Chemical element with atomic number 14
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“I can point to things. But is that a systemic explanation? I think there the answer is a little less clear. I mean, surely people need love and all of that, but then there's this risk of just devolving into platitude.” — David SussilloDavid Sussillo is a big time neural reverse engineer. The Stanford brain scientist worked at Google Brain with Geoffrey Hinton, and now is at Meta Reality Labs. What distinguishes Sussillo, however, is not his Silicon Valley good luck, but the bad luck of his origins. In his memoir, Emergent: A Memoir of Boyhood, Computation, and the Mysteries of the Mind, Sussillo begins at the Albuquerque Christian Children's Home — a modern-day orphanage — and the Milton Hershey School, the boarding school endowed by the chocolate magnate for kids with nowhere else to go. Both his parents were addicts. His mom died young. His dad spent his life as an untrained preacher ministering to homeless people on the streets of Albuquerque while managing a lifelong heroin habit.The book's thesis borrows from the science he studies: “emergence” — simple things interacting to produce complex behaviour that none of them could produce alone. His life is both proof of and a challenge to this concept. He made it out. Most of the kids he grew up with didn't. He can point to moments — a gifted-and-talented test in third grade, an aunt and uncle's intervention at nine, a first love in college — but he can't build an explanatory system from these haphazard events. The Sussillo quilt doesn't have an innate pattern. It just has patches.What makes Sussillo unusual as a memoirist is his refusal to sentimentalise. Twenty years of psychotherapy, he confesses, has taught him something most authors never learn: that understanding your own story doesn't mean you've explained it. His science can't explain his childhood either. “The big dirty secret of neuroscience,” he says, “is that we don't really understand much in the ways that people would love us to understand.” The man who reverse-engineers neural networks can't reverse-engineer himself.I asked him whether having children would have been harder than writing the book. Yes, he said. With the book, you can take a break. With kids, you relive things through a very specific way of relating. He and his wife chose not to. His mentors all told him he'd have been great at it. He's not so sure. That honesty — the willingness to say “I don't know” and mean it — runs through everything Sussillo does. He says he's happy, claiming to have found peace with his past. But he still carries the baggage. Who wouldn't? He's just learned to manage it. Emergent, not emerged. Five Takeaways• From Orphanage to Google Brain: Both parents were heroin addicts. Sussillo grew up in a modern-day orphanage in Albuquerque and then the Milton Hershey School. He went on to work at Google Brain with Geoffrey Hinton, now works at Meta Reality Labs, teaches at Stanford. Most of the kids he grew up with didn't make it.• Emergence as Autobiography: The book's thesis borrows from the science he studies: simple pieces combining into complicated outcomes. His life is the proof of concept and the counter-example simultaneously. The quilt doesn't have a pattern. It just has patches.• The Dirty Secret of Neuroscience: The man who reverse-engineers neural networks can't reverse-engineer himself. “We don't really understand much in the ways that people would love us to understand.” Twenty years of therapy taught him more than the science.• Would Kids Have Been Harder Than the Book? Yes. With the book, you can take a break. With kids, you relive trauma through a very specific way of relating. He and his wife chose not to have children. His mentors told him he'd have been great at it. He's not so sure.• Emergent, Not Emerged: Sussillo has found peace with his past. He's happy. He still carries the baggage from his childhood. He's just learned how to manage it. The emergence is ongoing. About the GuestDavid Sussillo is a research scientist at Meta Reality Labs and a consulting professor at Stanford University. He previously worked at Google Brain. His memoir is Emergent: A Memoir of Boyhood, Computation, and the Mysteries of the Mind. He grew up in the Albuquerque Christian Children's Home and the Milton Hershey School. He lives in New Mexico.References:• Emergent: A Memoir of Boyhood, Computation, and the Mysteries of the Mind by David Sussillo — the book under discussion.• The Albuquerque Christian Children's Home — the group home where Sussillo spent five years of his childhood.• The Milton Hershey School — founded in 1906 by the Hershey chocolate magnate for children with nowhere else to go. Sussillo spent four years there.• Google Brain — the lab where Sussillo worked alongside Geoffrey Hinton on the neural network research that became the foundation of modern AI.• John Conway's Game of Life — the cellular automaton simulation Sussillo cites as an early example of emergence: complicated outcomes from simple rules.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:00) - Introduction (01:30) - The Albuquerque Christian Children's Home and Milton Hershey School (03:30) - Why write a memoir? Five years and twenty years of therapy (05:00) - Heroin-addicted parents: the origin story (08:00) - A father as untrained preacher on the streets of Albuquerque (10:00) - Which parent had more impact? (12:00) - The gifted-and-talented test that changed everything (15:00) - From Milton Hershey to Carnegie Mellon: the jump (18:00) - Life falls apart at 23: panic attacks and psychotherapy (21:00) - Neural networks, Google Brain, and the dirty secret of neuroscience (25:00) - Would having kids have been harder than writing the book? (28:00) - The Albanian friend and the beach: what America gets right (31:00) - Silicon...
In an age of geopolitical fragmentation, a nation's strength is often defined by its technological indispensability. Israel's success, argue Yonatan Adiri and Shachar Lotan in a new SAPIR essay, hinges on embracing a new technological strategy called The Silicon Dome.On March 4th, SAPIR Editor-in-Chief Bret Stephens and Israeli entrepreneur and former chief technology officer to Shimon Peres, Yonatan Adiri joined for a live virtual conversation where they unpacked what a Silicon Dome is, how it might operate, and why it is a necessity for the Jewish state.A note to listeners: only moments before the SAPIR virtual event was scheduled to begin, the production team received a message from Adiri that he and his family were notified of an incoming missile to their area, and would need to take shelter imminently. After an “all-clear”, Adiri joined for us for the conversation.Questions or comments? Reach out to us at info@sapirjournal.org. Music from #Uppbeat: https://uppbeat.io/t/theo-gerard/monsieur-groove
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Katana Silicon Technologies LLC v. Micron Technology, Inc.
Tune into episode 469 of the Mobile Tech Podcast with guests Raj Talluri (Enovix), Matt Swider (The Shortcut), Adam Doud (SlashGear), C Scott Brown (Android Authority), and Nirave Gondhia (House of Tech) -- brought to you by Enovix. Today's show comes in two parts. First, we explore Enovix's 100% active silicon lithium-ion battery. Second (19:49), we recap MWC 2026, including Honor's Magic V6, Leica's Leitzphone powered by Xiaomi, Nothing's Phone (4a), the Moto Razr Fold, super cool concepts by Lenovo, TCL, and Tecno, and more.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Enovix: https://www.enovix.com/ (sponsor)- Raj Talluri: https://www.linkedin.com/in/raj-talluri-988b011/- Matt Swider: https://www.threads.com/@mattswider- Adam Doud: https://www.threads.net/@deadtechnology- C Scott Brown: https://www.threads.com/@c.scottbrown- Nirave Gondhia: https://www.threads.net/@niraveg- Matt's MWC 2026 award winners: https://www.theshortcut.com/p/the-shortcut-mwc-2026-awards- Adam's MWC 2026 day 1 recap: https://www.slashgear.com/2113126/mwc-2026-day-1-products/- Adam's MWC 2026 day 2 recap: https://www.slashgear.com/2114237/mwc-2026-day-2-products-show-floor/- Adam's MWC 2026 day 3 recap: https://www.slashgear.com/2115387/mwc-2026-day-3-products-show-floor/- Scott's Nothing Phone (4a) first look: https://www.androidauthority.com/nothing-phone-4a-colors-3645627/- Nirave's best of MWC 2026: https://hot.tech/mwc-2026- My best of MWC 2026: https://www.instagram.com/p/DVocBIMIB6b/Affiliate Links (If you use these links to buy something, we might earn a commission)- Honor Magic V5: https://amzn.to/40RsuAR- Xiaomi 15T Pro: https://amzn.to/3P5nPsn- Google Pixel 10a: https://amzn.to/4rvyrz7- Moto Razr Ultra 2025: https://amzn.to/4kTcaJ9- Nothing Headphone (a): https://amzn.to/4aWw3f4
SunPower co-founder Dick Swanson discusses his pioneering work developing Interdigitated Back Contact solar cells at Stanford and the industry's evolution from the 1973 energy crisis to today's cost-competitive technology. Topics include Bell Labs' accidental solar cell discovery, the learning curve predicting cost declines, critical partnerships with Cypress Semiconductor, major technical pivots from concentrating to flat-plate systems, and the fortuitous circumstances that transformed solar energy into the world's cheapest electricity source. Topics Covered NorCal Solar = Northern California Solar ASES = American Solar Energy Society Gerald Pearson History of Solar Discovery of Solar Bell Labs John Perlin Selenium Solar Cell EPRI = Electric Power Research Institute Utility SunPower www.sunpower.com TPV = Thermal Photovoltaic Stanford Silicon Cell Semiconductor Dick Schwartz Thin Film Wafer Silicon Solar Cell IBC Cell = Interdigitated Back Contact Cell Germanium PVT = Photovoltaic Thermal Stirling Engine Concentrating PV System Swanson's Law Learning Curve Elon Musk Cypress Semiconductor Sharp Silicon Valley James Gibbons Semiconductor Electronics Book Jeff Spies Solar Roots Hippies Grateful Dead Sailboat Tom Wylie Reach out to Dick Swanson here: LinkedIn: www.linkedin.com/in/dick-swanson Website: www.sunpower.com Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean solarsean.com/pvdsexam
Broadcom's momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.Announcements included its new custom accelerators called, get ready,...3.5D eXtreme Dimension System in package (XDSiP) platform. It's a mouthful, but new tech like this will continue to enable hyperscalers to design custom equipment for their own unique data center workloads. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Broadcom #AVGO #Semiconductors #AI #Investing #ChipStockInvestor #TechStocksNick and Kasey own shares of Broadcom
What if silicon-based “implant” signals are already inside most people, without consent?Today we share UK testing data and the clearest solution pathway we've seen so far.This is not a conversation about fear. It's about discernment, sovereignty, and knowing what may be happening inside our own biology.In this episode of the Live Love Learn Podcast, I'm joined by research-led naturopath Caroline Mansfield and technical investigator Jesse Beltran, who has been conducting RF and environmental scans internationally for over a decade.We discuss:
Nel 1968 Stewart Brand crea il Whole Earth Catalog: una rivista che funzionava come una wiki su carta, un archivio di strumenti, idee e conoscenza per chi voleva costruire un'alternativa al sistema. Il sottotitolo era semplice: Access to Tools.Da quelle pagine nasce anche una delle frasi più famose della cultura tech: “Stay hungry, stay foolish.” Una frase che oggi molti attribuiscono a Steve Jobs.Se ti va supportami https://it.tipeee.com/br1brownTELEGRAM - INSTAGRAMTutti i miei link: https://linktr.ee/br1brownFonti:The Last Whole Earth Catalog - National Book FoundationFoundation for Intentional CommunityThe Legacy of Steward Brand and the Whole Earth CatalogueTHE WHOLE EARTH CATALOG AND HOW IT GREWWhole Earth Catalog, finalmente su internet la rivista che ha anticipato internet | Wired ItaliaLa rivista che fu «internet prima di internet» - Il Post
