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davidlee
@davidlee
Head @samsungnext. EVP, Samsung Electronics. Tweets/RT are mine.
5.1K Following    64.1K Followers
The best career advice for young people is to just focus relentlessly on 3 things as early as possible: 1. Get skilled. Technical skills, writing skills, people-orchestration skills, everything. 2. Get involved contributing to a mission you're aligned with. It doesn't have to be pure bliss and your contribution doesn't have to match your top strengths exactly. But at the end of the day you have to feel some pride in what you did or what you learned. If you can find something like that while becoming skilled in a number of different ways then you'll find ways to increasingly wrap your skill profile around it (and you'll find/develop strengths in your skill profile that you never expected). 3. Pick up momentum. If you do (1) and (2) right then you've got direction and potential and all that's left is to sprint forwards and achieve it. The more momentum you pick up, the better you get, the more real value you produce, the more opportunities you create, the more you get noticed, the more value you capture into your own life, the more effort you want to put in... you create a virtuous cycle with so much momentum behind it that it becomes an unstoppable virtuous cyclone.
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If he stays injury-free he will surpass MJ and Shohei, go to Taylor Swift levels. People will pay ungodly sums to tell their children, "I saw Wemby play"
What does French NBA star Victor Wembanyama like about living in the U.S.? “You're never judged for being ambitious.” The downside? “I think the social interactions are more shallow here,” he tells 60 Minutes. His full interview, Sunday on 60 Minutes.
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Astra as GPT-3 robotics moment is our initial take as well - a game changer. (Out of my depth here - kudos to our robotics investments team who are some of the best in the biz)
10 Spicy Takes After Talking to 50 Friends at the Frontier of Robotics 🤖🔥 1/ Astra IS robotics' GPT-3 moment. Ironically, now that it's finally here, some in robotics seem reluctant to acknowledge it. Perhaps because it (sadly) didn't come from a robotics company? 2/ Robotics is becoming just another vertical for frontier labs. Not so different from coding in some respects. Why reinvent general intelligence for every industry? 3/ Robotics was too hard to underwrite until now. No convincing pretraining scaling law, no convergence on models, data, or hardware. No wonder some critics dismissed it as a fragmented industry playing an expensive "demo game". Astra may finally offer a credible path to scale. 4/ Robotics foundation-model startups have a case. But how strong is it? The argument: Astra handles System 2 (reasoning), while specialized models retain System 1 (skills) and System 0 (motor control). Fair. But isn't that already a narrower value proposition? And who says the boundary stops there? 5/ Follow the talent. Word is OpenAI reorganized its 30–40-person robotics team around the core Astra model. Hearing similar moves toward general models at @Tesla_Optimus. Org charts may tell us more than any demo. 6/ The robotics data gold rush is real. Million-hour procurement programs, some potentially reaching tens of millions of hours. Talk of budgets approaching $1B per frontier lab. 7/ Bullish on robotics hardware volumes. As intelligence becomes more accessible, the barriers to building useful robots could fall dramatically. The moat shifts toward reliability, dexterity, integration, and deployment. 8/ Robotics could fuel the next semiconductor and memory supercycle. A 100B-parameter model running on the edge requires ~50GB just for 4-bit weights. Now multiply that by millions of robots. Why do you think @JensenHuang is so obsessed with robotics? @elonmusk saw it coming: 9/ Is self-driving immune to the general-model threat? After coding and robotics, why assume self-driving remains the exclusive domain of proprietary, vertical models? Robotaxi increasingly feels like a solved problem to me. But if and when frontier labs move into self-driving, we could see an Apple vs. Android dynamic. Think about the implications for $TSLA, Waymo, and other OEMs. 10/ The next bottleneck may not be intelligence. It's deployment. Models are improving faster than our ability to deploy robots in the messy real world. Integration, hardware variance, failure recovery, and economics remain brutally hard. The real moat may be turning intelligence into reliable, profitable physical work. -- I realize some of these takes may rub people the wrong way, especially those who have spent years doing the hard work of advancing robotics. That's not my intention. I'm sharing them to spark debate, not to declare winners and losers. Astra has only been out for a month or so, and it's far too early to draw definitive conclusions. More importantly, when the TAM is this enormous - potentially the largest in tech - there should be plenty of room for different approaches and many winners. ++ Full diligence report:
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Super pumped! We have some major announcements coming out soon.
California has the best public schools in America. Right? Oh wait. Mississippi spends $6,700 less per student and beats us in 4th grade reading and math. We can do better.
