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VOICE ARCHIVE

@drjimfan

@drjimfan
86 posts
2025-10-29
Listening to Jensen talk about his favorite maths - specs of Vera Rubin chips, and the full stack from lithography to robot fleets assembling physical fabs in Arizona & Houston.  Quoting Jensen, “these factories are basically robots themselves”.  I visited NVIDIA facilities before and they look absolutely unreal...
2025-10-29 View on X
Bloomberg

After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips

Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …

2025-08-05
This is game engine 2.0. Some day, all the complexity of UE5 will be absorbed by a data-driven blob of attention weights. Those weights take as input game controller commands and directly animate a spacetime chunk of pixels. Agrim and I were close friends and coauthors back at
2025-08-05 View on X
The Verge

Google DeepMind releases its Genie 3 model, which can generate 3D worlds from a prompt and has enough visual memory for a few minutes of continuous interaction

AI world models have many limitations, but Genie 3 offers improvements like real-time interaction and better memory.

2025-07-26
Shengjia is one of the brightest, humblest, and most passionate scientists I know. We went to PhD together for 5 yrs, sitting across the hall at Stanford Gates building. Good old times. I didn't expect this, but not at all surprised either. Very bullish on MSL!
2025-07-26 View on X
Axios

Mark Zuckerberg names Shengjia Zhao, the former OpenAI researcher who co-created ChatGPT, as chief scientist at Meta Superintelligence Labs

Shengjia Zhao — formerly of OpenAI — will be chief scientist at Meta's new Superintelligence Lab, Mark Zuckerberg announced on Threads on Friday.

2025-04-06
Llama-4 doesn't disappoint! My notes: - Ease of deployment is now a more important OSS feature than sheer size. There's emphasis that Llama 4 Scout can run on a single H100, as opposed to Llama-3-401B, which was powerful but ultimately had lesser adoption. Mixture of Expert is a [image]
2025-04-06 View on X
Meta

Meta launches Llama 4 Maverick with 400B parameters and Scout with 109B parameters and a 10M context window, and previews Behemoth with 2T total parameters

Takeaways  — We're sharing the first models in the Llama 4 herd, which will enable people to build more personalized multimodal experiences.

2025-01-22
How it started: 1 DGX How it's going: 2% of US GDP [image]
2025-01-22 View on X
TechCrunch

OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years

OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.

2025-01-20
We are living in a timeline where a non-US company is keeping the original mission of OpenAI alive - truly open, frontier research that empowers all. It makes no sense. The most entertaining outcome is the most likely. DeepSeek-R1 not only open-sources a barrage of models but [image]
2025-01-20 View on X
Politico

CoinGecko: Trump's memecoin, with a $9B+ market cap, is still in the top 25 most valuable cryptocurrencies; some in crypto call Official Trump a “horrible look”

Trump's memecoin has taken off since debuting late Friday night.  Not everyone in crypto is thrilled.

2025-01-07
People ask me what's next. The GOAT points the way. Physical AI. Embodied Agents. Robotics. That's what's next. [image]
2025-01-07 View on X
TechCrunch

Nvidia says the RTX 5090 has 92B transistors, 32GB of GDDR7 VRAM, 4,000 AI TOPS, and DLSS 4, which can use AI to generate up to three frames per rendered frame

As anticipated, Nvidia Monday kicked off its CES 2025 keynote by unveiling the new RTX Blackwell family of GPUs.

Y'all expecting RTX 5090, cool specs and stuff. But do you fully internalize what Jensen said about graphics? That the new card uses neural nets to generate 90+% of the pixels for your games? Traditional ray-tracing algorithms only render ~10%, kind of a “rough sketch”, and then [image]
2025-01-07 View on X
TechCrunch

Nvidia says the RTX 5090 has 92B transistors, 32GB of GDDR7 VRAM, 4,000 AI TOPS, and DLSS 4, which can use AI to generate up to three frames per rendered frame

As anticipated, Nvidia Monday kicked off its CES 2025 keynote by unveiling the new RTX Blackwell family of GPUs.

2024-12-27
Resource constraints are a beautiful thing. Survival instinct in a cut-throat AI competitive land is a prime drive for breakthroughs. I've been following DeepSeek for a long time. They had one of the best open coding models last year. Superior OSS models put huge pressure on
2024-12-27 View on X
VentureBeat

DeepSeek releases DeepSeek-V3, an open-source MoE model of 671B total parameters, with 37B activated per token, claiming it outperforms top models like GPT-4o

Chinese AI startup DeepSeek, known for challenging leading AI vendors with its innovative open-source technologies, today released a new ultra-large model: DeepSeek-V3.

2024-12-24
There's speed of light, and there's speed of Elon: “Colossus was fully operational in 122 days and started running workloads just 19 days after the first servers were delivered. Soon, xAI will double to 200K NVIDIA Hopper GPUs with NVIDIA Spectrum-X Ethernet networking.” 1.
2024-12-24 View on X
Forbes

xAI raised a $6B Series C from a16z, BlackRock, Fidelity, Kingdom Holdings, Sequoia, Nvidia, and others, at a reported valuation of at least $40B

Elon Musk's xAI announced Monday it raised $6 billion in a Series C funding round, putting the company's value at more than $40 billion …

2024-12-22
Thoughts about o3: I'll skip the obvious part (extraordinary reasoning, FrontierMath is insanely hard, etc). I think the essence of o3 is about *relaxing a single-point RL super intelligence* to cover more points in the space of useful problems. The world of AI is no stranger to [image]
2024-12-22 View on X
TechCrunch

OpenAI unveils o3 and o3-mini, trained to “think” before responding via what OpenAI calls a “private chain of thought”, and plans to launch them in early 2025

12 Days of OpenAI: Day 12 Naomi Li Gan / Tech in Asia : OpenAI unveils AI model for advanced reasoning Bojan Stojkovski / Interesting Engineering : OpenAI unveils o3 reasoning AI m...

