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davidlee
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davidlee
@davidlee
Head @samsungnext. EVP, Samsung Electronics. Tweets/RT are mine.
Los Angeles, CA Katılım Mayıs 2007
4.8K Takip Edilen60.3K Takipçiler
davidlee retweetledi
Whenever I see the question on whether a product is going to increase or decrease margins, I want to ask: would you rather make more money or less money? What matters isn’t profit margin, it’s profit dollars per unit of capital. I don’t have a view on whether Google should be selling TPU’s or whether they should be renting 3rd party capacity, but if you are an owner, i think you’d ask if those deals would make you more money (profit dollars) and if so, you’d want to know how much additional capital you’d have to put up to make those profits. Margin wouldn’t really even matter to you
Gene Munster@munster_gene
$GOOG dips slightly more. Now down 4% on CFOs comment that Cloud margins they will go down in the back half of this year because they need to go to third parties, aka $SPCX , to meet the demand. $GOOG As for TPU's would not answer the question about margins on TPU vs Cloud, now at 35.6% which is a record. TPUs are likely dilutive to margins but it's still small.
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Great podcast with @stevehou from @Silicon_Data he’s deep in the weeds on adoption, GPU rental rates and frontier vs open source model pricing. The token explosion is upon us, it still feels early.
Forward Guidance@ForwardGuidance
NEW POD We Cover: 🔸 @Silicon_Data token index 🔸 Winners from cheap AI 🔸 GPU demand still rising 🔸 Memory bottleneck 🔸 Enterprise adoption & more! @fejau_inc @stevehou 00:00 Intro 01:01 Why AI Compute Needs Hedging 06:55 What The Token Index Really Shows 14:04 Token Maxing Meets Efficiency 18:35 Who Captures AI’s Value? 22:12 Old GPUs Reveal Surging Demand 27:10 GPU Markets Keep Tightening 32:03 The Memory Bottleneck 37:07 AI’s Next Phase
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For nearly 20 years I've heard Balaji endlessly talk about this moment ("You got a second?")
He takes "First they ignore you, then they laugh at you..." to another level.
So happy to see him hit this milestone. He continues to look less crazy over time.
Balaji@balajis
I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School. Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent.
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davidlee retweetledi
We've been quiet since Trinity-Large-Thinking came out in early April - but for good reason!
I'm excited to finally share that not only have we @arcee_ai joined the DOE's Genesis Mission, but to also announce the development of Genesis-Science-1.
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today is a huge day for the original readwise highlights app. we completely rebuilt it.
early testers have called this modernization "a quantum leap forward." and we hope you'll feel the same
(if you use readwise, please let me know what you think!)
Readwise@readwise
Introducing: Readwise 2.0. The same app to easily revisit and learn from your highlights, now rebuilt from the ground up. Fresh design, smoother animations, much faster everywhere. Plus: better search, new ways to capture, AI chat, and much more. Live now.
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Surreal endnotes section to have in an official government report
Director Michael Kratsios@mkratsios47
In response to @POTUS's call for a revival of America's scientific enterprise, today I’m releasing Science: A New Golden Age. This report is a blueprint for renewing American scientific leadership for the 21st century.
Mount Rainier, MD 🇺🇸 English
@AlecStapp This is great! Would love to see a parallel effort to ensure that all foreign grad students are incentivized to stay as well.
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Major new report from the White House Office of Science and Technology Policy.
Five things in the report I really liked:
1. Proposes metascience units as a way to advance experimentation in science agencies.
IFP recommended OSTP take this forward in our response to a 2025 RFI.
2. Advocates for a portfolio approach to federal science funding.
Right now, basic research funding largely goes to incremental, project-based grants. While important, they can’t be the only mechanism we use to fund science.
3. Recognizes the need to launch new institutions.
It specifically highlights X-Labs as an experiment with independent labs that can take on ambitious challenges. This is a bipartisan idea whose time has come.
4. Focuses on a mix of innovation funding mechanisms, including fast grants, prizes & challenges, and advance market commitments.
We described and contextualized these ideas in the Atlas of Innovation, which can help policymakers design and implement these approaches.
5. Seeks to reduce burden for American scientists, who face mountains of paperwork.
Scientists should spend more time doing science and less time writing/reporting on grant proposals and working to meet regulatory requirements.
Director Michael Kratsios@mkratsios47
In response to @POTUS's call for a revival of America's scientific enterprise, today I’m releasing Science: A New Golden Age. This report is a blueprint for renewing American scientific leadership for the 21st century.
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⚪️ New App: Slate — a voice journal built on one rule: nothing leaves your phone.
