LinkedIn finds out about tech news a week after we all talk about it on 𝕏. If our plan works, we could shorten that to as little as 5 days.

I was deeply humbled and honored to be included in a truly extraordinary evening at the @WhiteHouse State Dinner, honoring President Xi and Madame Peng. Thank you to @POTUS and @FLOTUS for welcoming me, it was a privilege to be part of such a historic occasion.

SemiAnalysis' @JordanNanos on the neocloud talent wars: "It's across the entire supply chain. We see this in electricians, data center technicians, and operators. Salaries for electricians in Louisiana and Abilene, Texas, are up 3x to 5x." "Crusoe just came in and paid these guys so much more money. But they're out of people. They need to train. No matter what job we're talking about, people just need to be trained." "The most successful neoclouds that we're seeing have this pipeline to take talent from other related areas and get them contributing to neocloud management and day-2 operations where a software engineer can start to work as an SRE on one of these teams."

SemiAnalysis ClusterMAX Lead @JordanNanos explains how Nebius picked up demand CoreWeave couldn’t handle and then executed well enough to reach the Platinum tier of its GPU cloud rankings: “CoreWeave has set the standard. I mean, they are the best in terms of technology.” “These guys deploy 10,000 GPUs a week at the peak when they’re building data centers. That’s incredible.” “But their balance sheet is full. There’s only so many people and resources you can marshal to build out another gigawatt when they’re going to 15 and beyond.” “We have customers coming to us and saying, ‘I saw you write such good things about CoreWeave. I just have $100 million I’m trying to give to them. They’re telling me they can’t accept it until May of next year because they’re backed up.’” “And therefore Nebius has been capitalizing.” “They’ve also executed very well. The technology that they’ve developed is strong.” “We think that managed clusters are approaching this feature-complete world where it’s hard to tell the difference in quality between Nebius and CoreWeave.” “Certainly our testing experience has been really solid on both of them.”

SemiAnalysis' @JordanNanos predicts that chip startups will become the next wave of neoclouds, building their own data centers. "Cerebras has become a neocloud, Groq is buying Nvidia GPUs and spinning up a neocloud. Others like SambaNova are doing this themselves. We see OpenAI Jalapeño that'll go into self-build sites." "Chip companies are like, 'Not only do I need to battle in the supply chain for allocation like TSMC and the memory providers, I also need to go get my data centers set up. I need to learn about construction, I need to learn about day-2 operations.'" "Who's going to train people to repair a Cerebras wafer-scale engine and their 250 megawatts of compute they're bringing online in the next couple of years? It's them." "They need to build that capability in-house and frankly, I think they're going to realize a bunch of benefits to their margin profile for doing this. AWS and Google already proved you can do this with TPU and Trainium."

We (@PantheonInc) have been working on a robotics data quality pipeline that uncovered a series of major problems in public robotics datasets, especially for world modeling. To improve the quality of data available to open-source robotics, we're publishing annotations for four of the most popular datasets. Some examples of issues, and our report 🧵

FULL INTERVIEW: @benthompson on the future of personal agents and why consumers don't care about being productive: 01:45 – WFH culture 04:30 – How to actually use a personal assistant 07:50 – Building an AI-powered home inventory system 11:30 – The future of household robots 15:20 – How he built “GeckoBot,” his personal AI agent 21:20 – Consumer AI should eliminate annoyances, not sell productivity 26:10 – Self-driving cars 29:20 – Amazon’s AI moat 32:20 – Walmart is awesome 35:45 – Why AI shopping agents misunderstand consumers

Still like to convince myself I can get to inbox 0. I swear it will happen tomorrow! Thanks for the fun ride @johncoogan @jordihays @DylanAbruscato

Had a blast with @johncoogan and @jordihays on @tbpn yesterday. Felt it was important to chat about all of the changes taking place in California. Starting January 1st, most prewritten software and SaaS will become taxable in the state under SB 122.

New media is insider media, and the traditional press that founders/investors still care about is prestige media like the WSJ and NYT - “look mom, I made it”

New 15-foot TBPN poster by @Quartr_App outside our Hollywood studio

One of the all time insane clipping cycles. Few people are more agent-pilled than me. I’ve literally built my own. When Muse came out I said it was more important than solving math problems. And somehow, saying that tech companies don’t know how to craft marketing messages that resonate is being framed all over the Internet as being a Luddite.

.@benthompson gives his recommendation on how Meta should market Muse: "The way to frame this is to say: 'We're not helping you be more productive, we're helping you get rid of annoying crap in your life.'" "It needs to be framed more as a pain relief as opposed to this aspirational, 'I'm gonna be so productive and get things done.'" "People don't care about being productive. Employers care about their employees being productive. But once you're off the job, you just want to go home and watch TikTok." "The way I think this is going to land is through Instagram Reels or TikTok with people actually showing stuff they do and people say, 'That's amazing. That would make my life so much easier.'" "It really is a show-not-tell sort of technology."

"People in tech don't understand how actually awesome Walmart is." - @benthompson "One, their stores are like this crazy dystopian experience." "Two, if you go in their stores, their app is unbelievable. It will guide you through the aisles to tell you exactly where to go to get the thing that you need. It's amazing. It's the best in-store app by far compared to anyone else." "If what you want to buy is in their store, you can get it delivered in an hour. Who knew? No one in tech who's going to be buying stuff or who is technically inclined through ChatGPT actually knows how good the Walmart e-commerce experience is."

Literally me

GPUs are still underrated.

Model not quite there, going to need Jordi to record this irl

Video is solved

while celebrity spotting at SPECS i ran into local legends and technology media tycoons

BREAKING: @ZeffMax is joining the Wall Street Journal to cover AI

Always love going on @tbpn with @jordihays and @johncoogan. Was never level to be in the studio. Hope to be back soon