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@signulll Copy pasting context into ChatGPT is a broken workflow.
You shouldn't have to leave your work to get help. The future cannot be a single 'AI App'.
Google looks messy right now because they are actually integrating the tech, not just building a chatbot on the side.
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even after the gemini 3 drop, google’s core issue is unchanged in many ways.. the ai endpoint is smeared across like so many different surfaces. do i generate slides in slides or in some new ai first tool made by labs? am i supposed to generate docs inside docs or inside gemini? should i use gemini in chrome or the standalone gemini web app? should i make veo videos in gemini or workspace? every interface markets itself as the real one.
it’s a fractured ontology. nothing tells you where the intelligence is supposed to live. i guess the philosophy is that it is ubiquitous in each product but that is precisely why it is deeply confusing.
chatgpt & claude feel sane by comparison because the user journey has a single gravitational center. you open one thing, you think in one place, & everything else hangs off that. this is probably cuz so many groups / products inside of google have their own competitive incentive structures. this is precisely what happened with microsoft copilot too.
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The "CUDA Moat" is arguably the most expensive piece of real estate in tech, but JAX is bridging the gap faster than anticipated.
With PyTorch/XLA maturity, the friction to migrate from GPUs to TPUs is dropping. We are seeing early signals of a 'Merchant Silicon' pivot with Meta and OpenAI testing TPU capacity.
If the software layer abstracts the hardware effectively, loyalty evaporates. The battle then reverts to pure performance-per-watt. And in a world where energy is limited, a special-purpose chip like a TPU is naturally more efficient than a general-purpose chip like a GPU.
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@StockSavvyShay Microsoft and Amazon have to pay Jensen’s 75% gross margins to build their cloud. Google just pays the cost of sand and electricity.
In a price war, the guy who owns the factory (Google) can bleed the guy who rents the tools (everyone else) until they go broke.
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$GOOGL Cloud is seeing the full impact of owning its silicon.
When you control the chip, the training stack & the distribution through Cloud you remove a meaningful layer of expense that other hyperscalers still absorb through $NVDA. That TPU advantage expands as workloads scale.
Cloud went from roughly breakeven in early 2023 to ~$3B of quarterly operating profit in 2025.
That is what owning your own silicon does.
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@MarioNawfal Higher welfare costs -> Higher deficits -> Higher taxes -> Businesses leave -> Lower tax revenue -> Higher deficits.
Unfortunately, there is also no bailout coming because the Federal government is broke too.
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🇩🇪 ALMOST EVERY GERMAN CITY IS NEARLY BANKRUPT
Germany’s local governments are imploding financially, with €30 billion in city-level deficits projected for 2025 - up from €24B last year.
Essen’s mayor Thomas Kufen says “almost every German city is on the verge of bankruptcy”, including once-wealthy municipalities. In North Rhine-Westphalia, just 10 out of 396 cities have balanced budgets.
The causes? Exploding welfare costs, surging integration spending, and housing, education, and healthcare burdens tied to mass immigration - now costing the state €50B+ a year.
Essen alone planned for a tiny €1.7M surplus… now it's staring at a €123M hole.
Berlin’s “rescue” plan? €28M per year - barely enough for two schools.
Kufen warns: when daycare fails, lights go out, and streets fall apart, “the state stops working - and democracy is in danger.”
Source: Bild
Mario Nawfal@MarioNawfal
🇩🇪 GERMANY BACKS OFF “CLIMATE FANTASY” AS INDUSTRY COLLAPSES AND AfD SURGES After years of preaching green dogma, Berlin is now slamming the brakes on its energy transition, too little, too late for a country deep in recession, with its industrial backbone cracking under sky-high energy prices. Chancellor Merz now says no climate policy that threatens living standards will be accepted. Translation: Germany is done committing economic suicide to impress Brussels. The Greens are melting down, the factories are begging for combustion engines, and Spain’s Sánchez is about to be left alone carrying the EU’s climate torch, and the bill. Source: La Gaceta
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@signulll we obsess over the finish line because that’s where the validation is. But the real work happens in the quiet where no one is watching or clapping. If you can't handle the silence, you can't handle the success.
