follow me if you want to understand how ai infra affects the economy. San Francisco compute. ~Meta, Tesla AI, X transition team. Aquired by Tesla ~

San Francisco
Joined September 2012
Nvidia and Crusoe are both now in the modular datacenter game! I’m really happy to see the dreams in 2023/2024 become a reality
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This is epic
I'm so excited that our @theworldlabs team has achieved a major milestone today! Introducing Atlas - a first of its kind multimodal world model trained from scratch! 🚀 Atlas is capable of generating frames with pixel-perfect camera control, reconstructing large scenes from as few as one single input image, simulating space-time by reframing videos, natively outputting 3D spaces from one or more input images, composing multiple posed images into a consistent 3d world, and more! This is the best camera conditioned world model ever, opening doors to many possible use cases from VFX to robotics. I'm so so so proud of our team!♥️
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Eyy
Tesla just trademarked MEGAPOD Summary: "Modular data center hardware systems for artificial intelligence computing, comprised of computer servers, computer hardware for artificial intelligence processing, computer networking hardware, electrical power distribution units, and cooling systems, sold as a unit; self-contained modular computing hardware systems for artificial intelligence workloads; integrated computer hardware platforms for artificial intelligence computing, namely, enclosures containing computer hardware, power distribution hardware, and cooling hardware, sold as a unit; downloadable software for monitoring, managing, optimizing, and regulating modular artificial intelligence computing hardware systems." I think this is related to the dedicated Digital Optimus units running at Superchargers. What do you guys think?
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A lot of volatility in the tech stocks last few weeks, some reasons I’ve heard: - OpenAI and their trillion dollar obligations - Unwrapping of cheap Japanese debt due to a positive interest rate - Concerns around us debt ceiling. Anyone hear any others?
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I love billionaires too. Unfortunately the LP fundraise dynamic can create perverse incentives when you aren’t rich yourself
Some people want to ban billionaires. I love billionaires. They’re the last irrational actors left in capitalism. People don’t appreciate how difficult it would be to fund projects in longevity, space, fusion, etc without family offices and HNWs that can take crazy risks and have permission to be illiquid for decades. New venture funds themselves also rely on HNW checks to anchor before they develop a track record and institutions can come in. Venture funds underwrite legible risks, HNWs can invest on faith. I’d be happy if we had more of them, provided they use their wealth to invest. It’s certainly more valuable to society than funneling wealth to a bevy of variously-corrupted charitable foundations.
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I don’t think people realize this but as far as I know a gigawatt datacenter hasn’t been built yet
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Since when did VC get in the business of highly funding businesses that can easily be bootstrapped and ignoring ones that could be generational but require a hurdle
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Large scale inference is important for a world where autonomy is as common as water
Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about. His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet. At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.” So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center. Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already. Mind blown.
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Okay wow…
BREAKING: OpenAI has asked the US government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, OpenAI called for 100 gigawatts of new power each year to close the “electron gap” with China. We need more power.
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No one will save you. You have to save yourself
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How you know you have PMF: you actively recommend your customers to use other options because you are too overloaded with customers but they still want to use you
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People are now deploying modular datacenters at multibillion dollar scale
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Overhead in Silicon Valley, people are running data centers on 747 jet engines
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A bit late but I decided to get the blue check mark
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Nvidia and OpenAI made a 100B round robin deal. Nvidia stock price went up. Those GPUs will have to ship in a box. It’s a good time to think how this deal affects Dell, SMCI, and any ODM
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PMF (product market fit) is an insane feeling
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