Amir Efrati

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Amir Efrati

Amir Efrati

@amir

Executive Editor @theinformation. We're hiring. amir @ https://t.co/XVwTW5utuC amir.62 on Signal

San Francisco Katılım Şubat 2010
996 Takip Edilen40.7K Takipçiler
Amir Efrati
Amir Efrati@amir·
@xiaob123 Google said zero TPUs are idle fwiw. You’re right about durability of Nvidia and residual value but they have been a pain to set up in new generations.
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Xiaobaok
Xiaobaok@xiaob123·
@amir NVDA system once you stand them up has much durable residual value several years after, which is the anchor of these neoclouds’ valuation. Imagine these guys are stuck with a bunch of old TPUs not many people want to use after 2 years
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Amir Efrati
Amir Efrati@amir·
AI infra 🔥 Google's quiet effort sell TPUs to Nvidia's most loyal customers is getting interesting. Jensen is ~activated~.
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Amir Efrati
Amir Efrati@amir·
blockbuster lawsuit: Apple sues OpenAI over alleged trade secret theft by ex Apple employees now developing AI devices at OpenAI including leader Tang Tan
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Amir Efrati
Amir Efrati@amir·
This change has been the assumption for some time, Fidji just made it official. Revenue chief Denise Dresser has gotten a lot of airtime and responsibility in the interim...
Fidji Simo@fidjissimo

Today, I shared with the OpenAI team that I have decided to leave my full-time role at OpenAI and transition to being a part-time advisor. Three months ago, I had to go on medical leave after a severe exacerbation of a chronic illness I’ve lived with for seven years. During that time, it became clear that the road to recovery would be much longer and more complex than I had anticipated—and that I needed to focus on it fully. When I went on leave, many people told me I was courageous for prioritizing my health. The truth is that I am only making this decision now because I failed to make it many times before. Over the years, doctors, friends, colleagues, and loved ones encouraged me to slow down. Two years after I got sick, Facebook offered me the opportunity to take a full year of medical leave. I didn’t even pause to consider it. I immediately said no. At the time, Zuck told me I should play the long game. I wish I had listened. Looking back, I realize that a lot of what made me successful also made this decision incredibly difficult. I grew up believing that opportunities were precious and that when they appeared, you grabbed them with both hands. That mindset carried me from a small town in southern France to opportunities I never could have imagined. By the time I turned 40, I had already gotten to do more than I’d ever dreamed possible as a kid growing up in Sète. I love building. My work has always given me a deep sense of purpose. OpenAI in particular felt like a role that my entire career had been building toward, which made this decision even harder. But what I’m learning now is that grit and endurance are not the only skills required to have impact over decades. Sometimes the harder thing is to stop, listen, and trust that taking care of yourself today makes it possible to contribute for much longer tomorrow. This experience has also strengthened my conviction about why this work matters. It has been a jarring experience to spend my days helping build the future while simultaneously navigating a disabling disease that still has no cure. Over the last seven years, I’ve spent countless hours in doctors’ offices, dealing with symptoms, treatments, insurance, uncertainty, and all the invisible work that comes with being a patient. Like millions of others living with chronic illness, I’ve experienced firsthand how difficult healthcare can be to navigate, even when you have every possible advantage. More than ever, I believe that some of the most important opportunities for AI lie in helping people solve real problems in their daily lives: their health, their finances, their time and the everyday burdens that shape human experience. In particular, curing disease is the most important thing AI could accomplish. I’m excited to continue working towards cures through OpenAI but also through my work with @ChronicleBioAI and @CODA_research. I’m deeply grateful to @sama, @gdb and the OpenAI board for their support during this time and for offering a way for me to continue contributing to the mission without sacrificing my chances of recovery. I’m also so thankful to my team and the many extraordinary colleagues I’ve had the privilege to build alongside. For now, my focus is recovery. But my belief in the potential of technology to solve deeply human problems has never been stronger.

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Amir Efrati
Amir Efrati@amir·
AI infrastructure news: Lancium, the land/power developer of OpenAI's Stargate site in Texas (& more) in talks to sell minority stake. Recently talked to Nvidia & Anthropic
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Amir Efrati
Amir Efrati@amir·
AI's tangled web gets more tangle-y by the week
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Amir Efrati retweetledi
Leo Schwartz
Leo Schwartz@leomschwartz·
Scoop: In early June, the Justice Department sent out a memo warning its attorneys working on crypto cases that they should expect less cooperation from Binance. This comes as Binance is actively negotiating a formal end to its DOJ monitorship, implemented after the landmark 2023 criminal case against the leading crypto exchange, which has effectively been paused over the past year. In a statement, a Binance spokesperson denied to me that that the company is changing how it's cooperating with U.S. law enforcement. Also from the article: - The Treasury monitorship is still active - In June, the Treasury-appointed monitor, Sharon Cohen Levin, hosted a town hall with Binance's compliance staff, co-CEO Richard Teng, and Binance's new head of regulatory adherence, Andrew Stemmer
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Amir Efrati
Amir Efrati@amir·
new: Nvidia is increasingly ~partnering~ with its AI chip rivals. fascinating Jensen strategy
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Amir Efrati
Amir Efrati@amir·
Software customers are sensitive about AI swallowing their proprietary data. They're watching their software providers like a hawk🦅 HubSpot just found out
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Amir Efrati
Amir Efrati@amir·
can u be considered a legit AI model maker anymore if u ~aren't~ developing customer inference chips too? maker of GLM 5.2 is latest to wade into this market
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