Mo El-Bibany

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Mo El-Bibany

Mo El-Bibany

@mobibany

venturing. founder @pageonevc.

Stanford, CA Katılım Ocak 2011
4.6K Takip Edilen2.2K Takipçiler
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Aakash Gupta
Aakash Gupta@aakashgupta·
The math on this should reset every analyst model for AI revenue. $1.25B per month is $15B per year. SpaceX's entire 2025 revenue was $18.67B. One AI lab just signed a contract that effectively doubles SpaceX's annual revenue, and the chips sit in a Memphis warehouse Anthropic doesn't own. For Anthropic to anchor a deal this size through 2029, the inference economics have to work backward to $80-100B in revenue by the back half. Compute runs 30-40% of an AI lab's opex. Their current ARR is roughly 10x where it sat 18 months ago. The deal implies another 10x trajectory by 2029. The other half is what Elon's team figured out. xAI built Colossus to train Grok. Capacity outran demand. So they sold the spare cycles to their biggest competitor at scale. After SpaceX absorbed xAI in February at a $1.25T valuation, this contract effectively becomes SpaceX's neocloud business in one S-1 filing. This is a playbook Elon has run before. Build infrastructure for yourself, monetize the surplus, accidentally create a category-defining revenue stream. Tesla cells became Megapack. Rocket cargo space became rideshare. Spare Grok compute becomes the largest inference contract in AI history. The clause everyone is skipping over: 90 days termination notice on either side. A $40B+ headline can unwind in a quarter. Both sides are buying speed. Anthropic needs H100s online this week. SpaceX needs the revenue printing this quarter. The H100s don't care which lab is paying for them. Compute scarcity is the only structural rule left in AI, and every other alliance bends to it.
zerohedge@zerohedge

ANTHROPIC TO PAY SPACEX $1.25B PER MONTH THROUGH MAY 2029 Is Claude scraping X?

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Elon Musk
Elon Musk@elonmusk·
As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
SpaceX in IPO filing: "We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."
Sawyer Merritt tweet media
Sawyer Merritt@SawyerMerritt

SpaceX's IPO prospectus (S-1 filing) is now officially public! You can read the full document here: sec.gov/Archives/edgar…

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Sheel Mohnot
Sheel Mohnot@pitdesi·
Anthropic is paying $1.25B a month to SpaceX for compute
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Tom Brown
Tom Brown@nottombrown·
We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes.
Tom Brown@nottombrown

In the next few days we'll be ramping up Claude inference on Colossus. Grateful to be partnering with SpaceX here. We are going to need to move a lot of atoms in order to keep up with AI demand, and there's nobody better at quickly moving atoms (on or off planet Earth)

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Genevieve Jurvetson
Genevieve Jurvetson@gjurvetson·
Wow 👏 👏 👏
Vivek Natarajan@vivnat

Out of all the announcements at @Google I/O today, this is the one closest to my heart - our foundational research on Co-Scientist was published in @Nature and we announced its broad availability via @GeminiApp for Science. When you are suffering from a disease, time is everything. As our collaborator and @StanfordMed Professor Dr. Gary Peltz reminds us, there are thousands of diseases out there with zero treatments. There is simply so much left to solve. Our goal with Co-Scientist has been to give scientists superpowers and help them get to these answers faster - compressing the scientific process from months and years down to hours and days. Much like Galileo's telescope helped us look into the stars, Co-Scientist is designed to help us make sense of the vast complexity of biological and scientific data. It is among the first examples of a truly general-purpose multi-agent system for scientific discovery. The core research question behind it was: How can an AI system engage in the rigorous, structured thinking that’s the hallmark of science and scientists? To tackle this, Co-Scientist builds on the principles of self-play and self-improvement underpinning @GoogleDeepMind breakthroughs like AlphaGo, generalizing them to scientific reasoning through self-debates. Since our preprint last year, we have further improved its capabilities and have been validating it in collaborations with scientists across over 100 institutions globally, spanning both academia and industry. And we are thrilled to see the emergence of a new form of AI-human scientist collaboration that's already leading to important new insights, discoveries and peer reviewed publications - from understanding antimicrobial resistance (published in @CellCellPress) to decoding plant immunity, to identifying new treatments for liver fibrosis (Advanced Science), cancer, neurodegenerative diseases like ALS and the grand challenge of aging. I have always believed AI's greatest promise is accelerating scientific discovery and advancing human health. My genuine hope for the future is that AI tools like Co-Scientist help democratize science, giving anyone, anywhere the means to pursue their child-like curiosity and change the world. This work was done with stellar team mates spanning @GoogleDeepMind @GoogleResearch, @googlecloud and @GoogleLabs especially Juro Gottweis (@Mysiak ), who is the heart and soul of this effort. Special thanks also to all our wonderful collaborators: Gary Peltz, @CostaT_Lab, @jrpenades, @_e_d_v_ , @iambyronic, @OpsBug, @jgooten, @omarabudayyeh Ritu Raman, Ryan Flynn, Filippo Menolascina, Velia Siciliano, Clare Bryant, Matt Onsum, Katherine Labbé and more. Nature paper link - lnkd.in/e8qBEJFv Google DeepMind blog - lnkd.in/etYeahMy Gemini for Science - labs.google/science.

