
BandwidthConnector
4.2K posts


@SemiAnalysis_ Any hint that, Meta, which released Llama as open weight and is the main contributor to the Open Computer Project, might consider releasing this chip (which includes a RISC-V core) as open hardware? Would US gov discouragement squash the idea? Or commercial reality?
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@gauravahuja If OpenAI was a slam dunk at $5T, VCs would be laying siege to OpenAI HQ to be allowed to invest. Instead, the round was led by 2 vendors (AWS + Nvidia) and a fund known for splashing cash (SoftBank).
$840B, if anything, is too high, given that 70% of the raise was circular.
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@gauravahuja Isn't the simplist answer just that you can't value these companies at $5T yet? OpenAI's funding round wasn't too long ago, so that valuation seems right: $840B x 25% = $210B. Round it up to $250B to reflect the various Azure exclusivity agreements. Leaves $2.75T for rest of MS.
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One of these two groups is mispriced
Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR.
Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x.
Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI
If private investors are pricing these labs for a $5T+ venture-style outcome then…
Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company.
Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?
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@BenjaminDEKR Musk's statement implies that he thinks xAI will be one of the 3 remaining frontier labs. They will have space data centers.
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Is xAI just being disassembled for spare parts at this point?
Elon Musk@elonmusk
@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space
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@OwlProf30426 @reddit_lies Adam West was a character on Family Guy, so putting the explanation in his mouth technically meets the rules of the subreddit.
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@OwlProf30426 @reddit_lies This is probably from the explain like I'm Peter Griffin subreddit. Which at one point probably did lean heavily into the role play while giving simple answers to questions, but has devolved into people just giving a few word preamble before launching into their explanation.
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@BillyScrimshaw @reddit_lies I have only played New Vegas, but I don't think the games imply that the corporations were behind the war. Rather, the games' premise is that *everyone* goes mad with power. If anything, Robert House's version of going mad with power comes off as the best of bad options.
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@reddit_lies IDGAF what the writers say, the entire premise is the corporations selling bomb shelters thought nuclear war would be good for business so they made sure nuclear war happened. How is that not a critique of capitalism?
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@Florio32081 @SawyerMerritt The two moderate injuries reported in that 3 month period: one where a Waymo passenger got out of the car while it is moving, the other where a Waymo got clobbered from behind while it was stopped at a stop sign.
Neither are newsworthy.
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@SawyerMerritt Fewer serious crashes indicates that there are crashes that are serious. Why haven’t I heard of these in the news, but a Tesla crash from a year ago is still making the rounds in the media?
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NEWS: Waymo has just announced that their autonomous fleet has now driven a combined 170 million rider-only miles without a human driver as of Dec 2025, up from 127 million in Sept 2025. That's 467,000 miles per day on average. Waymo also released updated safety stats.
Locations:
• LA: 37.8 million
• SF: 53.5 million
• PHX: 68.6 million
• Austin: 10.7 million

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@AurelianoMJM @SawyerMerritt Phoenix is where Waymo started. They were doing driverless in Phoenix years before they started in LA.
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@SawyerMerritt phoenix doing 68.6M miles while LA only at 37.8M is kinda wild tbh. desert roads with grid layout probably way easier for autonomy than LA traffic chaos tho
the safety stats are insane but id wanna see how they hold up when they scale to cities with actual weather lol
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@fullstacksapien @Austen GPS receivers don't transmit a signal. The satellites have no ability to "track those using it".
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@Austen It's an intel platform first and foremost. Space Force intel took it over from Air Force intel in 2019. The US has used it for ops, most often for tracking those using it but also by cleverly disabling/spoofing it. Same reason that the navy protects deep sea internet cables
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Not gonna lie this seems like a good thing for US taxpayers to fund
Derrick Evans@DerrickEvans4WV
I had no idea that GPS signals are free worldwide & were funded by U.S. taxpayers at roughly $2 billion/year.
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@ColtonMalone @Austen It costs the US nothing that it otherwise wouldn't spend, and it allows Google and Apple Maps to work. The economic case for giving GPS away for free is obvious. Not that it is even needed to make an economic case given how much money the gov wastes w/o justification.
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@Austen Nothing is ever free. They are either monetizing the data or they are building a crappy product. Sounds like GPS services provided by other unsubsidized sources are better.
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@jermnyCrobnyn @_HelenDale That is the crux of it: 4Chan doesn't operate in the UK. Yet the UK keeps trying to fine it.
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@_HelenDale Sorry, are you stupid? If a British Rail company was operating in America it would be expected to follow US law when carrying out that business?
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If you think this response is arsey, consider how, say, South West Rail would respond to a US quango fining it for failing to permit concealed carry on its trains.
Preston Byrne@prestonjbyrne
The UK's censorship agency, Ofcom, issued 4chan with a giant fine today. We responded to Ofcom with a giant hamster today.
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@EoghanH @AskVenice The chip generates the key itself and it freely shares the public key with the inference server (which can then send that on to Venice/your client).
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@BWConnector @AskVenice How does the key get sent to/stored on the chip?
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@sudo_umask_000 @thats_vanity @OpenRouter @XiaomiMiMo @openclaw Probably that for can continue to use "Hunter Alpha" for free for the next few days.
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Stealth Model Reveal:
Hunter and Healer Alpha are @XiaomiMiMo MiMo-V2-Pro and MiMo-V2-Omni
Both models are live now on OpenRouter, and free to use in @OpenClaw via the OpenRouter provider for the next week!

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@10chas @VegasUncomped No. The Las Vegas Convention and Visitors Bureau bought it because the monorail had a franchise agreement that might have prohibited the LVCC Loop. Buy buying the monorail, they removed that as an issue.
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@VegasUncomped Didn’t Elon buy it? I thought he was gonna turn it into a park?
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@luke_drago_ @AskVenice Looks like the difference is what happens at Venice. In TEE mode, the prompt is cleartext at Venice and they encrypt to TEE.
In E2EE mode, the prompt is encrypted to the TEE by the client. W/o backdooring client code or messing w/ remote attestation, not even Venice can see.
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@AskVenice what differentiates TEE mode from E2EE? very excited to see more privacy-first approaches.
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@EoghanH @AskVenice The prompt is encrypted all the way to the inference server. And the decryption key is held by a chip there which will only decrypt when the inference server is running the 'correct' software. If the 'correct' doesn't log, then anything encrypted to that key can't be logged.
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@AskVenice ..but you'll need to decrypt it before sending it to any models regardless?
So this is just a black box which you have the user's keys for?
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@bygregorr @Austen You have to proxy them yourself in order to charge the markup. Different situation from, say, AWS marketplace, where AWS collects the markup for you and passes it on.
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@jaymos @MatthewBerman I feel like that risks the viability of the frontier labs and therefore their biggest customers. Open source models that are constantly nipping at the frontier's heels, pushing them to go bigger to stay ahead seems like the better play.
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@MatthewBerman do you think with the power of NVIDIA behind open source models they can actually rival SOTA eventually?
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@SemiAnalysis_ Wait until you read the press release and notice that it is essentially a long explanation that "from each according to their ability, to each according to their need".
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