Web4 Newsletter @Web4Newsletter

The AI bubble may be even more circular than people realize. Anthropic just signed a $35 billion compute deal with Lambda. But Nvidia backs Lambda, supplies its GPUs, and is leasing the data centers involved. So you have an Nvidia backed AI lab buying compute from an Nvidia backed cloud company using Nvidia backed infrastructure. The AI ecosystem is becoming increasingly intertwined.

Sam Altman thinks countries that refuse to adopt AI could make the same mistake as countries that refused electricity. AI won't just change a few industries. It could become essential to every person, business, and economy on Earth. The next generation may grow up never knowing what life was like without it.

Hugging Face co founder Thomas Wolf says the company chose Nvidia because open source AI is entering a critical moment. Hugging Face has grown to 3 million models, 18 million users, and 200,000 companies while raising less than $500 million. But the next stage requires even more scale. Rather than simply raising more money, Wolf wanted a partner that deeply shared Hugging Face’s mission around open source AI. Jensen Huang was receptive. Now Hugging Face has the resources to accelerate its mission at a completely different scale.

Nvidia CEO Jensen Huang says the company’s $12.9 billion acquisition of Hugging Face was “worth every single penny.” Hugging Face has 18 million developers, 200,000 enterprise customers, and 3 million AI models across everything from robotics to biology. But the bigger bet is on open AI. As open models accelerate, Nvidia wants to make sure it is positioned at the center of the ecosystem powering the next generation of AI. This wasn’t just an acquisition. It was a bet on where AI is going next.

Alex Karp warns that companies could be accidentally handing their most valuable data to AI model makers. When businesses deploy AI without understanding where their data goes, they could be exposing proprietary information, trade secrets, and competitive advantages. Follow for more.

Sam Altman says having a baby completely rewired his priorities. Within the first hour, he felt a dramatic shift in what mattered to him. Follow for more.

Elon Musk believes most people who want to be useful today should NOT get a PhD. The better question is: how much more useful will your work be than what already exists, and how many people will it affect? Follow for more.

@2030Elon 2031

Elon Musk, Tesla & SpaceX CEO: 🚨 “Digital intelligence will exceed the sum of all human intelligence.” 🚨 In this 42 second clip, Musk predicts what AI and robotics could look like by 2031. He expects hundreds of millions of humanoid robots and an economy that could be twice its current size. Most people will hear this, think it sounds crazy, and move on. If Musk is even close, the next five years could completely change how we work and live. This is the how ↓

Web4 Newsletter @Web4Newsletter

2 weeks ago

x.com/i/article/2091…

2 1 1 38K 4

@TheUpsideAI @0xWinter11 Yea follow for more.

Samsung is betting big on HBM. HBM, or High Bandwidth Memory, is one of the most important pieces of hardware behind the AI boom. Think of it like this: GPU = the engine HBM = the highway feeding it data The faster the memory, the faster AI chips can process massive amounts of information. Nvidia can build the world’s most powerful GPUs, but without advanced HBM, those GPUs can’t reach their full potential. That’s why Samsung, SK Hynix, and Micron are in a massive race to dominate AI memory.

Jukan @jukan05

4 days ago

What the hell did Samsung make?

164 230 6K 653K 996

There really has never been a better time to be alive. Wake up every morning and remind yourself of that. We get to live through an incredible time in human history. Don’t take it for granted.

John Fadule @fadule_

5 days ago

Life of American guy: -High School sports -College parties -hot girls outnumber put-together dudes 2000 to 1
-sleepovers with your boys staying up til 2AM watching Interstellar -graduate with 301 friends you can network with the rest of your life -get jacked -crush it at work

63 59 3K 614K 603

Palantir doing nearly $50M in revenue EVERY DAY by 2028 is pretty crazy. But is it really that hard to see? They’re selling AI software into governments, defense, and some of the biggest companies in the world. And we’re still very early in the shift from companies experimenting with AI to actually building their operations around it. If Palantir becomes the operating layer for that transition, the revenue opportunity gets enormous. So I keep seeing people say Palantir is overvalued. Maybe. But if they’re right about where this business is going, $50M a day starts looking a lot less crazy.