There is one truth that has followed every major technological revolution in human history. Energy demand always rises to meet technological capability. When we industrialized, coal consumption exploded. When we built the modern transportation system, oil demand reshaped global geopolitics. When we entered the digital age, electricity quietly became the backbone of the global economy. And now we are entering the AI era. What most people don't appreciate is that AI is not just a software revolution. It is an electricity revolution. Training a single advanced AI model can consume as much electricity as tens of thousands of homes use in an entire year. And once trained, these models continue to run inside data centers filled with specialized hardware operating 24 hours a day. A single large AI data center can require over 1 gigawatt of power. To put that into perspective, that's enough electricity to power roughly 700,000 homes. One building consuming the equivalent of a major city. Now consider that companies like Microsoft, Google, Meta, and Amazon are planning dozens of these facilities. Suddenly, you begin to see the scale of what's happening. Even individual AI queries consume more power than traditional computing tasks meaningfully. One estimate suggests an AI query can use roughly 10 times the electricity of a traditional search query. That difference seems trivial until you multiply it by billions of interactions per day. This is why, for the first time in decades, electricity demand in the United States is accelerating again. For nearly 20 years, electricity demand was relatively flat. Efficiency gains offset economic growth. But AI, electrification of transportation, and domestic manufacturing are reversing that trend. And here's where the story becomes even more interesting. China understands this. China is building power infrastructure at a pace that is difficult to comprehend. They are adding entire national-scale power capacity every few years. In 2023 alone, China added more new coal power capacity than the rest of the world combined. At the same time, they are installing solar and wind at record rates, becoming the global leader in renewable deployment. They are not choosing one energy source. They are choosing all of them. Because they understand that energy availability determines technological leadership. Meanwhile, in the United States, building new power plants and transmission infrastructure can take a decade or more due to regulatory hurdles, permitting delays, and political resistance. This creates a very real risk. The country that can generate the most reliable, scalable energy will have a structural advantage in AI, manufacturing, and economic growth. Energy is becoming the limiting factor. And whenever something becomes a bottleneck, investment opportunities emerge. We are entering a period where trillions of dollars will be spent on power generation, grid modernization, nuclear energy, solar, battery storage, geothermal, and technologies that most people have never even heard of. Some of the biggest fortunes of the next decade will likely be tied directly or indirectly to solving this energy constraint. In today's episode, we explore alternative energy sources, the challenges we face, and the technologies that may power the future. Because understanding energy is no longer optional if you want to understand where the world is going. And as investors, those who see these shifts early have the opportunity to position themselves ahead of the crowd. Watch on YouTube: https://youtu.be/D0Lpmq0SAvo Listen on Apple Podcasts: https://podcasts.apple.com/gb/podcast/548-ai-is-about-to-trigger-an-energy-crisis-most/id718416620?i=1000752299883 Listen on Spotify: https://open.spotify.com/episode/5l4674hFIJPWkz0spMq4YL Transcript Disclaimer: This transcript was generated by AI and may not be 100% accurate. If you notice any errors or corrections, please email us at phil@wealthformula.com. Welcome everybody. This is Buck Joffery, the Wealth Formula podcast. And today, before we begin, I wanna remind you as always, there is a website associated with this podcast, wealthformula.com. That’s where you want to go. If you have, uh, an interest in uh, ing more in the community in particular, there is a, a credit investor club. AKA investor club, which you need to sign up for. Uh, go to wealthformula.com and see some private deal flow at, uh, no cost to you, uh, that, uh, you might have an interest in. Uh, let’s talk about today’s show. It’s a little bit about, uh, something. You know, that is, uh, on I think, a, a major issue, uh, going into the next decade. Um, you know, there’s one truth that’s followed. Every major technological revolution in human history. Energy demand is always rise, uh, to meet technological capability. You know, when we industrialize, uh, coal consumption exploded, obviously when we built modern transportation system oil. Demand, uh, reshaped global geopolitics. And when he entered the digital age, electricity became the backbone of the global economy, and now we’re entering the era of artificial intelligence. Now, what most people don’t appreciate is that AI is not just a software revolution, it’s an electricity revolution. Uh, training a single advanced AI model can consume as much electricity as literally tens of thousands of homes in an entire year. And once trained, these models continue to run inside data centers filled with specialized hardware operating 24 hours a day. A single large AI data center can require what’s called a entire one gigawatt of power. Now, what’s a gigawatt? Well, to put this all into perspective, that’s enough electricity to power. Roughly 700,000 homes, one building consuming the equivalent of a major city. Now, consider that companies like Microsoft, Google Meta, Amazon, they’re applying to build dozens of these facilities, and suddenly you begin to see the scale of what’s happening. Uh, even individual AI queries when you do them, they consume a lot more power than traditional computing tasks. Um, there’s an estimate that suggests that an AI query. Can use roughly 10 times the electricity of a traditional, uh, search query. The difference seems trivial until you multiply that by like billions of these interactions per day. And that is why for the first time in decades, electricity demand in the United States is accelerating again and doing so quickly. Now you might ask, well, you know, what’s been happening for the last 20 years? Well, electricity demand was actually relatively. Flat. And a lot of that is because of efficiency gains, offsetting economic growth, but ai, electrification of transportation, domestic manufacturing, they’re all gonna reverse that trend. And, and here’s where the story becomes even more interesting, because we know that China already understands this. China’s building power infrastructure at a pace that’s difficult to really even comprehend. They’re adding entire national skill, power, capacity every few years. In 2023 alone, China added more new coal power capacity than the rest of the world combined. And at the same time, they’re installing solar, wind, all these things at record rates becoming really the global leader in re renewable deployment. So you don’t think of China is that way, but they are. They’re not choosing one energy source. They’re choosing all of them. And because they understand that energy availability will determine technological leadership. Meanwhile, in the US things are kind of slower. Building a, a new power plant and transmissions infrastructure can take a decade or more. We got lots of regulatory hurdles and permitting delays in political resistance that the Chinese don’t have, and that creates a lot of risk. The country that can generate the most reliable, scalable energy, we’ll have a structural advantage in AI manufacturing and economic growth. And that is a big, big deal because energy at the end of the day is becoming. The limiting factor for growth, and whenever something becomes a bottleneck, you also get investment opportunities that emerge. So we’re entering a period where trillions of dollars will be spent on power generation, grid modernization, nuclear energy, solar battery, geothermal, you name it. And a lot of those things you’ve never heard of. Some of the biggest fortunes of the next decades will be tied directly or indirectly to solving these energy constraints. That is why in today’s episodes we’re gonna explore these alternative energy sources, kind of get an idea of what’s going on with them. I know it doesn’t sound super exciting or sexy, but understanding energy right now is, is not optional. If you wanna understand where the world is going, and as investors, those who see these shifts early are gonna have an opportunity to position themselves ahead of the crowd, and we’re gonna have. A conversation to highlight all of that right after these messages. Wealth formula banking is an ingenious concept powered by whole life insurance, but instead of acting just as a safety net, the strategy supercharges your investments. First, you create a personal financial reservoir that grows at a compounding interest rate much higher than any bank savings account. As your money accumulates, you borrow from your own. Bank to invest in other cash flowing investments. Here’s the key. Even though you’ve borrowed money at a simple interest rate, your insurance company keeps paying. You compound interest on that money even though you’ve borrowed it at result, you make money in two places at the same time. That’s why your investments get supercharged. This isn’t a new technique, it’s a refined strategy used by some of the wealthiest families in history, and it uses century old rock solid insurance companies as its back. Turbocharge your investments. Visit wealthformulabanking.com. Again, that’s wealthformulabanking.com. Welcome back to the short rewind, uh, energy demand is, uh, rising, not just from ai but from electrification. Population growth, economic activity itself. At the same time, we’re trying to transition how energy’s produced, which creates, uh, real trade-offs around cost, reliability, and scale. Today’s conversation isn’t about, uh, ideology necessarily, but it’s about the economics of energy and what’s realistic as demand continues to grow. And to help us think this through. I’m joined by Dr. Ga Hockman, professor of Environmental and Resource Economics, with the PhD from Columbia University Gall. Welcome to the show. Good morning. So let’s just start very basic here. In your view, why does economic growth almost always translate into higher energy demand? Because production is very dependent on energy. And so whenever you wanna expand production, you wanna expand food, you need more energy. And this is actually what we’re trying to decouple, to create production processes that are less energy intensive. So as we grow, as we become happier, more viable, we don’t necessarily need more energy. So, uh, setting, uh, ai, artificial intelligence aside for a second, are we already in a path where electricity demand has to rise, you know, meaningfully over the next decade? I mean, what, what kind of projections do we look at there? We need to decouple growth from energy. We didn’t do that yet. As long as we don’t do it. Uh, growth will be associated with an increase in energy demand, not as much as AI has been introducing. And that is, uh, uh, uh, jumping to a higher step. Right. Now, you’ve mentioned this a couple times in the decoupling idea how in the big picture, like how do you do that? Uh, does the low hanging fruit that the US implemented from the 1980s, 1990s, and that is energy efficiency. It, which creates a win-win. Uh, it just changed the light bulbs in your, in your house. You save electricity, but you also save money ’cause these bulbs last much longer. Assuming their cost is not high enough. Is not too high. Uh, industry is the same thing. Introducing more efficient processes. Can result endless need for energy, but we need to go a step further to make it more meaningful and to introduce production processes that