2024-12-06
Would love to see a head-to-head coding benchmark against Claude 3.5! I couldn't care less about math problem sets, which can be overfitted to (e.g. solve Olympiad math but fail to tell if 9.9 > 9.11). Coding is the most important text modality, by far.
2024-12-06 View on X
The Verge

OpenAI launches ChatGPT Pro, a $200/month plan with unlimited access to o1, GPT-4o, and more, plus an o1 version that uses more compute for better responses

12 Days of OpenAI: Day 1 Alan Velasco / HotHardware : OpenAI Unveils A Turbocharged $200 ChatGPT Pro Tier For AI Power Users Reece Rogers / Wired : Here's What OpenAI's $200 Monthl...

2024-12-03
GenAI is creating increasingly higher-dimensional snapshots of the human experience. Stable Diffusion is a 2D snapshot. Sora is a 2D + temporal snapshot. Now, World Labs is a 3D, fully immersive snapshot. Spatial intelligence, elegantly rendered, beautifully done. Congrats to
2024-12-03 View on X
TechCrunch

World Labs, founded by AI pioneer Fei-Fei Li, gives an “early preview” of its first project, an AI system that can generate game-like, 3D scenes from an image

Today we're sharing our first step towards spatial intelligence … Rashi Shrivastava / Forbes : The Prompt: Elon Musk Wants To Stop OpenAI From Becoming A For-Profit ‘Frankenstein’ ...

2024-10-09
I will reframe robotics as *deep physical computation* from now on ☺️ Congrats to the 2nd laureate of both Turing Award and Nobel Prize! I just looked it up and the first was Herbert A. Simon, who won the Economics category.
2024-10-09 View on X
Bloomberg

The Royal Swedish Academy of Sciences awards the Nobel Prize in Physics to John Hopfield and Geoffrey Hinton for “foundational discoveries” in machine learning

had not seen them in any of the sweepstakes ahead of the announcement. But if everything is either physics or stamp collecting we just promoted machine learning to “physics”. (Love...

I will reframe robotics as *deep physical computation* from now on ☺️ Congrats to the 2nd laureate of both Turing Award and Nobel Prize! I just looked it up and the first was Herbert A. Simon, who won the Economics category.
2024-10-09 View on X
Bloomberg

The Nobel in Chemistry goes to David Baker “for computational protein design” and DeepMind's Demis Hassabis and John Jumper “for protein structure prediction”

- Demis Hassabis, John Jumper share half the $1.1 million award  — Remainder goes to David Baker for building new proteins

2024-10-08
I will reframe robotics as *deep physical computation* from now on ☺️ Congrats to the 2nd laureate of both Turing Award and Nobel Prize! I just looked it up and the first was Herbert A. Simon, who won the Economics category.
2024-10-08 View on X
Bloomberg

The Royal Swedish Academy of Sciences awards the Nobel Prize in Physics to John Hopfield and Geoffrey Hinton for “foundational discoveries” in machine learning

- John J. Hopfield, Geoffrey E. Hinton worked on neural networks  — Their work laid foundations for machine learning and AI

2024-09-13
This may be the most important figure in LLM research since the OG Chinchilla scaling law in 2022. The key insight is 2 curves working in tandem. Not one. People have been predicting a stagnation in LLM capability by extrapolating the training scaling law, yet they didn't [image]
2024-09-13 View on X
Simon Willison's Weblog

OpenAI's o1 models aren't as simple as the next step up from GPT-4o as they introduce major cost and performance trade-offs in exchange for improved “reasoning”

OpenAI released two major new preview models today: o1-preview and o1-mini (that mini one is also a preview …

Agreed. Why not name it GPT-4r (r stands for reasoning)? The “o” in GPT-4o is “omni”, which means multimodal (image, speech, etc), yet o1 isn't a multimodal model ... @sama
2024-09-13 View on X
The Verge

OpenAI releases o1, the first of its rumored reasoning-focused Strawberry models, in preview, alongside a smaller o1-mini, for ChatGPT Plus and Team subscribers

Advancing cost-efficient reasoning.  —  Contributions Sabrina Ortiz / ZDNET : OpenAI trained its new o1 AI models to think before they speak - how to access them Ethan Mollick / On...

Agreed. Why not name it GPT-4r (r stands for reasoning)? The “o” in GPT-4o is “omni”, which means multimodal (image, speech, etc), yet o1 isn't a multimodal model ... @sama
2024-09-13 View on X
Simon Willison's Weblog

OpenAI's o1 models aren't as simple as the next step up from GPT-4o as they introduce major cost and performance trade-offs in exchange for improved “reasoning”

OpenAI released two major new preview models today: o1-preview and o1-mini (that mini one is also a preview …

OpenAI Strawberry (o1) is out! We are finally seeing the paradigm of inference-time scaling popularized and deployed in production. As Sutton said in the Bitter Lesson, there're only 2 techniques that scale indefinitely with compute: learning & search. It's time to shift focus to [image]
2024-09-13 View on X
Simon Willison's Weblog

OpenAI's o1 models aren't as simple as the next step up from GPT-4o as they introduce major cost and performance trade-offs in exchange for improved “reasoning”

OpenAI released two major new preview models today: o1-preview and o1-mini (that mini one is also a preview …