Lazarus @LazarusPulse
Joined December 2022-
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The NVIDIA Jetson Thor is here. 🎉 This powerful new robotics computer is designed to power the next generation of general and #HumanoidRobots in manufacturing, logistics, construction, healthcare, and beyond. It’s a massive leap forward for physical AI. Early adopters…
regardless of where the ai cycle ends, it is inevitable that the number of investable assets pre-ipo is going to go from 1000s to dozens pretty quickly most of the market has intuited this, but very few are taking it deadly seriously. my view of what’s going on here;
This is very strategic too maybe Cursor was Anthropic's friend (main model was Claude Sonnet etc) Then Anthropic tried to cannibalize Cursor with Claude Code Meanwhile OpenAI ALLEGEDLY discovered Windsurf didn't actually have many users during due diligence and the acquisiton…
This is very strategic too maybe Cursor was Anthropic's friend (main model was Claude Sonnet etc) Then Anthropic tried to cannibalize Cursor with Claude Code Meanwhile OpenAI ALLEGEDLY discovered Windsurf didn't actually have many users during due diligence and the acquisiton…
This seems like the right way to go so you can switch between editor and CLI depending on what you want to do
This seems like the right way to go so you can switch between editor and CLI depending on what you want to do
PSA: Anyone who is waiting for GPT-5 on chatgpt.com can just go to the Developer platform playground here and try it. platform.openai.com/chat/edit?mode…
The most diplomatic version of "Come at me bro" ever?
The most diplomatic version of "Come at me bro" ever?
TOMORROW: Greg Brockman (@gdb) and Mark Chen (@markchen90) join TBPN. Tune in!
OpenAI gpt-oss (open source model) incoming. The GitHub page is up, links to the models are 404 right now, though but here's all the info: – OpenAI’s new GPT OSS family (21 B & 117 B params) debuts in the v4.55.0 release, integrated straight into `transformers`. – Both models…
Cloud Giants Update: AWS (Amazon): $123B run rate growing 17% YoY (last Q grew 17%) Azure (Microsoft): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%) Google Cloud (includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)
Azure at a ~$86B run rate growing 39% constant currency Quarterly YoY growth trends below $MSFT
After listening to the Microsoft earnings call it's incredibly clear the massive capex spend isn't speculative "build it and they will come" they literally have 350 billion of contracted revenue waiting on capacity to be able to fulfill...Also Satya talking about Claude Code!
“You and what army?”
This is the best way to reveal a price I've ever seen!
This is the best way to reveal a price I've ever seen! https://t.co/Pfa3sG524v
Appreciate the quick analysis! Be interesting to see what Azure and AWS come in at growth rate wise. Azure was definitely accelerating last quarter.
Appreciate the quick analysis! Be interesting to see what Azure and AWS come in at growth rate wise. Azure was definitely accelerating last quarter.
giving out 50 @baseapp invites in the next 10m reply and RT if you want one
To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this…
three billion dollar companies launched features powered by browserbase this week.
Grok 4 release livestream on Wednesday at 8pm PT @xai
Article: Jony Ive Deal Removed from OpenAI Site Over Trademark Suit bloomberg.com/news/articles/…
Article: Jony Ive Deal Removed from OpenAI Site Over Trademark Suit bloomberg.com/news/articles/…
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