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Avi Roy
Avi Roy@agingroy·
Two AI systems just ran the entire drug discovery loop, from hypothesis to candidate molecule, without human direction. @FutureHouseSF's Robin identified a treatment for macular degeneration. @GoogleDeepMind's Co-Scientist generated and tested hypotheses across cancer, fibrosis, and antimicrobial resistance. Both published in @Nature on the same day. The bottleneck in aging research has always been speed. It takes 12 years to move from target to trial. These systems compress the early phase to weeks. What disease would you point them at first?
Eric Topol@EricTopol

A big day for multi-agent AI to accelerate biomedical discovery, hypothesis generation, designing experiments with proof points of new candidate drugs (cancer, fibrosis, macular degeneration, antimicrobial resistance, and more) 2 @Nature reports @GoogleDeepMind @FutureHouseSF nature.com/articles/s4158… nature.com/articles/s4158…

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Derya Unutmaz, MD
Derya Unutmaz, MD@DeryaTR_·
Big congratulations to Vivek and the Google co-scientist team for the Nature paper! I had been an early tester of the co-scientist for almost a year, it had greatly impressed me in generating new biological hypothesis even last summer and this was before Gemini 3.0 model!
Vivek Natarajan@vivnat

Out of all the announcements at @Google I/O today, this is the one closest to my heart - our foundational research on Co-Scientist was published in @Nature and we announced its broad availability via @GeminiApp for Science. When you are suffering from a disease, time is everything. As our collaborator and @StanfordMed Professor Dr. Gary Peltz reminds us, there are thousands of diseases out there with zero treatments. There is simply so much left to solve. Our goal with Co-Scientist has been to give scientists superpowers and help them get to these answers faster - compressing the scientific process from months and years down to hours and days. Much like Galileo's telescope helped us look into the stars, Co-Scientist is designed to help us make sense of the vast complexity of biological and scientific data. It is among the first examples of a truly general-purpose multi-agent system for scientific discovery. The core research question behind it was: How can an AI system engage in the rigorous, structured thinking that’s the hallmark of science and scientists? To tackle this, Co-Scientist builds on the principles of self-play and self-improvement underpinning @GoogleDeepMind breakthroughs like AlphaGo, generalizing them to scientific reasoning through self-debates. Since our preprint last year, we have further improved its capabilities and have been validating it in collaborations with scientists across over 100 institutions globally, spanning both academia and industry. And we are thrilled to see the emergence of a new form of AI-human scientist collaboration that's already leading to important new insights, discoveries and peer reviewed publications - from understanding antimicrobial resistance (published in @CellCellPress) to decoding plant immunity, to identifying new treatments for liver fibrosis (Advanced Science), cancer, neurodegenerative diseases like ALS and the grand challenge of aging. I have always believed AI's greatest promise is accelerating scientific discovery and advancing human health. My genuine hope for the future is that AI tools like Co-Scientist help democratize science, giving anyone, anywhere the means to pursue their child-like curiosity and change the world. This work was done with stellar team mates spanning @GoogleDeepMind @GoogleResearch, @googlecloud and @GoogleLabs especially Juro Gottweis (@Mysiak ), who is the heart and soul of this effort. Special thanks also to all our wonderful collaborators: Gary Peltz, @CostaT_Lab, @jrpenades, @_e_d_v_ , @iambyronic, @OpsBug, @jgooten, @omarabudayyeh Ritu Raman, Ryan Flynn, Filippo Menolascina, Velia Siciliano, Clare Bryant, Matt Onsum, Katherine Labbé and more. Nature paper link - lnkd.in/e8qBEJFv Google DeepMind blog - lnkd.in/etYeahMy Gemini for Science - labs.google/science.

