Vinit Borrison retweeted
If you want to see what I’ve been working on for many many months, take 24 minutes to watch the first episode of the SpaceX documentary.
Vinit Borrison retweeted
"The most important thing in the next 3-4 years is data centers in space.
In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.
In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.
The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.
The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
This is my fifth conversation with @GavinSBaker.
Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.
We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The economics of AI compute
- Why Blackwell's delay mattered
- The bear case on the AI capex buildout
- Data centers in space
- The mistake SaaS companies are making
Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before.
Enjoy!
Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins
Vinit Borrison retweeted
GERMANY BUILT A ROAD THAT DRINKS STORMS FOR BREAKFAST
xitter.cf/_fluxfeeds/status/1922…
Vinit Borrison retweeted
Researchers at Seoul National University have created a liquid-particle composite called a Particle-armored liquid roBot (PB) can deform, engulf, and merge without losing its structural integrity, enabling it to perform functions that are difficult for rigid robots
Vinit Borrison retweeted
Never enough…
Keep on accumulating no matter the price.
Your future self will thank you.
Vinit Borrison retweeted
This photo was taken in our rent-controlled apartment in Toronto, with my mom‘s painting on the wall. The suit cost $99 which included a free shirt, tie and socks. A great bargain! He wore this suit every day to his bank job in Toronto. I couldn’t afford a second suit. We were happy 😃
Vinit Borrison retweeted
BREAKING: ‼️🤖
Google makes quantum computing breakthrough with new chip capable of solving computational problems in under 5 minutes, that would otherwise take the leading supercomputer: 10,000,000,000,000,000,000,000,000 years
Vinit Borrison retweeted
🚨THE WORLD’S FIRST CARBON-14 DIAMOND BATTERY: OFFERING 5,000 YEARS OF POWER
Scientists in the UK have unveiled a groundbreaking carbon-14 diamond battery, promising up to 5,000 years of uninterrupted power.
Using the radioactive decay of carbon-14—famous for dating ancient artifacts—the battery generates low-level power by trapping electrons in a diamond structure, essentially creating a solar cell but with radiation instead of sunlight.
Think pacemakers that never need a battery change or spacecraft like Voyager 1 staying online for millennia.
It’s a permanent, no-replacement-needed power source that could revolutionize everything from medical implants to space exploration.
Source: Toms Hardware
Vinit Borrison retweeted
While Jaguar's new rebrand is being publicly mocked by Elon Musk...
Oppenheimer's Oscar-winning cinematographer just dropped an ad for Volvo.
It broke every rule in marketing — and the internet can't stop talking about it.
Here's the full story (& why everyone's in awe)🧵
Vinit Borrison retweeted
If you want a Telo in the next 3 years… you’ll need a deposit soon. Line is growing! To be clear:
-All deposits for Telo are fully refundable.
-We don’t touch any money used for pre orders. All held in escrow.
-It’s $152 to reference the length (152”)
telotrucks.com/pre-order
