grassland special

sam: local inference is a terrible allocation of scarce resources “a lot of people want local inference, and somehow they assume that the problem is solved now because we have open-source models, we're going to be able to run them on our computers, and so we're not going to need all the stuff in the data centre but from a global allocation perspective, actually it's quite terrible to have everybody, like, have a bunch of the world's limited supply of DRAM sitting in their own computer and being used five percent of the time you want maximum utilisation in the cloud if you're trying to deal with this very supply-constrained environment somehow many people's intuition is the opposite of that”

GOOGLE IS SO BACK 🔥 They just announced Gemini 4 Carbon, beating Claude Opus 5.5 in most benchmarks.

Excited to share Genie 4 today our most realistic and interactive world model: - steer dynamic environments in real time, shaping events, camera angles, and actions - generate native audio matched to the world, from realistic background sounds to characters who can converse in real time! - simulate photorealistic scenes and real-world physics - create more coherent multi-step events through reasoning from Gemini We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.

970 robotaxis registered in tx 463 cybercabs 507 model y $TSLA texasavtracker.com/tesla

ARK’s Brett Winton on the podcast 1. Over the weekend, SpaceX executives followed Tesla’s X account. That looks like a sign that something is happening internally. 2. SpaceX is cash-flow constrained. It could raise more money in the stock market, but the investment opportunities in front of SpaceX offer some of the highest expected returns on invested capital(ROIC) of any company I’ve ever looked at. 3. Tesla, on the other hand, is about to enter the phase where its robotaxi network starts generating huge amounts of cash. And I don’t think Optimus is cash-constrained. The issue is execution. There are still challenges to solve on both the mechanical and software sides. 4. So if SpaceX could use Tesla’s free cash flow to launch AI satellites, the results could be enormous. Every business of a future-oriented company would come together under one roof: SpaceX, superintelligence, and Tesla. In short, SpaceX has huge long-term opportunities, but it needs Tesla’s cash flow to get there. The ones who really need this merger right now aren’t Tesla. They’re SpaceX and Elon. If they really want to do it, they need to bring an exchange ratio generous enough to pass the shareholder vote on the first try. Some influencers keep pushing the merger as if it’s the only option, without even mentioning a premium. All that does is hype up retail investors and weaken Tesla shareholders’ negotiating leverage. That’s irresponsible, and it deserves to be called out.

so basically software is fucked, CAD is fucked, the only way through is to follow the SendCutSend model. every feature you develop will be swallowed and exploded by the Big Labs