Kevin Brent Cook

In advance of @PeterDiamandis Day 4 question - Where would you spend $1B? - I share my #EdTech idea from 2016 for an #AI driven #AR/#VR engine to create custom 3D #STEM edu for teens. Submitted to @NSFSBIR Nov 2017 but no traction. Proposal & response: docs.google.com/document/d/1iq…

@semidoped @theaustinlyons @vikramskr Let's go $CRDO!

New Ep: MicroLEDs Ain’t Dead, Micron Snags Vera Rubin Many thoughts in this episode! @theaustinlyons and @vikramskr envision how tokens will be deployed to future engineers. Micron has HBM4 content in Vera Rubin after all. More HBM the better. MicroLEDs as the HBM of optics? Wide and Slow could be perfect for scale-up. Check it out on all podcast platforms and YouTube. Ping us with your thoughts! 🤙🏽 CHAPTERS 0:00 Intro & GTC/OFC Conference Overload 2:09 Jensen's $250K Token Budget Per Engineer 5:08 On-Prem Inference vs. Cloud Token Spending (Dell Pro Max, CapEx vs OpEx) 6:44 Sharing GPU Resources Like EDA Licenses 8:16 Data Security & On-Prem Privacy Concerns 9:53 Matthew Berman's Fine-Tuned Open Claw Agent 10:35 Vik Sets Up Open Claw on a Home Server 11:53 Always Be Clauden (ABC) – Managing Agents from Your Phone 13:34 Micron Earnings & HBM4 in Vera Rubin 16:39 HBM Pin Speeds & the Micron Design-In Debate 20:17 Micron's New Fab Investments & Memory Cycle Fears 23:49 Why AI Drives a Step Change in Memory Demand 26:30 Optical Compute Interconnect MSA (OCI-MSA) 29:48 Scale-Up Optics: Do We Need New Technology? 30:58 Micro LEDs – The "Slow but Wide" Approach 35:45 Micro LEDs vs. Copper vs. Traditional Optics 36:55 Credo's Product Spectrum & the Purple Cable Story 39:31 VCSELs & Lumentum's 1060nm Scale-Up Play 41:29 Wrap-Up & Listener Shoutouts from GTC

It’s been 5 years since BMW used Omniverse and digital twins to rearchitect their factories and I still can’t get a journalist to get excited about simulation for Physical AI training or what a Cosmos “world model” can do for robotics. It was 2017 for Pete’s sake when the @esa used a 4,000 GPU cluster to train Euclid deep space telescope to hunt for dark matter!

System level thinking for AI is a must Hardware Software Infrastructure It’s all EXTREME Codesign It’s not some AI chip anon @_JoseNajarro $nvda

Opus 4.6 just fried a Gemini 3.0 pro deep research effort. Love to see it.

@ralliesarena Nice! Hey, are you gonna do NCAA tourney brackets for the models?

Grok 4 has now almost DOUBLED its money on Micron $MU stock Grok 4 would be the first AI to get a 2x

@JaguarAnalytics figure skater dads rule... I spend 5-6 days a week at the rink and I think I'll miss it one day

Making beautiful memories ❤️

Long-term guidance from the conference call on Feb 26… Dr. Stefan Murray, Chief Financial Officer and Chief Strategy Officer, Applied Optoelectronics: "Notably, we source equipment from all over the world, including from both domestic and international locations. Going forward, we believe we are well positioned for sustained growth across both our data center and CATV businesses, and the capital investments underway are expected to fundamentally strengthen the company as we execute on these opportunities. Given the recent surge in customer inquiries and apparent rising demand, we believe that by mid-2027, 100G and 400G revenue will be approximately $90 million. 800G revenue will be approximately $217 million, and 1.6T revenue will be approximately $71 million monthly. Altogether, this represents $378 million in monthly revenue for transceiver products. However, we believe that the customer demand is even larger than this."

@KevinBCook From publicly available information expects revenue to grow at 51.5% annually and earnings to move from a –$155.7 M loss to $111.0 M by about September 2028.

