Erik Brown @geekvsmachine

TPM, Gemini on Android XR 👓 🥽 @Google. Previously @Apple. Opinions are my own. youtu.be/gElClXpg4J0?si… Los Gatos, CA Joined March 2009

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Zoomer 🧢 @zoomyzoomm

2 days ago

Half of $DUOL users open the app daily. More than @X and $RDDT. Just narrowly behind TIKTOK. It's basically a social media app at this point.

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NVIDIA Newsroom @nvidianewsroom

4 days ago

We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200. As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders. We have more than…

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Evan @StockMKTNewz

a week ago

JPMorgan today raised its price target on Nvidia $NVDA to $215 up from $170 while maintaining its Overweight rating Morgan Stanley today raised its price target on Nvidia $NVDA to $210 up from $206 while maintaining its Overweight rating Bank of America today raised its price…

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VraserX e/acc @VraserX

2 weeks ago

GPT-5 just casually did new mathematics. Sebastien Bubeck gave it an open problem from convex optimization, something humans had only partially solved. GPT-5-Pro sat down, reasoned for 17 minutes, and produced a correct proof improving the known bound from 1/L all the way to…

Sebastien Bubeck @SebastienBubeck

2 weeks ago

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Peter Gostev @petergostev

3 weeks ago

GPT-5 had its fair share of issues at launch, but the most irritating comment I hear from tech commentators is something like: "we've waited for GPT-5 for 2 years and we got an iterative update" - this is completely and demonstrably false. GPT-5 was a relatively iterative change…

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Gavin Baker @GavinSBaker

3 weeks ago

Important to remember that Grok-4, GPT5, Opus 4.1 were all trained on Hopper GPUs. Excited to see the first models trained on Blackwell over the next six months.

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tae kim @firstadopter

3 weeks ago

Nvidia tells me the Fubon analyst is wrong: "The report is incorrect. Rubin is on track."

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The Kobeissi Letter @KobeissiLetter

3 weeks ago

AI CapEx spending is skyrocketing: The CapEx-to-sales ratio of the largest AI spenders has crossed 18% for the first time in history. Over the last 18 months, this ratio has nearly doubled. For perspective, before the 2020 pandemic, spending accounted for just 8% of these…

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Ben Bajarin @BenBajarin

3 weeks ago

Fubon is wrong, has a bad track record, is an uncredible source, and can't spell NVIDIA right lol.

Shay Boloor @StockSavvyShay

3 weeks ago

Fubon is wrong, has a bad track record, is an uncredible source, and can't spell NVIDIA right lol.

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Rihard Jarc @RihardJarc

3 weeks ago

The first HUGE enterprise use-case of LLMs is starting its S-curve and its AI coding agents. There is a reason why OpenAI emphasized GPT -5's coding abilities. The revenues of companies offering AI coding agents are exploding.

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vas @vasumanmoza

4 weeks ago

GPT-5 just refactored my entire codebase in one call. 25 tool invocations. 3,000+ new lines. 12 brand new files. It modularized everything. Broke up monoliths. Cleaned up spaghetti. None of it worked. But boy was it beautiful.

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Aleksander Holynski @holynski_

4 weeks ago

Something fun we discovered: you can use #Genie3 to step into and explore your favorite paintings. Here's a short visit to Edward Hopper's "Nighthawks".