Abubakar

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Abubakar

Abubakar

@IAtalkspace

Analyzing tech and media businesses. MBA @Cornell. Ex: Tech Journalist @TheInformation; Knight-Bagehot Fellow @Columbia; Advisory Board Member @InsideTheCabal.

NYC Katılım Ekim 2009
5.1K Takip Edilen21.8K Takipçiler
Abubakar
Abubakar@IAtalkspace·
With AI, the greater risk to humanity is not software applications but robotics/humanoids. Unlike software, where humans still have a big role in the loop, humanoids (when efficient) will replace tens of thousands of humans all at once in manufacturing and logistics, for example.
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Al Jazeera English
Al Jazeera English@AJEnglish·
Nigeria's military remains male-dominated, but female officers are steadily breaking barriers. Lieutenant Queeneth Ofor has spoken to Al Jazeera about becoming the first woman to command a vessel in the Nigerian Navy.
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Reid Hoffman
Reid Hoffman@reidhoffman·
Does this mean AI Researchers, employees, and students will now have to leave the country and wait through a backlog process to continue their work? Harmful move for tech, business, and America broadly...
Homeland Security@DHSgov

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.

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Tommaso Porzio
Tommaso Porzio@PorzioTommaso·
🧵on new paper “Startups in Africa”. Draft here: bit.ly/startups_paper! In this project, we collect new data to study a small, but fast-growing, reality: the startup scene in Africa. With Emanuele Colonnelli, Marcio Cruz, Mariana Pereira-Lopez, and Chun Zhao. 1/
Tommaso Porzio tweet media
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
EDA Market Primer - Market Dynamics, Cadence, Synopsys, Siemens, China EDA Rise EDA Market size, Share, Business Models, Drivers, Changing Customer Base, Competitive Dynamics, IP, Hardware, CoT, Lock-In Economics, Disruptive Forces newsletter.semianalysis.com/p/eda-market-p…
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
With modern agentic workloads and long context windows, a common bottleneck in serving LLMs at scale is where to store all the KV cache. Luckily, KV cache can be extended beyond HBM into other tiers of memory. Nvidia uses the following naming convention to describe the tiers:  🟠 G1 (HBM): fastest bandwidth but (relatively) small  🟠 G2 (host DRAM): still quite fast (traverses PCIe) and an order of magnitude larger than G1  🟠 G3 (SSD/NVMe): slower, shared across entire node 🟠  G4 (shared network storage): slowest, effectively unlimited in size At GTC 2026, in a historic partnership with SpaceXAnthropicAI, Jensen announced the newest tier, G5: a Starlink-attached HDD array in low earth orbit. Excited to see what G6 will be.
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Nuesdaily
Nuesdaily@NuesDaily·
Honestly whatever you do in this life, just win man. Everything people mock you for will seem like genius in retrospect once you win. Don't argue, just win.
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Abubakar
Abubakar@IAtalkspace·
"The decisions you make, and the actions that follow, are a reflection of who you really are" — Samurai Jack
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Arsenal
Arsenal@Arsenal·
The Arsenal. Your Premier League champions.
Arsenal tweet media
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Ministère de la Sécurité - Togo
LE TOGO SUPPRIME LE VISA POUR TOUS LES AFRICAINS ! Le Togo franchit une étape historique dans le renforcement de l’intégration africaine. Désormais, tous les ressortissants des États africains détenteurs d’un passeport national valide peuvent entrer sur le territoire togolais sans visa, pour un séjour allant jusqu’à 30 jours. À travers cette réforme majeure, le Président du Conseil réaffirme sa volonté de faire du Togo un espace d’ouverture, de mobilité, d’opportunités et de coopération au cœur du continent africain. Les voyageurs doivent toutefois effectuer leur déclaration de voyage sur la plateforme officielle voyage.gouv.tg au moins 24 heures avant leur arrivée afin d’obtenir leur bordereau de voyage. Le Togo confirme ainsi son leadership en matière d’intégration régionale et de rapprochement des peuples africains. #Togo #Afrique #integration #Libre #panafricanism #voyage #cooperation
Ministère de la Sécurité - Togo tweet media
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Anissa Gardizy
Anissa Gardizy@anissagardizy8·
new: Google and Blackstone are creating a new cloud computing provider that will rent out TPUs to customers. - Google will be a minority equity owner in the new biz - it plans to bring 500MW of TPUs online in 2027 - Benjamin Treynor Sloss will serve as the new co CEO We first reported the early innings of this deal in February! theinformation.com/articles/googl…
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Abubakar
Abubakar@IAtalkspace·
It works because this is the premise of value investing: if a company with good fundamentals is trading at a discount and you analyze that its value will rise in the future, then you buy. And when it hits your target valuation with limited future upside, you sell. It's simple.
Hooman@hoomansv

I like how Ackman’s entire strategy now is just to find whichever Mag 7 name the market is currently bored with, buy it in the low 20s p/e, wait for the narrative to shift, exit in the high 30s, then rinse and repeat. I mean it works so why not

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Abubakar
Abubakar@IAtalkspace·
"Headless AI" — replacing traditional UI with background agentic AI — is a powerful concept with great use cases, but only for enterprise applications. Expanding it to consumer applications will end badly. Humans like having multiple options, not "one ring to rule them all".
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