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Ali Madani
Ali Madani@thisismadani·
cool to see 3 nature papers published in one day on AI for science. contrary to AI replacement doomerism, i firmly see the future being defined by the scientist. incredible time to build previous decades focused builder energy on social media or enterprise SaaS. this is insanely more exciting and impactful. drug discovery clearly is one of the largest impact areas. i hope it will extend beyond that as well
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Sam Rodriques
Sam Rodriques@SGRodriques·
Our paper on Robin is out at Nature! Robin was the first multiagent system for end-to-end biological research, which we preprinted last year, and was published back to back with Google's awesome Coscientist from @vivnat. Great validation, and major congratulations to the team.
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Sam Rodriques
Sam Rodriques@SGRodriques·
I have spent my entire life working on this and thinking about this for the past 4 years. I don't know what will happen in 20 years, but I can promise you that on the 5-10 year timescale, scientists are not out of their jobs. AI is going to massively accelerate the pace of science, increase productivity, let individual scientists make way more discoveries way faster, and is going to make science overall more fun. But the model is going to be collaboration between humans and AI, not replacement. The key difference here between science and e.g. software engineering is that science is not verifiable in any rapid/convenient way (unlike software), unlike programming. We still need humans for their scientific taste.
Dr. Thomas Ichim@exosome

Today we all lost our jobs..... Three Nature papers showing that scientists in the conventional sense are obsolete At least read the first one.... the AI replaced all things that the scientist does .... nature.com/articles/s4158…

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The xG Philosophy
The xG Philosophy@xGPhilosophy·
0.00(xWork) tomorrow morning
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Fly.io
Fly.io@flydotio·
Your AI agent deserves better.
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Haider.
Haider.@haider1·
demis hassabis today at google i/o: "AGI is just a few years away and when we look back at this time, we'll realize we were standing at the foothills of the singularity" i have reported almost five times that demis AGI timeline has been shrinking to around 5 years, from 5-10
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First Squawk
First Squawk@FirstSquawk·
GOOGLE CEO SUNDAR PICHAI SAYS THE NEXT 5 YEARS COULD CREATE MASSIVE WEALTH: According to Pichai, AI is driving the biggest technology shift since the internet — and 2026–2030 may be the window where individuals can still build, invest, and scale before the market becomes dominated by a few giants
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Martin Borch Jensen
Martin Borch Jensen@MartinBJensen·
The “data for AI in bio” discourse is shifting from “we need data” to “what's the right data for this problem?”, and then how to produce it. Right now there's a key gap between stated goals of curing disease and ongoing data generation efforts. We gravitate towards rapid and scalable experiments, even when those will never tell us how to treat Alzheimer's or aging. The default path is that intelligence will explode, and cures will be stuck waiting for data that can't be accelerated. There is work we should start today if we want to avoid that. I wrote out thoughts on how we can identify data that will/won't let us cure disease, and how to overcome the technical and physical barriers to making it.
Martin Borch Jensen tweet media
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K-Dense
K-Dense@k_dense_ai·
"Kosmos is now the first agent that can compress months of drug development into weeks, from the earliest stages of scientific discovery through to FDA approval." Strong unproven claim, but we agree that platforms like K-Dense and Kosmos are not too far from being able to do that. Great year ahead!
Sam Rodriques@SGRodriques

We live in a golden age of biology. So why are people still dying from disease? Because discovery and development move slower than they should. Today, we’re partnering with Incyte to change that. Kosmos is now the first agent that can compress months of drug development into weeks, from the earliest stages of scientific discovery through to FDA approval. @Incyte will be the first company to deploy it across their pipeline. Work that used to take a team of scientists months now happens in weeks. Patients can't wait, and neither can we.

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