🔌 AI's power problem

⚡ Meta Signs 6GW GPU Deal, Nvidia Punching Air RN

• Meta just signed the FATTEST infrastructure deal with AMD for 6 gigawatts of Instinct GPUs. That's enough power to send Marty McFly back to 1955 five times.

• Why it matters: Nvidia's GPU monopoly is finally cracking. Turns out putting all your AI eggs in one leather-jacketed basket wasn't the move. Competition is back, baby!! (source)

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💸 Ex-Google Engineers Raise $500M to "10x" Nvidia

• MatX (the most startup name ever) just raised HALF A BILLION to build chips "10x better" than Nvidia's. Founded by ex-Google TPU engineers who definitely didn't steal any IP ;)

• Why it matters: The AI chip wars are getting spicyyy. Everyone wants to dethrone Jensen, but saying you're "10x better" before shipping a single chip?? Bold strategy, Cotton. (source)

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🔌 U.S. Power Grid: "I'm in Danger"

• AI data centers are literally breaking America's power grid. Tech giants need so much electricity that infrastructure built in the 1960s is like "bestie, I cannot-"

• Why it matters: You can't run the singularity on a hamster wheel. Physical infrastructure is AI's real bottleneck - not compute, not talent, just good old fashioned electrons. (source)

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💀 Australian Company Fires 2,000 Humans for Being Too Slow

• WiseTech Global is YEETING 29% of its workforce because AI does in one day what humans took 6-7 months to code. CEO literally said "the era of manually writing code is over" (?!?!)

• Why it matters: This is Australia's biggest AI job massacre yet. Even software engineers aren't safe from... checks notes... software. The irony is DELICIOUS. (source)

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🏛️ Trump Admin Uses AI to Fight China (No, Really)

• The Pentagon's "OPEN AI" (not OpenAI, different thing) will set prices for critical minerals to counter Chinese market manipulation. It's like using Excel to start a trade war.

• Why it matters: AI is now a geopolitical weapon. We've gone from chatbots writing poetry to algorithms setting tungsten prices. What a timeline. (source)

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🤷 Fed Officials Can't Agree if AI Will Kill Jobs

• Fed Governor Waller: "I'm not a doom and gloomer!"
• Fed's Cook: "Big changes coming!!"

• Everyone else: "So... which is it??"

• Why it matters: If the people running the economy can't figure out AI's impact, what chance do the rest of us have?? (Spoiler: none) (source)

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🌍 Plot Twist: Non-AI Economy Still Exists

• Global industrial output grew 2.4% last year - DOUBLE the previous three years. Turns out factories still make things that aren't GPUs. Wild!!

• Why it matters: Not everything is an AI bubble. The "boring" economy is thriving while we're all distracted by chatbots. Manufacturing is so back. (source)

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🖥️ New AI Watches You Work, Learns Your Job

• Standard Intelligence's FDM-1 trained on 11 MILLION HOURS of screen recordings. It can do CAD modeling and drive cars just by watching. Creepy? Yes. Cool? Also yes.

• Why it matters: This is how AI actually replaces jobs - by literally watching you work then doing it better. Your screen recorder is taking notes 📝 (source)

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🚀 Mercury 2 Goes BRRRRR at 1,000 Tokens/Sec

• Inception Labs' new model hits 1,000+ tokens per second using "diffusion-based reasoning" (fancy words for "parallel processing go brrr")

• Why it matters: Real-time AI is here. Voice assistants won't sound like they're buffering on dial-up anymore. Progress!! (source)

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🏢 Anthropic Launches "Replace Your Coworkers" Platform

• Claude now has 10 department-specific agents for HR, engineering, banking. They even made a "private agent store" (it's an app store for firing people)

• Why it matters: Enterprise AI agents aren't demos anymore - they're actual department replacements. Your manager might be a chatbot by Q3. (source)

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📈 Startups Hit $10M ARR in 3 Months (!!!)

• Stripe says 2X more startups hit $10M annual revenue within 3 months vs last year. Some are charging customers within 30 DAYS of launching.

• Why it matters: AI compressed the startup timeline from years to literally weeks. YC is about to become a weekend bootcamp. (source)

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🤖 Uber Engineers Build AI Version of Their CEO

• Uber engineers made a "Dara AI" chatbot to practice presentations before meeting the real CEO. This is either genius or the most corporate thing ever.

• Why it matters: We're virtualizing executives now?? Next up: AI board meetings where nobody is real and nothing matters!! (source)

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🎵 Google Buys Music Generator, Musicians Cry

• Google integrated ProducerAI into Labs. You can now type "make a lofi beat" and boom - you're a producer. Wyclef Jean is already using it (seriously).

• Why it matters: AI music is going mainstream with Big Tech money. RIP to everyone who spent 10 years learning Ableton :(( (source)

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💍 Oura Makes AI for Women's Health (Finally)

• Oura launched an AI model specifically for women's health - periods to menopause, with "non-dismissive" responses. The bar was underground but they cleared it!!

• Why it matters: AI health guidance that doesn't just tell women to "try yoga" for everything?? Revolutionary (sadly). (source)

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