Our World Is Built For Hands And Feet: We Need Humanoid Robots
Critics of humanoids are staring at the robot when they should be looking at the room.
Artificial Intelligence
Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?
Nvidia’s $20B Groq deal validates the need for ASICs in the era of inference. While Nvidia's GPUs are protected by a wide technological moat, ASICs risk rapid commoditization, implying Nvidia’s historically high margins might face compression.
Ouster: Building The Interfaces Between AI And The Physical World
Ouster is positioned to provide essential perception interfaces that allow AI to act within the physical world, as digital LiDAR might become a primary sensory layer for autonomous systems.
Why Rate Cuts Might Actually Fuel Job Cuts
Ahead of the Fed's December 10 meeting, markets expect a rate cut to support the labor market. Yet this faces a paradox. Cheaper credit is funding AI infrastructure poised to replace human labor. The Fed's attempt to preserve jobs may inadvertently lower the cost of technologies eliminating them.
Why AI Could Push Gold To $10,000 Per Ounce By 2030
As AI leads us to an age of abundance where machines produce at zero marginal cost, value might shift to genuinely finite assets. With central banks accumulating gold, quantum threats to crypto, and unprecedented monetary expansion, gold could reach $10,000 per ounce by 2030.
Why Putting AI Data Centers In Space Doesn’t Make Much Sense
Jeff Bezos said gigawatt AI data centers will orbit Earth in 10 to 20 years. Thermodynamics makes this idea unfeasible. Without convection, waste heat must radiate through panels spanning millions of square metres. Add latency, radiation risks and costs.
Memories In Ligne Claire With OpenAI's 4o Image Generation
The internet went crazy after the release of OpenAI's 4o Image Generation last week. I love the style of Belgian comic artist Hergé and had 4o convert some of my photos into a Ligne Claire style. The results are beautiful.
NVIDIA: No Reason To Panic
The recent sell-off in NVIDIA shows one thing above all, in my opinion: many of today's investors do not understand the companies they are investing in.
Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs
In 1865, William Jevons observed that coal consumption in England was growing exponentially despite increasingly efficient steam engines. Similarly, in the coming years, more efficient AI models like DeepSeek-R1 could drive demand for NVIDIA's GPUs, not reduce it.
DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test
I tested DeepSeek-R1 against OpenAI's o1 pro mode by having both program an ant simulation from the same prompt. DeepSeek-R1 generated a far superior simulation. As AI models become increasingly commoditized, I think this shows again that AI is a hardware revolution, not a software revolution.
No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap
I bought a ChatGPT Pro subscription for $200 a month to get access to OpenAI's latest o1 pro mode and compared it to previous models. The results surprised me.
AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough
The AI researcher argues that AI is still far below human intelligence, lacking true understanding and creativity, and fooling us by making predictions based on statistical patterns from huge data sets. But isn't that enough for now?