co-founder @getenergy_, previously research at @OpenAI & @midjourney solving future of computer work with @getenergy_
San Francisco
Joined March 2019
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gabriel retweeted
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“their service just can’t compete with a terrestrial network”
when someone who never built anything tries to call out someone who is building, i get so incredibly bearish
it pattern matches so hard onto the “iphone is an overly expensive gimmick” executives
Verizon's CEO said today that SpaceX will need at least 4-6 years and $300B-$500B to fully build out its @Starlink Mobile U.S. carrier network:
"Their service just can't compete with a terrestrial network. In suburban and urban areas, where 98% of our revenues are, we're somewhere between 100x–1,000x more efficient than they are. We know exactly what they're going to do. We know who they're talking to on towers. There's no magic wand. There's no secret sauce. There's no shortcut.
They're going to look at 65,000–80,000 macro sites. They're going to need backhaul, RAN, and a tremendous amount of spectrum. It's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion.
Then they need to build retail, customer service, back office systems, et cetera. All of that gets them basically the same network and same capabilities and same cost structure as what we have today. Then sometime over the next four to six years, they have the possibility of becoming the sixth, not the fourth, the sixth competitor in the market.
You can be sure over these next three to five years or six years, we are not going to be standing still. Four to five years from now, we will be two to three generations better than where we are today. We will have high-speed broadband gig-plus coverage across the country with our millimeter wave. We are ahead of most people and already experimenting with what 6G applications will look like."
(via Verizon's Q3 earnings call earlier this morning)
ai allows you to map out the full company and restructure it bottoms up
historically, every company accumulates hard to reverse damage every year from adding more people, and complexity is only ever increasing
there will be double digit trillions of dollars freed up from this
ouf terra not scoring so well on real big company tasks.. model size really matters when the problem space is big, like open ended instructions for solving a real enterprise task. knowing where to look and finding all the right information is hard
obviously all enterprises will all pay $10m+ per year for ai, it's INTELLIGENCE ON A TAP, the most sought after resource
and only 250 companies pay $10m right now???
how people are bearish on ai right now, can someone explain. i dont care what finance people in NY says
AHHHH YES I LOVE YOU OPENAI
QUICK @emilahlback run the benchmarks on real enterprise tasks!!
it blows my mind how big part of the economy is:
- "there was no software for this part so we patched it with more people"
- "our customer doesn't know what to do because our software is bad so we patched it by hiring more people"
it's probably like 10-40% of white collar?
hmm posting learnings in a happy way but no one sees it
or exact same insights but written provocatively so people see it
🤔🤔🤔🤔🤔
gabriel retweeted
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gabriel retweeted
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Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.