Mikael Koskela

🇦🇺 A massive fire has broken out at Viva Energy’s refinery in Australia. It is one of only two operating refineries in the country and handles around 120,000 barrels per day. The energy minister says the fire is still not under control.

A man built an illegal streaming service bigger than Netflix and ran it from a house in Las Vegas for ten years. > Kristopher Dallmann ran it out of his house in Las Vegas from 2007 to 2017. > 183,285 TV episodes. More content than Netflix, Hulu, Vudu and Amazon Prime combined. > 37,000 paying subscribers at $9.99 a month. > The whole catalog was built by automated bots scraping the biggest piracy sites the moment new episodes dropped. > Subscribers often got new episodes the day after they aired on television. > When copyright complaints started piling up, Dallmann tried to rebrand the whole operation as an aviation entertainment company. As if it was just for in-flight TV on private jets. > One of his own programmers left mid operation and built a competing illegal streaming service called iStreamItAll. Same model. Twice the price. > The DOJ called it the largest internet piracy case ever to go to trial. > Netflix spent roughly $6 BILLION on content in 2017. Hulu and Amazon Prime spent BILLIONS more. > One guy in Vegas was beating all of them on library size from his house. > The streaming wars were just starting. Disney+, HBO Max, Peacock, Paramount+ were still years away from launching. > Studios were about to spend the next decade burning hundreds of billions trying to out-content each other. A guy with bots and torrents had already won that war in 2017. He just couldn't keep it.

We turn overweight emerging market stocks and go back to overweight U.S. stocks. Why? We see U.S.-Iran talks as evidence of an economic incentive to end the conflict. Plus, corporate earnings expectations are up in both the U.S. and emerging markets even through the conflict, partly on the AI theme. Read more in our latest Weekly Commentary 👉 1blk.co/4dKnrKi

⚡️ You can now create agentic bots in just 2 taps 🤖 Ask the devs of the services you use to support it 👇 #managed-bots" target="_blank" rel="nofollow noopener">core.telegram.org/bots/features#…

The dominant paradigm in AI today is organized around language and code. But physical AI is maturing concurrently, and the pace of progress over the past 18 months suggests that new fields could soon enter a scaling regime of their own. a16z's Oliver Hsu on robot learning, autonomous science, and new interfaces as instances of an emerging paradigm for physical AI: a16z.news/p/frontier-sys…

We are looking for excellent people to help build our vertically integrated AI stack. Numerics, quantization, HW simulators, compiler, runtime, kernel performance, RTL, verification, emulation, DFT, physical design, post Si bringup. Join us at Tesla!

$SOXX +29% last 11 days.. best rally in 24 years More from me on @stockcharts articles.stockcharts.com/article/v-bott…

Training GPT-3 consumed an estimated 1.29 GWh. Training GPT-4 consumed over 50 GWh. That's 0.1% of New York City's annual electricity use. For one model. One time. Now multiply that by every company racing to train their own foundation model. The energy curve isn't bending. It's accelerating.

AI data centers will consume more electricity than Japan by 2030. 945 terawatt-hours. That's the IEA's projection. In the U.S. alone, data centers are on course to use more power than all aluminum, steel, cement, and chemical manufacturing combined. All of that energy is producing intelligence. The question is who owns it. 🧵

@vontuchman Kuin lintu langalla. Ongelma: Aiemmin lähes ainoa kaupallinen HALEU-lähde oli Venäjä (Tenex).

@Maxknew twodaywonderiksi

Vähän on short squeeze -tyyppinen henki tässä nousussa, sano? #pekka

@vontuchman @qmikael4 Hajautettu AI laskentamalli onkin mun skene, pihtiputaallekin tulee konttiydinvoimala jotta kunnantalon, koulun ja terveyskeskuksen AI robot futaa. Kylla ne mun mielesta saa nyt mennakin tuonne heliumivappuun asti. Qubicit sen sijaan saa ventata ibm & google lapimurtoa sen sijaan

@qmikael4 @Maxknew se tai threedaywonder

@vontuchman Statistisesti isot liikkeet on 2 paivaa, se on mun manuaalinen algo kun kaannytaan kaukaa isot krasat, tullut vaan todettua monta kertaa. Tata AI capex & sahko & komponenttipulaa on kylla aika huono kontrata, jenkit on huumassa ja joka kuitutalon CEO bullistelee kuin elukka.

🚨 Russia plans to deploy nuclear weapons in orbit for a “space Pearl Harbor” US Space Command chief General Stephen Whiting said the Kremlin could cause chaos and disable up to 80% of all satellites in space. This would mean mobile networks, the internet, and GPS could go down worldwide.

EU states are preparing to push through the long-delayed 20th Russia sanctions package after Hungary’s political shift, but plans to scrap the oil price cap in favour of a full maritime services ban have been shelved due to US opposition lloydslist.com/LL1156920/EU-s…

$IONQ | WOW. The First Congressional Purchase of IonQ Stock Filed by Rep. Greg Steube Representative Greg Steube has filed a purchase of @IonQ_Inc stock, the first time a member of Congress has bought into the company on record. Congressional trades are not investment advice. They are signals of where political attention is landing, and quantum computing landing on a congressional disclosure for the first time is worth noting on its own. Quantum keeps moving into the policy conversation: John Martinis on PCAST, quantum commissions in Ohio and Texas, and 13 nations convening at the UK-led Quantum Development Group this month.

@JarmoFriman Enta nyt ?

Tulee mieleen taannoinen BTC-steikkausfirmojen huuma.

Robot snails, bio-inspired robots that team up! 🐌 Researchers at The University of Hong Kong have built small robots modeled after snails that can operate individually or connect together to take on larger tasks. Using suction to bond, they can form structures like a robotic arm or collectively climb obstacles, enabling new modes of locomotion and manipulation. Applications range from disaster response, where teams of robots could navigate rubble to search for survivors, to planetary exploration in unpredictable terrain. One of the coolest things I've seen in past weeks! 🤯 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com

European map of robotics companies 🇪🇺 Let's zoom out a bit from the 'Europe can't innovate these days' framework Now let's refocus on how many great robotics companies Europe produced. I genuinely believe that EU has outstanding talent, and founders! TIME TO BUILD! Created & curated by @_jan_olsson_ 🔥

JUST IN: Lumen CEO warns AI bots now account for over 50% of internet traffic.