simply depend less on energy or depend less on energy that is polluting. Give us another example. I mean, the light bulb is an easy one, but, um, I mean, what are some large scale ideas for that energy efficiency issue? That you’ll think about when you think about these kind of decoupling ideas. Uh, another thing, just, uh, the appliances at home, uh, you want them to, uh, be more energy efficient and the windows you put on your houses, you want it to be double blast, maybe even triple in some cases that blocks the sun and helps I, uh, isolate the house better so you don’t need to heat it as much. Insulation is very important. Uh, very similar things exist in the commercial sector. Uh, if you look at the big retail stores, they’re using a lot of light bulbs. They’re using a lot of insulation to reduce their, uh, heating costs. If they are wanting to become more energy efficient. So these are not very complicated things that can really make a change in residential, in commercial. And you can then expand it further into production process in the manufacturing. And there are different examples also there. There’s also this big driver of energy in the next couple of decades, uh, which, you know, people talk about how many more terabytes we’re gonna need just to support the artificial intelligence revolution. Do you think it’s realistic, you know, just to focus on these efficient levels? Is that enough for, for how much energy we need? No, no. And we need to expand the energy. Uh, it’s important to expand it in ways that is cleaner energy, so it does not create harm. So you don’t create a good with a bad, uh, you wanna introduce energy that is cleaner so you don’t increase, uh, pollution. Uh, impact greenhouse gases. Um, so it is also the fuel mix that you’re using. The fuel sources. Will you use solar? Will you use hydro? Will you use, uh, wind, uh, bio bioenergy, same thing. Bioenergy crops. So you wanna exp expand, you wanna. Introduce a more diverse set of feedstocks that many of them are much more, uh, cleaner than the existing one. Uh, so the movement to renewable is important. Uh, and again, you don’t need to decrease the existing infrastructure, but the new infrastructure at least needs to come from a cleaner sources. You need to improve our use of batteries. Yeah. Let, let’s break down some of the things that you’ve talked about. So, solar, okay. Um, what did, what does solar do well and where does it struggle? Solar, people forget, in 2005 it was $10. Now it’s below $1. So we need to understand that there is a transition in the transition. Many times costly, but we need to learn and bring it down that. Learning came in terms of installation. The installation became much more efficient, uh, much less costly, much faster, and that brought the price of solar down. Uh, solar has been performing very well in many places. Uh, eh, solar today is cheaper than many of the most polluting, uh, infrastructure for power in the world. If I remember correctly, the number, it’s around 500 gigawatts, which is a big number. Uh, they can, that solar can outcompete the existing, uh, energy sources. Uh, where it’s struggling is that, um. Silicon will be is is in high demand and that is a creating a floor that prevents solar from going even lower, but it can also create a constraint in the future as you expand it further. Can you explain for, for us just the silicon issue? ’cause is that. So it’s just a, a silicon is a major component and we don’t have enough, is that what you’re saying? Yes. Yes, exactly. And then doesn’t that drive up the price of silicon? Yes, but we, we didn’t hit that. We, we we’re, we’re, uh, but there are actually various entities working on alternatives. From MIT to companies, uh, that are offering interesting solutions. Yes. You mentioned storage as well. Um, energy storage. Um, how close are we to storage being really viable at scale? I mean, this is, um, you know, we certainly, battery technology has improved, but, you know, how, how, how close are we to it? Becoming something that is, is really, really helping the issues. Uh, it’s challenging ’cause right now it makes it more expensive. But if the more we use it, the more we learn, the more we understand, the more, uh, efficient and cost efficient we can introduce it. Cost will go down. So it’s like the, how do you push it forward? How do you adopt these technologies? Now, we should always remember that there are, in some places, it is already very viable. But it demands certain, uh, uh, circumstances. For example, uh, the Southwest has a location where it has, uh, underground water and solar. The solar heats the underground water. So the underground water becomes the storage that, uh, then the steam becomes the electricity in the night. And that is a very viable process. Hydro with wind goes also very well, and again, uh, they manage to store, uh, use the wind to bring water upstream, and then when there’s no wind, the water flows downstream and through hydro creates electricity. Batteries, it’s technology. Uh, will a breakthrough come one day? I believe so, but again, I, I can’t predict it. Um, we can talk about, um, you know, natural gas, right? I mean, natural gas doesn’t get much attention, uh, in the transition narrative, but how important is it today in maintaining grid stability in supporting renewables? Reliability is more important than prices to many of us. No one likes blackout and if you talk with the, those that monitor and and manage the electricity markets, that’s their top priority, not the price. Uh, we don’t like it when we don’t have electricity. We we’re very dependent on it. So reliability is definitely be, uh, uh, uh, a must before you even move towards renewables. Absolutely. Before prices even, uh, uh, for anyone in the us. Um, so NA Gas has the potential, uh, it has less. CO2. The problem with NA gas is that the infrastructure is leaking. That means that the pipeline are emitting and methane because of leaks. Uh, I believe that needs to be addressed. Uh, uh, natural gas has the potential to be used, but. You need to not use it with an infrastructure that is, uh, resulting in more damage than good. It kind of defeats the purpose of it. What would do you look at natural gas as a short term bridge or something that, you know, the, the system may rely on, you know, in, in a much longer, uh, timeframe, even with other renewables. I would be careful in creating a bridge because that this infrastructure is very expensive. Once you put the amount of money needed to create infrastructure, it’s very hard to change it. Having said that, you will have solutions that will use fossil fuels, which includes natural gas, even in the long run, simply because the cost and the benefits will add up in a way that. It won’t make any sense moving away from fossils. In my opinion, not everyone will agree with me. Yeah, but, and, and you do have technologies that can make fossil fuels much, much cleaner. Like carbon capture used in storage. Uh, that technology has a huge potential. You can recycle the hydrogen and recycle other components in the refinery process that results in a cleaner fuel. But it’s something that we need to incentivize the companies to do. Uh, a company will not do it independently ’cause it’s more costly and that’s important. How about nuclear? I mean, nuclear. Offers reliable carbon free, you know, power. Yet it hasn’t scaled the way many people expected. Um. Why is that people are afraid of nuclear. Look at the three Mile Island and, and look at Fukushima and Chernobyl for that matter. People remember those stories and that really resonates with them badly. And there’s also a problem in the accounting of nuclear. Even the most safest countries in the world like Japan will everyone considered super safe. Even they have an accounting problem. So there is the concern that. Even small amounts get leaked out to the wrong hands. That can be a very bad outcome. Eh? Having said that, there is, I don’t know. I don’t follow it too much, but I do know there is a drive to create small nuclear plants, mobile plants, eh, from my recollection for two, three years ago, the company that I heard of was very successful at that. Eh, Japan went back to nuclear different than Germany. By the way. Germany did not try to, uh, divest from nuclear. So there are some places that nuclear becomes very important. I think it’s also becomes important in some areas that work in ai. So it has been introduced as a source of electricity. Can you tell us a little bit about small modular reactors? There’s a lot of buzz about that. What, what exactly are they? I mean, how small are they? You know, safety wise, uh, they’re mobile, they’re not very big. And, uh, that makes them, uh, much more easier to manage and control as opposed to the very big nuclear plans. Nuclear is a base load. So you use it, you, once you turn it on, you don’t want to turn it off. It’s too expensive. The on and off, it takes it a long time to, to uh, ramp up. Uh, and, uh, mobile, uh, nuclear plants are addressing many of these concerns that exist with the big plants. So they are solving it in, in what I saw pretty well in some circumstances. How small are they? I mean, are they, so would you. Would a, you know, one of these AI data centers, or what would they just, would they have one small modular react or they’ll need more than that? They’ll need more than that. Oh, they need more, more than one. Yeah. Yeah, yeah. So they’re, they’re pretty small or they like, you know, the size of a car or they. How, how small are these things? No, they’re bigger than the car, but they’re not too big. If you know of a nuclear plant, the old one, you see these big round, uh, domes, uh, they’re, they’re not that big. They’re, they’re much smaller, but they’re not as small as a car. Yeah. And so you could run maybe, uh, a, an AI center with a couple of those or something like that. Is that the idea? They have, you can see some of them. There are examples in Texas where you have the, the center basically is surrounded by small units. Are they generally safer to use, and if so, why is that? Uh, I’m not a nuclear guy. I’m not a physic. I should be careful in it, but I, I, what I understood, they’re safer to use. Also, the material i, i I is not reaching, uh, levels that safer levels than you would need for, for example, for bumps and, and stuff like that. So they’re keeping everything at a safer level. When you step back and look at the whole system and think about. What’s gonna happen in the future? Do you think it’s more likely to be dominated by one energy source or like a diversified mix as we’ve been going through? I believe a diversified mix. I also believe that in some places you will always have fossil fuels. In some places you’ll have a very quick transition to renewables. Uh. Uh, we need to look at the system view. In some places it’s easier to clean the dirty fuel. In some places it’s just easier to introduce the, the clean fuel. Uh, some places I do believe you see, for example, developing world does not have the capacity to electrify. We talk about electrification and some people are very enthusiastic about it. You don’t see it in the development world. They don’t, they lack even the US And there is a study in Princeton that came, I think three years ago. Um, if you electrify the whole US today, you need to almost triple the grid capacity. Just understand what the magnitude of money that needs to be invested to get there. Is huge. Now developing countries definitely don’t have it. Even the US doesn’t have that capacity. So, uh, developing countries, I think you might see a lot more biofuels, a lot more, uh, other, uh, substitutes that exist that are easier for them to manage. And then a system view or a more complete view is needed ’cause it’s not. What is the most efficient process? Is what process fits best in a certain area, and, and that will create a lot of heterogeneity, I think. Do you have a sense in the us I mean, what, what do you think ends up being? There’s gotta probably be one, you know, dominant source that it will, will