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nvidia futur is bright, AI, AR, mining, innovations, great investments & heavy barriers to entry
semianalysis.com/p/nvidiaopenai….
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Guillaume Couturas
297 posts
Guillaume Couturas
@GCouturas
@lampi_ai confidential AI agents automating your task. Scout pre s/seed/A @SteelDAOxyz
Katılım Aralık 2020
2K Takip Edilen110 Takipçiler
No western infra were built for those turbo needs. Token, bot, EV, NRJ price demand will just keep climbing in correlation with automatisation and abundance promesses. Massive plans, regulations must get adopted around the world now to act on the madness to avoid disparities
zerohedge@zerohedge
The US Grid Wasn't Built For This zerohedge.com/energy/us-grid…
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Guillaume Couturas retweetledi
90% of Private Equity firms are playing with #AI.
The other 10% have embedded AI into their investment process and are and compounding EBITDA.
📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms.
blog.lampi.ai/ai-adoption-in…
#AIforFinance
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@StepFun_ai Almost open science congrats and thanks for the community
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"can we get the base model?"
sure. here's two.
"can we get the code?"
sure. here's SteptronOSS.
"what about the SFT data?"
coming soon.
maximum sincerity, minimum barriers.
- Step 3.5 Flash Base — pretrained foundation
- Step 3.5 Flash Base-Midtrain — code, agents & long-context
- SteptronOSS — open-sourced, ready for your custom workflows
- SFT Data — coming soon for reference
not just the final checkpoint — a customizable pipeline.
🤗 huggingface.co/stepfun-ai/Ste…
🤗 huggingface.co/stepfun-ai/Ste…
💻 github.com/stepfun-ai/Ste…
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Guillaume Couturas retweetledi
No Inflation… Just don’t look at oil and commodities.
zerohedge.com/the-market-ear…
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Rare #PrivateEquity X AI agents insights from > 100 itws (LPs, CEO, GPs, ana1). Tip of the iceberg of live use cases.
New growth elements are spreading, pushing CoC further, challenging the industry with AI hybrid Fund.
Hence further polarizing players. 👇
Lampi AI@lampi_ai
90% of Private Equity firms are playing with #AI. The other 10% have embedded AI into their investment process and are and compounding EBITDA. 📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms. blog.lampi.ai/ai-adoption-in… #AIforFinance
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@si_pbc Super interesting think out of the box reverse approach
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Computer use models shouldn't learn from screenshots.
We built a new foundation model that learns from video like humans do. FDM-1 can construct a gear in Blender, find software bugs, and even drive a real car through San Francisco using arrow keys.
GIF
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Guillaume Couturas retweetledi
Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B.
That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits.
A complete and total unforced error. Where was the Governor? Where are our leaders??
If they don’t kill this ballot initiative and entice those folks to come
back, the California budget will be massively upside down.
Only place to get the money is to cut waste, fraud and abuse or increase taxes on the middle class.
The latter is much simpler than the former.
Teddy Schleifer@teddyschleifer
NEWS: Google co-founder Sergey Brin is cutting ties with California. In the 10 days before Christmas, an entity connected to Brin terminated or moved 15 California LLCs that oversee some of his business interests or investments out of the state. With @RMac18 + @hknightsf.
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Guillaume Couturas retweetledi
Guillaume Couturas retweetledi
SEMI says global semiconductor equipment sales should keep rising, hitting about $145B in 2026 and about $156B in 2027, mainly pulled by AI-related chip spending.
Wafer fab equipment is the front-end stuff that builds chips on silicon wafers, so when new fabs and new leading-edge lines ramp, this segment dominates the total.
Test equipment is the gear that checks if chips work and meet speed and power targets.
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🥇 Gold medal performance in OS
DeepSeek@deepseek_ai
🚀 Launching DeepSeek-V3.2 & DeepSeek-V3.2-Speciale — Reasoning-first models built for agents! 🔹 DeepSeek-V3.2: Official successor to V3.2-Exp. Now live on App, Web & API. 🔹 DeepSeek-V3.2-Speciale: Pushing the boundaries of reasoning capabilities. API-only for now. 📄 Tech report: huggingface.co/deepseek-ai/De… 1/n
Dansk
Guillaume Couturas retweetledi
Two lines that will stay viral for a long time:
"May I meet you?"
"Geographically monogamous"
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Guillaume Couturas retweetledi
Guillaume Couturas retweetledi
lol this was fun - happened spontaneously when someone on our team dropped a link in the chat
Tyrael@0xTyrael
At the end of the Coinbase earnings call today, Brian Armstrong pulled up the mention market and rattled off all the words that weren't said yet What a wild time to be alive
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Guillaume Couturas retweetledi
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers
newsletter.semianalysis.com/p/how-to-kill-…
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Futur is now, might not be 1x but uses cases are there for our elders
1X@1x_tech
NEO The Home Robot Order Today
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Guillaume Couturas retweetledi
China’s State Council on October 9 approved Order No. 61 of 2025, announcing export controls on certain overseas rare-earth items. This marks the fourth round of rare-earth export restriction efforts; the previous round was on April 8.
(1/8)🧵
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Guillaume Couturas retweetledi