Kalshi @Kalshi

5 days ago

BREAKING: Palantir is projected to generate nearly $50 million in revenue per day by 2028

76 161 3K 184K 194

Grok giving users another free reset on token usage. This might look like a small move. It’s not. Being this generous with usage gets people using Grok more, keeps them coming back, and makes the product harder to leave. Do this enough times and you don’t build a product with millions of users. You build one with hundreds of millions.

Elon Musk @elonmusk

4 days ago

We’re giving all @grok @bot users another free reset on token usage

4K 3K 33K 6.9M 1K

Alex Hormozi says the most successful people tend to share 3 traits: 1. A superiority complex They believe they’re better and deserve more. 2. Massive insecurity. They constantly feel like they’ll never be enough. 3. Impulse control They can delay gratification and stay disciplined. The interesting part? Two of these traits sound negative. Yet together, they can create an extreme drive to succeed.

Route 2 FI @Route2FI

5 days ago

I respect young people who choose a different route. Instead of taking on student loans, buying expensive homes, or getting stuck in work they hate, they focus on learning useful skills, seeing the world, and building wealth early through investing in stocks, crypto, or their

54 77 796 36K 189

Naval Ravikant, Entrepreneur & Investor: “Everybody can be rich.” In this 48 second clip, Naval argues that technology and education could dramatically change what it means to be wealthy. He imagines a world where everyone understands enough science, engineering, and technology to build things. Robots could handle much of the work, while humans focus on creativity, science, and innovation. Most people think wealth is limited to a small percentage of society. Naval argues that technology could make abundance possible for everyone. This is the how ↓

Web4 Newsletter @Web4Newsletter

5 days ago

x.com/i/article/2094…

0 1 3 2K 0

Sam Altman believes humanoid robots could soon become a normal part of everyday life. The first time you see seven robots walking down the street doing jobs people used to do, it could feel like something out of a sci-fi movie. But the impact will go far beyond what looks cool. Humanoid robots could eventually perform a huge number of physical jobs, just like AI is already transforming knowledge work. The people and companies preparing for that shift early could have a massive advantage in the years ahead.

Kevin O’Leary, Investor & Entrepreneur: “Anything that stops you from doing that is the noise.” In this 1 minute, 57 second clip, O’Leary explains what he believes made Steve Jobs such an effective leader. Jobs focused on the three to five most important things that needed to get done that day. Everything else was noise. O’Leary says Elon Musk takes this even further, describing him as almost entirely focused on execution. Most people fill their days with dozens of tasks. The best performers know what actually matters and ignore everything else. This is the how ↓

Web4 Newsletter @Web4Newsletter

5 days ago

x.com/i/article/2094…

0 1 3 2K 0

Steve Jobs, Apple Co-Founder: “The only thing you really have in your life is time.” In this 58 second clip, Jobs explains why he believes being young and having little to lose can be a huge advantage. When he and Steve Wozniak started Apple, they had no families, houses, or much money. They believed the experience alone would be worth the risk. Most people wait until they have everything figured out before taking a big risk. Jobs believed having nothing to lose is exactly when you should go for it. This is the how ↓

Web4 Newsletter @Web4Newsletter

5 days ago

x.com/i/article/2094…

0 1 3 2K 0

Jensen Huang, Nvidia CEO: “You should probably still learn how to code.” In this 58 second clip, Huang argues that coding will remain valuable even as AI makes programming easier. He says learning to code isn't just about getting a job as a programmer. It teaches you how to think logically and solve problems. Most people think AI will make coding skills irrelevant. Huang believes learning to code could actually make you smarter. This is the how ↓

Web4 Newsletter @Web4Newsletter

5 days ago

x.com/i/article/2094…

0 1 3 2K 0

Elon Musk, Tesla & SpaceX CEO: “I think we need to move on to another question.” In this 1 minute, 10 second clip, Musk gets put on the spot when someone asks to join Tesla's board and eventually become CEO. The person describes himself as a “super genius” and repeatedly asks Musk to give him a second look. Most people would struggle to handle a moment this awkward. Musk's response was short, direct, and brutally uncomfortable. This is the how ↓

Web4 Newsletter @Web4Newsletter

5 days ago

x.com/i/article/2094…

0 1 3 2K 0