Tommy Beringer

This one actually made me pause. Scientists built a robot made of liquid. Not flexible. Liquid. It can split, merge, squeeze through tiny spaces, and then re-form. When it breaks, it heals itself. No motors. No joints. No rigid body. I’ve spent years thinking about AI as the brain of machines. This feels like the first glimpse of something else. A body that does not have a fixed shape. Today it’s millimeter-scale. Tomorrow, it’s medicine moving through the body, or machines exploring places nothing solid can reach. That thought excites me. And honestly, it unsettles me too. So here’s the question. When machines no longer have a stable form, what does “control” even mean? #AI #Robotics #SoftRobotics #Innovation #Technology #FutureOfWork

🦌Tonight • 11:15 PM PT Red Nose 2 — Teaser by @brianjamesgage 11:15–11:50 PM PT 🎄 🎄 Echoes of the Heart | HO | X: @ho_pam 🎄 Let the Strangeness In | ATS Vibes | X: @ATSVibes 🎄 Hell for You | Nayri the Witch | X: @NayriTheWitch 🎄 I’d Like You to Know More | The Chuck Tone | X: @TheChuckTone 🎄 Simply Unclean (Simple and Clean Dirty Bass Rendition) | Dr. Otaku – TIKI TECHA | X: @TIKITECHA2095 🎄 Christmas Chaos at the Honky Tonk | CyberMetal Records | X: @CyberMetalRec 🎄 Mycelium Forest | XoC | X: @theXoCillian 🎄 BẠD JKN (V1) | Kid Krayon | X: @kidkrayon 🎄 The Neon Prophet | AlContent24 | X: @NeonPulse24

This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

Good Products are Opinionated. “Every great founder I’ve seen up close, or even from afar, is highly opinionated and they’re almost dictatorial in how they run things. Also, early-stage teams are opinionated. And the products they build are opinionated. Opinionated means they have a strong vision for what it should and should not do. If you don’t have a strong vision of what it should and should not do, then you end up with a giant mess of competing features. @Jack Dorsey has a great phrase: “Limit the number of details and make every detail perfect.” And that’s especially important in consumer products. You have to be extremely opinionated. All the best products in consumer-land get there through simplicity. You could argue the recent success of ChatGPT and similar AI chatbots is because they’re even simpler than Google. Google looked like the simplest product you could possibly build. It was just a box. But even that box had limitations in what you could do. You were trained not to talk to it conversationally. You would enter keywords and you had to be careful with those keywords. You couldn’t just ask a question outright and get a sensible answer. It wouldn’t do proper synonym matching, and then it would spit you back a whole bunch of results. That was complicated. You’d have to sift through and figure out which ones were ads, which ones were real, were they sorted correctly, and then you’d have to click through and read it. ChatGPT and the chatbot simplified that even further. You just talk to it like a human—use your voice or you type and it gives you back a straight answer. It might not always be right, but it’s good enough, and it gives you back a straight answer in text or voice or images or whatever you prefer. So it simplifies what we looked at as the simplest product on the Internet, which was formerly Google, and makes it even simpler. And you just cannot make a product that’s simple enough. To be simple, you have to be extremely opinionated. You have to remove everything that doesn’t match your opinion of what the product should be doing. You have to meticulously remove every single click, every single extra button, every single setting. In fact, things in the settings menu are an indication that you’ve abdicated your responsibility to the user. Choices for the user are an abdication of your responsibility. Maybe for legal or important reasons, you can have a few of these, but you should struggle and resist against every single choice the user has to make. In the age of TikTok and ChatGPT, that’s more obvious than ever. People don’t want to make choices. They don’t want the cognitive load. They want you to figure out what the right defaults are and what they should be doing and looking at, and they want you to present it to them.”