I was just thinking a couple of days ago – should I buy Intel stock? Nah, I thought, surely it's all priced in by now
INVESTMENT
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Compute Infrastructure Costs Vastly Exceed AI Model Training Expenses
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perhaps interesting to think through that compute infra building is probably a 0.5-1T problem, but training, if cursor is all it takes, is just a 0.06B problem
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Tesla Plans $25 Billion Investment in AI and Robotics
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Tesla plans $25bn spend on AI and robotics | BBC News https://
youtu.be/kQFUezpmrbE?si
=JLYgRivluKP0M4RG
… via @YouTube #teslabot #tesla #optimus #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @AlbertoEMachado @Eli_Krumova @postoff25 -

AI Superpower Competition: The Race for Global Dominance
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“The leader in AI will rule the world.” This is the greatest technology competition in history. And, yes, it is existential. Only two countries have the capacity to become an AI Superpower, integrating the entire supply chain of Intelligence, from the mine to the model. (And
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Founding Engineers Network Dinner: From Pitch Decks to Products
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Last night, we teamed up with First Commits to co-host our first dinner together for founding engineers at Penny Roma. We shared honest conversations and real stories about turning pitch decks into working products. We were joined by startups including @worktrace_ai
, @ExaAILabs
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Strategic Integration: Making AI Competitors Part of Your Ecosystem
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If you can’t bet them, have them join you.
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Replit Launches Startup Program Offering Up to $25K in Credits
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Replit for Startups is live. Up to $25K in credits to build your product, ship fast, and scale. If you're building on Replit, this is for you. http://
replit.com/startups -
API Pricing Announcement: $5 per Million Input Tokens
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API pricing will be $5 per 1 million input tokens and $30 per 1 million output tokens, with a 1 million context window. (Remember, you will need less tokens per task than 5.4!)
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New AI Model Excels at Hard Tasks, Uses Fewer Tokens
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It's an incredible model. The problem is, the previous models were incredible too. For most tasks, it won't feel very different. But for hard tasks, it's significantly better. It also uses fewer tokens, so even though it is priced higher per token, you might end up spending
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New 5.5 Model Release Competing with Anthropic’s Offerings
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Translation: we're going to release the 5.5 this afternoon, which will be a model that we're going to sell at the level of Mythos, but differentiating ourselves from Anthropic in that we have the computing power to offer it to the public.