noah

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noah

noah

@ncnagle

not investment advice

canada Katılım Aralık 2012
553 Takip Edilen379 Takipçiler
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Cohere
Cohere@cohere·
Introducing: Cohere Transcribe – a new state-of-the-art in open source speech recognition.
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Andrawes
Andrawes@andrawesbahou·
◉ We're live with 3 compute price tickers on 350,000 @Bloomberg terminals, and landed on the desk of every major CFO in the world. On this note, it's time to bring @ComputeDesk out of stealth. Compute is a financial asset class. We believe every company in the world will have an exposure to compute. So we are building capital markets infrastructure to price, hedge, finance, insure, arbitrage and market make compute. In the last few months, we've built a mammoth compute price indexing engine, tracking bulk transacted compute prices, and the deepest compute price feeds in the market. The tickers are the tip of the iceberg. Our market intelligence terminals are where GPU infrastructure operators and lenders go to price compute, expand margin and get ahead of their competitors. The biggest compute buyers use them to source capacity, and negotiate exclusive compute rates. I would like to tell you our story and show you what else we've built. Something fun is coming.
Compute Desk@ComputeDesk

Day 0 for Compute Desk. We're live with 3 GPU compute price indexes on 350,000+ Bloomberg terminals and landed on the desk of every CFO in the world. Our ticker symbols: ◉ CIBLKWUS: Compute Index Neocloud Blackwell US. ◉ CIHOPUS: Compute Index Neocloud Hopper US. ◉ CIHOPEU: Compute Index Neocloud Hopper EU. We are launching dozens more, tracking capacity, bulk contracted prices, exotic accelerator prices and inference dollar performance. Get in touch now for the richest compute pricing datafeeds in the market. And keep an eye out for announcements over the next few days.

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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
Here are the brokerages we will support on launch: Fidelity Charles Schwab Vanguard Robinhood Chase E*TRADE Interactive Brokers Wells Fargo Zerodha Webull Kraken Moomoo Wealthsimple Trading 212 Empower Public Upstox Questrade CommSec TradeStation tastytrade TD Direct Investing Stake Tradier Alpaca
Braden Dennis 📊@BradoCapital

Up next to the @fiscal_ai Terminal... Connect your portfolio directly to your brokerage inside of the dashboard feature 🥳 Officially a one-stop shop for fundamental investors. - Syncs your portfolio daily - Tracks performance - Curates notifications Launches April 8th.

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noah
noah@ncnagle·
Arfur walked so fade cap could run
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noah
noah@ncnagle·
I guess you probably shouldn't pretend like you are building the base model to present the evasive idea of a "moat", but they should just lean into it be comfortable that being the best at RL/post-training and harness in SWE is defensibility in itself
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noah
noah@ncnagle·
Also why does the user care. they just want the best system
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noah
noah@ncnagle·
I don't understand why this cursour-composer-kimi thing is a news cycle. Seems like an incredibly rational and pragmatic strategy for them -- we should be really good at finetuning OSS models and building the best harness for our domain.
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Trung Phan
Trung Phan@TrungTPhan·
Costco CEO Ron Vachris did the “CEO eats his own product” challenge by destroying a hot dog (and confirms the Costco hot dog combo is staying at $1.50 forever). Legend.
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noah
noah@ncnagle·
@ns123abc @grok what does this mean for oracle. aren't they highly levered towards this stargate project?
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NIK@ns123abc·
🚨BREAKING: OPENAI STARGATE IS DEAD OpenAI has abandoned ambitious plan to build data centers, now just RENTING from Microsoft, Oracle, Amazon >be OpenAI >January 2025 >stand next to the President of the United States >announce "THE STARGATE PROJECT" >$500 billion AI infrastructure initiative >Trump calls it "the largest AI infrastructure project in history" >Elon musk says they don't even have the money lmao >Altman says he does >SoftBank has "financial responsibility" >fast forward >Altman commits $1.3 TRILLION in infrastructure deals >March 2026 >the team physically building data centers quit OAI >OpenAI abandons plan to build own data centers lol >"actually we're just gonna RENT compute we don't own lmao" >from $1.3 trillion revised down to $665 billion >the entire infrastructure team reorganized >"Stargate" no longer means building data centers >they kept the name though for PR LOL LMAO EVEN
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Shay Boloor
Shay Boloor@StockSavvyShay·
$CRWV and Cerebras are building a 300-MW AI data center in Canada with the first phase expected online in H1 2027. The facility will dedicate 160 MW to Cerebras systems and 140 MW to $NVDA GPU infrastructure via CoreWeave.
Shay Boloor tweet mediaShay Boloor tweet media
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noah retweetledi
Keith Rabois
Keith Rabois@rabois·
The future of Legal AI.
Turner Novak 🍌🧢@TurnerNovak

New @ThePeelPod with @scottastevenson We talk building @SpellbookLegal into the fastest growing AI company in Canada, and likely the largest company ever built on a Microsoft Word plugin. Thanks @FlexSuperApp for sponsoring this episode! Timestamps 0:30 "Cursor for Lawyers” 3:08 Building the world’s largest Microsoft Word plugin 14:06 Why legal software was untouched before LLMs 18:32 $30 trillion moves through contracts annually 20:51 Why ChatGPT won’t replace vertical tools 25:15 Fine-tuning was the biggest mistake in AI 30:00 Differences between pro and amateur gamers 37:38 Top-down vs. bottoms-up in legal AI 42:27 The long-tail of legal AI software 47:24 Building for models that don’t exist yet 51:20 Skating where the puck is going 1:01:35 The legal bill that cost 50% of his bank account 1:09:33 Testing 100 landing pages in 3 years 1:14:06 The moment Spellbook hit PMF 1:19:17 Building new brands for each product experiment 1:23:10 Raising a Series B with a tweet 1:27:41 What Scott learned from Keith Rabois 1:31:16 Scott's favorite new AI tool

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robyn
robyn@_robyn_smith·
Everyone posts these job opportunities and they’re looking for exceptional staff but they all cite long hours Has anyone considered that not having to work 12hrs/day is a great way to recruit exceptional people
noah@ncnagle

we a few excellent CEOs looking for a chief of staff in the GTA. if you want to grind 12 hrs/day, have a few years exp in startups/venture/consulting, & are willing to do grunt work, reach out. will pay well for the right person and all you to work on important problems with a lot of upside

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noah
noah@ncnagle·
we a few excellent CEOs looking for a chief of staff in the GTA. if you want to grind 12 hrs/day, have a few years exp in startups/venture/consulting, & are willing to do grunt work, reach out. will pay well for the right person and all you to work on important problems with a lot of upside
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Vinod Khosla
Vinod Khosla@vkhosla·
The right place for AI in law is the enterprise, not law firms which are conflicted if the cost of legal services goes down rapidly. AI makes it possible to dramatically reduce this business overhead.
Scott Stevenson@scottastevenson

We’ve raised $40m in addition to the $50m we raised last October. We’re seeing record-breaking growth in 2026, with lawyers booking 410 demos of Spellbook last week. We now service 4,000+ in-house legal teams and law firms in 80 countries. theglobeandmail.com/business/artic…

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Scott Stevenson
Scott Stevenson@scottastevenson·
Spellbook’s TAM slide
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