I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards. (I will have a financial interest in Helion so still be recused from negotiations, but from a governance perspective this will make things easier for both companies.) David and Chris are exceptional founders and I think people will be quite impressed by the company's progress. David Kirtley (@Dkirtley) Sam Altman is stepping down from Helion’s Board of Directors. This decision enables Helion and OpenAI to explore future partnerships to bring zero-carbon, safe electricity to the world, which Helion is perfectly poised to deliver. Sam has played an integral role in Helion’s development; I am extremely grateful for his commitment to Helion since he joined our board in 2015. He has pushed me and the Helion team to dream big, build with urgency, and focus on the thing that matters most: deploying fusion for our customers as quickly as possible to fully satisfy the world’s need for clean and abundant energy. Fusion would not be where it is today if it were not for Sam’s support over the last decade. Sam, thank you for your vision, your encouragement, and your commitment to Helion. I look forward to working with you in this new capacity. — https://nitter.net/Dkirtley/status/2036120194805014537#m
MARKET TRENDS
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GPT-5.4 Pro Outperforms Other Models for Complex Tasks
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GPT-5.4 Pro continues to be the only model of its class. For anything really hard & complex, I throw it into the maw with every bit of context I can think of. More often than not, something very useful comes out. I can't get the same results from Codex or Code or anything else.
→ View original post on X — @mattshumer_, 2026-03-23 17:43 UTC
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Jensen Huang on AI Expanding Human Potential and Computing’s Future
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"Every carpenter, every accountant, every student, will use AI to build.”
— NVIDIA (@nvidia) 23 mars 2026
Jensen Huang on how AI expands human potential, reshapes work, and defines the next era of computing.
New episode with @lexfridman out now. https://t.co/K6Kn3G9I14"Every carpenter, every accountant, every student, will use AI to build.” Jensen Huang on how AI expands human potential, reshapes work, and defines the next era of computing. New episode with @lexfridman out now. Lex Fridman (@lexfridman) Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 – Introduction 0:33 – Extreme co-design and rack-scale engineering 3:18 – How Jensen runs NVIDIA 22:40 – AI scaling laws 37:40 – Biggest blockers to AI scaling laws 39:23 – Supply chain 41:18 – Memory 47:24 – Power 52:43 – Elon and Colossus 56:11 – Jensen's approach to engineering and leadership 1:01:37 – China 1:09:50 – TSMC and Taiwan 1:15:04 – NVIDIA's moat 1:20:41 – AI data centers in space 1:24:30 – Will NVIDIA be worth $10 trillion? 1:34:39 – Leadership under pressure 1:48:25 – games 1:55:16 – AGI timeline 1:57:29 – Future of programming 2:11:01 – Consciousness 2:17:22 – Mortality — https://nitter.net/lexfridman/status/2036123301140111406#m
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Driving AI ROI with Governance and Traceability for CIOs
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Heading to @Gartner_inc CIO Leadership Forum? Don’t miss our session on March 31 at 11 a.m. EDT! AI is moving fast — but proving board-level impact is hard. Learn how to drive accountable ROI with governance + traceability. https://
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OpenAI Hires Former Meta Executive to Lead Ad Solutions
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OpenAI has brought in former Meta executive Dave Dugan to lead global ad solutions, a big signal that the company is getting serious about building an advertising business around ChatGPT and other products. Has any big AI company other than OpenAI hired ex-Meta-ad managers? Not
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Jensen Huang Interview: NVIDIA, AI, Leadership and Consciousness
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Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution.
— Lex Fridman (@lexfridman) 23 mars 2026
This was a fascinating & inspiring conversation, in parts super-technical on… pic.twitter.com/RJ6aOgHY4OHere's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 – Introduction 0:33 – Extreme co-design and rack-scale engineering 3:18 – How Jensen runs NVIDIA 22:40 – AI scaling laws 37:40 – Biggest blockers to AI scaling laws 39:23 – Supply chain 41:18 – Memory 47:24 – Power 52:43 – Elon and Colossus 56:11 – Jensen's approach to engineering and leadership 1:01:37 – China 1:09:50 – TSMC and Taiwan 1:15:04 – NVIDIA's moat 1:20:41 – AI data centers in space 1:24:30 – Will NVIDIA be worth $10 trillion? 1:34:39 – Leadership under pressure 1:48:25 – games 1:55:16 – AGI timeline 1:57:29 – Future of programming 2:11:01 – Consciousness 2:17:22 – Mortality
→ View original post on X — @lexfridman, 2026-03-23 16:49 UTC
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Airstreet Epoch 3: Accelerating Funding Rounds in AI
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Thanks, @tim for our great chat in @ft about @airstreet epoch 3! “One of the reasons to go bigger now is the opportunity set has accelerated dramatically” “Companies want to raise faster and raise larger rounds, so you need to adapt the model for the game that’s being played.”
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Open Models Close Gap to Frontier in Eight Months
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From under 28% to above 50% in eight months on Terminal-Bench is a pace that's easy to miss when everyone's focused on frontier model releases. Open models closing the gap this fast changes the economics for a lot of production use cases.
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OpenAI in Advanced Talks to Buy Electricity from Helion Energy
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OpenAI is in advanced talks to buy electricity from Sam Altman-backed fusion startup Helion Energy, according to a person familiar with the situation. OpenAI could secure a guaranteed portion of Helion's production, initially 12.5%, per the source.
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OpenAI Offers Private Equity Firms 17.5% Guaranteed Returns
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OpenAI is offering private equity firms a standout 17.5% guaranteed return plus early access to new AI models to win enterprise partnerships. I digged a bit into this (deleted last post). This kind of incentive is unusual but strategic in a fast-moving, high-stakes market.