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We asked Perplexity Computer to build a Halloween puzzle game in the style of 90s point-and-click adventure games like Myst and The 7th Guest. First 5 people to beat the game will win 10,000 Computer credits. Play it here:
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BREAKING: Inside Starcloud, the $2.3B Startup Putting Data Centers in Space FACTORY TOUR - Redmond, WA Primes quoted them $75M-$100M to build their first data center in space. They did it for $2.5M. In just 21 months, Starcloud is one of the fastest companies to go from founding to orbit. With $450M in total funding from Manhattan West, Nvidia, Cisco, Benchmark & EQT, the team walks me through their mission for AI in space. I toured the new HQ w/ CEO @PhilipJohnston + co-founders @EzraFeilden & @AdiOltean AI compute on Earth is limited by power & permitting. @Starcloud_ is moving it to orbit, where solar power is nearly constant. Philip says the dawn-dusk orbit alone could fit about 10 TW of compute, roughly 20x the entire US power grid. Once launch costs fall below $500/kg, he says compute in space will be cheaper than on the ground. From Starcloud 1, Starcloud 2, to Starcloud 3, we saw: Tracking Starcloud 1 live in orbit, circling Earth every 90 minutes at 17,000 mph with the first Nvidia H100 in space. Co-Founder & Chief Engineer Adi Oltean walks through Starcloud 2 as the team fires the latches that deploy its 120 ft solar wingspan. It launches in January with 100x the power of Starcloud 1. Co-Founder & CTO Ezra Feilden shows the 16-ton secondhand vibe table. The team bought it for $200K, instead of paying $1.5M & waiting 2 years for a new one, they rebuilt it over a weekend. Engineering Manager Bailey Montaño leak checks the ion thruster after vibe. Bailey designed the radiators, which have 10x less mass & cost 500x less per watt than the ISS’s. In the fab shop, Ezra shows the Starcloud 3 demonstrator, a 2-ton, 235 kW vehicle that fits 50 to a Starship. Camilo Lopez cuts stainless on the laser cutter. Engineering Operations Lead Miguel Rivera, formerly of Helion Energy, teaches me to MIG weld. The tour ends in the new campus, about 100,000 sqft built to produce 100 satellites a week toward an 88,000-satellite constellation. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Philip Johnston, Co-Founder & CEO of Starcloud (00:53) Tracking Starcloud 1 live in orbit (02:46) Fixing a 16-ton vibration machine in one weekend (06:59) From founding to orbit in 21 months (08:17) From SpaceX to Microsoft to Starcloud (09:49) Inside Starcloud 2 (13:12) A $15M mission to the nearest star (17:49) What goes on a spacecraft to Alpha Centauri (19:10) Why SpaceX could be worth $100 trillion (20:41) “This isn’t a hot take, this is just a fact (24:22) How big is Starcloud 3? (26:41) How do you book a ride to space? (30:11) How Starcloud tests in zero gravity (33:49) Can GPUs survive space radiation? (35:46) The first AI model trained in space (38:40) Will solar satellites block the sun? (40:57) How Starcloud tests a satellite for launch (46:45) The paperwork behind a launch (53:07) Molly puts her welding skills to the test (1:00:18) The engineer behind Starcloud's radiators (1:03:07) Inside Starcloud’s new campus (1:05:55) Why launch slots are the new scarce resource (1:06:45) Can someone shoot down a data center in space?
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Local Code by Draw Things, open-source frontier intelligence locally on your Mac cc @liuliu
This is a great profile. How we fund and grow basic R&D lost its way. Trump got eviscerated in the mainstream press for "cutting science." And they got it wrong in places, cut too deep. But they got it right in the policy to reform and we should all wish they keep it up. --- In 1983, 18 percent of NIH’s main research grants went to lead scientists aged 36 and under. By 2010, only three percent did.
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A few weeks ago, the Secret Service locked Jensen Huang, Elon Musk, Sergey Brin, Satya Nadella, Lisa Su, and Michael Dell in a room in Washington, DC. While they waited for President Trump, Huang—who chooses not to own a jet—complained about a recent commercial plane ride. It had no Wi-Fi. “Best way to sandbox an AI,” Musk said. “Put it on a Delta flight.” All six were about to receive national medals from the President. The ceremony was the idea of Michael Kratsios, Trump's chief science advisor. He is 39, a Peter Thiel protégé, and has worked for Trump every day of both terms. For decades, the office Kratsios runs was known mostly for reports on things like algae blooms. Kratsios himself was barely known in Trump's first term. Now he sits between the President and tech royalty. He is one of a handful of people shaping America's AI policy, and the White House's point man on nuclear, space, and quantum. In our latest feature, @harrytlambert shows how the fight to regulate AI and reform American science runs through his office.
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X is the best and the worst because there's no filter. No place to hide. It's a tell when a CEO posts like they speak, unfiltered.
Join @carmenli and I for a fireside chat at the @TomorrowXSummit on Nov 18th! More details to follow!
