Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://xitter.twitterapi.xyz/t.co/IXlHVhOANw
Miami, FL
Joined May 2009
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Marcelo P. Lima retweeted
100GW in space is roughly equal to 800GW on Earth.
Moreover, solar on Earth must be paired with massive batteries to continue powering compute at night and supplemented with combustion or nuclear power during winter.
These are not the same at all.
I wish Howard had asked another question: will AI net create or destroy jobs? And argued both sides. Here, it sounds like he's already made up his mind, and I really disagree with this: "governments’ need to replace the tax revenues that previously came from taxing the people AI puts out of work"
My latest memo assembles the critical questions one needs to consider to make intelligent, long-term investments in AI. While they can’t be answered definitively, investors mustn't let uncertainty result in inaction.
You can read it here: oaktreecapital.com/insights/…
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Marcelo P. Lima retweeted
NEWS: Ex-Tesla president says 10,000 test drivers in 30 days had not been called back
Jon McNeill says Tesla stores had no sales commissions, so nobody asked for the sale.
He says he had new test drive leads shut off until staff called the old ones back.
He says orders came in the next day.
He called Elon to apologize. Elon replied: "That was a great decision. You're going to fit in here just fine."
Source: The Knowledge Project (YouTube)
Marcelo P. Lima retweeted
SpaceX has a chance of going about half the GW next year of actually usable compute.
“Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others.
Marcelo P. Lima retweeted
Well, well, well
Rep. Ro Khanna sold $NVDA right before Nvidia's CEO admitted to having a Chinese spy side piece
He's a member of the following:
- Strategic Competition between the U.S. and the Chinese Communist Party Committee
- Taiwan Caucus
- High Tech Caucus
Apparently, federal agents informed some lawmakers last year that Jensen Huang might be the target of a foreign intelligence operation
He avoided a ~26% dip
Marcelo P. Lima retweeted
This is called the Rocky Running prank, and they do it in England at a park. I can't love this more!
That's what a 'prank' looks like. With everyone smiling and laughing at the end. No trauma. No hurt feelings. Just all round fun.
The fact they can play their instruments and run at the same time is quite impressive.
Marcelo P. Lima retweeted
EXCLUSIVE: We spent weeks in Napa Valley investigating Gavin Newsom's wine empire. According to a whistleblower, the operation is built on undocumented migrant labor, in violation of the law.
Illegal aliens pick the grapes—and Newsom sells the wine for up to $7,000 a bottle.
The year is 2035. Gemini 12 Lawrencium was just launched. It can autonomously build you a warp drive spaceship in under 2 days. Yet on the upgrade page for Workspace accounts, they still advertise Gemini 3:
Our strongest frontier model, Gemini 4 Carbon, is now available.
Built for deeply complex, long-horizon workflows that push a frontier model’s intelligence, Carbon delivers frontier performance in agentic workflows across complex knowledge work, software engineering and web development, cybersecurity, and scientific reasoning.
While Gemini 4 Argon remains the ideal model for the majority of software engineering and knowledge work, Carbon steps in for your hardest tasks that push a model to its limits — from complex, multi-step debugging to open-ended scientific research.
Available starting today:
— Consumers: use it in the @GeminiApp and AI Mode in Search for Google AI Ultra subscribers
— Developers and Enterprises: build via the API in @GoogleAIStudio and @AndroidStudio, Google @Antigravity for Google AI Ultra subscribers, and Gemini for business
— Scientists and Researchers: apply for a chance to get 6 months free via @Antigravity
— Cybersecurity Defenders: apply to join the Fairwind Program for access to Carbon for cyber
Watch how Carbon brings reasoning and coding together, turning avian research into an interactive 3D simulation of a songbird’s vocal organ that synthesizes the sounds of six bird species live.
Tesla just officially surpassed Waymo in number autonomous vehicles in Texas, with the addition of 20 Model Ys — fleet total 1,302 vs 1,297 for Waymo
Under the cooling period, today is the first day MCB can start buying $TEAM stock under the 10b5 plan.
$TEAM's MCB putting his money where his mouth is:
"Today, Mike Cannon-Brookes, Atlassian’s CEO and co-Founder, announced his intention to enter into a trading plan to make open market purchases of up to $250 million in shares of Atlassian’s Class A Common Stock."
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Yesterday, I photographed a party invitation and tried, "Siri, add this to my calendar" — the invitation has the name of the party and the date. Siri's reply below.
It's completely useless.
@gregjoz @johnternus @mgorbach @capttaco @AppleSupport @apple
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Marcelo P. Lima retweeted
Me reading Hamlet's "To Be Or Not To Be" speech in a reconstruction of early 17th century English pronunciation
Marcelo P. Lima retweeted
Take that ridesharing revenue ($150B+) and subtract the cost of paying 16,000,000 drivers. That is the bet.
Marcelo P. Lima retweeted
GPUs are melting. On-demand B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow. Recent price surges point to a clear demand inflection.
