Things We Read This Week - Jordan Nanos & Hunter Almgren - podcast cover

Things We Read This Week - Jordan Nanos & Hunter Almgren

Jordan Nanos, Hunter Almgren•rss.com
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With backgrounds in the design and implementation of compute infrastructure from edge to cloud, sensor to tensor, Jordan Nanos and Hunter Almgren give their take on what’s new in enterprise technology - specifically, what they read this week.

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Episodes

Ep 16 - VMware to KVM moves, DeepSeek R1, Stargate, Compound AI Systems, OpenAI Operator

https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1 https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a https://x.com/emollick/status/1879633485004165375 https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/ https://x.com/mankaran32/status/1879965574731849833?s=46 https://x.com/dylan522p/status/1880379652054901175?s=46 https://www.cnbc.com/2025/01/21/mistral-ceo-thinks-the-wo...

Jan 24, 2025•1 hr 4 min•Ep. 16

Ep 15 - DeepSeek-V3, NVIDIA DIGITS, Jensen vs D-Wave on Quantum, AGI vs ASI, Walking Robots

https://arxiv.org/abs/2412.19437 https://x.com/alexocheema/status/1872445986041143419?s=46 https://www.nvidia.com/en-us/project-digits/ https://www.cnbc.com/2025/01/08/nvidia-ceo-jensen-huang-is-dead-wrong-about-quantum-d-wave-ceo.html https://techcrunch.com/2025/01/05/openai-is-beginning-to-turn-its-attention-to-superintelligence/ https://x.com/DrJimFan/status/1877068560310079685...

Jan 10, 2025•57 min•Ep. 15

Ep 14 - Predictions!

https://polymarket.com/event/top-ai-model-on-december-31 https://polymarket.com/event/will-openai-announce-it-has-achieved-agi-in-2024 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025 https://polymarket.com/event/google-forced-to-sell-chrome https://polymarket.com/event/will-honda-and-nissan-merge https://polymarket.com/event/largest-company-eoy...

Dec 20, 2024•1 hr•Ep. 14

Ep 13 - NeurIPS, Google Willow, Quantum Use Cases, Great Scaling Debate, Multimodal Models

https://blog.google/technology/research/google-willow-quantum-chip/ https://www.cnbc.com/2024/12/11/why-ai-advancement-could-be-slowing-down.html https://www.youtube.com/watch?v=wT636THdZZo&list=WL&index=2&t=30369s https://x.com/jeremyphoward/status/1866583858298384454 https://x.com/bonegpt/status/1866844055096700998?s=46 https://www.nextplatform.com/2024/12/12/genai-races-ahead-but-enterprises-are-still-at-the-starting-line/ https://www.theregister.com/2024/12/10/ai_slop_bug_reports...

Dec 13, 2024•56 min•Ep. 13

Ep 11 - Intel CEO out, Beware Foreign LLMs, OpenAI Claims AGI, GenCast from DeepMind Makes Research Great Again

https://arstechnica.com/gadgets/2024/12/intel-ceo-pat-gelsinger-steps-down-after-terrible-no-good-very-bad-year/ https://x.com/id_aa_carmack/status/1863999285588595174?s=46 https://www.techpowerup.com/329513/intel-18a-process-node-clocks-an-abysmal-10-yield-report https://www.fabricatedknowledge.com/p/the-death-of-intel-when-boards-fail?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=true https://techcrunch.com/2024/12/03/huggingface-ceo-has-concern...

Dec 06, 2024•48 min•Ep. 11

Ep 10 - OpenAI vs NYT Update, Trusting AI, "Agentic" AI, Fugatto for SFX, AI Grandma Fights Back

OpenAI deleting evidence https://www.theverge.com/2024/11/21/24302606/openai-erases-evidence-in-training-data-lawsuit NVIDIA says we're years away from AI we can largely trust https://www.businessinsider.com/nvidia-ceo-jensen-huang-ai-trust-several-years-2024-11 Agentic is the new Big Data https://x.com/hortonhearsafoo/status/1860013651920347509 AI barriers to adoption https://x.com/random_walker/status/1861045366595973461?s=46 GenAI for SFX https://blogs.nvidia.com/blog/fugatto-gen-ai-sound-mod...

