have to wonder if Jeff Dean and the Discovery Loop team have heard of success over at SSI when it comes to continual learning. Comes on the heels of the $NVDA investment into SSI as well
John
@roqueig.bsky.social
Brewery Enthusiast. Stetson Collector. Hedge Fund Manager. Former Sell-Side. Philly Sports Optimist… All personal views, no investment advice.
Initial reaction from Mallaby (author of The Infinity Machine). I generally agree with this thesis. It seems across the 3 major labs that they feel AGI is becoming much more realistic in the near term. Again, caveating, that idk if anyone knows what that means
full note from $GOOGL team - the comments from Demis on his new role aren't as bearish for GDM as the headlines read. It seems like they believe AGI is very close (and whatever that entails). Lots of pressure likely coming from Sundar to accelerate product deployment
The next chapter of our AI momentum
Today, Google and Alphabet CEO Sundar Pichai shared some changes with Google DeepMind teams.
blog.google
confirmed, something was awry
John@roqueig.bsky.social · 4w ago6 weeks out from Google I/O and no Gemini 3.5 Pro release. That’s enough time to think there should be an update to 3.5 Flash. Something clearly awry at Google Deepmind + the defections. Today’s SemiAnalysis piece doesn’t help the vibes $GOOGL
$GOOGL down quickly on news of more (and much more important name) departures and changes Hassabis to Chairman of DeepMind and Jeff Dean departing
Good insight into how $UBER is approaching AI token spend after making headlines earlier in the year
what a two weeks it's been ... $NVDA back here once again
John@roqueig.bsky.social · 2w ago$NVDA testing the same 212-214 range that it bounced down off a few times in June and earlier in July
Confirms some of the reporting / rumors of $SPCX looking to bring on 8GW next year of capacity "we expect to end this year with over two gigawatts of compute... by the end of next year ... Let's say, be closer to ten gigawatts of compute than five gigawatts of compute."
It will be interesting to see if investors get any context around $SPCX's capex plans for 2027 and how they will finance that capex given the magnitude that it may be
just going back to this from a couple months ago ahead of tonight's $AMD print ... looks to be a really great deal for Altman and co
John@roqueig.bsky.social · 2mo agoA very underrated deal that Altman and OpenAI should get credit for is the $AMD deal... back in October, $AMD agreed with OpenAI on a 6GW agreement. As part of the agreement, $AMD issued OpenAI a warrant for "up to 160mm shares" The warrant's final tranche contingent on $AMD stock hitting $600
$PLTR has really turned itself into a profitable, cash producing company with a multiple, albeit it really high, that isn't the most expensive out there ... especially for the growth
additional context in this article, but seems like this is what happened:
Moonshot’s Kimi Built on 20,000 Nvidia Chip Cluster From Alibaba
Chinese AI champion Moonshot has a computing power agreement with Alibaba Group Holding Ltd. for the use of around 20,000 Nvidia Corp. chips, underscoring China’s continued reliance on Western semicon...
bloomberg.com
John@roqueig.bsky.social · 2w agoSo hard to keep up, but idk if this is true regarding chips? "A White House official accused China’s Moonshot of improperly using US AI models and Nvidia Corp. chips..." Selling $NVDA chips to non-sanctioned companies who then rent compute to Chinese Labs I thought was not restricted
Andy Jassy with the clearest explanation of ROI so far in his prepared remarks today
$AAPL R&D continues to materially inflect higher illustrating the new regime (hardware wartime) the company finds themselves in
AWS operating margin hits 39.4% as AWS revenue growth accelerates materially ... these could likely go higher into year end For context, AWS operating margins was 32.9% in Q2 of last year
John@roqueig.bsky.social · 2w agoa lot of what we saw from $GOOGL that was positive should translate to $AMZN without many negatives ... I expect to see an even larger inflection upward in margins at AWS. Further, they do not require as much internal compute as $GOOGL which sets up for a much cleaner cloud print / guide
clear inflection in cloud revenues ... will continue. Extremely necessary if you are to believe any of the assumptions being made for the chip companies through the end of the decade
some moves getting crowded by all the rotations going through given the liquidation and end of month ... $FTNT is an example of that. Strong print, opened up 10% ... now moving into the red
This afternoon ... $AAPL Fifteen years, roughly a 25x in the stock, and the largest company on earth handed over on schedule and from a position of strength. Not many CEOs get that ending...
will be interesting to see how much of a lid SALP had on $NVDA in the days / weeks to come
feels pretty obvious a lot of unwinds going on right now in the pre ... will be interesting to see how this plays out throughout the day, but i tend to agree with Cramer that as this plays out, it could put a bottom into this downturn
Continue to believe the Fed holding steady remains the correct decision and I think today’s data agrees with this