AI Infrastructure

1.1K posts

AI Infrastructure

AI Infrastructure

@AI_Supercycle01

Investing in AI Infrastructure

Katılım Haziran 2025
199 Takip Edilen64 Takipçiler
Bryan Johnson
Bryan Johnson@bryan_johnson·
This is cool. A Nature feature about my project. Many scientists dismiss n=1 experimentation. Some actively work to diminish it. I disagree. N=1 has a role, and an increasingly important one. My team and I use clinical trial evidence daily. It guides our decision making and it also has limits. Most people are struggling with a health issue that ranges anywhere from annoying to life threatening. Clinical evidence doesn't always provide what's needed to act. Personal experimentation and measurement can help fill that gap. AI, multi-omics, wearables and real-time tracking all empower the N=1 to tackle conditions that remain incurable by current medical standards. Here is the complete write up we provided to the author: Randomized trials are necessary but not sufficient: the case for N-of-1 measurement and experimentation Bryan Johnson and the Blueprint & Immortals Medical and Science Team: Ali Ghanem, PhD, Damon Forbes, M.D., and Carl Seger, M.D. Randomized controlled trials remain the gold standard for evaluating therapeutic claims, and they will continue to anchor the evidence we use to select interventions. We do not dispute this. Our argument is narrower. The RCT is engineered to estimate the average treatment effect of a single intervention, under a fixed protocol, in a defined population. That is exactly the right instrument for the question it was built to answer: whether an intervention works on average, and whether it is safe enough to use. It is the wrong instrument for the question that governs health and lifespan optimization: which combination of interventions, at which doses, produces the best response in a specific individual measured densely over time. By design, the RCT averages over the very heterogeneity that personalization must exploit; its narrow endpoints, short horizons, and one-intervention-at-a-time structure are not built to resolve individual response. This limitation is structural, not a defect to be corrected with larger samples. N=1 experiments with longitudinal, high-resolution measurement are therefore not a substitute for RCTs but a complement: the means by which population-level evidence is translated into the individually optimized, proactively preventive interventions that meaningful health and lifespan extension require. Trials report binary endpoints and population averages that do not capture individual response [1]. In JUPITER, the number needed to treat to prevent one major cardiovascular event over five years was 252; by that endpoint, roughly 96% of treated participants gained no measurable benefit. It may be objected that the trial did measure continuous biology, since median LDL cholesterol fell by about 50% [2]. But such a biomarker change does not, by itself, secure approval or guide therapy; the decision rests on the binary endpoint. The continuous signal is recorded yet not acted upon, other continuous changes go untracked, and none of these markers is measured in the individual patient in routine care. Neither clinician nor patient can therefore identify who benefits, who could safely forgo treatment, or who is silently accruing harm. Safety inherits the same blind spot: trials register only what they measure, or events too severe to miss. One instructive example is rofecoxib. Approved in 1999 on analgesic and gastrointestinal endpoints, it carried none for cardiovascular harm; the signal in VIGOR (2000) [3] was read as naproxen’s protection until APPROVe settled it in 2004 [4]. But these were endpoint-based trials, built to count events, not to measure the prostacyclin-thromboxane shift that would have made the prothrombotic risk visible before it appeared as infarctions. It was not so much missed as never measured: a structural shortcoming of endpoint-based design. Negative results, moreover, are disproportionately unpublished [5], so the evidence base loses the findings that would most constrain prevailing hypotheses. We regard N-of-1 measurement as the next frontier, enabled by the convergence of artificial intelligence, wearables, multi-omic profiling, real-time tracking, and exposome capture. Within my own protocols, maximally quantified and self-controlled, we have already generated signals that lie beyond the published literature and constitute first-in-human observations: real-time quantification of heat-shock-protein activation against continuously measured core temperature; sauna-driven clearance of environmental organic toxins (including plasticizers like phthalates and DEHP); enhanced fertility markers under sauna with testicular cooling; a first proof-of-principle demonstration of microplastics complete elimination from the semen and by more than 90% in blood, against a background in which these particles have been found in the semen [6] and testes [7] of every man so far studied; and the first human signal of a psilocybin-induced metabolic switch that lowered blood glucose and