kind of come to friction based on our own. Economics in our own situation. Do you think that’s in the, in the near future? Is that solar, you think? I mean, what, what dominates in the future here? I don’t think you’ll dominate, even in the us you won’t dominate, uh uh. You have regions in the US that are very, uh, windy. Wind farms will be the optimal path. There are places that don’t have any clouds, 350 days a YA year. So solar is perfect there. Solar also creates employment and live view for certain communities so that the employment component is an important part. So you create. Income and, and, and, uh, in, in, in life, in, in economic variability in regions with the renewables, there are other regions that have, uh, a lot of supply of, uh, excess biomass or the capacity to produce a lot of biomass, and that creates them an alternative to use biomass ’cause that’s what brings them. Again, income, which is always important, but it also brings them a feedstock that might be of a, a lot of benefits. Um, and you will have regions that are heavily so heavily invested in fossils that it will never make sense to move away from fossils, but it will make sense to create cleaner fossils through carbon capture and storage in other ways. So I don’t think the US will move into one place or another. Yeah. Um, you know, you often hear discussions about, in the US about, um, our grid being outdated. Tell us sort of at, at a high level, if you wouldn’t mind explaining the issues with the grid and, you know, what, what kind of issues that brings up as we need more energy sources. Just look at the power plants. They were, look at their ages, the age of power plants. Look at and, and then there are a few that were supposed to be retired and now have been extended, but just. That by itself is sufficient to create problems whenever you encounter a natural, uh, extreme event that, uh, stresses the system. Uh, we saw with Sandy in the northeast. The northeast was, a lot of the infrastructure was outdated. Sandy came, the system collapsed. They fixed it now, so they upgraded it. There is, uh, uh. Some of the utility. Again, I’m not, I’m following anecdotal evidence and news, not beyond that, but some of the companies are striving to improve their grid and they are trying to, uh, introduce a more sustainable and reliable system again, ’cause reliability is so important. What does, what does it mean really to even update the grid? I mean, just for people who are not in this space, what does that even mean to upgrade it? You, you, you change the equipment, you upgrade the equipment, you better manage the inter, uh, interaction of trees and, and, and the electricity lines. Uh, you bring electricity lines underground. You also improve a lot of the infrastructure, uh, of the power plants and how they distribute the energy. So this whole infrastructure is being upgraded so it can support. For example, the ai. And that actually is something that the AI might bring as a very positive thing. So it will force the system to, uh, upgrade, to introduce more efficient processes, uh, distribution mechanisms that are more resilient, which I think is important. I hear we’re kind of behind when it comes to this, when you compare it to China. Can you talk a little bit about that? China has a different structure of, or economic structure. So a lot of the, uh, driver, the driver in China is the government and money that the government allocates to these alternative technologies, and that creates a very strong drive for renewables. Eh, China is also a big driver in coal in China, so. It’s basically where the government decides to put the money, and that’s where you see the industry flourish. If you look at the numbers, the investment numbers, China outpaces any country in the world in terms of the value invested per year in the recent years, and, and they’re producing a lot more, a lot more energy than us too. Isn’t that correct? I mean, I, I’ve just been, just in terms of following the AI news, I keep hearing about it. China has no. So many more terabytes than us, uh, of energy, uh, ability. Is is that true? Uh, that I don’t know. I don’t know exactly ’cause, uh, I know they’re producing a lot. I know they are expanding a lot, and I know that in the solar space, for example, they dominate because of that. They’re already, they’re also starting to dominate in the electric vehicle space. Uh, they’re becoming to leaders in those areas. Yes. Um, big picture, I think if you wanted to sort of sum up some of the, you know, major issues that you think that, you know, people like us who are. Investors or you know, just people wanna know what’s happening in the future. Like what, what’s, what’s the message for, for people? I would, I would try to make my house more efficient. I would try to, uh, and it’s important to understand this is not only about, it is about greenhouse gases, but it’s also about if your house is more efficient, you are also paying less money. And that has a lot of benefits to it. Similar logic can follow to the industries and how they work, how, and, and conserving energy is not necessarily coming at the cost of being more or less productive. That’s what we need to understand. You can conserve energy and still produce more. You can become more efficient and you can still, and you can reduce your dependencies on, uh, energy, which I think is important. Dr. Ga Hoffman, thank you so much for being on Wealth Formula Podcast today. Thank you for inviting me. You make a lot of money but are still worried about retirement. Maybe you didn’t start earning until your thirties. Now you’re trying to catch up. Meanwhile, you’ve got a mortgage private school to pay for, and you feel like you’re getting further and further behind. A good news. If you need to catch up on retirement, check out a program put off by some of the oldest and most prestigious life insurance companies in the world. It’s called Wealth Accelerator, and it can help you amplify your returns quickly, protect your. And money from creditors and provide financial protection to your family if something happens to you. The concepts here are used by some of the wealthiest families in the world, and there’s no reason why they can’t be used by you. Check it out for yourself by going to wealthformulabanking.com. Welcome back to the show everyone. Hope you enjoyed it. And, uh, yeah, again, you know, the goal of this show is really to give you, you know, a, a macro look at what’s going on in the world and one of the things that is. Clearly an issue for the United States is energy production. And so, um, you know, stay on top of this stuff. This is, you know, this is where the puck is headed, right? Um, ai, all these things that are, are really, uh, driving the next decade of growth. Really depend on it. Anyway, that is it for me. This week on Wealth Formula Podcast. This is Buck Joffrey signing off. If you wanna learn more, you can now get free access to our in-depth personal finance course featuring industry leaders like Tom Wheel Wright and Ken McElroy. Visit wealthformularoadmap.com.
Are robotic priests, pastors, imams, rabbis, and monks a good idea? Several countries and major religions have unveiled robotic, spiritual officials. Each is trained through the teachings of its respective religion, but also draws on language learning models that can be traced back to central chat sources. Having major religions, pulling from the same spiritual source effectively produces a one world spiritual order. The robots are mainly for show, but the central source of their information can be accessed personally via the growing number of spiritual Chatbot applications. Considering that most spiritual teachers, including Jesus, taught that institutions and officials were not necessary for salvation, it would appear this shift and spiritual education is positive. However, if a solace, centrally biased, source is feeding the general public spiritual advice then it appears then it is not based on Christ, but instead an antichrist.*The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
In today's data-driven world, the demand for higher data transfer, speed, performance and energy efficiency is growing at an unprecedented pace. Silicon photonics combines the speed of light with the scalability of silicon manufacturing to meet these demands.
A Note from James:In the last episode, we talked about whether Martin Shkreli really deserves the label “most hated man in America.” My conclusion was no, and I hope you came to the same conclusion after hearing his perspective.In this episode, we shift gears completely. We talk about Bitcoin, crypto, AI, energy, optical computing, and what the future of technology might actually look like.Martin has a very unusual combination of skills—finance, biotech, programming—and I always enjoy hearing how he connects ideas across different fields. That's what this conversation is about.Episode Description:What happens when AI demand collides with the limits of computing power and energy?In Part 2, Martin Shkreli and James explore the future of technology—from crypto vulnerabilities to optical computing, GPU scaling, and the potential energy crisis driven by artificial intelligence.They discuss whether Bitcoin can survive quantum computing, why stablecoins solve real-world financial problems, and how computing architecture may shift beyond traditional silicon chips. The conversation then moves into AI economics: why companies might spend billions on compute to make better decisions, how energy constraints could shape innovation, and why optical computing could become the next major breakthrough.This episode isn't about controversy—it's about technological leverage, incentives, and where computation is heading next.What You'll Learn:Why quantum computing could eventually threaten Bitcoin's encryptionThe real-world advantages of stablecoins and decentralized paymentsHow AI demand could create massive new energy constraintsWhy optical (photonic) computing may outperform traditional silicon chipsHow businesses might use large-scale AI compute for strategic decisionsTimestamped Chapters:[00:02:00] Bitcoin, Encryption & Quantum Computing Risks[00:03:02] A Note from James[00:03:34] Crypto Markets: Speculation vs. Utility[00:05:23] Banking Control, Debanking & Stablecoins[00:07:40] Moore's Law, Huang's Law & The Limits of Silicon[00:08:45] Optical Computing Explained[00:09:12] NVIDIA, Parallelization & Power Consumption[00:10:24] Energy Constraints & The Electrical Grid[00:11:41] AI Energy Demand vs. Countries[00:12:24] Corporate AI Decision-Making at Scale[00:13:37] The Coming Explosion of AI Compute[00:14:20] Energy Efficiency vs. Speed[00:15:17] GPU Efficiency Improvements & Jevons Paradox[00:17:00] Why AI Is Different from Traditional Computing[00:17:47] Optical vs. Quantum vs. DNA Computing[00:18:19] Why Optical Computing Fits AI Perfectly[00:19:28] Precision, Bits & Neural Networks[00:21:24] Error Tolerance in AI Systems[00:22:00] Fiber Optics & Existing Infrastructure[00:23:16] New Computing Paradigms Beyond Silicon[00:24:00] Matrix Multiplication & AI Workloads[00:24:53] Closing ThoughtsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
durée : 00:05:18 - La Revue de presse internationale - par : Catherine Duthu - Avant les Midterms de novembre qui renouvellent la Chambre des représentants et un tiers du Sénat, les patrons d'OpenAI, Meta, Palantir dépensent des millions de dollars pour éviter toute régulation de l'intelligence artificielle. D'autres, notamment Anthropic, veulent un cadre plus strict.
A while ago I wrote about what happens in a startup when a new event creates a wake-up call that makes founding engineers reevaluate their jobs. (It's worth a read here.) Recently my wife and I had something happen that made us reevaluate a 25-year-old relationship. These two bookends made me realize something larger: reevaluating all types of relationships – romantic, friendship, founders, business partnerships/ventures, and even countries – is a healthy and normal part of growing, getting older and, at times, wiser.
