Stay-at-home dad in SF. Homeschooling two boys. Building Little Talk so parents don't freeze on the hard conversations.
San Francisco
Joined February 2013
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Good luck recruiters and hiring managers with inbox zero 😂
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No businesses will hire humans.
Speed is the advantage so as long as revenue > cogs, humans are cooked.
You’ll also have to take into account the cost of human labor.
I think SWE jobs will be safe from AI, but not the way you think:
2030 prediction:
- AI can write code and build systems much better and faster than 99% of humans.
- Tokens will cost more, not less.
- You have to spend a LOT of money on tokens to use AI to work for you.
- If you want to save costs, you will hire a team of humans instead.
I hope this will not become reality 😂
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This is going to get worse for $NVDA before it gets better.
JUST IN: Jensen Huang's yearslong ties to Alice Huang enabled more than $7 billion of Nvidia chip sales to China, per The Information. It reports that she, her sister and her husband built a web of companies in China and Singapore.
That network moved about 240,000 super advanced Nvidia Ai chips, worth at least $7.5 billion, to Chinese buyers. It cites 2 people who know her.
The hub, by that account, was Shanghai Century Litong. It was founded in June 2023 and became an Nvidia preferred cloud partner by October, which put it near the front of the queue.
When export rules stalled orders, The Information says, Alice Huang leaned on her links inside Nvidia and among its distributors.
Some of the hardware ended up serving Alibaba, Tencent and smaller Chinese labs.
The report adds that 'Megaspeed', the Singapore cloud firm where she held a senior role, set up a Malaysian unit called Speedmatrix back in 2024. Its equipment later reached Century Litong.
Reuters could not verify the report. Nvidia, Megaspeed and Century Litong did not immediately comment. Megaspeed has denied wrongdoing before.
Nvidia said in October that diversion claims against Megaspeed had been investigated and debunked.
The New York Times reported in October that US officials concluded Alice Huang was a Chinese intelligence asset.
China's foreign ministry calls that a smear. On Sunday Jensen told staff he had been unfaithful to his wife. His board opened an independent review with outside counsel and said it has no reason to believe national security or company secrets were compromised.
President Trump says the Federal Bureau of Investigation is looking into it, and that Jensen told him he had no idea she was a spy.
The New York Times now reports that the Justice Department asked Commerce to pause its part of the Megaspeed probe after an Nvidia representative contacted Commerce investigators.
Washington is moving fast.
House China committee chair John Moolenaar says Congress must "get to the bottom" of it. 3 House chairs want Huang at a closed-door briefing on 18th November and asked for his answer by 11th November.
Senators Jim Banks and Elizabeth Warren want tighter chip export limits written into the defence bill.
Democrats, who won both chambers in last week's midterms, say Congress will investigate. A shareholder has already sued Nvidia and Huang in San Jose, claiming investors were misled.
Investors have already marked the stock down. Nvidia closed at $178.67 on Monday, down 4.27%, and traded near $171.57 on Tuesday morning. That is about 8% in 2 sessions, or roughly $360 billion of value. Bank of America took it off its US 1 List of best ideas but kept its Buy rating. Wells Fargo cut its target to $300 from $315, and Aletheia Capital moved to Hold.
The business reports on 17th November. Nvidia guided to $108 billion of revenue, plus or minus 2%, which tops out at $110.16 billion. Analysts expect about $108.8 billion to $109.2 billion.
Nvidia has beaten the top of its own range in each of the last 9 quarters. Its thinnest cushion was 2.6% over the midpoint, in the quarter that ended in April 2025.
The way things are happening, a highly likely scenario is that the 17th November release shows revenue above $110.16 billion. This is very likely!
The guide already leaves out China data centre sales, and every allegation so far concerns where chips went in past years. I am wrong if reported revenue for the quarter is $110.16 billion or less.
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Wow they are competing with @Shopify now.
I will be claiming one soon!
Now in beta: Businesses in ChatGPT.
Claim your business, manage your information, and get insights on how people engage with you.
Eligible businesses can also build a Business Agent to answer customers’ questions and help them explore what you offer.
openai.com/index/introducing…
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I’m in @XCreators program! 🥳
Next stop subscriptions program.
You’ll hear more from me now.
Will be posting some useful @bot tips soon!
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I need one.
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Try going through pregnancy and raising kids before you talk down on a woman’s looks. Making money is the easy part.
Don’t be this guy 👇
I don’t condone cheating, but the Jensen Huang situation is a reminder that women need to looksmax too. His wife literally looks like could be his grandma
Men are expected to make money, stay jacked, and look good forever.
Women can’t just stop trying once they get the ring or you will force the man to upgrade!
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With such rapid advancement in models, I sure feel like I’m not ambitious enough.
Although pricing is still the limiting factor.
Introducing Claude Fable 5.2 and Claude Mythos 5.2, designed to tackle the most daunting technical challenges.
They’re capable collaborators on ambitious projects in many fields, and show improvements in areas like coding, reasoning, and vision.
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Looks like @Tesla will be bringing lidar!
🐻 rejoice!
Tesla VP @larsmoravy says Tesla might introduce lasers on its future robotaxis to clean the windshield:
"If you fire them in a focused area, you can clean the sheet of water and create a barrier. When you think about autonomy, it might be a good solution to only clean the area where the camera is."
(via new Jay Leno's Garage episode)
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I dont know how you can call yourself a car guy these days if it took you this long to try @Tesla fsd.
I guess being older in your life make you more cautious. Good to see older folks getting their independence back.
Jay Leno just tried @Tesla's FSD (Supervised) for the first time. The Model Y L pulled over by itself when an ambulance with its sirens on drove by.
"We got it on self-driving mode! I'm not touching anything."
Jay finally tried FSD! haha
(via new episode of Jay Leno's Garage)
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True builders never stop building.
If you’re truly on it for the money, you won’t last long as a builder. Better off buying stocks and managing your portfolio.
You got just one life.
我的乖乖，真的戳心窝子，兄弟们
看完百亿对冲基金大佬 Bill Ackman 谈马斯克的这段切片，最戳心窝子的根本不是 SpaceX 和特斯拉的万亿估值，而是他提到自己女儿时的那半句话，
身家百亿美金的华尔街巨鳄，可以用钱买下这世上99%的顶级资源，唯独买不回女儿重新看见世界、重新开口说话的生理机能，
而今天唯一能给他女儿带来这种物理希望的 Neuralink，
恰恰来自一个二十年前就可以彻底躺平退休、却偏偏选择继续拿命死磕硬科技的疯子。
很多人总喜欢拿世俗的功利算盘去揣测马斯克为什么还不收手，
却忘了如果当年他在把特斯拉做上市后就去买游艇打高尔夫，
今天人类既不会有占全球过半运力的可回收火箭，更不会有让无数失明失语者重获新生的微米级脑机电极丝。
这就相当于一个早就通关了财富游戏的玩家，非但没有退服养老，反而把赢来的全部金币熔铸成手术刀和发动机，孤身一人去撞人类物理与医学边界上最硬的那堵墙，
所以 Ackman 最后那句感慨才显得格外沉重：当一个人明明拥有随时退场享受人生的特权，却依然留在泥泞的工程第一线替全人类蹚雷，这样的人出现在我们的时代，本身就是整个人类文明最不该被辜负的幸运
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