2025-12-16
Building Datacenters... Terrestrial sites have 3.5GW heat sink ceilings, and so many NIMBYs that permit authorities are starting to block them. Space is 100 miles from NIMBYs but your heat sink is behind a vacuum, and you need to lift everything out of a gravity well. I wonder
Andrew McCalip
Orbital solar data centers' cost-per-watt of compute is $51.10/W, far above $15.85/W for terrestrial sites; SpaceX is uniquely positioned to try orbital
It might not be rational But It might be physically possibleBefore we get nerd sniped by the shiny engineering details, ask the only question that matters.
2025-08-03
@Yuchenj_UW He's a co-founder at TML. Tulloch is likely sitting on >5% of Thinking Machines cap table and at $12bn valuation in last round it would mean walking away from $600m with 20x upside. People thinking he's turned down $1.5bn for a $5m paycheck are just wrong.
Wall Street Journal
Sources: the researcher who declined Zuckerberg's offer of a $1.5B+ package over six years is Thinking Machines co-founder and ex-Meta staffer Andrew Tulloch
The loyalties and larger-than-life figures prompting some people to turn down insanely lucrative offers in Silicon Valley right now
2025-05-01
@vitrupo What is he talking about? Sounds like cope. Sounds like a bunch of stuff AI is already better than humans at. Art? Psychology? Chaos tolerance? AI is better than humans at all of these things today. Pretty sure it can do better DD, better surveillance, better relationship
Gizmodo
Marc Andreessen says VC may be one of the last fields safe from AI after it replaces most workers, as it requires “intangible” skills like psychological insight
gizmodo.com/marc-andrees... Corey Quinn / @quinnypig.com : “ChatGPT, you were at Netscape in the 90s and won the lottery. Give me advice on how I too can win the lottery of a bygo...
2025-01-25
@morqon Meanwhile a handful of Chinese day traders made a better AI model, using some left over GPU's in their uncle's garage. Investing $10's billions in infrastructure this early in the AI paradigm when stuff is still changing week by week is brave/stupid.
Reuters
Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to th...