Small modular reactors, smaller nuclear reactors with mass-producible parts, were meant to help solve U.S. nuclear plant cost overruns and delays. Though this never quite panned out, they are now finding real new demand from AI. Read the new @bismarckanlys Brief (link below): https://t.co/jhrFz3MNAp #NuclearEnergy #SmallModularReactors #AI #US
What makes us different from China? (translated)
Maybe the miracle weapon works. A deus ex machina. But currently everyone in power is desperate for it to work and that shows, despite breathless claims otherwise, that the U.S. and the West weren't doing very well in recent years until the unearned miracle arrived. #DeusExMachina #MiracleWeapon #PowerDynamics #US #West
But that hardly appears to be the limit to how far optics could increase the world's computing power. Optical systems could replace electrical networking switches, the backbone of matrix multiplication for AI models, and someday perhaps even electrical computation itself. https://t.co/drLaOYV8wa #Optics #ComputingPower #AI #Nospecificcountrycodesarementionedinthetweet.
We compute with electricity. Why not with light? Light has many advantages for data transmission and perhaps even computation. The semiconductor industry is vigorously pursuing new types of optical computing components for AI. Read the new @bismarckanlys Brief (link below): https://t.co/jv78cHuDus #OpticalComputing #AI #DataTransmission #Nospecificcountrycodesarementionedinthetweet.
The same technological advances behind aerial drones are now making ground drones, wheeled or tracked, a staple of the modern battlefield for both resupply and combat. The war in Ukraine is ground zero. Robot warfare is already here. Read the @bismarckanlys Brief (link below): https://t.co/Yz4Q99vjoN #DroneWarfare #UkraineWar #MilitaryTechnology #UA
Gain of function demonstrated it is easy to make new plagues. The bio profession wants to pretend it doesn't and keep doing gain of function research with government health money. They also want to pretend AI cannot replace key aspects of their job, which it obviously can. #GainOfFunction #PublicHealth #AIInMedicine #Nospecificcountrycodescanbederivedfromthetweetprovided.
Gain of function research has demonstrated it is easy to make new plauges. The bio profession wants to pretend it doesn't and keep doing gain of function research with government health money. They also want to pretend AI cannot replace key aspects of their job, which it #GainOfFunction #PublicHealth #AIinMedicine #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.
Important Brief for tracking the organizations making the hardware necessary for the compute buildout compute and AI boom. #AI #TechIndustry #Hardware #Thetweetdoesnotmentionanyspecificcountries.
Everyone from Mark Zuckerberg to Jensen Huang to Tom Cruise entrust their personal fortunes and maybe daily lives to the management of a young family office from San Francisco. Iconiq has also become a major AI investor—in Anthropic. Read the @bismarckanlys Brief (link below): https://t.co/JhaWyIt7MJ #Iconiq #AIInvestment #FamilyOffice #US
It turned out the greatest vice of the last man isn't excessive desire for powe but an obstinate refusal to be in charge of outcomes and a deep resentment of anyone who makes them to do so, even in face of death. #PowerStruggle #HumanNature #Resentment #Nospecificcountrycodesarepresentinthetweetprovided.
AI scientists are, on some level, deeply upset that everyone else doesn't make them stop developing AI, which they believe has a 10% chance of killing everyone. Everyone else is upset that the scientists are making the 10% risk of AI killing everyone everyone else's problem, and they are questioning why they don't intervene. (translated)
It's crazy but we are as a society genuinely losing our ability to imprison violent crazy criminals and feel good doing so because we are protecting the innocent. #JusticeSystem #PublicSafety #CriminalJustice #Therearenospecificcountryreferencesinthetweet.
But China has national champions in DRAM and NAND of its own, and these companies have every incentive to catch up to their Western competitors. They are also being restricted and sanctioned by the U.S. government, further bifurcating China's chip industry from the world's. https://t.co/V9y9DPEVuy #ChinaTech #Semiconductors #ChipIndustry #CN #US
CXMT and YMTC are China's premier manufacturers of memory chips, which have become integral to developing and using frontier AI models. They are young, state-backed, technically sophisticated, and rapidly growing. Read the @bismarckanlys Brief (link below): https://t.co/O3etC3WsXm #MemoryChips #FrontierAI #ChinaTech #CN
America has in fact become a low trust society, we're just negotiating out what that means. There really are unspoken rules. Have felt borderline gaslit many times over. But of course, there are expectations beyond this in some pockets of the U.S. economy, and importantly this #LowTrustSociety #Gaslighting #USEconomy #US
Is there something very wrong with how we do science today? I think so, and I believe our civilization needs to make a serious course correction or stagnate and collapse. I recently went on @benlandautaylor's show @0xthestudents to discuss. Watch here: https://t.co/SlW7Xlj1xC #ScienceReform #Civilization #CourseCorrection #Nospecificcountriesarementionedinthetweet.
A majority of the world's ships by tonnage are now built in Chinese shipyards. This industrial dominance is allowing China to drive forward maritime technology, create new categories of ships, and challenge U.S. naval dominance. Read the new @bismarckanlys Brief (link below): https://t.co/Z9m04KJxkA #ChinaShipping #MaritimeTechnology #NavalDominance #CN #US
The U.S. still has to undertake such reforms if it wants to keep standing as the preeminent military power. Iran had seriously challenged that perception, as predicted. A painful lesson for the U.S. #MilitaryReform #USPower #IranChallenge #US #IR
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