I am sitting on the floor, at a pine coffee table I bought from IKEA a few months back. Simmering on the stove is a blend of herbs I formulated for the challenges of my current stage of life.In the oven is a piece of salmon caught in a distant ocean.I am typing on a laptop that is essentially a magic rock, made of elements (Aluminum, Copper, Gold, Selenium, Silicon, rare earth metals) from supernovæ that somehow made their way to earth over inexplicable time.Its quiet in this room, in this condo in a building in downtown. It feels, in some ways, like a library. As possessions go, I could fit everything I own in here in my van and drive away, with plenty of room for a passenger. But I own more things than I have in ten years. I am living a life I never could have imagined.And yet, amidst all the change, life always feels about the same. I guess because it is me that is living it. There is a strange thread that continues, day after day after day, and that thread I suppose I call myself. Resilient through changes and losses and gainses (sic), it continues while all else falls away.Until, I suppose, it doesn't.But I don't know what that feels like, and can only guess at the hereafter.There is so much talk of big shifts this year. “A new world order” as a world leader said. Large movements of distant planets that are said to impact our emotions. A lunar new year with double fire energy.Everyone seems to be saying: get ready.Get ready.Get ready.But ready for what?To me, readiness creates tension. Some kind of bracing for a fast start, or some future that cannot be controlled.But I don't know what to get ready for. Maybe others do, maybe they know exactly where they are headed and how to do it all.I own that I don't. I have no idea what to be ready for. And to fabricate something seems to be fabricating a form of augury that I don't have an honest claim on.And so maybe what I need to be ready for, is to release control. To allow what comes.In many ways, living alone, I am spending more time on my own, with my own thoughts, than I have in some time. And studying medicine, I'm finding yet again that I am on a somewhat solitary, inward journey.Having come through the most difficult two years of my life, I am now sitting at a precipice, looking into the future. What will I do with all the supposed potential of my current life? I want to create a healing arts center in the high desert that will allow expressions of creativity as a form of life giving culture. And the opportunity for people to come practice healing modalities of many different kinds there.But to be honest, I don't even know what healing is.And some days, I suck at caring for myself.I have a hard time eating alone, because it's boring. I like cooking for people.Living alone and being single in a city can be hard. There are rules here that I have had to learn, and a lot of unhealthy social dynamics that people accept as status quo.Though I feel that all of this is on some kind of thread of direction that feels real to me. At least as real as anything I've done before, with the added aspect of being recognized after this passage as more than just a random artist with a camera, laptop, microphone, and notebook. I'll have a license, be an “acupuncturist.”Is this what becoming yourself looks like?Because to me it feels messy, imperfect, uncertain, misty, painful, lonely, and strange—and this process has been going on for a LONG time.Sometimes I don't know where its leading me.Two springs ago, when I couldn't sleep more than a couple hours for weeks on end, was having panic attacks and night terrors when I did sleep, felt haunted by my own psyche, like I was an embarrassment to myself, my family and the world—I went to visit my sister in Boise. It was a blur of a trip. I can't remember really what happened. My nervous system was so dysregulated, that even with my years of mediation experience, I couldn't get myself into a calm state. I had to stop consuming any form of caffeine for half a year—I went off sugar completely for over a month. I experienced a complete nervous system collapse. This is what recovery from a long term addiction looks like, in case you were wondering.But there was a moment in the airport on the way, when I was sitting in the atrium area, and I noticed an old man dressed nicely, accompanied by his wife. They came up to me. I was listening, as I often do, to an album, and had recently been inspired to investigate dance by a person I was dating. The track was called Scythe Master by Four Tet. So I was dancing a little in the chair. I don't know if he saw me dancing, or was just attracted to whatever vibe I was giving off.But he sat down at the table with me, after asking permission. He looked to be late 80s or early 90s, and his wife had a beautiful German accent. He told me he was a retired doctor, from WSU Medical Center in Seattle. He asked where I was going, and told me about the train trip he had taken north, long ago, through a tunnel, and how the train back then ran straight through the middle of a town in a canyon.His eyes were full of joy and satisfaction, of a life well lived, I could only suppose. I told him I was going back to school.“What for?” he asked.“Medicine,” I said. A half-truth. Because I knew what that meant to him was “MD.”He looked at me steadily with glistening eyes, and said:“I taught at WSU for many years. And you can tell who will succeed, and who won't.”Then he paused, and looked at me somehow even more profoundly. And his next words were pronounced with gravity.“You will succeed,” he said.He reached over, patted me on the knee, got up with a chuckle, and headed off to a funeral of a dear friend.I sat there, stunned, crying.How could I, at the lowest point in my life, be recognized for my goodness? For what I had worked so hard to preserve, despite all the barriers and mistakes I'd made? How had this random man seen something that I felt I had to some degree, for so long, forsaken in myself? Somehow, he saw my essential goodness. And knew, maybe, what I had done to hold onto it. And that it was true.So maybe this year, for me, is about an inward journey. About accepting limitations. About realizing and reveling in progress that is all but invisible to anyone but myself. And loving myself for that, and believing, that even though I don't know the way, that I'm headed somewhere. And I may not make the right decisions, or even be in the right place, or meet the right people at the right time. But that every day is all that is meant for me. And to be content, and in love with that fact, as much as I can be.Thank you for listening. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.walkaround.run
U svetu softvera, grešku rešavate jednostavnim patch-om. Ali kada razvijate hardver, svaka greška koju pronađete pre proizvodnje je besplatna, dok ona koju otkrijete tek na gotovom čipu košta milione dolara i mesece bačenog vremena. Kako izgleda raditi u industriji gde pravo na grešku praktično ne postoji? U trećoj epizodi Pojačalo specijala Next Silicon, Ivan razgovara sa Vladimirom Miloševićem, liderom tima za verifikaciju hardvera u ovoj kompaniji. Kroz razgovor otkrivamo fascinantan i kompleksan svet razvoja čipova - od početne ideje i arhitekture, preko rigoroznog testiranja pre proizvodnje, pa sve do finalne fizičke realizacije. Vladimir objašnjava zašto je verifikacija presudan korak u industriji gde je svaka greška izuzetno skupa i demistifikuje činjenicu da je Srbija, sa svojim centrima u Beogradu, Novom Sadu i Nišu, postala ozbiljan globalni "powerhouse" za razvoj najsavremenijeg hardvera. Fokus priče je na revolucionarnoj tehnologiji koju razvija Next Silicon, posebno na njihovom „Maverick 2“ čipu koji menja pravila igre u svetu superračunara i high-performance computinga (HPC). Saznaćete kako izgleda inženjerska avantura kreiranja hardvera koji se dinamički prilagođava softveru, rešavajući probleme energetske efikasnosti i brzine koje tradicionalni procesori (CPU i GPU) ne mogu da savladaju. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4cNdB9T Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs
Mike chats with Jeffrey Parkin of Rogue and Rory Carroll of Alloy about the impending chip shortage caused by the construction boom in AI Data centers. How did this happen, why is there no easy way out, and how should you – as a consumer – be thinking about this these things?–Become a Never Post member at https://www.neverpo.st/ for access to an ad-free feed, and member-only episodes.– Call us at 651 615 5007 to leave a voicemail Drop us a voice memo via airtable Or email us at theneverpost at gmail dot com –News Links New Mexico's Internet Affordability Program https://acpdashboard.com/ Affordable Connectivity Program TikTok's usership steadies post-sale TechCrunch on TikTok's usership steadying Temu's global rise runs into a regulatory wall The political effects of X's feed algorithm Pope says beware of the internet Exclusive: Goldman Sachs launches AI-free index Substack, Polymarket announce partnership Looming Taiwan chip disaster U.S. aim to curb China's chipmaking access Will Intel deliver leading-edge chips? Taiwan won't move chip production to U.S. Why Taiwan Fears ‘America First' Risks Eroding Its ‘Silicon Shield' –Chip Chat Rogue.site Alloymag.com –Never Post's producers are Audrey Evans, Georgia Hampton and The Mysterious Dr. Firstname Lastname. Our senior producer is Hans Buetow. Our executive producer is Jason Oberholtzer. The show's host is Mike Rugnetta.Never Post is a production of Charts & Leisure and is distributed by Radiotopia
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Listen to Full Audio at https://podcasts.apple.com/us/podcast/ai-business-and-development-daily-news-rundown/id1684415169?i=1000751248515
Today we cover a whirlwind of stories exposing how political control, corporate flight, and real-world grit collide: Democrats' “Freedom to Move Act”: tracking your miles, charging for road use, and income-tiered digital leashes reminiscent of Oxford's “15-minute city” experiments Tech Titans on the move: Bezos, Zuckerberg, and other Silicon Valley leaders relocating to Florida after Susan Rice threats Republican voter mobilization in Texas: early voting shows Democrats surging — stakes for the March 3 primary Team USA men's hockey gold: a story of teamwork, national pride, and leadership contrasted against political schemes Liberals fleeing to Canada: real-life examples of Americans expecting free housing and healthcare, encountering an affordability crisis Comedy break: Sean Farash's dead-on Trump impersonation congratulating Team USA It's a story of power, politics, irony, and patriotism — the stark contrast between ambition that builds and ambition that punishes. ⚡ KEY TALKING POINTS 1️⃣ Vehicle Miles & Digital Leashes Massachusetts & California exploring road usage charges, geofencing, and mileage-based pricing Oxford, UK demonstration: licenses, transmitters, fines Potential harm to small businesses, minority- and women-owned businesses 2️⃣ Silicon Valley Exodus Bezos, Zuckerberg, Netflix, Stripe, Palantir founders moving to Florida Susan Rice threats and Democrat overreach motivate corporate relocations Florida emerges as a safe zone from political persecution 3️⃣ Texas Primary Alert Democrats leading early voting by nearly 60k Republican voter mobilization is critical — if Texas falls, national consequences 4️⃣ Team USA Gold Medal Hughes brothers and men's hockey team demonstrate unity, execution, and national pride Comedy: Trump impersonation highlights the fun side of national victories 5️⃣ Liberals Fleeing North Story of Americans moving to Canada, expecting free housing & healthcare Reality: visa limits, unaffordable rent, lack of work options Ironic lesson on liberal expectations vs. actual systems 6️⃣ Contrast of Values Teamwork, national pride, and achievement vs. political targeting, coercion, and short-term self-interest
Today we dive deep into a trifecta of control, corporate moves, and national pride: Digital Leashes on Americans: Massachusetts and California explore tracking your vehicle miles, geofencing, and income-tiered road usage charges — the first steps toward the “15-minute city” concept. Silicon Valley Exodus: Bezos, Zuckerberg, Netflix, Stripe, and Palantir leadership relocate to Florida after Susan Rice threats, highlighting the clash between corporate freedom and political overreach. Republican Voter Alert: Early voting in Texas shows Democrats surging — critical for the March 3 primary and national stakes. Team USA Men's Hockey Gold: Hughes brothers and teammates exemplify teamwork, national pride, and perseverance. Comedian Sean Farash's Trump impersonation celebrating the win goes viral. Liberals Fleeing North: Americans seeking a “better life” in Canada encounter unaffordable housing, restricted work options, and harsh realities of socialist policies. Contrast of Values: From political coercion and short-term self-interest to unity, achievement, and national pride — today's stories highlight the stakes for freedom, accountability, and civic engagement. ⚡ KEY TALKING POINTS 1️⃣ Vehicle Miles & Digital Leashes Massachusetts & California pilot road usage charges, licenses, transmitters, fines Potential impact on small businesses, minority- and women-owned enterprises Oxford, UK as a demonstration project 2️⃣ Silicon Valley Exodus Bezos, Zuckerberg, Netflix, Stripe, Palantir relocate to Florida Response to political threats from Susan Rice and Democrats Florida becomes a safe haven from overreach 3️⃣ Texas Primary Early Voting Democrats lead early voting by nearly 60k Republican mobilization crucial to protect national outcomes 4️⃣ Team USA Gold Medal Men's hockey team victory demonstrates teamwork, skill, and leadership Comedy clip: Sean Farash impersonates Trump congratulating Team USA 5️⃣ Liberals Fleeing North Americans move to Canada expecting free housing, healthcare, and support Reality: affordability crisis, visa restrictions, no access to Canadian benefits 6️⃣ Political & Cultural Contrast Teamwork, national pride, and achievement vs. political coercion, surveillance, and short-term self-interest Totalitarian-style control and digital monitoring vs. liberty and civic responsibility
- AI power needs - Small Modular Reactors (SMR) - US military, DOE, airlift small reactor - Quantum "teleportation" - How does Quantum Communication work? - Silicon photonics for quantum computing [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260223.mp3"][/audio] The post HPC News Bytes – 20260223 appeared first on OrionX.net.