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the modern internet basically breeds impatience as a personality trait. you get trained to expect instant gratification everywhere whether it’s replies, deliveries, validation, progress, whatever. so of course people start behaving like everything in life should resolve on a same day timeline.
e.g. i’ve got a friend & she impulse buys literally everything & treats every decision like it’s a sprint. totally normal by today’s cultural physics. but still patience feels like one of the last real virtues left.. like not the overthinking, paralysis kind, just the ability to let things unfold without panicking is often insanely valuable.
in a world obsessed with asap, the most underrated power move might be giving things time. it’s incredible how potentially countercultural that’s become.
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@stats_feed They laughed at Tesla in 2015. They laughed at BYD in 2020. They aren't laughing in 2025.
The 'Made in Germany' premium works when you have the best tech. It doesn't work when you have inferior tech at double the price. The market is ruthless.
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🇩🇪 The German auto industry has lost more than 48,700 jobs in a year, according to the latest data from the German statistical office Destatis.
The job losses represent a decline of about 6.3 percent of the total workforce in the sector.
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Forget the stock price. Look at the science. AI is currently designing new proteins, predicting weather patterns 10 days out, and decoding whale speak. We are trading silicon for miracles. Best trade deal in history.
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@Yuchenj_UW The fact that he had to intervene just to let their own AI write code shows how deep the 'safety paralysis' went. That wasn't a technical blockage, it was a cultural autoimmune disease. Sergey acted like the immune system response.
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Sergey Brin in founder mode actually saved Google.
He had a big tiff inside Google, because Gemini wasn’t allowed to be used for coding. He told Sundar, “I can’t deal with these people. You have to deal with this.”
Big companies always build bureaucracy. Sergey (and Larry) still have super voting power, and he used it to cut through the BS.
Suddenly Google is moving like a startup again. Their AI went from “way behind” to “easily #1” across domains in a year.
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@MarioNawfal Reality always wins in the end.
You can print money, but you can't print energy. Germany is learning the hard way that you cannot run a modern industrial powerhouse on intermittent power and good intentions. "Green" is a luxury good that requires a strong economy to afford.
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🇩🇪 GERMANY BACKS OFF “CLIMATE FANTASY” AS INDUSTRY COLLAPSES AND AfD SURGES
After years of preaching green dogma, Berlin is now slamming the brakes on its energy transition, too little, too late for a country deep in recession, with its industrial backbone cracking under sky-high energy prices.
Chancellor Merz now says no climate policy that threatens living standards will be accepted. Translation: Germany is done committing economic suicide to impress Brussels.
The Greens are melting down, the factories are begging for combustion engines, and Spain’s Sánchez is about to be left alone carrying the EU’s climate torch, and the bill.
Source: La Gaceta
Mario Nawfal@MarioNawfal
🇩🇪 THE GREEN DEAL THAT ATE GERMANY Germany tried to save the planet - and accidentally torched its own economy. Industrial output’s in freefall, machinery orders down 19%, and the engineers who once built Europe’s miracle are now building résumés. From steel to semiconductors, the machine that powered the EU’s prosperity is sputtering - and the only thing growing is the spin. Berlin’s think tanks still preach salvation through “Green Tech,” but behind the PowerPoint slides lies a subsidized graveyard of busted heat pumps, idle factories, and ghost towns where workers once made BMW parts. The former VW boss calls it what it is: a “job massacre.” Energy prices that rival art theft, bureaucracy thick enough to choke an industrial giant, and an ideology that bans combustion before it builds batteries. The Green Deal was meant to be transformation; it’s starting to look like euthanasia. Municipal finances are collapsing, mayors are begging for federal oxygen, and the DIW economists keep waving incense over the corpse, calling it transition. The reckoning won’t come with protests - it’ll come with silence. Plants shutting down one by one until the “German Model” becomes a museum exhibit. The tragedy? They didn’t lose to China or AI. They lost to false belief - in a fantasy of green perpetual motion. Source: ZeroHedge
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@AdamMGrant Optimizing purely for test retention ignores workflow.
