Are humanoids the future or just another bubble? It could be both. AI task completion is doubling every 7 months. Costs keep falling. By 2050, we're looking at tens of millions of humanoids globally, possibly hundreds of millions. Global labor is sized in the tens of…
Who will win the AI race? The US and China are running fundamentally different races that could both be necessary in the long term. One prioritizes frontier advancement and individual freedoms while China prioritizes rapid diffusion and societal harmony. The tension between…
On investing in AI: I'm confident AI is ushering in a golden era of venture, and will lead to the creation of multiple new $100b companies over the next few years. I’m also confident that the best way for most crypto ppl to get exposure to this is not via ad hoc direct…
if you read this article, you knew this time was coming. h/t @delphi_intel
An absolute pleasure hosting @PhilipJohnst0n to talk through @Starcloud_Inc1's plans for shifting heavy compute off-world. • Why orbital compute is the end-game • Building a 5GW data center in space • Radiation shielding H100s • The Era of Starship • Matrioshka brains
The US is leading the AI battle, but China is building the machines that will dominate the physical world. This highlights a divergence in strategy: America focuses on the AI brain while China builds the robotic body. Who will win? Read more here.
@jesryu is probably the most under followed person on x dot com He is one of the more knowledgeable people on robotics I have come across and wrote the de facto Bible on US vs China robotics Quite long, but fantastic read. delphiintelligence.io/research/the-r…
I enjoy @lex_feeds pieces because he is well-read enough to articulate the big picture & place takes in context, yet also has the product experience to deliver developer level insights I'm clearly biased but outside of perhaps Seminanalysis, I think @delphi_intel long-form…
(1/8) In previous report, I explored how AI models are fascinating contradictions—brilliant yet random, knowledgeable yet perceptually limited, powerful yet unconscious. Today I'm publishing 2nd report, "Abundant Intelligence and Scarce Experience," which addresses how to…
(1/8) In previous report, I explored how AI models are fascinating contradictions—brilliant yet random, knowledgeable yet perceptually limited, powerful yet unconscious. Today I'm publishing 2nd report, "Abundant Intelligence and Scarce Experience," which addresses how to…
2035 Episode 1: Chinese vs American AI, the Rundown. @ZeMariaMacedo & I had a chance to sit down with @moonshot6666 to discuss all things US vs Chinese AI. Alex is currently Co-Founder of @get_truenorth & has a very unique perspective having worked at large chip companies,…
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