IRAN CLAIMS U.S. BROKE CEASEFIRE, VOWS RETALIATION “Reports in Iran say a spokesperson for the Khatam al-Anbiya Central Headquarters accused U.S. forces of violating the ceasefire by attacking Iranian oil tankers near the Strait of Hormuz and launching airstrikes on civilian areas around Bandar Khamir, Sirik, and Qeshm Island, allegedly with support from regional allies. Iran says its armed forces responded immediately by targeting U.S. military vessels in the eastern Strait of Hormuz and south of Chabahar, claiming significant damage was inflicted. The statement warns that Iran will continue to respond forcefully and without hesitation to any future attacks.”

Chamath: AI advantage may come less from models than from private inputs. "When labs can build similar models, the real win comes from one unique ingredient in order to monetize it well. Here is a basic thing about machine learning that is worth knowing: if you take 1,000 of the same inputs and give them to Facebook, Microsoft, Google, and Amazon, they will all come up with the same machine learning model. But if you have one extra thing, one little ingredient that all of those other companies do not have, your output can be markedly different. It is like giving two great chefs three ingredients, but giving the third chef one extra ingredient. That person has the ability to do something very special. Right now, we are in a world where everybody is crawling the open web. We are going to move to a world where, as everybody gets sophisticated enough and information is widely available, somebody is going to say, “You know what? This site, I am not going to allow anybody else to access. It is only for me, only for my models.” Those models will become better. So we have to let that play out a little bit. It is going to be a really interesting arms race. The next wave of M&A, for example, could be companies like Google, Microsoft, and Facebook looking at these companies and saying, “Can they be viable inputs to my large language models or to my other machine learning and AI models?” --- A company with unique workflows, transactions, medical records, industrial logs, legal archives, design files, or user behavior can turn boring private data into a compounding advantage. Some startups may never become great public companies on their own, yet still become valuable because they own a data stream that makes a larger AI system sharper, more differentiated, or harder to copy. That turns acquisition strategy upside down: the buyer may not be purchasing revenue, brand, or even software, but a private ingredient for intelligence. ---- From "iConnections" YouTube channel, (link in comment)

Chamath: Taiwan Loses Its Strategic Importance in 18 Months @chamath: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”