Ben Bajarin

@anshelsag @nikitabier @bearlyai Was just about to say I know that guy! Lol

@nikitabier @bearlyai

Evan Spiegel talks Snap Spectales vs. Meta Raybans. Feels a vertically-integrated approach targeting higher end (eg. Tesla with Roadster, Apple with iPhone) is the move for smart glasses. Also, says brand association is risky for Luxxotica: “I think it’s much more harmful for Luxottica than it is for Meta. I think Meta needed to partner with Luxottica because the Meta brand…is not something that people want to put anywhere near their face. So, I think that Meta really needed [them]. I think what’s challenging for Luxottica is they took the most iconic, crazy high-margin product and they destroyed the margin and then they associated it with Meta. So I think we’ll see if that pans out over a longer period of time, if that was the right brand choice for them. But I can definitely see why Meta needed to camouflage their brand, which I think a lot of people don’t resonate with and don’t like, with the Ray-Ban brand. But I think people are misreading the dynamic of what’s happening when you have Meta Ray-Bans on the shelf next to a regular pair of Ray-Bans and they’re both about the same price.” *** Full interview with David Senra here: youtu.be/Sr6n-9mzYnk?si…

@ChristopheC1980 Nah

@BenBajarin Yes

Not enough compute is the correct take IMO. Which has quite a lot more implications if you think about it and play that out to its logical conclusion. Software still burdened by hardware’s inability to keep up. Maybe software is 2-3 years ahead of hardware?

@ChristopheC1980 No

@BenBajarin What does 'hardware keeping up with software' even mean?! Thats just meaningless gibberish.

@Deenobrown123 They are one of the cleanest under valued at the moment.

@BenBajarin Now do Micron. Micron will make over $100 billion in profits in 2027. Profits not revenue.

And $avgo likely does ~$120b in 2027 of AI chips revs.

@buccocapital Agreed

I do not want to read your fucking slop article. I want to read interesting, real articles from literally anywhere else on the internet

Twitter can make whatever algorithm tweaks they want. It doesn’t really matter The only actual thing that anyone with a brain cares about is to let people post links again without being punished Everything else is bullshit. And they will never do it

@AnushElangovan I think I say a stat 70% ish are AI related.

Agent Highway I-80: Every billboard coming into SF on the Bay Bridge is agentic. Let’s see how many you can find.

All infra, all software, all services, will have to be rearchitected for AI. This is a long cycle.

This chart puts the datacenter demands into perspective very clearly. Amazon has done more capex in the last 3 years than its entire history. Right now most AI adoption is on chat tools that are relatively token efficient. Comparatively, coding agents, use orders of magnitude more tokens, but are only used by a small population today. These same kind of consumption patterns are about to come for the rest of knowledge work as well. The demand to process tokens for agents is probably 100s of times greater than we’re realizing right now. Expect these charts to keep going vertical.

This was the obvious conclusion the day the news hit.

@SteakandChickn I am not worried about EMIB at all and EMIB -T will be a differentiator.

Lmfao it’s been a while since I’ve read some good FUD. EMIB is THE most mature IFS packaging technology and has shipped hundreds of millions of bridges and tens of millions of units.

@tunguz Such simpler times :)

Do you guys remember when people used GPUs to play video games? LOL, that was fun.

@GrahamsonT You get a sticker :) ⭐️

@BenBajarin Nvda, amd, appl, avgo?

Doing some customer modeling on TSMC and this stat stands out: In 2023, TSMC had one customer (Apple) above $10 billion in annual revenue. By 2027E, it is projected to have four, including Apple, all above $20 billion.

@Utkarsh_sai_K I am as shocked as you!

@BenBajarin my guy got 1.6m impressions for typing “dude” 😭

Dude

Today's project: Can AI help Ben create his new bee garden structure and only have to go to Home Depot one time.

Just spent a week in China deep diving the general-purpose robotics ecosystem. Key takeaway: while we’re vibe-coding… China is vibe-manufacturing ! A few things that stood out: 1) China has cracked “vibe manufacturing” Startups are spinning up hardware like we spin up code. AGIBot (3 years old) has already built ~10,000 robots. 2) The entire stack is being built in parallel. Every serious robotics company is full-stack: hardware + controls + foundation models. 3) Data factories are real and massive. Hundreds to thousands of people teleoperating robots 24/7 to generate training data. In some cases, the government is literally buying robots, generating data, and selling it back to companies. 4) The supply chain is overwhelming. Foxconn, BYD, LYitech - everyone is plugged into the same dense, hyper-responsive manufacturing base. This is why iteration speed is so high. 5) Structural paradox: Labor is both tailwind and headwind. Cheap, abundant skilled labor powers the supply chain… But it also makes automation harder to justify domestically. → Weak ROI for robotics inside China → Strong incentive to export 6) Hardware is impressive. Intelligence is not (yet). Amazing kinematics—dancing, acrobatics. But limited ability to execute simple instructions reliably. 7) Everyone is moving up the stack Every major CM/ODM is building their own robots—humanoids + wheeled. Today’s suppliers will be tomorrow’s competitors. 8) Dexterity remains unsolved Lots of prototypes. Very few real demos. So what does this mean? Physical AI requires strength in both bits and atoms. Right now: China → dominates atoms (manufacturing, supply chain, scale) US → leads in bits (models, autonomy, software) We are dangerously behind in atoms. If we want to compete, incrementalism won’t cut it. We need to: - Build depth and breadth across the electro-mechanical supply chain - Scale CMs / ODMs / JDMs domestically - Move 100x faster, think 100x bigger on scaling manufacturing infrastructure Hats off to those doing their part to advance domestic manufacturing supply chain - @makematterco, @VulcanForms, @brightmachines, @thebotcompany @gs_ai_ , @MytraUS, @mind_robotics, @tesla_optimus, @atomic_inc, @Senra_Systems, @pathrobotics, @machinalabs_,@figure_robot, @HadrianInc , @agilityrobotics

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