Arav Jain

It's official: The Infiniflop GPU service is shutting down. Learned a lot about the market, but the CapEx to build a Neocloud today + a very thin moat made it unviable. But, something big is being worked on over at @infiniflop Labs. Excited to work with @brokgrok4!

@claudeai --almost-dangerously-but-not-dangerously-skip-permissions

New in Claude Code: auto mode. Instead of approving every file write and bash command, or skipping permissions entirely, auto mode lets Claude make permission decisions on your behalf. Safeguards check each action before it runs.

@AlexFinn Alex, don't spread misinformation. OpenAI did not buy the project. OpenClaw is owned by the independent OpenClaw foundation. (which I lead)

Codex XHigh is so good for codebase cleanup and that one final polish before prod!

@FactoryAI I ran it with an API key after it used up an entire Max quota...$240 in just a few hours. Holy 😭 But yeah its rly good

Missions are now available to all Factory users. Long-running agents designed to automate large software tasks like building applications from scratch, migrations, and AI research. Let us know what you build!

"This webpage was reloaded because it was using significant energy" What the hell, Anthropic?

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

@lexfridman @nvidia fah yeahhhh lets gooooo

It was an honor to hang out with Jensen Huang, CEO of @nvidia, and do a long-form podcast with him. Really fun & fascinating technical deep-dive conversation on & off the mic. One of the most brilliant & thoughtful human beings I've ever met. NVIDIA is the most valuable company in the world by market cap and is the engine powering the AI revolution. Podcast probably out tomorrow (Monday) unless I get stuck in too many interesting conversations while running around in SF ;-) PS: I haven't checked my messages in days. Sorry for slow replies 🙏 Trying to stay deeply focused at in overwhelmingly intense time & barely hanging on. Love you all ❤️

Here is Elon Musk's full TERAFAB presentation from tonight, with the waiting period at the beginning cut out.

In order to understand the universe, you must explore the universe

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

i might be switching openclaw completely to @MiniMax_AI M2.7. it's actually insane

@blackboxai MiniMax M2.7 please?

- Meet Jensen Huang - Co-founder of Nvidia - a Self-made billionaire - sent to a strict reform school - cleaned bathrooms daily - faced brutal bullying from kids - used to carry pocket knives for protection - Worked as a dishwasher at dennys restaurant - decided to build a chip company with 2 people - struggled a lot for raising funding - first major investor said, "If you lose my money, I’ll kill you." ( was joking... mostly). - First product failed - Company almost died - had to lay off about 70% of its staff - only Had money for one last shot - Most people quit here but He didn’t. - bounced back stronger 🔥 - created the first modern Graphics Processing Unit (GPU) - Bet everything on AI when no one cared - it powered self driving car - powered crypto mining - revolutionized gaming - Led Nvidia to become the first company in history to hit a $5 Trillion market capitalisation - Surpassing Apple and Microsoft. - he always prefer a black leather jacket - still works 7 days a week - being highly technical - working closely with engineers - reviews details deeply instead of acting like a typical corporate CEO - still tell his team: "We are 30 days from going out of business." - tells students: "I hope you experience ample doses of pain and suffering" Resilience matters more than intelligence. one last shot is sometimes all it takes Absolute GOAT 🐐

"Failure is essentially irrelevant unless it is catastrophic." ~ Elon Musk

@aicodeking we need the old TTS back on your videos!

Rich People are rich because they understand this...

Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.

Jensen Huang just told every AI leader in the room to grow up. Stop scaring the public with science fiction. Start communicating like the weight of civilization is on your shoulders. Because it is. Huang: “AI is not a biological being. It is not alien. It is not conscious. It is computer software.” That single statement dismantles half the panic surrounding this industry. The mainstream conversation is dominated by people projecting human malice onto math. Alien consciousness onto code. Existential dread onto a software architecture we built, we trained, and we can read. Huang: “We say things like, ‘We don’t understand it at all.’ It is not true. We understand a lot of things about this technology.” When builders tell the public they don’t understand their own creation, the public hears threat. The state responds with control. That is already happening. Palihapitiya asked Huang what he would have told Anthropic during their regulatory clash with the Department of Defense. Huang didn’t attack the technology. He attacked the communication. Huang: “The desire to warn people about the capability of the technology is really terrific. We just have to make sure that we understand that the world has a spectrum, and that warning is good, scaring is less good because this technology is too important to us.” Warning shows risks, mitigation, why upside overwhelms downside. Scaring says we might be building something that destroys us and we can’t stop it. One builds trust. The other invites regulation written in panic. Huang: “To say things that are quite extreme, quite catastrophic, that there’s no evidence of it happening, could be more damaging than people think.” Projecting catastrophe without evidence is not caution. It is sabotage. When your technology is embedded in national defense, the financial system, and healthcare infrastructure, your words carry structural weight. If the architects act terrified of their own product, the response is predictable. Governments step in. They restrict. They seize control of something they don’t understand because the builders told them to be afraid. Huang: “There was a time when nobody listened to us, but now because technology is so important in the social fabric, such an important industry, so important to national security, our words do matter.” Most tech founders have not internalized this. You are no longer a startup founder disrupting an industry. You are running infrastructure that nations depend on. Your statements move policy. Your framing shapes legislation. Your tone determines whether governments treat you as partner or threat. Huang: “We have to be much more circumspect, we have to be more moderate, we have to be more balanced, we have to be far more thoughtful.” Huang did not ask for silence. He asked for precision. The leaders who cannot tell the difference will not be leading for long.