"They are changing venture capital from a 30% tax to 0% tax. If Robinhood succeeds, it makes Sequoia and Andreessen's business model untenable." — Keith TeareThe Silicon Gods must have their blood. And they've finally come for the funders of disruption, the venture capitalists, who are now being disrupted by something called Public Venture Capital (PVC). That, at least, is the view of That Was The Week publisher Keith Teare, who leads his newsletter this week with Robinhood's new venture fund. This new stock-trading app for millennials is going after Sequoia and Andreessen Horowitz—not by competing on deal flow, but by charging 0% carry instead of 20-30%. Robinhood promises it blows the doors off traditional venture capital.But Keith urges caution over PVCs. Robinhood is packaging late-stage private assets—companies like Databricks that would have IPO'd years ago but are staying private longer. By the time retail investors get access, employees are already cashing out through tender offers because they think the peak is near. The poster child: Figma, which did secondaries at $12 billion after Adobe's $20 billion acquisition failed. A lot of (dumb) people bought at the top and are now slightly less stupid.Fortunately, this week's tech roundup isn't just about get-rich-quick investment schemes. We also discuss Yasha Mounk's sobering experiment: he asked AI to write a political philosophy paper and found it "depressingly good"—publishable in an academic journal. Keith reframes this supposed "death of the humanities" as automation, not democratization. The humans aren't being leveled up; they're masquerading as producers while AI does the work. But craft still matters. When technology relieves humans of the mundane, he hopes, it elevates the special.Lastly but not least, we get to the abundance debate. Peter Diamandis and Singularity University have promised something called "exponential abundance" by 2035. Keith is sympathetic. I am not. The only thing I'm willing to guarantee is that we'll still be talking abundantly about abundance in 2035. And that the Silicon Valley Gods will have their blood. Five Takeaways● Robinhood Is Charging 0% Carry: Sequoia and Andreessen take 20-30% of profits. Robinhood takes nothing. If they scale, the traditional VC model becomes untenable.● But You're Buying at the Top: These are late-stage assets. Employees are selling through tender offers because they think peak valuation is near. Ask the people who bought Figma at $12 billion.● AI Is Automating the Humanities: Yasha Mounk found AI could write "depressingly good" political philosophy. This isn't democratization—it's humans masquerading as producers.● Craft Still Retains Its Power: Technology relieves humans of the mundane—and elevates the special. Creativity that breaks through will always command attention.● The Abundance Debate Continues: Diamandis says abundance by 2035. Keith agrees land is already abundant. Andrew calls this "such a stupid thing to say." About the GuestKeith Teare is the publisher of That Was The Week and Executive Chairman of SignalRank. He is a serial entrepreneur and longtime observer of Silicon Valley. Keith joins Keen On America every Saturday for The Week That Was.ReferencesCompanies mentioned:● Robinhood is launching a publicly listed venture fund, raising up to $1 billion at $25/share with 0% carry. They already have $340 million in assets including Databricks.● Figma is cited as a cautionary tale: after Adobe's failed $20 billion acquisition, it did secondaries at $12 billion—many bought at the top.● Polymarket is a prediction market platform that Robinhood has responded to by adding prediction markets to its offerings.People mentioned:● Yasha Mounk wrote about AI writing "depressingly good" political philosophy papers that could be published in academic journals.● Peter Diamandis and Dr. Alexander Wisner-Gross of Singularity University argue that exponential abundance is coming by 2035.● Packy McCormick wrote about power in the age of intelligence.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:00) - Introduction: If it's Saturday, it must be revolution (02:11) - Robinhood's venture fund announcement (03:17) - What is Robinhood's day job? (07:43) - Secondary markets and tender offers (10:33) - Democratization or late-stage risk? (14:09) - Is Robinhood just gambling? (16:08) - Private vs. public market returns (19:02) - Is finance merging with betting? (24:23) - Blowing the doors off Sequoia and Andreessen (26:27) - Yasha Mounk: AI automating the humanities (28:47) - Where does power go in the age of AI? (30:42) - Craft retains its power (31:33) - The abundance debate (34:00) - Is land abundant? Andrew loses patience (00:00) - Chapter 15 (00:00) - Chapter 16 (00:00) - Introduction: If it's Saturday, it must be revolution (02:11) - Robinhood's venture fund announcement (03:17) - What is Robinhood's day job? (07:43) - Secondary markets and tender offers (10:33) - Democratization or late-stage risk? (14:09) - Is Robinhood just gambling? (16:08) - Private vs. public market returns (19:02) - Is finance merging with betting? (24:23) - Blowing the doors off Sequoia and Andreessen (26:27) - Yasha Mounk: AI automating the humanities
When I was a new VP of Marketing I got a painful lesson of who my PR (Public Relations) agency actually worked for. Later I realized that it was true for all of my external vendors. And much later I realized what I really should have been asking them to do. The lessons still apply even though AI Agents will upend all of this and PR will end up being one of the many businesses that will no longer exist in its current form. Here's why.
Podcast: Error Code (LS 27 · TOP 10% what is this?)Episode: EP 81: Root of Trust: Why Security Now Starts in SiliconPub date: 2026-02-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationRising software complexity in safety-critical industries is forcing cybersecurity requirements on systems previously not thought about before. David Sequino, CEO of OmniTrust (formerly ISS), talks about the need to secure digital certificates on life critical systems like cars and planes and the challenges in doing so.The podcast and artwork embedded on this page are from Robert Vamosi, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
And ye shall know the truth, and the truth shall make you free” John 8:32
"Dok svet priča o ChatGPT-ju, mi otkrivamo hardversku revoluciju iz Beograda koja omogućava da AI uopšte postoji, i to 20 puta brže od svega što ste videli.“ U drugoj epizodi serijala Pojačalo specijala u saradnji sa kompanijom Next Sillicon, Ivan razgovara sa Markom Skakunom, AI Team Leadom u njihovoj beogradskoj kancelariji, o revoluciji u svetu veštačke inteligencije i hardvera koji je pokreće. Marko pruža detaljan istorijski pregled evolucije kompjuterske snage – od generičkih CPU-ova, preko specijalizovanih GPU-ova, pa sve do ultra-efikasnih ASIC čipova. Kroz razgovor se prati i razvoj samog AI-ja, od ranih neuronskih mreža i kompjuterske vizije do "Transformer" arhitekture i "Scaling Laws" fenomena koji su omogućili pojavu masivnih jezičkih modela poput ChatGPT-ja, fundamentalno menjajući zahteve koje postavljamo pred hardver. U drugom delu, fokus se prebacuje na jedinstveni pristup koji NextSilicon primenjuje kako bi odgovorio na ove izazove. Marko detaljno objašnjava inovativnu "dataflow" arhitekturu koja se fundamentalno razlikuje od tradicionalnih rešenja, omogućavajući hardveru da bude fleksibilan, adaptivan i energetski efikasniji. Poseban akcenat je stavljen na beogradsku kancelariju, koja nije samo podrška, već ključni razvojni centar gde timovi rade na najnaprednijim aspektima tehnologije – od dizajna čipa do AI kompajlera. Kroz Markovu ličnu priču, saznajemo zašto je rad na ovakvim "cutting-edge" projektima u Srbiji postao ne samo moguć, već i izuzetno privlačan za vrhunske svetske stručnjake. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4kGroRD Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs
durée : 00:11:47 - L'invité d'un jour dans le monde - À l'occasion du sommet mondial de l'intelligence artificielle organisé à New Delhi, l'Inde affiche ses ambitions technologiques. Au cœur de cette stratégie : Bangalore, qui est devenue la Silicon Valley indienne et l'un des pôles majeurs de l'IA à l'échelle mondiale. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
Rising software complexity in safety-critical industries is forcing cybersecurity requirements on systems previously not thought about before. David Sequino, CEO of OmniTrust (formerly ISS), talks about the need to secure digital certificates on life critical systems like cars and planes and the challenges in doing so.
