Tree Climber
116 posts

Tree Climber
@techtreeclimb
swe intern @ BigCo looking for another internship i tweet about AI/ML, finance
Katılım Mayıs 2025
540 Takip Edilen13 Takipçiler

@jake_ayes @Lucknowcapital yeah ik what mgmt said but was trying to rationalize how they arrived at that number
upon closer reading it seems like they're just looking at the actual chip costs for capacity coming online in '26? not super clear
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@techtreeclimb @Lucknowcapital I mean we know it isn’t though, they directly stated as much at a minimum
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@jake_ayes @Lucknowcapital I guess a majority of the ~$200bn is for non-AI stuff, e.g., logistics/warehouses
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@Lucknowcapital They think Amazon isn’t putting much in the ground despite highest capex?
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@MetacriticCap Well, Jeff Dean is chief scientist of both GDM and Google Research, so I'd imagine that Google Research work still gets looked over by some GDM folks
Check out the Titans and ATLAS papers, also from Google Research; seems like GDM was okay with that stuff being published
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Wild that despite the consolidation, there's still rogue parts of Google away from Demis leadership.
In a normal world, this wouldn't have been published. Like the Attention is all you need Google Brain paper shouldn't have been published.
Google Research@GoogleResearch
Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI
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oai enterprise rev growing faster than consumer, will be ~equal EOY:
cnbc.com/2026/03/24/ope…
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@MetacriticCap @theo_wayt probably just AI-related revenue, no? separated out from things like X ad revenue
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@theo_wayt how is possible that xAI did only $210M in revenue in the 9M'25?
Previous The Information reporting puts the post acquisition revenue for X in the $2B mark, but definitely above $1B.
xAI acquired X in March 2025.
It would be incredibly newsworthy if your numbers are right.
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Pronto AI was founded by Anthony Levandowski, seems like it's going to be with CloudKitchens + other TK projects under one co
travis kalanick@travisk
Atoms. atoms.co/vision
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