Alex, if gravity is simply currents in the substrate/medium - then exactly: we should be able to shape and manipulate it with precision.
Electricity is ripples in the same substrate - EM is kinks in the ripples.
The missing link seems to be how to generate structures (information) in the Gravity currents without using "matter". But it should be straight forward.
🧐🤔 The U.S. is officially attempting to power the Singularity with 19th-century rocks. 🪨📉
The administration just invoked the Defense Production Act to dump $700M into legacy coal plants to feed the immense AI energy bottleneck. Meanwhile, we are actively shackling our own domestic frontier labs with 30-day regulatory review orders.
Look at the global chessboard:
🇨🇳 China is rapidly deploying efficient nuclear base-load power and releasing near-peer frontier models within weeks of our own.
🇺🇸 We are subsidizing obsolete, failing grid infrastructure and drowning our apex innovators in bureaucratic red tape.
Energy markets operate on a brutal and simple principle: the most efficient electrons win. You cannot maintain global technological hegemony or achieve AGI by looking backward. We are actively conceding the future to regulatory capture and nepotistic legacy industries.
The convergence of AI requires advanced, sovereign infrastructure—specifically Small Modular Reactors (SMRs) and off-grid nuclear power. We are wasting critical time.
🙉🙈🙊😒
📺 Trump's White House Remarks on Coal and Energy
This video provides the direct footage of the White House event where these energy policies and coal directives were recently announced.
The connective line you drop in the middle, "the foundries cannot keep up," is doing more work than the items around it. Read the page again with that as the denominator. The Gemma release, the agents, the robots, the fab SpaceX is funding, almost every advance here cashes out as a claim on the same scarce thing, leading-edge compute, which Wei just told shareholders is sold out through 2027 with demand running well past capacity.
So the page is really twenty demands funneling through a single throat. Each item that looks like its own breakthrough is a bid on the same wafers, and the throat is the forecast. What gets built next is set less by which lab is most ambitious than by who holds allocation while capacity stays short for years.
TSMC also said it won't clear the shortage with price the way the memory makers did. A constrained input that refuses to ration by price rations by queue instead, and queue position turns on strategy and relationships, on who the foundry chooses to serve first. So the question that matters shifts from who can pay for the compute to who sits at the front of the line, and that line is decided in a very small number of rooms.
Andrew Tobias in his late 80s book, "Getting by on $100,000 a Year and Other Sad Tales" (when $100k meant something) tells the story of
"the greatest moment of my life"....
which occurred during a 1st year Micro class at the Harvard Business School, where he was called on to give an answer to a homework problem on pricing. He didn't do the homework, so being a language and lit major as an undergrad, he decided, well, I'll BS an answer, be embarrassed, and that will be that. He replied to the prof:
"Clearly you wanted us to work through the complex pricing model in the textbook, but I didn't do any of that. All the competitors in that manufacturing space were basically charging the same price, while the company was selling every item that it made at profitable margins similar to all its competitors who weren't lowering prices, so I concluded the firm should keep on charging what they were charging and so I didn't bother with the model."
A hush went over the classroom. The professor was shocked. Why? Because that was INDEED the answer, and so the class, which the prof had planned to last an hour as they all wrestled with model's output, ended right then and there in the first 5 minutes -- with Andrew getting a standing ovation.
Oh, and his other great moments at the HBS? "I graduated."
Now, substitute NVIDIA or TSMC for the firm in the business school exercise. If you can sell all you make at outrageous margins, keep on keepin' on.
Would like your thoughts on the impact of AI “Little Pharma”. Dr Patrick Soon Shiong, using AI to create a robotic factory to speed up the process of creating a “bank” to store IL-15 T cells to fight cancer through immunotherapy at ImunityBio
“There are more things in heaven and earth than are dreamt of in your training data” and, may I add, “in deductions made from it!” And that’s what precisely separates us from machines.
The daily briefs remind me of having attended two Singularity University executive programs and many conferences: a deluge of examples pointing to “the Singularity”, the gazillion $$ that can be made, and hardly any word about the flipside of these developments. That's a pretty narrow view. If you are subscibed on an bunch of resources, everybody can see this. What's missing in all the briefings is what we are doing with all this. Waiting for the next brief with new examples of the same dynamics? I think, Alex, that a bit more balance wouldn’t be out of place in these briefings.
