Raisa Tolia retweeted
This! Bullseye by @SahilBloom
I can’t believe I’m saying this @IDFCFIRSTBank hasn’t been able to help me with a tech issue for my own account since 3 weeks. I’ve called the helpline, I have visited the branch and it’s just so unhelpful!
One of the best recent podcasts on AI. Neil has a gift for explaining all of the jargon and insights simply.
(I’m not involved, just found it unusually educational).
Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power.
We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are.
What makes this conversation special is how detailed it is (like a 401-level class), yet Neil makes it remarkably clear and easy to follow.
Today he runs Sail Research, a company building infrastructure for agents to make tokens as cheap as possible.
We discuss:
- Latency versus throughput
- Why there are no bad chips, only bad pricing
- The end of kernel engineering
- Buying chips and power no one else wants
- New chip architectures
- Nvidia lore + his contrarian view of the company
- Open source and the frontier labs
I learned a ton. Enjoy!
TIMESTAMPS
0:00 Intro
0:38 Building a “Token Factory”
4:21 The Future of Background Agents
13:09 Nvidia and the GPU Stack
23:27 Chips, Memory, and Transformers
36:14 The Future of AI Training Data
44:32 Chip Scarcity and Compute Arbitrage
52:44 Reinventing the AI Data Center
59:01 Power and the “Scavenger Strategy”
1:10:10 Open vs. Closed AI
The show #DesiBling is what is wrong with people today. Just watch the show to see people’s standards being super low and being taken for granted cause a set of people know that they are dependent on them and won’t go anywhere.
People who are authentic & call a spade a spade are considered too loud. Others are busy making people’s lives miserable cause they aren’t sure what’s happening in theirs. The word ‘partying’ is used in the most disgusting way possible. #DesiBling
Raisa Tolia retweeted
INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 2 hour with this.
Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.
The people who watch this tonight will wake up tomorrow with a new skill.
Watch it and Bookmark it now.
Raisa Tolia retweeted
Instead of watching an hour of Netflix, watch this 2-hour Stanford lecture on AI careers. It will teach you more about winning in the AI race than all the AI content you’ve scrolled past this year.
My senior citizen parents have spent all morning at @MyIndusIndBank cause their account got frozen and they don’t even know why! Now no one can help us unfreeze it and we are being given random timelines to unfreeze them! Just ridiculous Anyone else had this experience with them
I don’t know about anyone else but I’m done with #f1 if @Max33Verstappen leaves next year! Losing a generational talent to these new regs is just ridiculous :(
Just when you thought #f1 couldn’t get any worse GP leaving @redbullracing for @McLarenF1! @Max33Verstappen tell us your plans, I can’t deal with another 💔
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3 is live.
citriniresearch.com/p/strait…
Raisa Tolia retweeted
Instead of watching a 2 hour movie, watch this Claude FULL COURSE to build and automate anything:
