100% Apple, top to bottom. Transcription by SpeechAnalyzer on device. Reflection by the 3 billion parameter Apple Intelligence model on the Neural Engine. Storage in SwiftData. Swift 6, SwiftUI, Liquid Glass. Zero third-party code in the binary.
There's no account. No analytics. No tracking. No third party SDKs. No network calls. The app is private because there is nothing to collect. Turn on airplane mode and everything still works. There's no server.
You speak your mind and slate writes it down. It notices patterns and reads your week back to you in a summary every Sunday.
The local model is an observer. It never replies or advises or comforts. When it has nothing real to say, it says nothing.
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This administration was vilified for cutting fundamental R+D sources like NSF.
And there were instances where they cut too deep but these institutions became consenus-driven and thus dysfunctional. There are no statues of committees.
Great step to bring the scientist to the forefront.
Dean W. Ball@deanwball
There are very few government documents from any administration that I can guarantee you, sight unseen, will be a banger. This is one of those documents. Congratulations to all involved for getting this out the door.
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@michellelsun Yes, desktop internet was big but mobile (ie, internet in your pocket, in the real world) made it something different
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Robotics & physical AI is the highest leverage bet in tech right now. Labor gaps in manufacturing, elder care, defense, and space all reduce to the same requirement: bodies that work in the real world, not just software and models.
What's changed: actuator costs are down, sensor quality is up, and foundation models let one policy generalize from a biped to a factory arm. The stack finally clears the bar hardware alone never did.
The differentiation moves past motor design into sim-to-real transfer, data flywheels, and low-cost embodiment at scale.
What are you building?
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My precise take and I'll add one more:
Mark Wahlberg would have been a better Odysseus.
TBPN@tbpn
.@tylercowen thinks The Odyssey was a disappointment. "I thought the dialoge was lame. I don't mind the cross-ethnic casting at all. I just didn't think they were the right people. Matt Damon is not Odysseus. He's just not impressive enough physically. The woman who played Calypso just seemed like a suburban housewife. I love Zendaya, but she didn't have any real role. So they screwed up many things." "Compared to other movies, it's fantastic and it's dreamy and it's impressive. But mostly I was disappointed."
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An internet for humans
Substack@Substack
Today, Substack is launching an AI detection feature, via an integration with @pangram. Going forward, you’ll be able to scan posts, replies, and comments on the Substack app to see an estimate of how much of it was written by a human, or with AI assistance.
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davidlee retweetledi
@Silicon_Data works with 1,000+ clients, including many leading financial institutions. As compute becomes a tradable asset class, we’re seeing a wave of firms launching dedicated compute trading desks.
I’m actively helping these firms hire compute traders. If you’re a trader looking for your next opportunity, DM me. There are a lot of compute trading desks opening across our ecosystem.
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davidlee retweetledi
We just solved the biggest UX problem in AI.
Today, we're releasing AI Autocomplete, a SDK that gives every text box a brain.
It boosts your conversions by 50%+ by guiding your users as they type with what your product can do, and 500+ companies have already signed up.
So check it out if you have a search box or assistant.
Add it in under 5 mins ↓
ai-autocomplete.com
(or comment your product name, and we'll reply with a demo of it working on your product)
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davidlee retweetledi
davidlee retweetledi
@RayDalio is pointing to one of the most obvious truths in business and one of the hardest to practice.
Large companies often equate success with scope. Promotions come with bigger teams and larger budgets. People learn that the path to advancement is to accumulate resources. The system then produces fiefdoms when what the company actually needs is focus.
We should measure leaders by the results they create, not the resources they control.
Growth, efficiency, and invention should be rewarded. Organizational sprawl should not.
There is tremendous power in a single-mission leaders.
Two principles that I’ve found worth institutionalizing are:
1. Reward leaders for the size of their outcomes, not the size of their organizations.
2. Your loyalty should be to the individual contributors of your company and to the company mission. The job of a leader is to clear the path so every individual contributor can do their life’s best work with the least possible friction.
Great leaders do not build empires.
They make themselves less necessary. They collect blame. They deflect credit. They prioritize focus over territory.
Ray Dalio@RayDalio
While it's great for teams and departments to feel a strong bond of shared purpose, loyalty to a boss or department head cannot be allowed to conflict with loyalty to the organization as a whole. Fiefdoms are counterproductive and contrary to the values of an idea meritocracy. #principleoftheday
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This is great.
Worthy successor to "1000 True Fans" by @kevin2kelly
open.substack.com/pub/kevinkelly…
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