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Alex Wissner-Gross, Reified
Halting every new data center would barely slow AI now, says Reified's founder
9 arguments: why the midterm backlash pushes compute toward orbit, how a city beats AI on GDP per watt, and why a VC wants a legal "right to compute…
Nov 8
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Every industry needs a bet like Meta's $14.3B Scale AI deal, says Link Ventures founder
13 arguments: why OpenAI's 722 math solutions put crypto in question, a $1.8B push to model the cell, and why AI memory may matter more than a smarter…
Oct 16
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Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
Sep 20
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Emad Mostaque: OpenAI solved a Millennium Prize problem with 10,000 agents in 88 hours
13 takeaways: why a compressed model can now escape containment forever, his case for 100 million government-backed robots, and why labs keep their best…
Sep 11
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Nvidia's $96.2 billion quarter, a 200,000-account Chinese bot farm aimed at US data centers, and OpenAI's own inference chip | Moonshots
Whether Nvidia is quietly financing its own demand, Musk's $3.5 trillion SpaceX projection, why 70% of China's AI tokens go to video, and a…
Aug 30
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