justinai6

Does any one know of good feeds that we should be pulling or scraping from? I think the proactive nature here is seriously important.

Yeah, the future of our jobs in this industry... for the type of work we do. are concerning. Explosure has whole new meaning

I'm curious where you decided to go

yeah .. this is the suck

You know... I get it.

  Railway / OpenAI: I had a key compromised this morning. It hit our limit, so I revoked the key... and figured, well, we'll have to track down the leak.

  Then this security notice came out, telling all of their customers to rotate all their keys... As the guy whose spent the entire evening rotating keys and etc. doing

  this is... it's a huge message to send.

  The cost and implications go really far.

  We have many production services that we've taken offline or disabled because we can't deploy to fix the credentials. because of the railway deploy problem...

  Railway was stuck between some pretty nasty tradeoffs. I get that the few hour delay in communication caused some of us more cost, issues, and potential breach... and maybe larger suff.

 But I also realize that rolling the keys while things may still be compromised, with deployments blocked, could make thins even more sticky
  leaves only very bad options. Also we don't know how much they we're spending time actively stopping the attack. the time and focus could be very much consumed. if it was 5% of exposure and they prevented the 95% exposure.. i'm sure glad they aviated instead of communicated.

  We make the best decision we can in these moments..  and they all just suck.

It’s the coding, prompting, training data aligned w harness and ultimately usage of the user base.

This will ultimately be good adding another competitor into the mix with a very strong coding dataset + enough compute to make aggressively top tier models.

This is the card spaceX needs to play to be able to get composer / grok to complete w gpt and Claude

This will be a net positive for our entire ecosystem from a progress and options perspective.

Expensive price but great for cursor shareholders and plenty of demand of spaceX stock at this crazy high valuation.

I don't own spaceX stock at this price

I think Starlink will vastly out perform projection I think datacenters will under perform I wonder how many nvidia chips spaceX locked in for next 2 years and I think that numbers is actually the most important number

Cheers

Same! Animatrix is just so so so good and 2023 - 2026 I just keep on trying to keep "life" in context. ;)

Protein is way underated for overall health that 1.2-1.6g per kg of body weight (0.54-0.73g per pound) seems about right but its mostly directly related to lean mass. Most people don't realize how much they actually need.

There's a lot of misinformation and stereotypes surrounding protein consumption—often portrayed as something only for bodybuilders and fitness enthusiasts.

But for people aging, people looking for strength, folks looking for reducing fat and feeling more full. Protein is extremely helpful

A few thoughts: [disclaimer - I don't know anything official at all just reading the same public info that has been officially shared - this is just a few thoughts from an outsider]

- The deal structure matters, and we don't have enough details yet. - If the license fee is distributed to shareholders, it goes above the liquidation preference. Anyone with common stock or options can exercise and get paid out. - The company continuing forward—I see this as great. There are discussions about it becoming just a shell, but I don't think that's the case at all. This looks like an acqui-hire for a few top people and a licensing deal for an alternative hardware approach to inference.

Let's say they keep $3–4B cash in the company. That's plenty to avoid another financing round and keep cranking on growth.

Groq and Cerebras can keep adding speed to open models while giving Nvidia key IP they can integrate into their large data center buildouts.

Also, on deal points I think could be interesting: would you negotiate this as a one-time payment license deal? I wouldn't. Maybe it's a hurdle, so it might take a while, but let's say Nvidia pushes massive investment to deploy this Groq hardware infrastructure integrated into their full stack… A. This could produce a nice royalty stream for the Groq company that still exists—benefiting all stakeholders. B. Use Nvidia's massive ability to deploy capital and hardware pipeline and add in another unit they can sell to their fat stakes customers and ultimately to cheapen and accelerate getting fast inference in the wild quickly.

And lastly, if management is smart or clever with the distribution part of this deal, maybe they convert all stock to common and squash the liquidation preference in this move. so they might have a quite compelling cap table post deal. (again hopefully structured as a distribution vs buy out) but at least pref is gone.

So employees exercise, get an exit, keep their stock—with investors already happy, liquidation preference gone, and potentially a well-capitalized future royalty stream coming from the largest market cap company in the world and the largest capex pipeline ever seen.

I'd much rather own the actual shares (fewer handcuffs) and have plenty of cash to deploy in a very capex-heavy moment.

It just seems like a win-win-win-win.

Nvidia wins new fundamentally different IP can sell to there existing customers Groq employees and stakeholders win. The open models win (big). We as AI consumers win because of cheaper, faster inference.

Common to what we all want to believe here, we’re not really in a winner take all moment here. nvdia is just taking a disproportional amount because of lack of real suitable alternatives… The base will for sure widen and expand from where we are at now, but that doesn’t mean that nvidia has to or is going or loose as part of it.