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Peter Xing retweeted
You can design the next Ozempic for free on challenge.ligandai.com and get your designs submitted for wet lab validation via the @adaptyvbio x @AnthropicAI @proteinbase competition.
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Peter Xing retweeted
The Chinese drone team smashed two Guinness World Records in the US. They've brought stunning drone shows for three nights in Texas. 71,207 drones: Most drones launched in a week; 10,183 drones: Largest aerial display of a mythical creature formed by drones.
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Peter Xing retweeted
How did they achieve this pareto optimality??
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Peter Xing retweeted
HBM stacks today sit 1.5 millimeters from a GPU. What if they didn’t have to? In this clip from a recent conversation with @theCUBE, Marvell Executive Vice President and General Manager of Data Center Networking Dave Lazovsky walks through the Photonic Fabric Memory Module, the first optically interconnected high-capacity, high-bandwidth memory solution, capable of delivering up to 32 terabytes of disaggregated memory capacity up to 50 meters away from compute. For the first time, memory capacity can scale independently from compute. Watch the full interview: mrvl.co/4s5SC86
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Peter Xing retweeted
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source! Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable. 🔗 github.com/deepseek-ai/DeepI… 1/4
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Peter Xing retweeted
Today in Paris, we announced new capabilities across Microsoft Sovereign Cloud, expanding choice and control for organizations running their most sensitive workloads across public and private cloud, and our growing partner ecosystem. blogs.microsoft.com/blog/202…
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Peter Xing retweeted
Great to meet with the @saintgobain team in Paris today and learn how they’re using Microsoft Discovery to help accelerate the development of new more-efficient construction materials.
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Peter Xing retweeted
MiniMax M3.1 Flash: Space Performance + Bunny Speed 🚀🐰 Yes, Space Bunny - which has topped global leaderboards with 200T+ tokens - was an earlier version of M3.1 Flash. 💰Redefining the performance economics of agentic AI. M3.1 Flash achieves frontier-level intelligence across key tasks such as Cowork (Automation-Bench: 62%; ALE: 30%), Coding (DeepSWE: 74%) and Visual Reasoning (BabyVision: 91%), at 1/3 the cost of M3 and 3x the speed. API pricing (flat rate): $0.15 / $0.60 per 1M input/output tokens, with cache reads at $0.015 / 1M tokens. Model weights will arrive on Oct 23. API: platform.minimax.io M Plan: minimax.io/m-plan MiniMax Code for desktop: agent.minimax.io/download
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Peter Xing retweeted
Meet DeepSeek-V4.1-Flash-1017-UNCENSORED-FP8: a vision-language model that sees images and generates text without the usual filters. It's abliterated, meaning fewer refusals and more direct answers. Perfect for creative and research use.
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Peter Xing retweeted
STRONG SIGNAL 🤖 Tesla’s latest filing reveals the ultimate skin in the game: key employee equity awards are now explicitly tied to the factory rollout of Optimus 🔥 Tucked inside the October 19 proxy statement is a clear signal that Tesla is moving well beyond lab experiments. The company confirmed it is actively building its first dedicated Optimus production lines, scaling the compute clusters needed to train end-to-end neural networks, and transferring years of FSD breakthroughs directly into general-purpose humanoid robotics. The standout detail sits right in the compensation disclosures. Tesla explicitly added "Optimus production and deployment" as an operational milestone required for performance stock awards granted to key non-executive talent. That means execution isn't just riding on Elon Musk’s headline pay structure. The engineers, manufacturing leads, and specialists on the ground now have direct, serious upside tied to getting physical units off the assembly line. When an engineering culture aligns individual equity directly with shipping physical hardware, timelines tend to shrink fast. Optimus might not be a standalone voting proposal at this year’s shareholder meeting, but make no mistake: it has officially shifted from speculative moonshot to an incentivized industrial program. The ramp-up is going to be wild to watch.
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Peter Xing retweeted
As AI becomes more capable, I'm focused on questions around the pace and implications of progress, and how they should inform the strategy of OpenAI and across the field. I asked Aleksander to come back to OpenAI to work with me on these topics. I value his judgment and am glad to have him on the team again.
Personal update: Turns out that what I thought was leaving OpenAI became more of a sabbatical. When I left a few months ago, I felt that the most important thing to focus on was making AI more useful to people. But we’ve since entered a different regime of AI progress. One in which getting the safety and security challenges of increasingly capable AI right has to become a central priority. So I’ll be returning to OpenAI, joining @merettm to help chart a path through these challenges. There’s much work to do, so let’s get going.
