> be me
> Larry Ellison
> own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI
> needs compute
> *a lot* of compute
> like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich."
> sign $300B GPU
BIG TECH
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Ellison’s $300B GPU Cluster Bet on AGI
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AI News Roundup: Claude, NotebookLM, ByteDance Updates
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Since last week was a bit slow, here's the AI news roundup from the past 2 weeks. What did I miss? – @AnthropicAI
's Claude can now create and edit Excel, Word, PowerPoint & PDF docs
– @NotebookLM launched new audio formatting for source overviews
– ByteDance dropped Seedream 4.0 -
Isomorphic Labs advances AI-designed drug candidates for healthcare
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Helping to improve human health is one of the most important uses of AI. Insightful discussion with @TomMackenzieTV on Bloomberg Tech Europe of our great progress @IsomorphicLabs designing new drug candidates for challenging targets.
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Meta Releases MobileLLM-R1: Compact Edge Reasoning Model Under 1B Parameters
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Meta just dropped MobileLLM-R1 on Hugging Face a edge reasoning model with fewer than 1B parameters 2×–5× Performance Boost over other fully open-source models: MobileLLM-R1 achieves ~5× higher MATH accuracy vs. Olmo-1.24B, and ~2× vs. SmolLM2-1.7B. Uses just 1/10 the
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OpenAI Microsoft Partnership Converts to MOU Agreement
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Le partenariat D' @OpenAI avec @Microsoft va devenir MOU
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Mars Biosignatures, Starlink Spectrum, and AI Breakthroughs
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Biosignatures on Mars.
Starlink gets spectrum.
Alterego makes telepathy-like tech.
Soft robots move with magnets & batteries.
Palmer Luckey takes delivery of first Jetson ONE. + Good AI: Math, Inc., Oboe, Replit Agent 3 Sad week for America.
The optimism marches on. -

Critique of Eric Coquerel’s Economic Knowledge
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@ericcoquerel does not know what Mistral is nor who Arthur Mensch is. 1: This demonstrates he has never opened a business newspaper in his life.
2: He confuses valuation and revenue. Question: What do you read in the morning? Tchoupi's Journal? -

Apple’s Vague EU Compliance Communication Under Scrutiny
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come on dude… your framing is wrong and u know it the feat will come, EU just wants to make sure apple aligns with our rules their communication is vague on purpose sad to see u amplifying that narrative instead of holding apple accountable for a clear compliance timeline
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GDPR and Big Tech Language Data Privacy Concerns
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because RGPD gafam don't have to know language of the users… (i'm joking but they probably not)
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Elon Musk and Optimus Robots: A 1 Trillion Dollar Fortune
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Elon Musk could earn 1 trillion dollars if his Optimus humanoid robots take off. Megalomaniac science fiction?
No: it's the conviction that humanoids will replace our muscles and our brains. My latest article co-written with
@dr_l_alexandre