperately trying to make them like men? they are not hunters, they don't behave like hunters, but like two women chatting over a cup of tea. the voice, the tone of the conversation, the movements, they just don't match the scene.
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Microsoft Learn hasn't learned anything. 100% tone deaf. The worst corporate communication in history.
What's one Al habit beginners should build early on?
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Second Law Evolution retweeted
This clip perfectly captures the vibe outside NVIDIA’s headquarters in Santa Clara, California, after Jensen Huang’s resignation.
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Second Law Evolution retweeted
Bombshell story. The spy narrative is collapsing already. Is there clear & convincing evidence that Alice Huang was a Chinese spy? - AG says no. (“no conclusions reached”). - CIA says no. (“not yet convinced”). - DNI says no (“not entirely accurate and over-torqued”). - Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed. Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.” This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”? At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why? An investigation should be opened.
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing. cnn.com/2026/11/12/politics/…
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Replying to @Hadas_Gold
The CFO's message already bringing a bureaucratic vibe to Nvidia.
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Replying to @altcap
The summary of your post: "I own Nvidia shares".
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Second Law Evolution retweeted
This interview by @pmarca explains what is really behind Jensen Huang's ouster as Nvidia CEO.
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NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world. I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment. But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it. Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc. Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America. I stand with Jensen. Love you all ❤️
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The speed with which they removed Jensen is sus. No Oops can undo this.
"with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing." Insane.
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Microsoft has a serious problem. So bad even the health status is not working. It seems the core of the issue is the cloud (above product level). The systems become unresponsive even though they look healthy: "Previous status: While the servers we've returned to service initially remain healthy, we've observed that they can become unresponsive again once they begin receiving traffic. We're analyzing diagnostic data from these servers with our networking and platform experts to determine what's triggering this behavior".
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Second Law Evolution retweeted
Datacenters are a globally competitive market. Someone, somewhere, will build them.
Replying to @SemiAnalysis_
A 100MW datacenter in China now costs under $300M to build, excluding IT equipment, about a fifth of the US cost. China's build cost has fallen about 25% since 2021. (4/6)
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Replying to @TeslaBoomerMama
Elon is a humanity key-man risk.
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Replying to @DanielTNiles
Respectfully, I disagree. Jensen Huang is not Steve Jobs. They have completely different roles in completely different industries. Jensen is an engineer businessman, business segment. Steve was an artist businessman, consumer segment. Jensen does know the entire technology stack from ground up - no one can do that at Nvidia as he is the one who had tens of people direct reporting to him. He was involved in every deal. He made a hardware company a global star with a commanding presence and dealing directly with his business customers over decades. Steve Jobs was a huge public figure, did make great deals, but with a handful of consumer companies. With him gone the company kept pumping the same products to the public. He did not have too many good relationships with other business leaders because he didn't need them. If he was gone before he made the groundbreaking deals with the key leaders in the telco and the music industry, Apple would not be here today. Tim Cook couldn't pull it off. If Jensen Huang goes, the entire network goes. He was simultaneously an engineer, a businessman and a VC. I don't see how the CFO could replace him. Or, anyone else who could steer Nvidia through technological changes while keeping the close collaboration working. Maybe there is a guy at Nvidia who could do all that, but Nvidia is not a standard auto company or a consumer business that can live of its brand reputation for decades. I don't know why personal affairs matter in this case, unless he is charged on national security ground, but the Nvidia board would make a massive mistake if they remove Jensen.
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Elon is still Jensen's friend.
Replying to @zerohedge
That would be an honor
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Second Law Evolution retweeted
An England entirely populated with Indians, Afghans and Pakistanis would be no England at all.
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The DCs are overcoming restrictions. They are an intermediary step toward universal income.
🚨 Voters in Harwood, ND REJECTED new restrictions on data centers by more than 3-to-1. Now the mayor is taking apart the big fears: "Water usage… not a problem. Power rates increasing… not a problem. Noise… not a problem." And the data center will pay this town of 820 people $1.65 MILLION in property taxes by 2028.
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Second Law Evolution retweeted
This is not an ad for @Meta. Facebook didn’t pay me to share this. But I’m sharing it anyway, because I think it matters. If you agree, pass it on.
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Replying to @PeterDiamandis
That's the way. Provide and communicate clear and immediate benefits to the constituents.
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