durably improved glycemic control. We treat all of these as observations in need of further validation; our framework is not about finding instant answers but about identifying which questions are worth asking and investigating further. The paradigm scales. A few deeply instrumented pioneers establish the axes of a high-dimensional physiological space; a larger cohort of cartographers charts its breadth across longitudinal individuals. Once charted, the measurement burden collapses: neighbour-embedding methods8 position a sparsely sampled person within the map of the high-dimensional individual-biomarker space, inferring state and trajectory from nearest neighbours. This is already routine in biology, where sparse genotyping arrays are imputed to whole-genome resolution against reference panels [9], and, beyond medicine, where roughly 300 social-media “likes” predicted personality better than a spouse [10]. The deep cost is paid once; thereafter each individual is situated cheaply. The frontier we find most compelling is the unleashing of N-of-1 methods against conditions presently considered incurable. Individualized, biomarker-guided strategies are already converting such conditions from managed to treatable: a documented case of recurrent osteosarcoma brought to sustained remission under an intensive personalized regimen, and, in veterinary oncology, the first personalized mRNA cancer vaccine administered to a dog, which produced substantial tumour regression. The new focus of our protocol is to tackle chronic conditions that current medicine accepts as manageable but not treatable, and to render them treatable through advanced diagnostics and next-generation personalized therapeutics. References 1. Kent, D. M., Steyerberg, E. & van Klaveren, D. Personalized evidence based medicine: predictive approaches to heterogeneous treatment effects. BMJ 363, k4245 (2018). 2. Ridker, P. M. et al. Rosuvastatin to prevent vascular events in men and women with elevated C-reactive protein. N. Engl. J. Med. 359, 2195–2207 (2008). 3. Bombardier, C. et al. Comparison of upper gastrointestinal toxicity of rofecoxib and naproxen in patients with rheumatoid arthritis (VIGOR Study Group). N. Engl. J. Med. 343, 1520–1528 (2000). 4. Bresalier, R. S. et al. Cardiovascular events associated with rofecoxib in a colorectal adenoma chemoprevention trial (APPROVe). N. Engl. J. Med. 352, 1092–1102 (2005). 5. Turner, E. H. et al. Selective publication of antidepressant trials and its influence on apparent efficacy. N. Engl. J. Med. 358, 252–260 (2008). 6. Li, N. et al. Prevalence and implications of microplastic contaminants in general human seminal fluid: a Raman spectroscopic study. Sci. Total Environ. 937, 173522 (2024). 7. Hu, C. J. et al. Microplastic presence in dog and human testis and its potential association with sperm count and weights of testis and epididymis. Toxicol. Sci. 200, 235–240 (2024). 8. van der Maaten, L. & Hinton, G. Visualizing data using t-SNE. J. Mach. Learn. Res. 9, 2579–2605 (2008). 9. Marchini, J. & Howie, B. Genotype imputation for genome-wide association studies. Nat. Rev. Genet. 11, 499–511 (2010). 10. Youyou, W., Kosinski, M. & Stillwell, D. Computer-based personality judgments are more accurate than those made by humans. Proc. Natl. Acad. Sci. USA 112, 1036–1040 (2015).
Bryan Johnson tweet media
English
28
14
219
24.1K
9 Ventures
9 Ventures@ThematicTrader·
If this post gets 200 likes, I will share the interview of one of my four management 1x1's for FREE on X that I have w/ the following: - $ADTN - $POWI - $BWEN - $KLIC Last week, had CFO 1x1's w/ $VPG and $FCEL Top comment will be the one I share for free here on X. Comment 👇🏼
English
8
0
77
5.8K
AI Infrastructure
AI Infrastructure@AI_Supercycle01·
@jasonschips why $CRWV over $NBIS if its just the leverage you can just buy nbis on margin or call
English
1
0
1
168
SandemanStocks
SandemanStocks@Sandeman52·
A $NBIS ripper and coastal vibes. Cheers everyone.
SandemanStocks tweet media
English
24
4
242
10.7K
Stocktwits
Stocktwits@Stocktwits·
You bought SpaceX an hour ago +3.3% You held Ethereum for 5 years -30%
Stocktwits tweet media
English
42
23
438
32.8K
NightHawk Capital
NightHawk Capital@NighthawkTradez·
Going to drop a milly in an account to show @kevinxu what all-in really means
English
6
0
18
7.6K
litquidity
litquidity@litcapital·
APPROACHING 1 MILLION FOLLOWERS What should I giveaway to the community and how should I celebrate? Open to suggestions 😤
litquidity tweet media
English
27
0
105
24.3K
Eliano A Younes
Eliano A Younes@eliano·
Palantir X USA 250 🇺🇸 “never retreat” [July 2026]
Eliano A Younes tweet media
English
14
15
244
16.2K
Dexerto
Dexerto@Dexerto·
MrBeast says he wishes he could function on less than 9 hours sleep so that people don't say he looks "soulless"
English
197
72
7.8K
1.7M
bubble boi
bubble boi@bubbleboi·
I’m hearing rumors about a big lab using Intel foundry for their upcoming accelerator.
English
27
19
618
108.3K
Jason's Chips
Jason's Chips@jasonschips·
There's no way this is right. If there's actually 70 optical engines per GPU $SOI would be a $1000 stock
RJC@RJCcapital

