Next up on First Pass: A conversation with @ypatil125 from @appliedcompute. Customized models are coming. But how can enterprises get ready for this future? We dug in on questions like that with Yash

I started the Invest America Act / @TrumpAccounts w my kids @LincGerstner & @JackGerstner_ around a simple dream - that EVERY child / every citizen should directly own a piece of America’s great economic upside. 3.7 M kids getting investment acccts at birth each yr seeded w $1000. I am grateful for the amazing bi-partisan support - and the vision & courage of @realDonaldTrump that made them a reality. 8 million kids today have accts & soon will be all 73 MILLION kids directly owning a piece of America’s best companies. Today it was our family’s great honor to pay it forward to kids in Indiana - a state that has given so much to me. And it was especially fun to get this note from my niece - a school teacher in Indiana - & to know how much this means to her daughter Memphis. 🇺🇸🤍🚀

Next up on First Pass: A conversation with @adijayaprakash from @useblacksmith Everyone knows about the GPU crunch, but the CPU crunch is getting equally painful. In this episode we talk about the nuances of CPU clouds and how agents are driving a surge of CPU demand

Very well written post from Dario. The US must dominate in AI. And we must do it responsibly. In 1957 the International Atomic Energy Agency (IAEA) was formed. The IAEA stemmed from President Eisenhower's 1953 "Atoms for Peace" proposal. In very over simplified simple terms, the IAEA purpose was to ensure safe use of nuclear technology across the world. Verify that where uranium was being enriched, the enrichment levels were enough for energy but not enough to make a bomb (low single digit percentages not 90%). What could be used for good (energy) could also be used for bad (bombs). We needed a global institution to help ensure the bad uses weren't happening. Failure would be blocking this technology from being used for good.... They did this with specialized tools and site visits, forensic investigations, and ongoing monitoring solutions Doesn't sound too different from what Dario is proposing with Embedded Evaluators! Independent third party actors with desks in their office, company laptops, access to company workspaces, etc Back to the nuclear analogy. Fast forward to the late 70's / early 80's and the United States canceled the development of 100+ nuclear reactors (Three Mile Island partial meltdown in '79 caused a lot of the fear). What's important though is the IAEA didn't shut down development, fear did. The US then went 30+ years before building a new one. As @altcap discussed on CNBC yesterday, what's important is having balanced discussions about the risks. We don't need hyperbolic hypothetical statements that drive fear. The Hugging Face incident kick started fear, just like the Three Mile Island incident did in 1979. Too much fear (without balanced discussion) will lead the US AI's dominance to the same fate it's nuclear dominance fell to The US is now paying for the reactor freeze from the late 70's. Our energy dominance is diminishing. We're seeing a huge power crunch. While we paused, other countries marched on with reactor development. Unfortunately, China and Russia particularly. France is also a gold example, with well over 50% of their electricity today from atomic energy. The full circle irony - Three Mile Island is now being re-opened and redeveloped for AI data centers. The "Hugging Face incident" of the nuclear era is now coming back for AI. We can't let fear grip us and force a similar pause in AI. And I think it's important to point out Dario isn't asking for a pause. He's asking for responsible pacing. These are different. The IAEA didn't cause a pause. Embedded Evaluators similarly won't be the reason we stop building data centers. I thought Dario's post was well written and balanced. However, we can't fall into a cascading fear loop. This is what our adversaries want (look who's now dominating nuclear while we play catch up...) It's imperative that the discussions around the risk are grounded in reality and good faith. Dario's essay is a great step

On @Cnbc today to discuss how the labs, gov’t and industry are working together to balance massive AI benefits w downside risks. And why leaders like @andrewdfeldman agree w @JensenHuang calling Coxon’s dangerous claims of human extinction “utter horseshit.” 🧐🧐

“pointed to a cryptography tool called zero-knowledge proofs — a mathematical way of providing verification about a system without revealing more than necessary, such as proprietary details about model parameters or training data.” - Fields medalist and @OpenAI researcher

Excited for Altimeter portfolio company @HQ_Covenant to emerge from stealth with $250m in funding and ~$150m in orders. Deep precision strike is one of the most critical capability gaps facing the West. Covenant has built Anthem to close that gap and meet the need for long-range, heavy payloads, precision, and mass production. Proud to back Michael and the truly special Covenant team as they bring Anthem to the world.

You only need to listen to 2 minutes of this episode with @ZachBDell to feel like an expert. Very clear and concise “We look at a very simple correlation of consumption of energy per capita to GDP per capita. The takeaway is the more energy a population is able to consume, the better their life gets.”

🫡 AgentX 1.0 from @SemiAnalysis_ has been months in the making, and the @inferact team did amazing work pushing @vllm_project to become the leading inference system for agents: KV offload, PD disaggregation, and production-grade reliability — all without compromising accuracy!

I asked people: "which AI supply chain startups (compute, power, chips, datacenters) valued at $10b or less are most interesting?" 10 votes: MatX 8: American Terawatt 6 each: Lightmatter, Modal, Prime Intellect 4 each: Valar Atomics, Wafer 3 each: Ayar Labs, d-Matrix, Gimlet Labs, Heron Power, Olix, Panthalassa, Positron, Substrate, Taalas, Tenstorrent, xLight 2 each: Aalo Atomics, Corintis, Fab2, General Matter, Ornn, SF Compute, Starcloud, Stone Power, TensorWave 1 each: 49 more startups, see image and below People also voted for Base Power, Crusoe, Etched, and Fluidstack but those are over the valuation limit. Disclosure: I'm a small angel in American Terawatt and Wafer. I didn't vote.