Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
“@orskyai I didn’t say this cost would go to $0!”
Palihapitiya clarifies he didn't say intelligence scaling cost would reach zero
“@orskyai I didn’t say this cost would go to $0!”
Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
“@shaunmmaguire @aaronburnett I don’t think so. People will view this chart and measure neoclouds on energized compute and demand them to be more aggressive. Otherwise they will tank their stocks.”
Palihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
“The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors https://t.co/H4phQiYKDH”
Palihapitiya contrasts technology people who understand hardware versus shorts operating on non-technical priors
“The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors https://t.co/H4phQiYKDH”
Palihapitiya notes Perimeter changing cancer surgery with intraoperative AI model decisions
“It took longer than expected but Perimeter is changing the nature of cancer surgery… https://t.co/z3OTXv3ElL”
Palihapitiya recommends post on AI silicon architectures as excellent resource
“If you are interested in AI silicon read this. It’s 💯 https://t.co/rMe4l2xacX”
Palihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
“@jacobpeake wow. this is super super good. thank you for writing this. one thought: what happens when agents start writing the kernels and new model architectures keep appearing? I think a lot of today’s chips become meh. they were designed by humans for humans. brute-force approaches”
Palihapitiya predicts today's chips become mediocre when agents write kernels and new architectures
“@jacobpeake wow. this is super super good. thank you for writing this. one thought: what happens when agents start writing the kernels and new model architectures keep appearing? I think a lot of today’s chips become meh. they were designed by humans for humans. brute-force approaches”