Nov 29, 2024•59 min•Ep. 10

Ep 7 - Nobel Prizes, OpenAI is getting Blackwell, Benioff doesn't like Copilot, NYT suing Perplexity, Putting the x back in x86, Mistral and Nemotron releases

https://x.com/NobelPrize/status/1843589140455272810 https://x.com/morqon/status/1846184256877244704 https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html https://www.cnbc.com/2024/10/15/nyt-sends-ai-startup-perplexity-cease-and-desist-notice-over-content-use.html https://www.forbes.com/sites/patrickmoorhead/2024/10/15/amd-intel-mobilize-major-tech-companies-to-extend-x86-architecture/ https://x.com/ethan_smith_20/status/18450357...

Oct 18, 2024•1 hr 16 min•Ep. 7

Ep 6 - Updates on AI Datacenters, Intel/Qualcomm, Llama3.2, NotebookLM, whats next for OpenAI/Microsoft

https://x.com/AlecStapp/status/1842000968654700635 https://www.crn.com/news/components-peripherals/qualcomm-reportedly-approached-intel-about-takeover-deal?itc=refresh https://x.com/aisafetymemes/status/1838947234068443495?s=46 https://x.com/natolambert/status/1837996707780624631 https://x.com/karpathy/status/1841594123381571863 https://www.youtube.com/watch?v=pE3KKUKXcTM https://www.semianalysis.com/p/ai-neocloud-playbook-and-anatomy...

Oct 04, 2024•1 hr 15 min•Ep. 6

Ep 5 - Who Can Afford to Build Frontier LLM's?

https:// siliconangle.com/2024/09/16/intel-spin-off-chip-fab-business-unit-aws-signs-custom-ai-chips/ https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html https://x.com/energybants/status/1837109780336222587 https://www.cnbc.com/2024/09/10/oracle-is-designing-a-data-center-that-would-be-powered-by-three-small-nuclear-reactors.html https://www.theregister.com/2024/09/10/kyndryl_mainframe_survery/...

Sep 20, 2024•50 min•Ep. 5

Ep 4 - Coding Assistants, SMCI shorts, NVIDIA DOJ Subpoena, OpenAI Lawsuits, Intel Foundry Spinofff

https://x.com/peterberezinbca/status/1829343765653225639?s=46 https://x.com/mattshumer_/status/1831767014341538166 https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slump https://futurism.com/the-byte/openai-copyrighted-material-parliament https://x.com/RnaudBertrand/status/1831536755729952909 https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slump...

Sep 06, 2024•1 hr 18 min•Ep. 4

Ep 3 - GenAI's Impact on Work/Privacy, Immersion Cooling, OpenStack is Back, Perplexity Ads

Twitter taught Tay to be racist: https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist Digital twins for people doing interviews: https://www.linkedin.com/posts/mertgerdan_this-is-ridiculous-just-interviewed-for-ugcPost-7230324149699682306-dJAI?utm_source=share&utm_medium=member_ios ChatGPT's impact on vocabulary: https://arxiv.org/html/2406.07016v1#:~:text=In%20this%20paper%2C%20we%20leveraged,frequency%20after%20ChatGPT%20became%20available . AMD to acquire ZT Systems: h...

Aug 23, 2024•1 hr 11 min•Ep. 3

Ep 2 - Nuclear Power, GPU Buildouts, Semi-Stateful Training Jobs, LLM security, GPT-5 Speculation

Intel compared to Boeing: https://www.theregister.com/2024/08/09/opinion_column_intel/?td=rt-3a Nuclear Power Roadblocks: https://www.cnbc.com/2024/08/10/why-tech-companies-are-shopping-for-nuclear-power-for-data-centers.html What a GPU Datacenter looks like: https://www.linkedin.com/posts/olivermolander_datacenters-artificialintelligence-activity-7228050058594643968-b_OP The Bitter Lesson by Rich Sutton: http://www.incompleteideas.net/IncIdeas/BitterLesson.html HP Cloud by The Onion: https://ww...

Aug 16, 2024•1 hr 18 min•Ep. 2

Ep 1 - Intel issues, NVIDIA delays, JPY carry trades, Google antitrust

Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-event NVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta AI’s 600B question: https://www.sequoiacap.com/article/ais-600b-question/ NVIDIA scraping videos: https://www.404media.co/nvidia-ai-scraping-foundational-model-cosmos-project/ Google’s Antitrust Ruling: https://www.reuters.com/legal/us-judge-rul...

Aug 09, 2024•29 min•Ep. 1