Jack Whitaker

Compute may be the most important input to AI. So who owns the world’s AI compute? Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.

Claude Code updated the @EpochAIResearch chart for me; I think the heading needs to change.

@RealProducerBen The printed tweet days

How it started:

@johncoogan @sama Congrats!!

TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with @sama for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.

@jordihays Congrats!!

TBPN has been acquired by OpenAI The world is changing quickly but TBPN will stay the same. Live every weekday just with a lot more resources. Thank you to everyone that has been a part of this journey big or small. We are 17 months in and unironically just getting started.

OpenAI is acquiring TBPN This has been a dream job and the show only gets better from here

Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon

Really interesting research from friends at Standard Intelligence! Check it out!

@si_pbc Fantastic work

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.

@RealProducerBen incredible

NEW MARKET MAP JUST DROPPED!

@tylercosgrove very cool

made a market map that has every company on it

@tylercosgrove Incredible job boys

we got roon in a super bowl ad before gta 6

@Willob @PirateWires @huntryerson Great work @huntryerson

The Hamilton Society is profiled in @PirateWires today. Thanks for the write-up @huntryerson. Read it if you want to know more about what we are about.

@s8mb waiting on your review!

I am so excited about Europa Universalis V. I am ready to be disappointed, as I was by Victoria 3, but they really seem to be doing everything I've wanted from an EU game: lots of flavour on launch, more of a simulationist approach, loads of dynamic flag mechanics, dynamic trade, and at least some representation of the Hanseatic League. Plus an earlier start date to include the Hundred Years' War – my current historical preoccupation – the Black Death, and the Great Schism. Can't wait.

calling the top on top-calling literally which part of this deal is so puzzling chatgpt recommends products, walmart sells products. obviously there should be some kind of partnership here

@tylercosgrove infinite jest

dear mr. kushner, here are the books i will be sending. let me know which address works best 1. The Panic of 1893 (Bruce Ramsey) 2. The Great Crash (John Kenneth Galbraith) 3. The Scaling Era (Dwarkesh Patel) 4. Money For Nothing (Thomas Levenson) 5. LeBron (Jeff Benedict) 6. Boom (Byrne Hobart & Tobias Huber) 7. Morris Chang’s Autobiography (only available in Chinese) 8. The Railway Mania and its Aftermath (Henry Lewin) 9. Bubble in the Sun (Christopher Knowlton) 10. 1929 (Andrew Ross Sorkin) 11. Japan’s Bubble, Deflation, and Long-term Stagnation (Koichi Hamada) 12. Devil Take the Hindmost (Edward Chancellor) 13. Infinite Jest (David Foster Wallace) 14. Deep Learning (Ian Goodfellow) 15. Keeping at it (Paul Volcker) 16. The Art of Speculation (Philip Lord Carret) 17. The Nvidia Way (Tae Kim) 18. Discipline Equals Freedom (Jocko Willink) 19. Extraordinary Popular Delusions and the Madness of Crowds (Charles Mackay) 20. Speculation and the Chicago Board of Trade (James Ernest Boyle) 21. Leverage: A Key to Success and Wealth (Ron D. Pate) 22. Superintelligence (Nick Bostrom) 23. The Power Broker (Robert Caro) 24. DTV (Michael Moritz) 25. The Railway King (R.G. Kirkpatrick)

@maxwellfarrens @dwarkesh_sp @dwarkeshpodcast @conor1oshea 🔥

Big week for the pod. Couldn't be prouder to be part of this team

@jaltma @vhankes fantastic

In many ways, Thrive is helping define the current era of venture capital. @vhankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and friend. Excited for more people to hear his thinking, hope you enjoy.