Salahuddin Choudhary

Happy Tax Day, New York. We’re taxing the rich.

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

NEWS: Tesla has raised the price on all remaining new (and demo) Model S and Model X vehicles left in inventory by $15,000. New starting prices: • Model S AWD: $109,990 • Model S Plaid: $124,900 • Model X AWD: $114,900 • Model X Plaid: $129,900

Trump has proposed a $1.5 trillion defense budget — a 40% increase, the largest since WWII. In exchange for more war he wants to: -Cut the EPA budget by half -Cut $10.7 billion for housing -Cut $8.5 billion for K-12 programs -Cancel $15 billion for clean energy -Cut $2.5 billion for clean drinking water -Eliminate $1.6 billion for youth job training -Cut $3.5 billion from the Labor Department -Eliminate $395 million for senior employment -Eliminate $775 million in food assistance grants -Eliminate the National Endowment for Democracy -Cut $5 billion from the National Institutes of Health -Eliminate the Low Income Home Energy Assistance Program (LIHEAP) In all, cuts to domestic programs would account for a 10% reduction in discretionary spending.

Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.

- Drafted a blog post - Used an LLM to meticulously improve the argument over 4 hours. - Wow, feeling great, it’s so convincing! - Fun idea let’s ask it to argue the opposite. - LLM demolishes the entire argument and convinces me that the opposite is in fact true. - lol The LLMs may elicit an opinion when asked but are extremely competent in arguing almost any direction. This is actually super useful as a tool for forming your own opinions, just make sure to ask different directions and be careful with the sycophancy.

Today, we’re rolling out new Gemini for Google TV features to make it easier than ever to explore the topics you love on the biggest screen in your home. ✨ Get richer visual help when you need it, including live sports scorecards, video tutorials for recipes and more. ✨ Learn something new with deep dives — narrated visual breakdowns on educational topics such as health & wellness, economics, technology, and more. Just ask Gemini a question and click “Dive deeper” or visit the Gemini tab at the top of your Home screen and select “Learn.” ✨ Catch up with timely sports briefs. Missed the live action? You’ll be able to get narrated overviews of your favorite in-season leagues, starting with the NBA, NCAA basketball, NHL, MLB, MLS and NWSL.

Composer 2 is now available in Cursor.