I thought Texas would be ground-zero for AGI, and moved here almost 2 years ago. The Texas triangle is booming, intense density for all the industries of the future: manufacturing, engineering, energy (including renewables, not only oil & gas), tech, medicine, Intelligence
INVESTMENT
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Frontier Labs May Cut APIs in Compute-Constrained Future
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I think it’s @NaveenGRao who said it before but wouldn’t be surprised if the frontier labs cut their APIs entirely at some point. In a compute constrained world, they’ll always prioritize their own direct products/customers. Makes it scary and unsustainable to only build on top
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OpenAI dominates but China rapidly catching up in AI
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I'm biased. OpenAI works great and the sub is officially supported, China is catching up as well tho!
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DeepSeek V4: Chinese AI Model on Huawei Silicon
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DeepSeek is about to release V4, and for the first time, a frontier Chinese AI model will run natively on Huawei silicon. A brief analysis and why its much bigger than most people think. Alibaba, ByteDance, and Tencent have placed bulk orders for hundreds of thousands of
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LLMs as False Start: Systemic Flaws and Capital Misallocation
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What if the whole LLM thing is a false start? If the flaws are inherent systemic problems – if the compounding of hallucinations/errors can't be sorted out? If the capex build out is one of the biggest misallocations of capital ever? Then what? bloomberg.com/news/newslette…
→ View original post on X — @garymarcus, 2026-04-04 10:50 UTC
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Tesla Merger Could Create Industry Giant
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If they merge with Tesla, it will be the biggest. Agree?
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SpaceX IPO Expected to Be Largest Ever
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SpaceX IPO! I think it will be the biggest ever. What do you think?
