davidlee
@davidlee
Head @samsungnext. EVP, Samsung Electronics.
Tweets/RT are mine.
4.9K Following 60.6K Followers
Maybe a prick and not a puncture in equilibrium. type of curve that creates a generation of new startups
"GPT-6 Luna is the first U.S. model since DeepSeek launched its V4 series to undercut DeepSeek’s cheapest model on both input and output list prices."
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Had a private meeting with Moritz at the peak of his powers. Was nervous, intimidated but he was actually friendly, completely locked in which made me less so. Was genuinely warm and interested when I told him my Dad's founding story.
Nerves got better of me at some point and I confidently bullshitted a point. A function of being unprepared. He caught it, I knew it. Like a light switch, his demeanor did a 180. Sneering, dismissive. Meeting ended quickly. Great lesson: be prepared.
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Thank you for stopping by Museboy, @alexandr_wang and @hbarra!
You have a lot of fans here in the green bubble land
@Midnight_Captl @joule14 excited to read! big fan of @FundaAI (personal investor), @mach33 and both speak highly of you
"Our view is that Astra marks the Claude 3.7 moment for knowledge work, meaning white-collar work broadly, and that the potential market is an order of magnitude larger than coding."
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Deep|LLM: GPT-6 Astra Opens New Markets Beyond Coding; Scaling Laws Keep Driving Compute Demand
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Grok Bot is Apple quality. Last product like this was FSD
Post-trained open models, exploding inference demand, and broader enterprise adoption are hitting at once. Inference compute is becoming increasingly fungible. This is the start of a real market for the physical layer of AI.
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