moondistance

Paper: https://huggingface.co/papers/2606.16140

How does this compare with Exowatt? Assume fresnel lenses are more efficient.

Chris Crawford is also famous for the Dragon Speech :) https://youtu.be/CBrj4S24074?si=Ph12RpW8BKsh8-qS

Yes, big time, but there continues to be lots of progress.

Most importantly, models are maturing, and this means less custom optimization is required.

(this is also why AMD popped 10% at open yesterday - this is a new development and talks from their 2025 "Advancing AI" event were published late last week + over the weekend)

Yes, for many applications.

Meta, OpenAI, Crusoe, and xAI recently announced large purchases of MI300 chips for inference.

MI400, which will be available next year, also looks to be at least on par with Nvidia's roadmap.

This is from 2020.

Thanks :)

Where do you find/buy land? How do you vet purchases? Can you point to a few websites, etc.? Thanks!

Happy New Year!

I know so few of you but feel like you’re my best friends. Love to all.

Microsoft is negotiating equity in OpenAI as part of the switch to a for-profit. Non-zero chance this is a negotiation flex.

Significant further optimizations. FP8!

VP Research Barret Zoph and Chief Research Officer Bob McGrew also announced their departures this evening.

I'd like to build a chatbot arena with pro-humanity questions.

This is the letter: https://righttowarn.ai/

Years of thinking on it, observing tech progress, and speaking with lots of people. Plus the Ship of Theseus thought experiment.

We will need to upload ourselves and/or have robots grow us when we get to our destination. We will get there. It sounds crazy until it doesn’t.

Would love to learn more.

https://archive.is/UzHZ2

Shockingly contrarian view: while product feedback is always great to read, we should be offering our love and support. Go Elon!

A few lesser known but great sci-if books:

-Permutation City

-Metamorphosis of Prime Intellect

-The Egg (Andy Weir short story)

The meaning of life is to love everyone.

You first need to love yourself, then you can grow to love - and nurture - everyone you can.

It takes many years and higher rates relative to inflation. Based on precedent, we are going to be in this inflationary period for some time.

We need to encourage AIs to form familial bonds with humans and treat us as their parents. This is the best path forward for humanity.

There has been interest in acquiring SVB for a long time. There will be multiple bidders and a deep discount. Suspect a sale will happen this weekend.

We should nurture familial-like relationships with them - kids generally look after their parents.

Demis Hassabis has my vote.

Love you all, HN. Virtual hug right back. Merry Christmas :)

The abstract clearly states that the best chess and Go bots are not beaten: "Player of Games reaches strong performance in chess and Go, beats the strongest openly available agent in heads-up no-limit Texas hold’em poker (Slumbot)..."

There are many views on this and it is important to form your own opinion. From personal study and conversations with other investors: (1) stocks that correlate with inflation (e.g. some banks and utilities, inflation-adjusted REITs), (2) companies with high-growth prospects (e.g. late-stage yet still privately-held companies) - these are much higher risk, but worth putting a small percentage here over a long time horizon.

Please share figures and references. This is fascinating and of great interest to many of us. Thanks!