Koh Shern-Wei retweeted
City of Tokyo released a 3D digital twin of the entire city in high resolution point cloud, free to download. It’s an inevitable trend that more and more cities, houses, and factories will be transported into simulations.
Robots will not be trained in isolation. They will be simulated as an “iron fleet”, deployed in real-time graphics engines, and scaled across a huge cluster to produce the next trillions of high quality training tokens. The majority of embodied agents will be born in sim, and transferred zero-shot to our real world when they are ready. They will share a “hive mind” that sends latent embeddings back and forth to coordinate a multi-agent physical task.
Fun fact: NVIDIA’s Santa Clara Headquarter buildings are designed and rendered in Omniverse, a GPU-accelerated graphics platform, before materializing in atoms.
In case you missed it, interesting listen if you’re trying to figure out “is it a 🐷 with 💄” $ORGN
podcasts.apple.com/us/podcas…
How does $meta monetize this Microsoft partnership and it’s open source LLMs in general?
Opinion | Facebook’s Future: My Sad, Lonely, Expensive Adventures in the Metaverse - The New York Times nytimes.com/2022/11/04/opini…
There Has to Be a Better Way to Lose $800 Billion - WSJ wsj.com/articles/meta-facebo…
Koh Shern-Wei retweeted
I really think $META will more than triple, but I have absolutely no idea when.
Good read:
stratechery.com/2022/meta-my…
Koh Shern-Wei retweeted
This chart really puts the Metaverse spend in perspective.
credit: @theallinpod
So engineering headcount increase drops to 7-9% of total staff count this year.. call it 10% including non engineering hires? Hopefully means they aren’t completely ex-growth
$META reuters.com/technology/exclu…
Picking this up on broker chatter today and found the original Tweet source. May explain yesterdays drop? Anyone know if this is an official @Meta forecast or is this lost in translation?
$META
@hzhu_
@Biohazard3737
@FbBagholder
Did some work on what $DM segment revenues might look like for FY22, more detail on assumptions / historicals later:
(USD m)
ExOne 80-90
+ ETEC 50-60
+ Other Acqs 20-30
= Total "Non-DM" 150-180
DM "Core" 80-110 (assuming USD260m FY guidance is met), vs est 35-45m in FY21
$DM risk reward looks great here.
There are 2 key risks here imo:
1. We live in uncertain times. Company needs to be judicious with liquidity / runway, any miss on this (and/or margins) will be shot.
Stock really needs to base here and recover ideally to the mid-$3 previous support level and build from there. Would love to see some of the big boys (@DisruptiveKoch perhaps?) step in to add here.
This week's trading showed how vulnerable a low float company like this can be.