When a company crosses the line from technical validation to signed commercial agreements with secured financing, markets take notice. HPQ Silicon has signed a non-binding memorandum of understanding with a strategic industrial partner to form a joint venture that would build and operate a 1,000-tonne-per-year commercial fumed silica plant valued at US$20.0 million. The partner has already secured project financing. This follows January 30, 2026 independent verification confirming HPQ's pilot-scale reactor produces commercial-grade "150" fumed silica. With the technical risk answered, now came the commercial deployment question which seems to now be answered with one breaking headline:HPQ Signs Joint Venture MOU for a Commercial Fumed Silica Plant with Strategic PartnerWHAT YOU NEED TO KNOWFinancing Secured: The strategic partner has already locked in project funding for the US$20.0 million commercial plant, eliminating a major execution risk.Grade 150 Verified: Independent testing on January 30, 2026 confirmed HPQ's pilot reactor produces commercial-grade fumed silica meeting industry-standard 150 m²/g surface area and required viscosity specifications.Toxic-Free Process: HPQ's plasma-based reactor eliminates silicon tetrachloride and hydrogen chloride - the hazardous chemicals that forced half the industry to relocate to China.Dramatic Cost Advantage: The single-step process consumes ~ 87% less energy and produces ~ 84% fewer emissions than conventional multi-step manufacturing while enabling on-site production.Q2 2026 Target: Definitive agreements are expected by the end of second quarter 2026, with plant delivery anticipated within 12 months of joint venture formation.Commercial Structure and Strategic IntentThe joint venture is expected to own and operate the facility, with production sold under an offtake arrangement to the strategic partner (terms and conditions yet to be agreed upon). Under the contemplated structure, HSPI (HPQ's wholly owned subsidiarywould receive recurring royalties on each kilogram of fumed silica sold, (price/kg not yet agreed upon), providing HSPI and HPQ with long-term exposure to operating revenues while maintaining a capital-efficient profile.HPQ does caution with “While the MOU reflects a shared intent to proceed, there can be no assurance that a joint venture will ultimately be formed, that it will be completed within the anticipated timeline, or that it will prove commercially viable.”STRATEGIC IMPLICATIONSFor decades, fumed silica manufacturing has relied on a toxic, multi-step process that converts metallurgical silicon into silicon tetrachloride, then hydrolyzes it at extreme temperatures while generating massive volumes of hydrogen chloride waste and CO₂ emissions. Environmental regulations pushed at least half of global production to China, creating supply chain vulnerabilities and locking manufacturers into centralized production models with complex logistics. What incumbents failed to achieve was elimination of the chemical inputs entirely - the breakthrough that enables decentralized, on-site manufacturing.This positions HPQ to redefine how manufacturers access a US$2.57 billion global market dominated by chemical giants who cannot easily replicate a process they don't control.CEO BERNARD TOURILLON:"This is the demonstration of all the work we've done paying off. We've demolished the barriers to entry to make fumed silica. Now we're building something solid, step by step. The fumed silica business is becoming a very strong standalone thing."For investors seeking exposure to advanced materials disruption with tangible proof points and near-term commercial deployment, this marks the inflection from development to deployment.
Rosetta had a kōrero with the legendary Bic Runga about her first record of all-original material in 15 years, Red Sunset - out today! You can catch Bic touring across Aotearoa this March, alongside Silicon. Whakarongo mai nei!
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
This episode is made possible by AIRIA.
California's billionaires are fleeing to Florida, Valero and Phillips 66 are leaving the state, and job “growth” relies on massive federal fraud. Meanwhile, measles hysteria hits SC, and election fraud in Fulton County explodes. What's real, and what's being hidden? ⏱️ Timestamped Highlights: 00:00-04:30 – Mark Zuckerberg buys $150M Miami mansion; tech bros flee California. 04:31-08:50 – High taxes and federal fraud: California's economy explained. 08:51-13:10 – Valero & Phillips 66 leaving California; gas prices to soar. 13:11-17:40 – Measles outbreak hysteria in SC; vaccine effectiveness debate. 17:41-23:00 – Missing children case in Alabama ignored by national media. 23:01-28:00 – Fulton County election fraud and DOJ/FBI cover-up exposed.
Zaboravite sve što znate o procesorima: Ovako nastaje hardver koji sam 'uči' vaš softver i menja pravila igre u svetu superračunara. U prvoj epizodi serijala specijala posvećenih kompaniji Next Silicon, gost je Eyal Nagar, jedan od osnivača i potpredsednik za istraživanje i razvoj. Eyal objašnjava kako je čitavu svoju karijeru, dugu više decenija i ispunjenu radom na revolucionarnim projektima u kompanijama kao što je Intel, gradio upravo za ono što danas stvara u Next Siliconu. Razgovaramo o tome kako je nastala ideja za hardver koji se u realnom vremenu prilagođava softveru, zašto su klasični procesori i grafičke karte dostigli svoje limite i na koji način njihovo rešenje donosi revoluciju u svet superračunara i naučnih istraživanja. Eyal nas vodi kroz osmogodišnje putovanje razvoja – od prvih simulacija, preko izazova i "porođajnih muka" sa prvim čipovima, do stvaranja Maverick 2 sistema koji danas pomera granice mogućeg. Poseban deo razgovora posvećen je kancelariji u Beogradu. Otkrivamo zašto ona nije samo "još jedan" tim za podršku, već ključni deo globalne slagalice, sposoban da samostalno razvije kompletan proizvod, i kako je u Srbiji pronađen vrhunski talenat koji je neophodan za ostvarenje ovako ambiciozne vizije. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4abj48R Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs
My guest for this episode is Dr. Wendy Zellner.Dr. Zellner received her doctorate from the University of Toledo in 2012, where she trained in molecular and cellular biology with a focus on the role of silicon in plant defense responses. She then completed a four-year postdoctoral position with the USDA-ARS, continuing her research on how silicon can alleviate both abiotic and biotic stress in crops such as tomato and tobacco.Her work has included developing standard methods for quantifying silicon uptake from fertilizer materials, identifying uptake mechanisms for silicon in model species, and evaluating how those pathways function across a range of crop systems.In this conversation we cover:The role of silicon in plant physiology and structureSilicon and plant defense against abiotic and biotic stressHow plants take up and utilize siliconMisconceptions around silicon fertilizers and supplementsPractical considerations for growers using silicon inputsThis remains one of the most comprehensive discussions we've had on silicon and plant health, and it continues to be highly relevant for growers looking to better understand how this element functions within a complete fertility program. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Every once in a while you learn something new that makes you completely rethink how/why an event actually happened. And then you consider how it affects the rest of our country and our lives. This is one of those stories.
The Department of War (DoW) senior Acquisition leadership (the people who decide what and how the DoW buys equipment and services) now is headed by people from private capital (venture capital and private equity.)
When an emerging technology company quietly secures a larger slice of the engine driving its future, it can mark a seismic shift in long-term value creation.In this case, HPQ Silicon Inc. is lifting its stake in its French partner Novacium SAS by another 8.4 percentage points, taking ownership from 28.4% to 36.8% through an all-share deal valued at:C$4,033,425 / EUR 2.5 millionFor a portfolio spanning silicon anode batteries, autonomous hydrogen, and waste-to-value technologies, this higher stake deepens HPQ's claim on a multi-platform energy-transition business built in Europe.The valuation is unchanged from HPQ's 2025 step-up, but the underlying technology set and commercialization visibility are not. And that's where the leverage lies.Stake Jump: HPQ is acquiring 84 additional Novacium shares, raising ownership from 28.4% to 36.8% for C$4,033,425 (EUR 2.5M), at the same implied ~EUR 30M valuation used in February 2025.Share Currency: Consideration is 22,407,916 HPQ common shares at C$0.18, representing roughly 5.2% dilution in exchange for an 8.4% incremental equity stake. All shares are locked up for four months and one day.Platform Power: Novacium's portfolio spans:2025 saw patents filed, GEN3 batteries surpass 1,000 cycles, and strategic collaborations initiated.Global Upside: Beyond HPQ's exclusive North American licenses, the larger equity position increases HPQ's participation in international revenues and royalty streams tied to Novacium's technologies.Capital Discipline: The deal is arm's length, subject to TSX Venture Exchange and regulatory approvals, and preserves HPQ's cash while maintaining its renewed option framework to further increase ownership over the next four years.For decades, IP-heavy energy-transition platforms have created most of their value in private structures or offshore vehicles, leaving public-market investors with indirect or limited exposure.Legacy models often:Fragment licensing across regionsMisalign founders and partnersForce public partners to fund R&D without proportionate ownershipThat structure can work when technologies are speculative, but becomes a liability once platforms start to de-risk and commercialization paths come into focus.Novacium is an IP and execution engine advancing three interlocking pillars:Silicon anode materialsAutonomous hydrogen systemsCircular waste-to-value processesAll rooted in silicon and battery know-how.In 2025:GEN3 18650 cells using Novacium's silicon-based anodes retained 80%+ capacity after 900–1,000 cyclesDelivered roughly 30% more cumulative energy versus graphiteNew patents were filed on:HPQ's move to increase its equity stake at the same ~EUR 30M valuation effectively buys more of that de-risked portfolio at last year's price.By moving now, and paying in shares instead of cash, HPQ:Secures a stronger economic and governance positionPreserves balance-sheet flexibilityIn markets where batteries, hydrogen, and circular processes are converging into multi-billion-dollar verticals, HPQ is tightening its grip on the European engine underpinning much of its future pipeline.“This isn't a tactical tweak; it's a disciplined capital allocation decision. We're using shares to buy a bigger piece of a platform that's already de-risking and starting to blossom, without touching our cash. It moves us from just licensing North America to having a much larger claim on value creation across every geography as Novacium's technologies go to work.”HPQ is effectively trading 5.2% dilution today for a meaningfully larger stake in an asset whose IP, patents, and early battery and hydrogen results suggest far greater optionality than its unchanged ~EUR 30M valuation implies.For investors, this looks less like a one-off corporate reshuffle and more like HPQ's Google-buys-YouTube moment, a deliberate move to own more of the platform that could power its long-term energy-transition growth.