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Peter Xing retweeted
Veradermics experimental hair loss pill, an extended release form of minoxidil, boosted hair growth in a Phase 3 trial of 536 men, with results appearing within two months. After 6 months, the twice daily group gained 36.4 hairs/cm² versus 6.6 with placebo, with no treatment related serious adverse events reported.
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Peter Xing retweeted
1/ We’ve updated our Tesla model. Robotaxi still comprises the majority of value over the next 5 years, though Optimus sales inflect more here than previously modeled. Tesla is early in scaling robotaxi, but its vertical integration and cost advantages could make it first to widespread service.
What could @Tesla be worth in 2031? ARK’s long-awaited valuation just dropped. ark-invest.com/articles/valu…
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Peter Xing retweeted
Sam Altman reportedly outlined three possible endgames for superintelligence, including one where a single company becomes powerful enough to shut every rival out. According to The Information, he described three paths to OpenAI staff: - An international watchdog, modeled on the atomic energy agency, that enforces AI safety standards. - A CERN-style organization where the major AI labs effectively combine their work under one body. - One developer achieves AI that can improve itself, gains overwhelming economic power, and uses it to “melt everyone else’s GPUs.” Altman explicitly rejected the third scenario: "Obviously I think that one’s terrible." But he also reportedly told staff that OpenAI cannot afford to lose ground to competitors. Increasingly, realistic scenarios are being envisioned, driven by the fact that AI is gaining such momentum and potential that global coordination is becoming necessary.
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Peter Xing retweeted
Fable 5.5 probably definitely tomorrow. Rumors: - Better at reasoning and intuition - Infers intent rather than taking instructions literally - More ambitious. Ask it to fix a bug and it fixes the deeper root cause - Does creative, “out-of-the-box” thinking - Can invent algos to predict stocks - Bestows complete and eternal enlightenment on first response AND I’d bet it has major efficiency gains like Opus 5.5. Icing on the cake would be usage for all subs. Prepare yourself in mind, body and spirit.
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Peter Xing retweeted
Ark Invest on a potenial Tesla-SpaceX merger: "A SpaceX-Tesla merger could take place within the next five years. Tesla’s highly cash-generative robotaxi network could help fund SpaceX’s ambitious plans for orbital data centers, and at the same time SpaceX’s compute-intensive frontier AI models could serve as the planning layer for Optimus deployments. Working together on the Terafab project, both companies could alleviate chip constraints. Combined, we estimate that SpaceX and Tesla could generate $3.8 trillion in revenue and $2.7 trillion in EBIT15 by 2031, with SpaceX contributing roughly 62% and 69%, respectively."
ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case. ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in revenue • Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model) • ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue • Total revenue of ~$1.45T and EBITDA of ~$902B • Market cap of ~$17.5T • Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively ARK's 2031 Tesla bull case: $5,000/share • EV revenue (excluding credits): $355B • Robotaxis: 10M vehicles and $899B in ride-hail revenue • Energy storage: 2,693 GWh deployed and $193B in revenue • Optimus: 1.2M robots sold externally and $254B in revenue • Total revenue: $1.62T • EBITDA: $1.045T, a 65% margin, with a 72% gross margin • Market cap: $20.4T ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.
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Peter Xing retweeted
it sounds like the president is all in on UBI, will probably be a major part of the 2028 election
A BIG THANK YOU to our legendary friend, @ElonMusk, for his incredible generosity in giving SpaceX Stock to millions of American children through TRUMP ACCOUNTS! This is exactly what was envisioned when we created TRUMP ACCOUNTS — Bringing together the GREAT PRIVATE SECTOR, Elon and so many more, to invest in our children, by far our greatest and most important asset, and give every American Child a piece of the American Dream. Thank you Elon! President DONALD J. TRUMP
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Peter Xing retweeted
A BIG THANK YOU to our legendary friend, @ElonMusk, for his incredible generosity in giving SpaceX Stock to millions of American children through TRUMP ACCOUNTS! This is exactly what was envisioned when we created TRUMP ACCOUNTS — Bringing together the GREAT PRIVATE SECTOR, Elon and so many more, to invest in our children, by far our greatest and most important asset, and give every American Child a piece of the American Dream. Thank you Elon! President DONALD J. TRUMP
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Call of Duty MW4 on DLSS 5. The Graphics look Straight-up Real. #CallOfDuty #DLSS5 👀
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Peter Xing retweeted
ALERT🚨: Vera Rubin NVL72 is up to 7.3x better in perf per dollar than GB300 NVL72 for 1 million context length agentic inference workloads! THE MORE U BUY, THE MORE U EARN 👇️(1/3)🧵
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