"The stakes turn lethal in Ukraine, where European officials now believe AI and robotics may deliver victory, with jam-resistant targeting and defenses intercepting roughly 90% of incoming drones."
European officials believe a lot of things that aren't true or are pipedreams, such as the belief in Germany that shutting down nuclear power will save the planet from climate disaster.
And 90% of drones getting through still leaves the 10% the hit their targets, to devastating and deadly effect. Of course the losses are cheap. And right now there is no AI defense that can stop hypersonic missiles.
Until robots take their place at scale, meat puppet boots on the ground will ultimately decide land wars in Europe, and elsewhere. Winners of such wars will do so because they have "abundance," meaning an abundance of intelligence, weapons, and manpower. Ukraine is running desperately short of the the latter two requirements, and for the first it relies on the Pentagon, the CIA, the NSA, and MI6. Ukraine is a client state in this proxy war between the West and Russia, bleeding out their demography and economy in thjs completely wasteful conflict.
Meanwhile, the Russians continue to grind away, with zero indication that they intend to give up and go home, or relinquish the territory they have already captured. They obviously intend to keep it.
Oh, one other thing-- in the latest longevity singularity news, Putin is shoveling billions into Russia's own longevity project. Vlad the healthy quite mentally sharp 73 year old clearly intends to be right there when mortality is conquered. I think the Innermost Loop may have missed that news, though I can't recall.
Thanks AWG. The depth of your understanding and knowledge is amazing. I very much appreciate your daily posts.
Thank you;-)
“There are more things in heaven and earth than are dreamt of in your training data.”
Most people have no idea.
Well since Grok is updated it just might be time for me to move in, ambush and all.
Alex, if gravity is simply currents in the substrate/medium - then exactly: we should be able to shape and manipulate it with precision.
Electricity is ripples in the same substrate - EM is kinks in the ripples.
The missing link seems to be how to generate structures (information) in the Gravity currents without using "matter". But it should be straight forward.
https://journals.aps.org/prl/abstract/10.1103/PhysRevLett.114.081101
AWG, What are your thoughts on this 🧐🤔😒 https://substack.com/@martyau79/note/c-270685430?r=5n538
🧐🤔 The U.S. is officially attempting to power the Singularity with 19th-century rocks. 🪨📉
The administration just invoked the Defense Production Act to dump $700M into legacy coal plants to feed the immense AI energy bottleneck. Meanwhile, we are actively shackling our own domestic frontier labs with 30-day regulatory review orders.
Look at the global chessboard:
🇨🇳 China is rapidly deploying efficient nuclear base-load power and releasing near-peer frontier models within weeks of our own.
🇺🇸 We are subsidizing obsolete, failing grid infrastructure and drowning our apex innovators in bureaucratic red tape.
Energy markets operate on a brutal and simple principle: the most efficient electrons win. You cannot maintain global technological hegemony or achieve AGI by looking backward. We are actively conceding the future to regulatory capture and nepotistic legacy industries.
The convergence of AI requires advanced, sovereign infrastructure—specifically Small Modular Reactors (SMRs) and off-grid nuclear power. We are wasting critical time.
🙉🙈🙊😒
📺 Trump's White House Remarks on Coal and Energy
This video provides the direct footage of the White House event where these energy policies and coal directives were recently announced.
https://youtu.be/VcTeS0IH9O0?si=ZaZscpo1cKIO0b2n
#macro #investing #geopolitics #finance #singularity #convergence #energy #infrastructure #AI #nuclear #SMR #marketintelligence #crypto #stockmarket
The connective line you drop in the middle, "the foundries cannot keep up," is doing more work than the items around it. Read the page again with that as the denominator. The Gemma release, the agents, the robots, the fab SpaceX is funding, almost every advance here cashes out as a claim on the same scarce thing, leading-edge compute, which Wei just told shareholders is sold out through 2027 with demand running well past capacity.
So the page is really twenty demands funneling through a single throat. Each item that looks like its own breakthrough is a bid on the same wafers, and the throat is the forecast. What gets built next is set less by which lab is most ambitious than by who holds allocation while capacity stays short for years.