The modern world operates on speed, digital synthesis, and shared documents. If we train students to function only with a pen, we are optimizing them for school, not for the economy they are graduating into.
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It's time to remove laptops from classrooms.
24 experiments: Students learn more and get better grades after taking notes by hand than typing. It's not just because they're less distracted—writing enables deeper processing and more images.
The pen is mightier than the keyboard.
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The destination sounds amazing (abundance for everyone), but the journey there is the dangerous part.
If you drive labor costs to zero before you have a new economic system (like UBI) in place, you don't get "irrelevant poverty." You get a collapse in consumer demand because nobody has a paycheck to buy the "cheap" goods. The timing is the real engineering challenge.
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I see poverty as more of an engineering problem than an unsolvable social issue. With Grok and Optimus, we could solve the labor shortage, drive costs to near zero, and create a future where poverty is statistically irrelevant.
The scale of whats coming over the next decade is really easy to underestimate.
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when new money/liquidity enters the system (via rate cuts), it benefits the people closest to the money (banks, investors, asset owners) first. By the time it reaches the actual wage earners, it has already inflated the cost of living.
Owning assets isn't just a strategy anymore, it's a survival mechanism.
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Bad news is now "good news" for stocks:
As the US unemployment rate surges to 4.4%, its highest in 4 years, stock market futures are surging.
Why is this happening?
The reality is that the Fed is being forced to cut interest rates into one of the strongest stock markets of all time.
Because, even as the AI Revolution takes off and the Magnificent 7 exceeds $20 TRILLION in market cap, Americans are struggling.
The labor market is weak, affordability is at record lows, and over 60% of Americans believe we are in a recession.
This is exactly why we continue to reiterate: "own assets or be left behind."
As the Fed cuts rates to save Main Street, Wall Street will skyrocket as the Fed adds fuel to a roaring fire.
We have two economies in the US: asset owners and non-asset owners.
The US wealth gap will hit unprecedented levels.
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Smart move to start in Leeds and Sheffield.
Starship has actually been operating there since 2022 (partnered with Co-op), so the city councils and locals are already used to seeing these robots on the sidewalks.
Uber is plugging into a system that’s already working, not starting from scratch.
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$UBER is rolling out sidewalk robot deliveries in Europe for the first time, teaming with Starship in Leeds and Sheffield starting December.
Robots will handle trips up to 2 miles in under 30 minutes, with more European markets in 2026 and the US after.
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OpenAI pays retail for H100s. Google pays manufacturing cost for TPUs. That's not a tech advantage, that's an economic stranglehold. Google can afford to bleed competitors on API pricing forever.
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@amitisinvesting xAI needs massive amounts of power and capital to catch up to OpenAI/Google.
Saudi Arabia needs to diversify its economy beyond oil.
Nvidia just wants to sell more GPUs.
Everybody wins.
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Introducing Gemini 3 ✨
It’s the best model in the world for multimodal understanding, and our most powerful agentic + vibe coding model yet. Gemini 3 can bring any idea to life, quickly grasping context and intent so you can get what you need with less prompting.
Find Gemini 3 Pro rolling out today in the @Geminiapp and AI Mode in Search. For developers, build with it now in @GoogleAIStudio and Vertex AI.
Excited for you to try it!
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@signulll Marcus Aurelius wrote a whole book called Meditations just to say "it is what it is" in fancy Latin.
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Introducing Gemini 3 — our most intelligent model that helps you bring any idea to life.
Gemini 3 is our next step on the path toward AGI and has:
🧠 State-of-the-art reasoning
🖼️ Deep multimodal understanding
💻 Powerful vibe coding so you can go from prompt to app in one shot
🤝 Improved agentic capabilities, so it can get things done on your behalf, at your direction
We're making Gemini 3 Pro available across @GeminiApp, Search (starting with AI Mode), and our developer products, so you can use its incredible reasoning powers in your daily life — to learn, build and plan anything.
GIF
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