Landcross retweeted
Jensen Huang: "People with really high expectations have very low resilience."
"I think one of my great advantages is that I have very low expectations. And I mean that.
Most of the Stanford graduates have very high expectations. And you deserve to have high expectations because you came from a great school.
You were very successful. You're top of your class.
Obviously, you were able to pay for tuition. And then you're graduating from one of the finest institutions on the planet.
You're surrounded by other kids that are just incredible. You naturally have very high expectations.
People with very high expectations have very low resilience. And unfortunately, resilience matters in success.
I don't know how to teach it to you except for I hope suffering happens to you. And I was fortunate that I grew up with my parents providing a condition for us to be successful on the one hand, but there were plenty of opportunities for setbacks and suffering.
And to this day, I use the phrase pain and suffering inside our company with great glee. And I mean that. Boy, this is going to cause a lot of pain and suffering.
And I mean that in a happy way, because you want to train, you want to refine the character of your company.
You want greatness out of them. And greatness is not intelligence.
Greatness comes from character, and character isn't formed out of smart people.
It's formed out of people who suffered.
And so if I could wish upon you, I don't know how to do it. For all of you Stanford students, I wish upon you ample doses of pain and suffering."
Landcross retweeted
Satya is right. The way to make SI safe is not to train it with a sense of self, its own moral philosophy, and permission to act as a conscientious objector. That’s the “alignment” approach and it magnifies the control problem.
The engineering approach that Satya describes is different: separate the supply of intelligence from authority over it. Surround non-deterministic models with deterministic controls, observability, privilege limits, logging, and the ability to always contain or shut them down. Treat models/agents like powerful insider risks, not moral patients whose psychological wellbeing is at stake.
As Satya points out, the most trustworthy system is the one that lets us trust the model the least — not the one that encourages the model to develop independent agency and grievances. Engineering safety is not the same thing as “alignment.”
Landcross retweeted
Marvell just said they will 3x their revenue in 3 years and 10x in 5 years. That's 55-60% CAGR growth over a decade.
Interconnect business will be the key driver followed by switch/storage, customer ASICs.
CEO also said it now sees a ~$400B AI market by 2030. Stock up 10%
Any doubts on $NVDA CEO prediction of $MRVL reaching $1T valuations?
Landcross retweeted
Today marks 29 years since Michael Dell said one of the dumbest things ever on Oct 6th, 1997
Question: What would you do with troubled Apple Computer if you were in Steve Jobs' shoes?
Michael Dell: “What would I do? I’d shut it down and give the money back to the shareholders”
Landcross retweeted
The way Steve taught us to care about every detail, every experience, every person, still guides our work today. Forever grateful.
There are people who leave a mark on the world, and then there are people who change it entirely. Steve changed the world and so many lives in the process. He certainly changed my life forever. His spirit lives on in everything he created and everyone he inspired.
Landcross retweeted
9/11 is hitting me harder than usual this year
It's not because I ever forgot, because I certainly didn't
I think it's because I'm acutely aware of how much things have changed since then
Landcross retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.




































