RonSFriedman

What's new and exciting today?

Financial centers:
NYC -> Miami
London -> Dubai
Tokyo -> Singapore

Do you think nation states, a 17th century institution, will survive if we'll reach Super Intelligence?

Google is testing AI chips in orbit because Earth’s grid is the constraint.
Alibaba just said the quiet part out loud: 10-trillion-parameter models and 20 gigawatts of compute.
While the West is still arguing whether data centers should exist. China is building the power plants.
The civilization that makes energy cheap and abundant first will write the next century.
Canada has the fuel. We are choosing to lecture.

One of the risks of Western civilization AI race right, is the dependency on ASML and TSCM.
The functions of these two companies should be duplicated elsewhere for redundancy and resiliency.

GM. What's new and exciting?

Company to watch.... It's not yet traded in the stock exchange.
Substrate: A highly capitalized U.S. startup backed by major venture firms. They are building an integrated foundry that utilizes compact, particle-accelerator X-ray lithography to print advanced nodes at significantly lower costs than ASML's EUV.
They will compate with both ASML and TSMC.

Carney wants less Starlink, a second look at the F-35, more EU/China/India ties, and international rules for AI because catastrophe risk is “above zero.” ...
I'm fine with risk management. To invest more in AI safety and alignment.
But Canada cannot regulate its way into the AI century while arguing about data centres like they are a zoning dispute.
The country that builds cheap, abundant power first writes the next century.
The country that swaps one dependence for another, without building the electrons, just changes landlords.
Sovereignty is not a press conference. It's megawatts.

I was on a two weeks vacation in Mexico.
Now back in Alberta...
Hey, X, update my Android App store.

Carney wants less Starlink, a second look at the F-35, more EU/China/India ties, and international rules for AI because catastrophe risk is “above zero.” ...
I'm fine with risk management. To invest more in AI safety and alignment.
But Canada cannot regulate its way into the AI century while arguing about data centres like they are a zoning dispute.
The country that builds cheap, abundant power first writes the next century.
The country that swaps one dependence for another, without building the electrons, just changes landlords.Sovereignty is not a press conference.
It is megawatts.

I believe on LEV - Longlivity Escape Velocity.
That Medical science we will accelerate. We will have a cure for most diseases, including cancer, cardiovascular and Altzeimer's. We will reach the point where life expectancy will go up by more than one year every year.
And that point, thanks to AI, is less than a decade from now. Maybe 2033 -2034.
My point ... Live a healthy and safe lifestyle. Try to survive till then, if you can.

GM world 🌍.
What is the bigg issue that face our civilization today?