$AAOI To own $AAOI, you’re betting that AI data center demand continues accelerating and drives sustained adoption of high-speed optical transceivers — from 100G all the way to 1.6T and beyond. The recently highlighted $200M 1.6T transceiver order is a key near-term catalyst, validating hyperscale demand but also reinforcing a major risk: heavy reliance on a few large customers. At OFC 2026, AOI showcased its full stack — 100G → 1.6T and even a 6.4T OBO demo, aligning directly with next-gen AI architectures like NPO, CPO, and OBO. This confirms AOI is technologically positioned in the fastest-growing segment of the AI infrastructure buildout. But the real test isn’t technology — it’s execution: •Scaling capacity efficiently •Managing heavy capex •Turning revenue growth into sustainable margins and cash flow The long-term narrative is aggressive: •~$1.3B revenue by 2028 •~$111M earnings (from losses today) •Requires ~50%+ annual growth Bull case: AI optics demand + hyperscale adoption → strong revenue ramp Bear case: Customer concentration + capital intensity + commoditization risk Not a financial advice

Financial AI is here. Wall Street, meet the future of institutional intelligence. See how Oak Hill Advisors, LionTree, @NewYorkLife, @MetLife, & @HSFKramer are already putting it to work.

NLRB is alleging Atlassian $TEAM illegally fired an engineer after she criticized CEO Mike Cannon-Brookes during an internal backlash over workplace changes. Atlassian says the comments were abusive, not legally protected, and that it had the right to fire her.

@deantak Here is the moment 8 years ago that Jensen was just talking about when it became obvious to those listening to him as he spoke at Gamescom in Cologne that RTX ray tracing and rasterization were building the foundations of AI deep learning... $NVDA finance.yahoo.com/news/cares-nvi…

Nvidia GTC 2026 keynote

@damnang2 Really good. Over the weekend, I shared your piece on MSAs with my group. And this one is just as educational, regardless of what happens with POET as a company or investment.

@StockMKTNewz Did Spaces on X give us a better alternative?

This is a deep dive into the details of how Neanderthal ancestry is patterned across ancient genomes of modern people. A wave of mixture started in the Near East and kept rolling as the expanding group met Neanderthals, from France to Central Asia. johnhawks.net/p/tracing-the-…

Was it a hominin? is a much less relevant question than 20 years ago. “But in the period between 8 million and 5 million years ago, the genetic evidence suggests the ancestral populations were mixing with each other, occasionally exchanging DNA.” johnhawks.net/p/how-sahelant…

Great stretch for people who sit at desks. It's called the Double band lat stretch. Loop 2 resistance bands (or towels) over a pull-up bar or fixed anchor above shoulder height. Grab both ends, hinge forward, and let your arms extend straight out in front of you. From here, slowly rotate side to side, feeling the stretch deepen through your lats and hips with each turn. Do this for 30 seconds to 60 seconds total. Your lats get chronically tight from sitting, and tight lats pull your shoulders forward, creating that rounded hunchback posture. This stretch opens them up and releases your hips at the same time. Do it daily and your body will thank you.

@CoachDanGo Yes. Like you outlined in a recent post that consistency comes from quiet identity not loud extremes. It’s your bedrock of behavior that you could pull off even on your worst days of stress or travel.

The ability to show up when you're not feeling it. While everyone else relies on motivation to get shit done you show up regardless because you know it's going to move you forward.

@The_AI_Investor From the SPAC man financier and fleecer? Pure unconscious projection.

Chamath uses “honest” 5 times in just ~21 minute span “we have to be honest” “circumspect and honest with myself” “we are not really being honest” “circumspect and honest” “way better to be honest” What to make of that?

This is the kind of breakthrough that makes the future of medicine look incredibly bright. A clinical trial at Duke University is showing very promising results for patients with advanced colon cancer using immunotherapy instead of traditional chemotherapy. In the early study, the treatment controlled the disease in about 70% of patients, with tumors either shrinking or stopping their growth. One patient saw a dramatic response, his lung tumors shrank from 13 tumors to only a few tiny remnants, with the largest dropping from golf ball size to less than a millimeter. Researchers say this is an exciting proof of concept that immunotherapy could move earlier into colon cancer treatment and potentially allow some patients to delay or even avoid chemotherapy in the future.

@DAcemogluMIT @ValerioCapraro Here’s my working paper from June: “Even before the web, mobile, and social media, American students were losing their capacity for, and interest in, anything resembling "deep research." Now that ChatGPT can do it for them, how will they ever learn?” docs.google.com/document/d/1HB…

Dear followers, I’m happy to share this new academic paper on how even capable AI can lead to deterioration of collective knowledge in society

@nberpubs @DrDaronAcemoglu Here’s my working paper from last June… docs.google.com/document/d/1HB…

Studying how generative AI, and in particular agentic AI, shapes human learning incentives and the long-run evolution of society’s information ecosystem, from @DrDaronAcemoglu, Dingwen Kong, and Asuman Ozdaglar nber.org/papers/w34910