Beaumont & Croft Insights @m4xw3llsd43mon
High quality analysis on the technical industry catered to retail traders. Not investment advice. Heaven Joined November 2022-
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I think the Saudis want to get into video game development. I think they know AI programming can make this easier. I think they can take their time and make a real lasting industry with really beautiful work and won't have to do the normal slop hoping for a huge payout.
type of guy to take unemployed military analysts and put them on a polymarket team
I keep thinking about the eye of providence, and how differently people must approach life if they truly believe an ever present watchful God is always observing their actions, as opposed to people who think what is done in the dark is unknown. The schism in psychology between…
NEWS: SpaceX has announced that it will buy wireless spectrum licenses from EchoStar for its @Starlink satellite network for about $17 billion. "This agreement will enable us to develop and deploy our next generation Starlink Direct to Cell constellation which will be capable of…
BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO, a company that will initiate the world’s first Worldcoin (WLD) treasury strategy. Dan Ives has been announced as the chairman of the board for the company. The investment will be $20M.…
Amazon, Google, xAI, openAI, Anthropic, and META are all going to be buying ASIC chips from Broadcom
BREAKING: XAI COOKING ITS OWN AI INFERENCE CHIP > secured major ASIC order from Broadcom > inference only > target mass production 2027 > xAI actively hiring custom silicon engineers > Elon targeting 50 million H100 equivalent in 5 years
“Before 2030 you're going to see Amazon, which has massively invested in [AI], replace all factory workers and all drivers … It will be 100% robotic, which means all of those workers are going away. Every Amazon worker. UPS, gone. FedEx, gone," per Jason Calacanis
arxiv.org/abs/2410.04444 Gödel Agent: A Self-Referential Agent Framework for Recursive Self-Improvement
Meta Superintelligence Labs just made LLMs handle 16x more context and unlocked up to a 31x speedup. 🤯 Their new REFRAG framework rethinks RAG from the ground up to achieve this, all with zero drop in accuracy. Here's how it works: The core problem with long context is…
Google's TPUs are a $900 billion industry if monetized
GOOG TPU chips are a sleeping giant right now, the amount of chips that will be needed for inference (prediction) as opposed to training is much larger than first thought, combined with agentic workflows and the mass adoption of chatbots around the world, GOOG will be well…

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