Knowledge catalogue
Most popular model on @OpenRouter (10tr tokens) turns out to be a 1.6tr MoE by @Meituan_LongCat (superapp/DoorDash of China) Basically Gemini / Opus 4.6 level 35tr tokens trained entirely on 50k Chine
Nvidia would likely experience downward pressure on pricing power and profit margins if an AI‑chip glut materializes, as excess supply from competitors (e.g., ASICs or lower‑cost GPUs) could force the
two weeks ago i went on @swyx's pod and said some things that i... should not have said. a lot has happened since then, i owe you all an apology. i'm sorry that i was right about every single thing. a
OpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new
My 2hr workshop on Open vs Closed models, reward hacking, benchmaxxing & RL is out! 1. Closed vs open models 2. Throughput maxxing but accuracy minimizing 3. Benchmaxxing & cheating 4. Distillation &
Dylan Patel discusses the advantages of drones utilizing American technology infrastructure and components, likely highlighting benefits such as reliability, security, supply chain independence, and t
Sam Altman posted about OpenAI's successful pilot program with NVIDIA to deploy Codex (an AI code generation model) across an entire company, highlighting positive results from the enterprise rollout.
Hi i'm dwarkesh! Grew up all over the US, now sf-based and always down to nerd out about AI, science & history :) a lil about me: 🟠 Host of the dwarkesh podcast 🟠 Studied at UT Austin 🟠 Just published
SAUVER LA FRANCE ET L'EUROPE EN FAISANT LE SEUL PARI QUI VAILLE (série banane rouge) I. COMME BONAPARTE : CONCENTRER LES FORCES, PAS LES DILUER Dans le discours politico-industriel d'aujourd'hui, on e
1/ Old Nvidia chips are getting MORE valuable with age, not less. That has never happened in computing history. Marc Andreessen (@pmarca) on @latentspacepod with Alessio Fanelli (@FanaHOVA) and @swyx
Completely agree with Jensen! Not exporting AI out of fear is classic case where the cure would be 100x worse than the disease. You slow down innovation, progress and US technology and economic leader
Dylan Patel of SemiAnalysis posted a clarification on X distinguishing NVIDIA from automotive companies, likely in response to comparisons or confusion surrounding NVIDIA's growing presence in the aut