En este segundo episodio de El Garaje de Cupertino, empezamos con un 'pequeño' problema técnico (¡hablamos media hora solos!), pero nos recuperamos para analizar las bombas de la semana: ¿Apple rompiendo con TSMC? ¿Vuelven las gráficas dedicadas al Mac? Y, por supuesto, filtramos todos los detalles del iPhone Plegable. ¡No te pierdas el debate con Ali, Joaquín y Guaica!Síguenos en TELEGRAM!Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/el-garaje-de-cupertino--3153796/support.
What You Need To KnowIndependent third-party validation confirms commercial-grade 150 fumed silica produced at pilot scaleValidation performed by a potential customer under an existing Letter of IntentResults support ongoing commercialization discussions, including with the party under LOIPerformance metrics, including viscosity, meet or exceed benchmark specificationsPlanning initiated for a potential dedicated production site as demand visibility improvesHere's how HPQ Silicon Inc. is positioning its proprietary process as a simplified, lower-barrier alternative with the potential to materially change production economics in a legacy industrial materials market.Fumed silica is a critical additive used to control thickness and stability in products ranging from toothpaste and cosmetics to adhesives, coatings, inks, and advanced industrial formulations. Despite its broad use, the industry has relied for decades on complex, fossil-fuel-intensive, multi-step manufacturing processes that are costly, environmentally burdensome, and dominated by a small number of global suppliers.HPQ's approach is fundamentally different. Its process converts quartz directly into fumed silica in a single step, eliminating several traditional intermediates. The result is a simplified production pathway that has the potential to reduce complexity and materially alter the cost structure associated with fumed silica manufacturing.While HPQ had previously demonstrated promising lab-scale results, commercialization in industrial materials depends on more than internal testing. Customers must confirm that a product performs within their own application and process requirements.That hurdle has now been cleared.Independent testing conducted by a potential customer under LOI confirmed that HPQ's pilot-scale material meets commercial-grade 150 specifications, including surface area and viscosity—two of the most important performance metrics buyers evaluate.“Until we had gotten this result, we were making a big claim. Now, we have the data to prove it.” — Bernard Tourillon, CEO, HPQ Silicon Inc.Commercial-grade 150 is not an experimental specification. It is a sellable, widely used product grade in today's market. Importantly, HPQ's material demonstrated viscosity performance above standard benchmarks for the 150 grade, a key factor in real-world applications where fumed silica is purchased specifically for its thickening and rheological properties.With validation in hand, HPQ reports that commercialization discussions have continued in parallel, including dialogue around the steps required to move toward an initial commercial-scale facility. While execution of the first plant remains the primary remaining risk, management emphasized that the most difficult technical transition—moving from lab to pilot scale—has already been completed.The fumed silica initiative is supported by a joint operating structure with PyroGenesis Inc., combining HPQ's commercial strategy with PyroGenesis' engineering and process expertise. This structure is designed to reduce execution risk as the project advances toward continuous operation and commercial-scale deployment.With independent customer validation, a defined commercialization pathway, and early planning for a dedicated production site, HPQ has moved its fumed silica initiative into a new phase. The remaining challenge is execution—building and operating the first commercial system—but the company now approaches that step with verified performance data, active industrial engagement, and a clearer line of sight to market demand.For investors seeking small-cap opportunities where technical risk has been substantially reduced and commercialization discussions are grounded in disclosed customer validation, this interview captures a moment where HPQ's fumed silica strategy begins to transition from promise to potential production.
Featuring Nick Srnicek on Silicon Empires: The Fight for the Future of AI. A deep exploration of the political economy of AI: the fulcrum of the authoritarian tech oligarchy — and of global contests for economic and military dominance. Support The Dig at Patreon.com/TheDig Buy Cold War on Five Continents at Haymarketbooks.org Check out equator.org for long-form articles, public events, and reading groups The Dig goes deep into politics everywhere, from labor struggles and political economy to imperialism and immigration. Hosted by Daniel Denvir.
Nick Srnicek on Silicon Empires: The Fight for the Future of AI. A deep exploration of the political economy of AI: the fulcrum of the authoritarian tech oligarchy—and of global contests for economic and military dominance. Support The Dig at Patreon.com/TheDig Buy Cold War on Five Continents at Haymarketbooks.org Check out equator.org for long-form articles, public events, and reading groups
Our first guest today is Josh Hammer, senior editor-at-large at Newsweek, host of The Josh Hammer Show, and author of Israel and Civilization: The Fate of the Jewish Nation and the Destiny of the West. Josh explores America's long-standing interest in Greenland, dating back to the Lincoln and Truman administrations. While Denmark maintains limited authority over the territory, NATO oversees much of Greenland's day-to-day security—and with the United States serving as the backbone of NATO, Josh explains how this history and reality help frame President Trump's interest in acquiring Greenland. Josh also weighs in on the war in Ukraine, examining possible timelines for its conclusion. He argues that it is in America's best interest for Ukraine to remain independent, and notes President Trump's consistent position that the priority must be reducing bloodshed while continuing to support Ukraine. Our second guest is John Trobough, a candidate for Arizona's First Congressional District. John is running for Congress because he believes our nation is at a crossroads, and Arizona has a unique opportunity to lead—but only if we elect leaders who genuinely care. As the epicenter of the next-generation economy, Arizona may not replace Silicon Valley, but it has the potential to become the "Silicon Desert." John joins us to discuss the rapid rise of artificial intelligence, why it's critical that we get ahead of it, and how we can ensure innovation and economic growth truly benefit Arizona's economy. Comedian and writer Lou Perez joins us to talk about his recent piece, "Police Bodycams: The Left's Biggest Self-Own." Lou explores the irony that police body cameras—originally demanded by anti-police activists—have ultimately done more to undermine that movement than anything else. He also discusses his book, "That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy," where he examines how humor has been shaped by woke culture. Lou argues that for years, comedians trying to push back against Donald Trump often relied on the same recycled jokes, which ultimately opened the door for a new wave of comics willing to tackle topics others were afraid to touch.
This Minisode was originally uploaded with Episode 318: Aleister Crowley Part 3 - some of the topics discussed might be outdated. Subscribe to our Patreon to listen and watch the Minisodes as they release every week! http://patreon.com/CHILLUMINATIPODMike Martin - http://www.youtube.com/@themoleculemindset Jesse Cox - http://www.youtube.com/jessecox Alex Faciane - https://www.youtube.com/@StarWarsOldCanonBookClub/Editor: DeanCutty Producer: Hilde @ https://bsky.app/profile/heksen.bsky.social Show Art: Studio Melectro @ http://www.instagram.com/studio_melectro Logo Design: Shawn JPB @ https://twitter.com/JetpackBragginLinks:ALEX: https://nypost.com/2025/09/30/us-news/florida-man-arrested-for-allegedly-killing-cooking-and-eating-pet-peacocks/JESSE: https://breakingdefense.com/2025/09/air-force-ai-writes-battle-plans-faster-than-humans-can-but-some-of-them-are-wrong/MATHAS: https://www.ucl.ac.uk/news/2025/sep/first-quantum-computer-built-using-silicon-chips
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we've held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video, we break down:--What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in 2026.-- The CEO all but confirmed they are designing the boot drive controller for Nvidia's Bluefield-4 DPUs. We analyze what this Nvidia bump means for their bottom line.Valuation: With margins expanding toward 50% and revenue growing, is SIMO still a deal at $110/share?The MaxLinear Drama: An update on the failed merger and the $160M termination fee arbitration that could finally be resolved this year.If you are looking for a semiconductor play outside the massive trillion-dollar giants, this episode is for you.Watch next: https://youtu.be/JxpoNjBCmDkhttps://youtu.be/_uvIkPwDu5AJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Why we kept our Silicon Motion shares00:48 - What are NAND Flash Controllers?01:58 - The 2026 Memory Shortage: Ripple effects in the supply chain03:20 - The Frenemy Risk: Competing with customers (Samsung, Hynix)04:36 - The Cadence Connection: IP supply chain dependencies06:17 - The Nvidia Catalyst: Bluefield-4 Boot Drives11:13 - Financials: Margins expanding to 50%?12:29 - Valuation: Is SIMO still a buy at $110?13:50 - The MaxLinear (MXL) Lawsuit: Where is the $160M?*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#SiliconMotion #SIMO #Semiconductors #ChipStocks #StockMarket #Investing #Nvidia #NVDA #NANDFlash #TechInvesting #SmallCapStocks #ValueInvesting #SupplyChain #ChipStockInvestor #AIChipsNick and Kasey own shares of Silicon Motion
Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs. Be sure to subscribe to The Six Five Pod so you never miss an episode.
Big things come in small packages. Could something smaller than a deck of cards be instrumental in our ability to meet the needs of the energy transition?In the ever-evolving landscape of power electronics, one material has been steadily gaining prominence due to its exceptional properties and transformative potential: Silicon Carbide (SiC). This remarkable semiconductor has revolutionized various industries, from automotive to aerospace, with its ability to operate at high temperatures, voltages and frequencies.As data centers and energy infrastructure increasingly need higher-voltage, higher-current devices to meet the demands for AI, this technology will enable the transition to a higher voltage platform while maintaining the high-efficiency requirements for continuously running, power-intensive systems.In today's conversation, Josh Beck chats with Infineon Technologies' Daniel Dalpiaz and Navid Riaz to explore the breakthrough hardware enabling the next generation of renewables, energy storage, EV charging, and high-power data centers. Infineon's silicon carbide devices pack serious voltage into incredibly compact, rugged designs, and have become the “intel-inside” of the clean energy revolution.In this episode, you'll hear how Infineon's latest innovation could shrink your cooling system, boost reliability, and push clean energy forward at scale.Expect to learn:
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