Bg2 Pod @BG2Pod
Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism linktr.ee/bg2pod Silicon Valley Joined January 2024-
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Open wins. DC needs to be vigilant against the regulatory capture wolf. 🐺🐑
Open wins. DC needs to be vigilant against the regulatory capture wolf. 🐺🐑
Tech Check. 🚀
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Spotify: spoti.fi/3UmLUd5 Apple: apple.co/3UD1ouU Youtube: bit.ly/4b4cpLr
Will Meta’s free & open Llama models impact the VC backed models (OpenAI, Anthropic, Mistral, Cohere, etc) like Google’s free maps did to the GPS biz models? Challenge is to build something so superior to $META that enterprises / consumers like it alot better than free. 🤷♂️
Will Meta’s free & open Llama models impact the VC backed models (OpenAI, Anthropic, Mistral, Cohere, etc) like Google’s free maps did to the GPS biz models? Challenge is to build something so superior to $META that enterprises / consumers like it alot better than free. 🤷♂️
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🙏🏼🙏🏼
Spotify: spoti.fi/3xOQysK Apple: apple.co/446I4cT YouTube: bit.ly/4b4cpLr
US = 60% (gas / coal), 20% nuclear, 20% renewables. US power demands increasing first time in 25 years bc of AI / data center demand placing pressure on the grid and regulators to accelerate production capacity. Gas easiest but also need a complete nuclear reboot! @bgurley
Anthony Shi (Dolan V... @DolanVKent
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Brad Gerstner @altcap
127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Good chart from my colleague @_clarktang on incremental share gains x.com/_clarktang/sta…
AWS report is out - seeing some reversal in incremental share gained from Azure to AWS (45% incremental share -> 41% / 30% -> 34%) Recall - AWS is the bell weather for many SW stocks. Many of them will be up tomorrow! $MSFT $AMZN
Founders, here’s a cheat code. Every Sunday go for a long run (or walk) outside while listening to @FoundersPodcast. It will remind you: - The journey is the reward - What you’re working on is hard, but not impossible - Success often takes decades - You’re not alone - You can…
Hard to believe - for about the cost of In & Out burgers w your kids you can get the data you need to dramatically reduce your risk of a sudden heart attack. And if we all do this, we will save the country hundreds of billions in emergency heart attack care. 👊🙏🏼🤍
@altcap $49 at the hospital near me in Indianapolis. Everyone should do it.
My favorite ai statements of the week @FT
Removing parking requirements is magical.
"As soon as the city removed the off-street parking requirements, 57 historic office buildings were converted into apartment buildings in the next eight years." — @DonaldShoup cbc.ca/news/canada/ot…
@connorcandito @BG2Pod @altcap I suspect there is a future LLM combined w some sort of database. The LLM will fully understand the database, and the customer will then be tied to the LLM.
Alphabet Beats Revenue Estimates as AI Fuels Cloud Growth @BG2Pod bloomberg.com/news/articles/…
$TSLA $UBER I agree with Brad Gerstner @altcap 📷 / altcap Bill Gurley @bgurley 📷 / bgurley BG2 Pod @BG2Pod 📷 / bg2pod This is a match made in heaven. youtu.be/D4BQCaVMjg4?si…
.@AIatMeta please give us a 8B with 150T!
Yes, both the 8B and 70B are trained way more than is Chinchilla optimal - but we can eat the training cost to save you inference cost! One of the most interesting things to me was how quickly the 8B was improving even at 15T tokens.
The convergence of tech and energy
Zuck: "No one has built a 1GW data center yet. This is only a matter of time. Just to put this in perspective, a gigawatt would be the size of a meaningful nuclear power plant only going towards training a model." Big tech companies are turning into energy companies, since the…
Guaranteed we’re watching the origin story for a $100B robotics company play out.
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