Sublime
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OpenAI is a Nvidia wrapper
Nvidia is a TSMC wrapper
TSMC is an ASML wrapper
ASML is a Zeiss wrapper
Congratulations everyone you just discovered how a technologically advanced economy operates.
Axial Wandererx.comZuck on:
- Llama 4, Behemoth, benchmark underperformance,
- Orion glasses, AI relationships, and not getting reward-hacked by our tech,
- DeepSeek/China & Trump,
- Intelligence explosion, 100x productivity, monetizing AGI.
Links below. Enjoy!
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Dwarkesh Patelx.com
Perfect launch video.
Quiet execution for ~12 months (Series A/B April 2024. No formal announcement for Series C in March).
Does the right thing on Windsurf, reclaiming the spotlight as the people's hero.
Raise at $10B. Back on... See more
In sum, returns on intelligence will compound exponentially. A select few artificial intelligences that we used to call organizations will massively benefit from a new concentration of ability—probably the greatest such concentration yet seen. Re-creating the essence of what’s made our species so successful into tools that can be reused and
... See moreMustafa Suleyman • The Coming Wave: Technology, Power, and the Twenty-first Century's Greatest Dilemma
Legacy Industrials , or Incumbents, have vertically integrated supply chains designed around older technologies and processes. Deep Tech companies have unproven technologies that, if they work, could be a very powerful building block for many businesses. Vertical Integrators integrate a number of cutting-edge-but-proven technologies; what they need... See more
Packy McCormick • Vertical Integrators
Microsoft’s Datacenter Freeze
1.5GW Self-Build Slowdown
Lease Cancellation Misconceptions
OpenAI Shift
Oracle & Stargate Acceleration
Hyperscale Capex Implications
Vertiv's Impact Misunderstood $VRT
Copilot Weak... See more
SemiAnalysisx.com
Competing on Internet Time: Lessons From Netscape and Its Battle With Microsoft