We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Joined October 2017
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The Transcript retweeted
$META CEO: "Threads has now overtaken X in monthly actives and continues to grow quickly. "
Who is using Threads?
The Transcript retweeted
Thanks for having me on Alex - great conversation!
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
The Transcript retweeted
$TSM TSMC CEO: "The gap between demand and supply are still quite big, and that is why we put all our strengths to increase the capacity, as I just mentioned. Whether it is bigger or if the gap become bigger or the gap become narrow, we are working very hard. I cannot answer this question right now because my customer continue to increase their demand."
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$ASML CEO: "Supply shortages across advanced Logic and Memory nodes continue to increase in size and in time horizon. Against this backdrop, we had very constructive discussions with our customers throughout the quarter and the demand signals we have received have continued to strengthen"
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$GS CEO: Near-zero interest rates were the anomaly, not a 5% US 10-year Treasury yield.
"I mean, I've been around for 64 years. The anomaly is zero interest rates, not 5% 10-year Treasury. And so, obviously, significant moves when they happen quickly upset markets and can have an impact. But you're seeing the world's absorbed, you know, this move in the 10-year Treasury reasonably well."
Chairman and CEO David Solomon joined @CNBC from the firm’s 15th annual Builders and Innovators Summit, where he discussed the firm’s third-quarter earnings, his outlook for near-term dealmaking activity, and continued confidence in the IPO market. He also shared his views on AI innovation, and the need for human and enterprise accountability and risk controls.
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$TSLA CEO @elonmusk: "I think Cathie Wood [@CathieDWood] said it best...we should be thought of as an AI or robotics company. If you value Tesla as just like an auto company...it's just the wrong framework..if somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company"
The Transcript retweeted
Chairman and CEO David Solomon joined @CNBC from the firm’s 15th annual Builders and Innovators Summit, where he discussed the firm’s third-quarter earnings, his outlook for near-term dealmaking activity, and continued confidence in the IPO market. He also shared his views on AI innovation, and the need for human and enterprise accountability and risk controls.
The Transcript retweeted
$TSM CEO: TSMC is not leaving any food on the table as it expands capacity to capture demand.
" We have no intention to leave food on the table for others & we want to capture every pieces of business possible. This concluding our key message, and thank you for your attention"
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Some magical progress towards "magic state" in quantum!
Our @GoogleQuantumAI team has demonstrated "magic state cultivation" on physical hardware for the first time. The result is a 40x error reduction on our Willow processor vs. previous methods, achieving a state-of-the-art 99.99% logical fidelity.
It's another step towards useful, error-corrected quantum computers to help solve the hardest problems. The result is published in Science today, watch the video below to see how it works
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Congrats to the team! Amazing to run a model of Muse Spark Open's caliber and scale this efficiently, right from your desk. Mac Studio keeps pushing the boundaries of on-device AI!
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Muse Spark Open -- weights releasing today -- runs great on new Mac Studios thanks to work with @johnternus and Apple.
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China will be making a LOT of RAM in 2028
