Myosu

앱 레이어가 긍정적이어보이는 플로우네.. 정말 잘 선별하면 좋다고 본다.

와 세미애널 부럽다 !!!!!

I just got back from SF and I FEEL INSPIRED. I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires. My takeaways: 1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices. 2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha. 3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda) 4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general. 5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million 6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works. 7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead. 8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one. 9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders. 10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time. 11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now. 12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly. 13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS. 14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here.... 15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all. 16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol. 17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet. It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED. But I'm so happy to be back home, locked in and building. We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real. What an incredible time to be building.

새삼 변화의 속도가 정말 빨라서, 1달 전에 참이었던 것이 그렇지 않게 되는구나. 매번 만나지만 참 난해하단 말이지. 이 사실 자체를 인지할 수 있음에 감사해야 하는 것 같기도..

틀렸습니다. AI는 돈을 법니다. 당분간은 그렇게 될 것입니다. 그리고 대중들은 나중에 AI가 생각보다 비싼 것이었다고 깨닫게 될 것입니다. 지금의 AI가 막대한 보조금 위에 올라와 있었다고 말이죠. 그렇게 너무 비싼 AI는 결국 쓰지 않기로 선택하게 됩니다. 그래도 AI는 돈을 법니다.

하버드 메디칼 스쿨이 ‘Longevity’에 관한 첫 번째 Special Health Report를 발간했습니다. 이처럼 최고 수준의 기관이 일반 대중을 대상으로 롱제비티 과학을 종합적으로 다룬 것은 이번이 처음이라고 하네요- 네, 롱제비티가 메인스트림입니다.

좋겠다. 우리나라 공단 가보면 5시 반에 공장이 멈춘답니다.

인피니온의 전력 반도체 가격 인상. 전력 반도체가 중요해진다는 측면에서 또 중국이 생각난다.

큰거온다는.

In the era of #ArtificialIntelligence, when human dignity is threatened by new forms of dehumanization, ours is the pressing duty to remain profoundly human. We must lovingly safeguard the grandeur of humanity bestowed upon us and revealed in its fullness in Christ, the splendor of which no machine can ever replace. #MagnificaHumanitas vatican.va/content/leo-xi…

NOW - Pope XIV says the church and Anthropic, will work together to "find the way for humanity, in this time of artificial intelligence."

Interesting news.skhynix.co.kr/ihbm-solution/

I wasn’t planning to share this, but it’s such a high-quality explanation of CPO that I have to. Just watch it. You’ll regret it if you don’t. youtu.be/wiH6d4m9o4o?si…

Eli Lilly has done it. They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol. That means they'll be able to effectively prevent most heart disease with a single infusion!

MS가 코드 비용이 인건비를 초과했다고 인정.

AI 수요에 대한 통찰. 다만.. 보조금이 부풀리는 것도 있지 않을까? 현실이 상상을 가로막는다면, 사람들의 상상은 거기서 멈추게 될 거니까..

동의. 적당한 스트레스.

Mark Zuckerberg says he doesn't drink coffee or caffeine and does jiu-jitsu instead "Sometimes on vacation, I'll drink it recreationally. I don't like any kind of chemicals or anything like that" "My sister gives me such a hard time about that. She's like, 'You're just sitting there raw dogging reality'" "I wake up and I fight people... It's neurologically stimulating, good cardio and strength, it's a good day" "Better than caffeine for me. I'm just not into that stuff"

Samsung Electronics Achieves World's First "900-Layer V-NAND"… Countdown to the 1,000-Layer Era Samsung Electronics has become the world's first to successfully implement a prototype of 900-layer-class V-NAND technology, taking another step toward the era of "1,000-layer NAND." Amid intensifying layer-count competition with rivals, the achievement is being seen as Samsung securing a decisive technological lead in a single leap. According to the semiconductor industry on the 25th, Samsung recently realized an integrated 900-layer-class V-NAND system using "Cell Multi Bonding (CMB)" technology, which joins two 450-layer cell wafers into one. NAND flash, which stores data, is a core component in AI servers, smartphones, and data center storage (SSDs). Much like stacking floors in an apartment building, the higher the layer count, the more capacity can be packed into a limited chip footprint, allowing more data to be stored while maximizing power efficiency. It is regarded as a key technology for winning dominance in the AI server and on-device AI markets, where high-capacity, high-efficiency components are essential. In the current mass-production market, SK hynix holds the highest layer count with its 321-layer 4D NAND. However, Samsung—while preparing for mass production of its 10th-generation V-NAND (V10, 400+ layers) this year—has at the same time vaulted to the 900-layer mark at the research stage, positioning itself advantageously in the next-generation NAND market. Regarding these research results, Samsung stated that "normal cell operation characteristics were verified," emphasizing that this goes beyond mere theoretical stacking to demonstrate a level of capability that actually functions. Since commercializing 3D V-NAND for the first time in the world in 2013, Samsung has continuously evolved its processes to overcome stacking limits. In the past, it used a "single-stack" method of drilling and stacking fine holes in a single pass, but as layer counts rose, it ran into physical limitations such as wafer warpage and alignment errors. In implementing the 900-layer device, Samsung resolved wafer warpage—the biggest obstacle—by adopting an advanced upper chuck design. Misalignment errors that occur during bonding were overcome with its proprietary "new overlay correction" technology. Newly introduced bitline (BL) and wordline (WL) structures also delivered meaningful gains, simultaneously reducing power consumption and chip size. Globally, China—led by Yangtze Memory (YMTC)—is chasing Korean firms at the threshold of 300-layer-class NAND mass production. With government support and the localization of equipment, it is pursuing capacity expansion and technological advancement at the same time. If YMTC succeeds in mass-producing 300-plus layers within the year, price competition could intensify and pressure Korean firms' profitability. For this reason, Samsung's 900-layer achievement is highly regarded as a strategic move to build a technological barrier over the medium-to-long term. An industry official said, "900-layer NAND technology is not simply three times 300 layers—it is a technology that changes the paradigm of the stacking process," adding, "It sends global customers the message that Samsung remains the technology leader, and it will have the effect of limiting Chinese firms' volume and price offensive."

빚을 완전히 갚을 순 없지만, 미리 채워두는게 낫다는 걸 몸소 실천하는 브라이언 존슨입니다. 그의 언급이 좀 더 실천지향적으로 다가온 것처럼 느껴지네요.