bruce

Two years ago we started building @Halcyon because we believed that modern AI could fundamentally change how the energy industry accesses and uses information ⚡️

@eladgil Reasonalbe

TIL the Turing award looks like this 🤯

@duncancampbell Doesn’t scale

It’s depressing how the default business now is essentially a scam. Just pump the crazy hype with no real plan for an actual outcome.

@_sholtodouglas Long Anthropic but short terawatts in orbit …

x.ai/news/anthropic… Incredibly excited to partner with SpaceXAI on Colossus 1 - and looking forward to scaling to many terawatts in orbit :)

@DKThomp Meh model means low usage means low utilization means burning money means open to a deal …

Wow. The AI supply crunch is real. Frontier labs are desperate for compute. Musk has compute capacity but a meh model, and Anthropic has a fantastic model with weak capacity. Now I wonder if Elon continues to refer to his new business partner as “woke AI,” “Misanthropic,” etc.

@benthompson 🎯

It was always clear that Anthropic would get compute if they needed it. Demand finds supply.

@JigarShahDC That’s the number I’ve been hearing is the all in cost Cc:@DavidCahn6

This translates to $50B per GW of compute?

@distinctalerts @Jessicalessin And yet it’s hard to see how they do at the same time 🤔

@boo @Jessicalessin Would be nothing short of a disaster if they couldn’t meet the spend commitments I’d suppose

Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic????

@distinctalerts @Jessicalessin Depends on how those growth rates sustain or not … nobody can know for sure (spend commit not gtee)

@boo @Jessicalessin Are they generating enough revenue to pay for it all though?

@RichardMeyerDC Yeah … it’s an important reminder.

Just a reminder to Energy Twitter that the reports of xAI GPU feelt is only at 11% "utilization" refers to the model FLOPs utilization during training throughput. That's not the same as overall GPU utilization. And it's not the same as power/energy requirements!

@duncancampbell Banger 💥

The population of NYC requres roughly 35,000 square miles of farmland to support it. That's over 100x NYC's land area.

@pandemona Let’s go 💥

Podcasts are the largest source of untapped data on the internet. But searching audio is still broken. Today, we're launching a product to fix that. Meet the Particle Podcast Intelligence API. Track mentions or topics, get shareable clips, uncover ad intelligence, and get access to rich metadata. Tell your agent: "Go to docs.particle.pro" 🛠️

@btaylor 🔥

Sierra is raising $950 million from new and existing investors, led by Tiger Global and GV, at a valuation of over $15 billion. We now have more than $1 billion to invest in becoming the global standard for companies wanting to transform their customer experiences with AI.  We’ve never had such conviction in the opportunity for Sierra and our customers. Just a couple of years ago, we had four design partners. Now, Sierra is serving over 40% of the Fortune 50, and agents built on our platform are powering billions of customer interactions — everything from refinancing homes to processing insurance claims, returning orders, and helping people raise millions in fundraisers. We’re deeply grateful to our customers for helping show what’s possible. If you’re not yet using Sierra, we’d love to partner with you. sierra.ai/blog/better-cu…

@jackclarkSF thanks for sharing. you're a voice i trust in a sea of noise.

I've spent the past few weeks reading 100s of public data sources about AI development. I now believe that recursive self-improvement has a 60% chance of happening by the end of 2028. In other words, AI systems might soon be capable of building themselves.

@zeeg Expensive sport with high action/glamour ratio

@boo It’s insane how similar the event is though when you look at the details Really different than all other sports

It’s wild how similar F1 and the derby are

@ATabarrok Yeah a lotta extra points … super hard to pull that off

Extra points for the fact that this is a guerilla installation not official.

@Jason Pizza delivery is such a crazy huge unsolved problem!!

This will actually be the number-one use case for humanoid robots... (repetitive chores)

@vinayak_karigar @MohapatraHemant 🎯

@MohapatraHemant This tune n visuals linger in your mind for many days after watching it, like a background score.

No one really ever topped Wong Kar-wai's aesthetics of serving poetry wrapped in elegy wrapped in longing served on a porcelain dish of desire.

@MohapatraHemant He’s other worldly amazing