We’re delighted to welcome the Run:ai team to NVIDIA.
INVESTMENT
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Generalist Firms Strategy: Following Market Trends vs Thesis
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agree but to play devil’s advocate, isn’t the whole point of generalist firms that they go where the puck is vs stick to theses they believe? in which case, it’s fine that they flip flop around as themes come and go
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Palantir’s Vibe Shift: From Big Brother’s Sidekick to AI
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Palantir: the vibe shift of 2024 Tl;dr: from "big brother's sidekick" to the "AI flame of the West" Palantir is one of the most fascinating case studies in vibe shifts. Founded in 2003 to provide critical insights from large amounts of data in the government and security space,
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DeepSeek Breaks Into Top 10 With Minimal Post-Training Cost
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DeepSeek COOKED! It is the only open-weight (commercially permissive) model in the top 10. More so, it is a model that has been post-trained on ~5K H800 GPU hours (0.01M $) *only* – now imagine what a better post-trained model can do!
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High-Skill Immigration Drives Innovation Growth and Economic Wealth
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More high-skill immigration => more innovation, growth and wealth
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Robot Manipulation Remains Harder Than Locomotion Despite Hype
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“seemingly”: There has been recent progress in robot locomotion and driving but manipulation is much harder. After Elon and Jensen spot-lit humanoids this year, funding and PR accelerated rapidly, claiming “data will solve robotics”; but most roboticists are more cautious.
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AI Agents Are the New NFTs: LEGION Movement
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AI Agents are the new NFTs We Are LEGION $AGI #AIAgent #AIDAO #NFT
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Shaun Clowes: B2B Growth and Product Strategy Leader
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Shaun Clowes (@ShaunMClowes) built the first-ever B2B growth team, was the first head of growth at @Atlassian, CPO at @Salesforce’s MuleSoft and at @Metromile, and is currently CPO at @ConfluentInc. He also built two @Reforge courses (on data PM'ing and increasing retention), and… pic.twitter.com/1IjK7izn9d
— Lenny Rachitsky (@lennysan) 29 décembre 2024Shaun Clowes (
@ShaunMClowes
) built the first-ever B2B growth team, was the first head of growth at @Atlassian
, CPO at @Salesforce
’s MuleSoft and at @Metromile
, and is currently CPO at @ConfluentInc
. He also built two @Reforge courses (on data PM'ing and increasing retention), and -
Universal Tokenomics for AGI Agents and Cross-Country Synergy
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[ Universal Tokenomics ] 1. Each AGI Agent ($*.Agent.AGI) offers AI utility rights. 2. Each Business Of AGI—Launchpad—($*.AGI) unifies its “country” of AGI Agents for local trade. 3. For cross-“country” synergy, $AGI is the universal fallback. #AIAgent #AIDAO #AGIFirst
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DGX B200: High-Risk AI Hardware Investment for Early Twenties
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If you’re a guy in your early 20s, buy a DGX B200. Go into debt if you have to, in fact, you must go in debt to realise it’s true potential. This is the way!