Elon’s predicts AI Edge Node devices will replace cellphones, apps and operating systems. Yes, Elon said he is not working the AI phone. He is working on the AI that makes the phone irrelevant. He is working on edge node chips (AI5). AI Phone like functions go into teslabot and other new devices. Value is …
Google and Microsoft have both gone over $100 billion in annual net income. The big technology companies are growing by as much as 20-25% each year. Their combined annual net income is already over $500 billion. By 2027, they will have combined net income over $700 billion and should reach over $1 trillion combined net …
The All in Podcast ranked who they thought would be number one and number 2 in AI in 5 years. Thomas Laffont, East/West Conference, calls for Nvidia #1 and Tesla #2 (dark horse). Chamath says Tesla #1 and Google #2. Chamath says it is because Tesla and XAI have the full stack AI offering. Jason …
Apple’s research paper, “The Illusion of Thinking,” examines the reasoning abilities of artificial intelligence models. It claims that LLM AI problem-solving skills are misleading. The study argues that these models do not truly reason but instead rely heavily on pattern matching, creating an “illusion of thinking.” To support this claim, the paper uses the Tower …
NVIDIA released a new petaflop AI computer DGX Spark (aka DIGITS). There is an ASUS version using the same Nvidia chip and board. These compete with Apple and other third parties for personal AI developer systems. The Apple M3 Ultra can scale to 512 GB per unit, offering vastly more total memory (up to 2.56 …
Brian Wang talks to Herbert Ong, Brian White and Nick Gibb about his pick for the first China carmaker to license Tesla FSD. The financial impact of the tax deductible interest on car loans for US made cars and how many more cars Tesla will sell. What will happen with the Tesla share prices ? …
Some believe DeepSeek is so efficient that we don’t need more compute and everything has now massive overcapacity because of the model changes. Jevons Paradox is closer to reality because demand has already increased H100 and H200 pricing. Deepseek and High Flyer have a mix of 50,000 H20s, H800s, A100s and H100 GPUs. Deepseek has …
SpaceX Starlink and Apple have partnered to bring Starlink direct to cellphone connections to iPhone. Starlink works right from your pocket. T-Mobile to beta testers: “You can now stay connected with texting via satellite from virtually anywhere” While it’s text-only for now, SpaceX and T-Mobile plan to add voice calls and data in the future. …
ChatRTX is a demo app that lets you personalize a GPT large language model (LLM) connected to your own content—docs, notes, images, or other data. Leveraging retrieval-augmented generation (RAG), TensorRT-LLM, and RTX acceleration, you can query a custom chatbot to quickly get contextually relevant answers. It all runs locally on your Windows RTX PC or …
Bloomerg reported, Apple is near a deal to use ChatGPT features in iOS 18, the iPhone’s next major software update. Apple has held discussions with Google to license the company’s chatbot Gemini. In 2023, Google CEO testified that Google pays Apple 36% of its Safari search revenue. The search engine shares this revenue, which is …
There were huge fears that Apple would have bad earnings and bad guidance. Apple is buying back a lot of shares. The company is boosting its buyback program by $110 billion. For context, Apple upped its authorization by $90 billion a year ago, and analysts were expecting a similar increase this time around. Apple being …