BandwidthConnector

4.2K posts

BandwidthConnector

BandwidthConnector

@BWConnector

Katılım Haziran 2025
83 Takip Edilen39 Takipçiler
BandwidthConnector
BandwidthConnector@BWConnector·
@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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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
Meta looked at their NVIDIA bill and chose violence. MTIA v3 is real.
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BandwidthConnector
BandwidthConnector@BWConnector·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Gaurav Ahuja
Gaurav Ahuja@gauravahuja·
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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Reddit Lies
Reddit Lies@reddit_lies·
Writers of fallout have stated publicly it's not a critique of capitalism.
Reddit Lies tweet media
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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Billy Scrimshaw
Billy Scrimshaw@BillyScrimshaw·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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esuyourmom
esuyourmom@Florio32081·
@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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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
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
Sawyer Merritt tweet media
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W Perspectives
W Perspectives@AurelianoMJM·
@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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Full Stack Sapien
Full Stack Sapien@fullstacksapien·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Colton Malone
Colton Malone@ColtonMalone·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Venice@AskVenice·
Venice AI just released End-to-End Encryption Verifiable by any external party Vires in numeris Here's how it works 🧵
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OpenRouter
OpenRouter@OpenRouter·
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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Vegas Uncomped
Vegas Uncomped@VegasUncomped·
If North Strip gets an NBA Arena and the Monorail still doesn’t extend, I’m going to start a petition… or just keep taking Uber and complaining. It's 2026 & if this thing was built right with airport and west side stops, would we need The Vegas Loop?
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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Luke Drago
Luke Drago@luke_drago_·
@AskVenice what differentiates TEE mode from E2EE? very excited to see more privacy-first approaches.
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BandwidthConnector
BandwidthConnector@BWConnector·
@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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eggman.eth
eggman.eth@EoghanH·
@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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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Gregor
Gregor@bygregorr·
@Austen Every AI gateway does this. OpenRouter, Portkey, LiteLLM all let you proxy and mark up tokens. What's the actual blocker stopping you from using them?
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Austen Allred
Austen Allred@Austen·
Surely someone has built this: Where’s the API that is connected to all of the AI providers and lets me charge per token with a markup?
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BandwidthConnector
BandwidthConnector@BWConnector·
@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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Jay Martel
Jay Martel@jaymos·
@MatthewBerman do you think with the power of NVIDIA behind open source models they can actually rival SOTA eventually?
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Matthew Berman
Matthew Berman@MatthewBerman·
So NVIDIA decided to push open source to the frontier?
Artificial Analysis@ArtificialAnlys

NVIDIA has released Nemotron 3 VoiceChat! A ~12B parameter Speech to Speech model that leads our open weights Conversational Dynamics vs. Speech Reasoning pareto frontier Understanding Speech to Speech model performance is multidimensional - two key and distinct dimensions are raw intelligence and conversational dynamics: how well a model handles the natural rhythms of human conversation such as turn-taking, interruptions. Amongst full duplex open weights models, NVIDIA’s new Nemotron 3 VoiceChat, V1, leads in balancing these dimensions, setting itself apart from other models on the Conversational Dynamics vs. Speech Reasoning pareto frontier. Key benchmarking results: ➤ Conversational Dynamics (Full Duplex Bench): Nemotron 3 VoiceChat (V1) scores 77.8%, second among open weights speech to speech models behind NVIDIA's own PersonaPlex (91.0%) and ahead of FLM-Audio (62.0%), Moshi (61.0%) and Freeze-Omni (58.7%) ➤ Speech Reasoning (Big Bench Audio): Nemotron 3 VoiceChat (V1) scores 29.2%, second among open weights speech to speech models behind Freeze-Omni (33.9%) and well ahead of PersonaPlex (12.6%), FLM-Audio (5.3%) and Moshi (1.7%) ➤ Pareto leader: While Freeze-Omni leads on speech reasoning and PersonaPlex leads on conversational dynamics, Nemotron 3 VoiceChat (V1) is the only open weights model that performs amongst the top 3 on both - making it the clear leader on the pareto frontier between these two critical dimensions ➤ Larger than other open weights models but still relatively small compared to LLMs: Nemotron 3 VoiceChat (V1) has 12B parameters, making it one of the larger open weights speech to speech models, while NVIDIA's PersonaPlex is ~7B. While larger compared to other larger open weights speech to speech models the model still is relatively small compared to leading LLMs ➤ Context vs. proprietary models: While this release materially advances open weights performance, open weights speech to speech models still significantly underperform leading proprietary offerings. For comparison, proprietary models on our Big Bench Audio benchmark score substantially higher - Step-Audio R1.1 at 96%, Grok Voice Agent at 92%, Gemini 2.5 Flash (Thinking) at 92%, and Nova 2.0 Sonic at 87%. The gap between open weights and proprietary remains large in this modality. As the capability and adoption of Speech to Speech models increases, we expect to expand our set of benchmarks to include elements such as tool-calling and multi-turn instruction following. See more details below ⬇️

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BandwidthConnector
BandwidthConnector@BWConnector·
@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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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
The West is now more commie than even china. NVIDIA is creating an committee for pretraining open weight models meanwhile China has a flourishing amounts of competitive startups pretraining OSS models
SemiAnalysis tweet media
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