LLMs are like Fabs Whoever controls the 'fabs' controls the margins. Just like TSMC. Google owns their TPU fabs. Everyone else rents NVIDIA's. The compute supply chain is the new app store tax.
BIG TECH
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LLMs as Utilities: AI Infrastructure as the Real Value Layer
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LLMs are like Utilities AI is electricity. When the grid goes down, intelligence 'brownouts.' Just like when OpenAI crashes and half the internet stops working. The AI infrastructure layer is where the real value will be captured as @JesseTinsley keeps telling me.
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AI Startup Success, Safety Concerns, and Job Market Trends
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Top stories in AI today: – Solo-owned vibe coding startup sells for $80M
– OpenAI prepares for bioweapon risks
– How to build a smart AI orchestrator for projects
– Stanford: What workers want from AI
– 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/vibe-coding-
startups-80m-speedrun
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Neo-Luddite Backlash Against AI Unfolds on Bluesky
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Nah, the neo luddite reaction is playing out on bluesky, and we are prepared to dealing with it by staying on X
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5 Hackathons Hosted by Devpost with Prizes and Deadlines
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Explore these 5 Hackathons hosted by @Devpost Agent Development Kit Hackathon with Google Cloud PRIZES: $50,000 DEADLINE: June 23 Build multi-agent AI systems with Agent Development Kit and Google Cloud
JOIN HACKATHON: https://
bit.ly/googlecloudmul
tiagenti
… AWS Breaking Barriers -
NVIDIA DeepMind Disney Partner to Train Humanoid Robots in Simulation
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🇫🇷À Vivatech, Jensen Huang a annoncé un partenariat entre NVIDIA, DeepMind et Disney.
— VISION IA (@vision_ia) 19 juin 2025
Objectif : créer la simulation physique la plus réaliste du monde… pour entraîner des robots humanoïdes.
L’IA apprend désormais dans des mondes virtuels soumis aux lois de la physique.
C’est… pic.twitter.com/o5aUkbb7prAt VivaTech, Jensen Huang announced a partnership between NVIDIA, DeepMind, and Disney. Objective: to create the world's most realistic physical simulation… to train humanoid robots. AI now learns in virtual worlds subject to the laws of physics. That's where it truly
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Google Android XR Glasses Project Astra Prototype Hands-On
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The moment the Android XR glasses (previously Project Astra) blew my mind.
— Matt Wolfe (@mreflow) 19 juin 2025
Thanks @GoogleDeepMind for the invite to London to test the early prototype!@LinusEkenstam pic.twitter.com/LDCSpo9N58The moment the Android XR glasses (previously Project Astra) blew my mind. Thanks @GoogleDeepMind for the invite to London to test the early prototype! @LinusEkenstam
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ByteDance Releases Free Open-Source AI Video Upscaler to 1080p
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Une IA gratuite, open source, qui restaure vos vieilles vidéos floues en HD.
— VISION IA (@vision_ia) 19 juin 2025
Bruité, pixelisé, 720p ? Elle nettoie tout et sort du 1080p ultra propre, en un seul passage.
ByteDance vient de publier le code.
C’est peut-être le meilleur upscaler vidéo dispo aujourd’hui – et il… pic.twitter.com/05FcO9j25KA free, open-source AI that restores your old blurry videos to HD. Noisy, pixelated, 720p? It cleans everything up and outputs ultra-clean 1080p in a single pass. ByteDance just released the code. It might be the best video upscaler available today—and it runs locally.
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Open Source Strategy as Path to AGI Talent Attraction
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If you assume the models will go closed source as soon as they get AGI-ish, then it makes more sense (you attract more talent, prestige, and free research going open source in the meantime).
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Why Big Tech Invests Billions in Open Source LLMs
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I've done academic research on open source & I am confused about the case for firms spending billions making open LLMs. In most open source, companies gain ecosystem benefits: people build on their platform, they sell ancillary services, etc. Doesn't work for LLMs at that cost.