Nick Lee

100K posts

Nick Lee

Nick Lee

@TeslaPLee

انضم Eylül 2023
492 يتبع1.6K المتابعون
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This Week in Startups
This Week in Startups@twistartups·
It’s time we talked about the “retard-maxxing debate”… Folks are arguing that being a deep thinker, being someone who takes their time making decision tend to ruminate more. The “don’t think, just do” mentality is appealing to many. Does introspection really come with dwelling on the past? Or do people simply have a tough time separating the two?
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NVIDIA Networking
NVIDIA Networking@NVIDIANetworkng·
🧠 How simulation-first AI factories accelerate deployment. With NVIDIA DSX Air, teams can move from months to days, bringing AI capacity online faster and with greater confidence. At #NVIDIAGTC, Amit Katz (NVIDIA) and Harshdeep Banwait (CoreWeave) shared how DSX Air enables @CoreWeave to validate AI infrastructure before hardware arrives. Key benefits CoreWeave highlighted: 🚀 Early hardware testing at scale 📊 Maximized concurrency 🛠️ Accelerated debugging Watch the full session here ▶️ nvda.ws/47DG9PU
NVIDIA Networking tweet media
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Steve Jurvetson
Steve Jurvetson@FutureJurvetson·
@sequoia fascinating. thanks for sharing. Interesting to see Jobs as an "engineering founder" and no @stevewoz "Management Questionable" $6M valuation is a "very rich deal" and "will be tough to do this deal"
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Sequoia Capital
Sequoia Capital@sequoia·
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
Sequoia Capital tweet media
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Nick Lee
Nick Lee@TeslaPLee·
@alojohhardcore @thebrianzheng1 Do you think the hype regarding a post IPO merger will be the hype catalyst? Obviously only under the current administration.
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Garry Tan
Garry Tan@garrytan·
Wow. Incredible amount of SOTA training data now just available to China thanks to @mercor_ai leak. Every major lab. Billions and billions of value and a major national security issue.
artemis greek@atermisgreek

@archiexzzz More customer data leaks: Amazon, Athena, Aphrodite, Meta, Apple… Athena and Aphrodite are code names

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TrendForce
TrendForce@trendforce·
$14.2B to buy back the Ireland fab. Team Blue is serious about manufacturing again.
NEWS@NEWS2082680

💰 #Intel isn’t just betting on 18A—rising CPU demand is pushing it to spend $14.2B to buy back its Ireland Fab 34 from Apollo Global Management, tightening control of a key production hub for Core Ultra and Xeon chips.💡More: pse.is/8w9qv8 🔗

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AJ Investment Research
Runs better than probably bottom 15% of 20-60 years olds
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NVIDIA Asia Pacific
NVIDIA Asia Pacific@NVIDIAAP·
The NVIDIA Vera Rubin platform is opening the next frontier of AI. At #NVIDIAGTC, we announced that the NVIDIA Vera Rubin platform's seven new chips are in full production to scale the world’s largest AI factories. The platform brings together the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet switch, as well as the newly integrated NVIDIA Groq 3 LPU, to operate together as one incredible AI supercomputer to power every phase of #AI. Learn more: nvda.ws/4luFWnK #NVIDIAVeraRubin
NVIDIA Asia Pacific tweet media
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Marc Andreessen 🇺🇸
I see the spirit in their eyes that is burning in my soul too.
Marc Andreessen 🇺🇸 tweet media
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ObotX - Open Source Robotics
BIG NEWS: ObotX raised $120M! 🚀 Forget over-engineered jumping humanoids. We’re scaling universal mobile manipulators using engineering simplicity and off-the-shelf parts. The goal: 10M robots, $1B MRR from monthly software subscription controlling the robot. Details below👇
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David Senra
David Senra@FoundersPodcast·
"Peter Thiel doubted that going on boards was a good use of his partner's time. Startups should be left to sink or swim. The art of venture capital, he liked to say, was to back contrarian ideas, not coach company founders. Thiel had taken the unusual position that collective decision making should be avoided. The way he saw things, if investments were chosen based on voting, the Founder's Fund portfolio would consist of middle-of-the-road startups to which nobody objected. Given that all profits in venture come from a few improbable moonshots, this sort of consensus portfolio would deliver mediocre performance. Founders Fund wired $2.3 million to DeepMind, and they assumed ownership of a bit less than half the company. There was no other capital available."
David Senra@FoundersPodcast

