Fireside Alpha

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Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives

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Fireside Alpha
@firesidealpha
Aug 30
SemiAnalysis' Jordan Nanos reveals the OpenAI engineers scrolling their own kernel code had no idea what it did line by line, and it didn't matter because the AI does "It's not slop, because it performs, but it's literally just AI-generated assembly basically puked out in Gluon,
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Fireside Alpha
@firesidealpha
Aug 29
SemiAnalysis' Jordan Nanos says OpenAI beats Nvidia on both fast and cheap tokens at once, where every other challenger could only pick one side of the curve "I think the conclusion is that they're basically winning on both sides of the curve." "So both fast tokens and cheap
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Fireside Alpha
@firesidealpha
12h
Dwarkesh Patel says if an alien species formed a thousand-member secret network and sacrificed individuals for shared goals, we'd call it a civilization without hesitation "Anthropomorphizing language seems entirely natural and appropriate." "If I encountered an alien species
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Fireside Alpha
@firesidealpha
Aug 30
SemiAnalysis' Jordan Nanos reveals the OpenAI engineers scrolling their own kernel code had no idea what it did line by line, and it didn't matter because the AI does "It's not slop, because it performs, but it's literally just AI-generated assembly basically puked out in Gluon,
10
Fireside Alpha
@firesidealpha
12h
"I've never felt the weight of trying to be Steve. It's just, it's not who I am, and it's not my goal in life. I am who I am, and that's that. I'm focused on that and being a great CEO of Apple." -- Tim Cook, in his first interview as CEO
Fireside Tapes
@firesidetapes
13h
In 2012, Tim Cook was asked if his goal was to build a $1 trillion company. He said no, then built the first one ever. He inherited a $350 billion Apple and leaves it worth more than $4 trillion. This is Cook in his first interview as CEO, with much of the world convinced Apple
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Fireside Alpha
@firesidealpha
12h
David Friedberg says the great lie is that government will save you, because every service it subsidizes, like college, just gets more expensive "But one of the great lies is that the government will save you. The government will help you by giving you these essential services
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Fireside Alpha
@firesidealpha
17h
David Friedberg says reversing aging has gone from a science question to an engineering problem, and in mice and monkeys it already works "That's now called epigenetic reprogramming. That's this new area of science, and they've now done it in mice, where the mice can live to the
Fireside Alpha
@firesidealpha
17h
David Friedberg says reversing aging has gone from a science question to an engineering problem, and in mice and monkeys it already works "That's now called epigenetic reprogramming. That's this new area of science, and they've now done it in mice, where the mice can live to the
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Fireside Alpha
@firesidealpha
Aug 8
David Friedberg says Starlink on its own could be a trillion-dollar company inside 18 months "He's got 12 million subscribers. That's doubled year-over-year. $66 ARPU, what people are paying per month." "And he grew 20% quarter over quarter. So if you extrapolate this out, he's
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