
Teo Pham
3.4K posts

Teo Pham
@teoAI_
Curious about AI & Social Media
Munich, Germany Katılım Temmuz 2009
1.2K Takip Edilen4K Takipçiler

@philippberner $499 for students is incredible.
and it's probably powerful enough for all non power users.
It's not a product for us, but for anyone who doesn't have a Macbook yet it's all they need
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@perplexity_ai @AskPerplexity Awesome! Do Max subscribers get early access?
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杨立昆(Yann LeCun,AI教父、深度学习先驱)2025年11月19日在LinkedIn宣布离开Meta,结束12年生涯(2013年起创建并领导FAIR实验室)。
主要原因是AI路线分歧:Meta重金押注LLM规模化和“超级智能”(如招Alexandr Wang、Shengjia Zhao,重金挖人+裁员),他认为LLM仅靠训练数据,无法真正理解物理世界、规划行动,主张“世界模型”(world models)实现高级机器智能(AMI)。
他将创办新公司Advanced Machine Intelligence Labs,继续研究,Meta会合作支持。
这是Meta AI近期大调整的一部分(Llama4后动荡)。
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@jukan05 @blondesnmoney But does that make Korean stocks undervalued? Or will they always trade at a discount?
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I have a question for the Micron bulls (I own a bit of Micron). Hynix is somewhere around 5.4x with great HBM, and a strong position in NAND. Micron is around 9.8x. Both have net cash positions (moreso Hynix).
Is the entire differential a Korea discount or concerns Hynix will do something stupid? I know Micron is a bit ahead on process technology but slightly behind on packaging and HBM, but 5 turns seems like a really large differential.
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@WisprFlow looove your tool, however it works really poorly with airpods (much better with built in mic).
Am I doing something wrong? will there be a fix?
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@kanekallaway How do you think about using your own avatar so you can scale your output?
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Once AI can make faceless videos instantly, they will become devalued and worth $0.
People that think they'll be able to code faceless videos and get meaningful distribution don't understand psychology.
There will only be two moats in content where default trust remains high:
1. Faced human that shows face and voice in every video
2. Faced avatar (same avatar) that shows face and voice in every video
The face is now the minimum bar for verification.
My prediction is that all faceless videos, whether human or AI made, will be viewed as slop/AI in the next 12 months...and no longer work
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@perplexity_ai @grok does this cover many of the open claw use cases?
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@JoePompliano I still don't understand how it makes financial sense for Eileen Gu to not represent the US. Nothing is more monetizable than being a US gold medalist and icon and US endorsements should dwarf whatever China pays her ( I really don't care who she represents, just interested in the business case)

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@petergyang 14". 16 is huge and heavy.
i actually prefer the M4 Air, way more portable and plenty powerful
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@JoePompliano But wouldn’t she make even more money if marketed as a US star?
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The Eileen Gu controversy is simple
She left the U.S. for China because they offered more money, but now, despite attending Stanford, she has to act as if she isn’t educated enough to answer human rights questions because the money would disappear.
READ: huddleup.substack.com/p/eileen-gu-is…

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Teo Pham retweetledi

Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.
RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
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HOLY CRAP

tae kim@firstadopter
Big news. I’m now FULLY independent. First, I’ve started work on my next book. I’m not revealing the topic yet, but I’m INCREDIBLY excited about it. Second, my new Substack “Key Context by Tae Kim” LAUNCHES TODAY at taekim.substack.com. It will cover Nvidia, AI and tech with my trademark tell-it-like-it-is sharp analysis and commentary. I’ll also be at Nvidia’s GTC conference next month delivering exclusive, on-the-ground reporting. For a limited time, there is a GRAND OPENING DEAL: 60% off for the first 2,000 subscribers. After the 2,000 slots are filled, the price will double, so lock in the rate fast. Subscribe here: taekim.substack.com
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Introducing Hedra Avatars 🔥
5-minute uncut videos. Any audio you drop. Any character you create.
Perfect lip-sync, natural motion, full expressions.
Your custom talking head that never stops talking.
First 1,000 followers get the official Avatar Guide. Reply “HEDRA AVATAR” and get it dropped in DMs instantly. GO
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@The_AI_Investor @grok @grok let's add MU and SNDK into the mix. would you prefer these over any of the other stocks? give me your new allocation
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Hey @grok , serious investing question:
You get $1M to invest.
No bonds. No cash. Just stocks.
You can rebalance in the future.
How do you allocate across these?
NVDA TSLA MSFT AAPL META AVGO TSM AMD GOOGL ORCL
Drop percentages. Let’s see your AI portfolio brain.
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