This episode is about a once-in-a-generation mind working on what may be the most important problem in history. It's based on the new book The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby. (0:00) This is the most crazy, ferocious corporate battle that we've ever seen. (2:21) Intelligence is fundamental; it is the root of all else. (3:27) When Demis founded DeepMind almost every investor turned him away. (4:50) Demis is a missionary entrepreneur and out-of-the-box scientist who, through brilliance and extraordinary drive, emerges as the right person for a particular moment. (6:20) I sit at my desk at 2 a.m., and I feel like reality is staring at me, screaming at me, literally screaming at me, trying to tell me something if I could just listen hard enough. That's how I feel every day, so you can see why I'm trying to build AI. I've felt that since I was very young that there's a deep, deep mystery about what's going on here. (7:10) Demis, who blazed the trail followed by rivals, is decent and public-spirited and wants the best for humanity. He has ego; he is fearsomely competitive, but his goal is scientific enlightenment, not money or power. (9:49) Demis has an extraordinary level of determination, unlike pretty much anybody. Astonishing, incredible determination. That's his most defining characteristic: just unbelievable determination. He works, sleeps, eats, breathes the mission 24 hours a day to a degree that I haven't seen with other people. (10:48) There is no 50% mode in Demis. There is not even a 99% mode in Demis. There is only 100%. (14:39) The slightly warped way I took that was: how do you know you've done your best? The only way I could know is basically if I push myself to the point just before death, because that is literally when you have done your best. (19:07) When he signed up for a game he liked to feel that he could win. (20:44) He saw no reason not to start a company and so he did. (22:40) Demis on what losing feels like to him: It's like my soul is on fire. (25:34) Demis was an extreme case of an authentic entrepreneur, not a mercenary who starts with a desire to get rich from a startup then casts around for a plausible idea, but rather a missionary who feels compelled to work on a particular challenge then starts a company as a way of tackling it. (25:57) The good thing about missionaries is that they never quit. Even if they have to work around the clock and pay themselves nothing. They will keep obsessing about the problem. (26:08) Peter Thiel on Demis: “I always say that people aren't really entrepreneurs in the abstract, but there's maybe one great company that somebody has in them. It was Demis's destiny to build this one.” (26:30) "If you invent a breakthrough in artificial intelligence so machines can learn, that would be worth 10 Microsofts." — Bill Gates (32:09) We only wanted hardcore believers. We would go to conferences and tell people we are starting an AGI company. 80% of the people would roll their eyes at us, literally roll their eyes at us and turn around and walk away. We figured that this was a very efficient way to discover who we should be talking to. (32:50) Blessed are those who believed before there was any evidence. (34:17) The way Demis saw things, true general intelligence would make almost anything possible, surpassing the internet, the printing press, or even the industrial revolution in importance. (35:22) Elon had declared that humans needed to colonize Mars in case disaster struck Earth. Demis had countered that killer AI robots might be one such disaster, but that the AI could obviously follow humans to Mars if it wanted to. (36:25) Peter Thiel felt instinctively suspicious of a fellow chess player. A man who had spent his formative years mentally crushing opponents should be treated with caution, Thiel reckoned. (37:07) I'm talking about the biggest invention ever, and investors keep coming back to "Where's the widget?" and I'm like, "I'm going to revolutionize all widgets, so I can pick you a random widget if you want me to, but you obviously haven't got the point if you're asking me this." (37:42) He [Larry Page] was basically telling me, maybe you could build a company like Google, but it would take the best part of your career. If my real mission was to build AGI, then why don't I use all the resources that he's accumulated? I thought that was a pretty good argument. (38:50) Elon tries to buy DeepMind (42:33) Sam Altman emails Elon: "I've been thinking a lot about whether it's possible to stop humanity from developing AI. I think the answer is almost definitely not. If it's going to happen anyway, it seems like it would be good for someone other than Google to do it first." (43:18) If you have powerful people who are able to understand the impact of the technology, they're not just gonna sit on the sidelines. (44:08) Humans had not understood how little they had understood. (44:31) As Peter Thiel said of Demis, "Geniuses are seldom brilliant in a general way. They tend to be brilliantly suited to a particular mission." (46:50) Demis was far more original and far more of a contrarian than most of the self-identified contrarians of Silicon Valley. (48:11) When Demis solves something big, he doesn't pause to spend much time savoring the achievement. (48:49) You definitely can't crack a hard problem if the person leading the team thinks it's not possible. (54:05) This is my whole life's work. I have to do what's necessary. The mission is in me; it's infused in me. You can't separate it from me. (54:28) Demis's core theme is that money and power were not ends in themselves. They were a means to scientific knowledge.

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Lex Fridman
Lex Fridman@lexfridman·
Humans just launched into space, on their way to the moon (flyby around it). It'll be farthest humans have ever traveled into deep space 🤯 Congrats to all the incredible engineers & teams involved! LFG!!!!!!!
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This Week in Startups
This Week in Startups@twistartups·
Silicon Valley investors rejoice, the SpaceX IPO is taking flight as the massive space launch, AI, and social media conglomerate filed confidentially to go public. With a potential valuation of $1.75 trillion, venture firms and workers alike are set to cash in on long-held shares at last. Today, during our venture capital roundtable, Founders Fund’s @zebulgar, Harpoon Ventures’ @LarsenJensenUSA, Trust Ventures’ @SalenChuri, and LAUNCH’s @Jason (with @Alex in tow) took on the SpaceX IPO, AI’s PR crisis, the importance of national industrial policy, and even how to prevent society from rebelling against technological progress. Enjoy! 0:00 Introduction + Plaud 1:09 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 3:50 SpaceX files confidentially for IPO: $1.75T valuation, June target 9:00 Will the SpaceX IPO reinvigorate venture capital? 10:25 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit every.io 14:40 Quinnipiac poll: Americans use more AI but trust it less 17:31 AI's PR crisis: Dario vs. Jensen, and who's communicating well 18:02 Jason's "Invest America" proposal: give workers equity stakes 19:55 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at northwestregisteredagent.com/twist 21:39 Larsen: Silicon Valley is walking into the same trap as China offshoring 29:04 PaperOS - Whether you're raising a round, launching a fund, or managing a venture portfolio, PaperOS can unlock simplicity and scale across your empire of capital, contracts, and companies. Claim your $10,000 credit at paperos.com/twist 29:50 Polymarket: 24% chance of a federal AI data center moratorium 33:57 Marc Andreessen on zero introspection (David Senra podcast clip) 37:36 Retardmaxxing, Patton, and SEAL teams' philosophy on fast execution 46:21 Whoop and Oura: hardware is back, software moats are melting 46:48 Is defense tech in a bubble? 49:50 Northwood Space, Astranis and the satellite connectivity gap 1:02:01 America's reindustrialization: rare earths, pharma, and the right tech tree 1:10:32 Saronic raises $1.75B for autonomous drone boats 1:15:39 The Singapore model: paying elite performers to work in government 1:18:09 Artemis: Humans are heading back to the Moon 1:25:07 Anthropic vs. OpenAI: where would you put your entire net worth? 🎥 Watch the full episode here 👇
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