TSMC also said it won't clear the shortage with price the way the memory makers did. A constrained input that refuses to ration by price rations by queue instead, and queue position turns on strategy and relationships, on who the foundry chooses to serve first. So the question that matters shifts from who can pay for the compute to who sits at the front of the line, and that line is decided in a very small number of rooms.
Andrew Tobias in his late 80s book, "Getting by on $100,000 a Year and Other Sad Tales" (when $100k meant something) tells the story of
"the greatest moment of my life"....
which occurred during a 1st year Micro class at the Harvard Business School, where he was called on to give an answer to a homework problem on pricing. He didn't do the homework, so being a language and lit major as an undergrad, he decided, well, I'll BS an answer, be embarrassed, and that will be that. He replied to the prof:
"Clearly you wanted us to work through the complex pricing model in the textbook, but I didn't do any of that. All the competitors in that manufacturing space were basically charging the same price, while the company was selling every item that it made at profitable margins similar to all its competitors who weren't lowering prices, so I concluded the firm should keep on charging what they were charging and so I didn't bother with the model."
A hush went over the classroom. The professor was shocked. Why? Because that was INDEED the answer, and so the class, which the prof had planned to last an hour as they all wrestled with model's output, ended right then and there in the first 5 minutes -- with Andrew getting a standing ovation.
Oh, and his other great moments at the HBS? "I graduated."
Now, substitute NVIDIA or TSMC for the firm in the business school exercise. If you can sell all you make at outrageous margins, keep on keepin' on.
Watched that robot dance on my Wechat. Looks like i’m getting closer to have my personal robot cook at home. Can’t wait.
O day and night, but this is wondrous strange.
AWG, not only do I enjoy your scientific and technical insights and explanations, I also really appreciate your literary references.
Would like your thoughts on the impact of AI “Little Pharma”. Dr Patrick Soon Shiong, using AI to create a robotic factory to speed up the process of creating a “bank” to store IL-15 T cells to fight cancer through immunotherapy at ImunityBio
Good AGI sample - when can AI do millions of those “projects” on its own - coming up with its own idea and plan and so on ?
“There are more things in heaven and earth than are dreamt of in your training data” and, may I add, “in deductions made from it!” And that’s what precisely separates us from machines.
The daily briefs remind me of having attended two Singularity University executive programs and many conferences: a deluge of examples pointing to “the Singularity”, the gazillion $$ that can be made, and hardly any word about the flipside of these developments. That's a pretty narrow view. If you are subscibed on an bunch of resources, everybody can see this. What's missing in all the briefings is what we are doing with all this. Waiting for the next brief with new examples of the same dynamics? I think, Alex, that a bit more balance wouldn’t be out of place in these briefings.
"The stakes turn lethal in Ukraine, where European officials now believe AI and robotics may deliver victory, with jam-resistant targeting and defenses intercepting roughly 90% of incoming drones."
European officials believe a lot of things that aren't true or are pipedreams, such as the belief in Germany that shutting down nuclear power will save the planet from climate disaster.
And 90% of drones getting through still leaves the 10% the hit their targets, to devastating and deadly effect. Of course the losses are cheap. And right now there is no AI defense that can stop hypersonic missiles.
Until robots take their place at scale, meat puppet boots on the ground will ultimately decide land wars in Europe, and elsewhere. Winners of such wars will do so because they have "abundance," meaning an abundance of intelligence, weapons, and manpower. Ukraine is running desperately short of the the latter two requirements, and for the first it relies on the Pentagon, the CIA, the NSA, and MI6. Ukraine is a client state in this proxy war between the West and Russia, bleeding out their demography and economy in thjs completely wasteful conflict.
Meanwhile, the Russians continue to grind away, with zero indication that they intend to give up and go home, or relinquish the territory they have already captured. They obviously intend to keep it.
Oh, one other thing-- in the latest longevity singularity news, Putin is shoveling billions into Russia's own longevity project. Vlad the healthy quite mentally sharp 73 year old clearly intends to be right there when mortality is conquered. I think the Innermost Loop may have missed that news, though I can't recall.