Morgan Stanley: “Optical Content Growing. Regardless of Architecture.” Morgan Stanley’s latest optical report pushes back on the idea that the CPO vs. NPO debate changes the broader demand trajectory for optical content. The core argument is that investors may be over-indexing on architecture timing, while the more important variable remains bandwidth growth. Whether the market ultimately scales through pluggable optics, NPO, CPO, OBO, or hybrid architectures, the need for higher bandwidth should continue to drive more optical engines, lasers, and related content per GPU/rack. The report acknowledges that CPO adoption has meaningful timing and execution uncertainty. Packaging complexity, lower yields, troubleshooting difficulty, ecosystem immaturity, and customer reluctance around serviceability all remain real constraints. That is why Morgan Stanley frames the current debate less as a question of whether optics wins and more as a question of when and through which architecture the industry scales. Importantly, the report still points to optical content rising materially as AI networks move from current architectures toward copper/CPO hybrid and eventually fuller CPO configurations. Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition, with the demand driver tied less to a specific design choice and more to the underlying bandwidth requirement. The market reaction in optical names appears to reflect concern that slower CPO timing could delay the upside case. Morgan Stanley’s framing is more balanced: conservative assumptions on CPO timing may keep stocks away from the most aggressive bull cases for now, but the underlying content expansion remains intact. For $LITE, $COHR and $GLW, the debate is not whether AI infrastructure requires more optics, but how quickly that demand converts into revenue as architectures evolve.

English
1
2
106
34.9K
bubble boi
bubble boi@bubbleboi·
Crazy how muscular I am but I don’t work out
English
25
2
70
12.5K
Michael Sikand 🦑
Michael Sikand 🦑@michaelsikand·
Hot take. Anyone saying "humanoid robot" stocks are next is just farming you for clicks and views. The iPhone moment for robotics hasn't happened and when it does it won't be too late.
English
40
5
285
31.3K
SemiAnalysis
SemiAnalysis@SemiAnalysis_·
SITUATION DETECTED: The city of Rio de Janerio has post-trained a model. Based on Qwen 7/2, Rio 3.5 Open 397B adds SwiReasoning on top of the base Qwen model — a framework that dynamically switches between standard chain-of-thought and latent-space reasoning, guided by entropy-based confidence signals, so the model only "thinks out loud" when it needs to and otherwise reasons silently in hidden space for better token efficiency.
SemiAnalysis tweet media
English
97
306
4K
882.5K
SandemanStocks
SandemanStocks@Sandeman52·
@BoomerDivvies Compounding investments are 1000x more efficient than a 9-5 job. My stocks can now produce more $$$ in minutes than my 9-5 high paying job could make in a year.
English
5
1
67
3.6K
DividendBoomer
DividendBoomer@BoomerDivvies·
If you made: $1,000 per hour worked 24 hours per day, 365 days a year with no breaks ever, it would take you 114,155 years to earn a trillion dollars. It is an absolutely gigantic sum of money.
English
35
0
59
8K