Joe Mazulla says he uses AI everyday to help coach his team “I use Claude everyday for coaching thoughts. I love Claude. I’m all in on Claude. It was beneficial in the offseason for my personal development and where I wanted to take things psychologically for our team.” “I’ll throw in last year’s practice plan and be like, was this efficient? Because you don’t know in the present moment if it was an efficient practice plan or if it was an efficient use of your time. If you throw in, here’s our halftime process, how can our halftime process become more efficient? We watch film sometimes and it’s a reactive film session because we’re watching film of plays that already happened, not of plays that may happen.” Radio Host: “But it is going to kill all of us, you do know that? It’s coming for all of us.” “Something is coming for all of us. I just went to confession Monday so I’m in good shape.” “I think it’s more just helping organize, helping become more efficient, helping understanding. I use it a lot just for conversation and riffs on, ‘Okay, here’s what I’m wrestling with. What does this look like from a psychological perspective? What is the research and the data?’ You can quickly get so much research and data on things. Are you verbalizing things? Can they be verbalized in a much more efficient way?” “Like I talked about with practice planning, it really helps you test your processes that you think are efficient. Is our halftime process really the most efficient way to watch film getting ready for the second half? Is our pregame process the most efficient way to make sure our guys have retention of the game plan, understand what we need to do, and are in the right space mentally and psychologically?” “As a coach, you develop these processes and rituals that you think give you the best chance to win. I think a platform like that tests your efficiency. Is this really the best way? How we watch film on a practice day, is the way we watch film, the template of each clip, the best opportunity to build retention and understanding? What does it look like to have the most efficient film session you can? What type of questions are you asking when you’re going through film? Do I ask the right questions to check for understanding and build retention?” “I think it just really tests your processes. You may think you’re doing something the right way, but there’s definitely a more scientific or more efficient way of going about how to do things, and I think that gives us a platform that allows you to do it. Really, it was over the last year or so. Every offseason, and really this offseason, it was like, ‘Okay, let’s test all of our processes. Is our pregame film process the right way? Is our halftime film process the right way? Is our film room set up for learning the right way? How should our film room look?’” “You’re constantly testing. You always ask, ‘Where are we getting better?’ I think the best way for coaches to get better is in the processes of how they go about doing stuff. Are they the most efficient way? It also helped with combining sports. I’ve always talked about soccer being a passion of mine to watch, and I got into a little bit of handball this year. So I was able to say, ‘Tell me the similarities between soccer, handball and basketball. What elements of play are involved in all three of those things, and how can that work in a five-on-five setting?’” “To me, it tests your process. It tests your efficiency. It tests what you think you may know and how you can do it better.”
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I am genuinely confused when someone(s) that write books on stoicism, meditation, kindness, etc … have really emotional, visceral reactions to politics. I have so many questions.
If you have kids ages 5-12, cherish this day. A Friday before Halloween when all kids get dressed up for school, there's an inevitable parade, anticipation amp'd by it being a Friday. They are at that sweet spot of picking their own costume but needing your help. And btw, your Halloween experience with kids maps to the below. Look forward to the day when I'm drinking a beer with my daughters handing out candy.
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Holy moly, he nails this. From ages 1-5, kids are glorified pets. Love you unconditionally, super cute. Depend on you for everything. From ages 13 and beyond, they are young adults. They are who they are. In the best of scenarios, they love you deeply but still rather be around their friends. And that will be forever.
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Saved you a read if ur not going to read all his writings on this topic: "Third-party agents will fulfill the discovery role in commerce, which means that advertising is the most natural business model for them."
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Amazon made two things plain in its earnings call last night: 1) It expects its on-site agent, Alexa for Shopping, to be "the primary shopping agent customers use to shop Amazon," meaning it seems unlikely to meaningfully open its catalog to third-party agents for agentic shopping tasks, and 2) Alexa for Shopping has seen significant adoption by Amazon customers, with over 400MM customers having used it in the trailing 12 months. To my mind, the notion that (third-party) Agentic Commerce is a Mirage has already been demonstrated. For instance, Tony Xu noted in the DoorDash call this week that third-party agents had completed "several hundred orders in total" on its platform. There is no "there" there with Agentic Commerce; platforms have an inherent, insurmountable data and capabilities advantage with shopping tasks and their own agents will outperform the third-party agents that are even given access. And those third-party agents are increasingly starved of access. Walmart recently published its Agentic Access Terms, and the company forces third-party agents through Sparky for autonomous checkout, meaning they effectively just remit Sparky output. Jassy noted on the Amazon call that the company does "anticipate working with horizontal agents," but my sense is this will look either like *advertising* deals (Amazon struck such a deal with ChatGPT last month) or Walmart's access terms, broadcasting Alexa for Shopping into third-party surfaces. I've seen analysis attributing the deceleration in Amazon's advertising business (26% in Q2 to 11% in Q3) to third-party agentic commerce. This is absurd on its face. First, Jassy said as much on the call. Second, Amazon *blocks* external agents, so by definition, endemic brands would not see their ad spend displaced by third-party agentic discovery. And third, and most importantly: Prime Day moved from Q3 to Q2 in 2026. Third-party agents will fulfill the discovery role in commerce, which means that advertising is the most natural business model for them. Everything is an ad network.
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1/ I'm hiring an investor at Samsung Next, based in the Bay Area. No investing experience preferred. You'd work for me.
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