Develop a distributed, agentic operating system that abstracts compute/storage primitives across cloud and local devices, enabling AI-first workflows ...Show more

Contrary to common negative takes, GPT-OS can be effective when deployed in system or multi-agent configurations rather than as standalone models.

Use multi-agent architectures around smaller open-source GPT models to orchestrate systems-level workflows and compensate for individual model limitat...Show more

Implement a dynamic model router that abstracts cloud/local inference switching based on workload and resource needs, enabling seamless hybrid AI exec...Show more

Kimi K2 Thinking is a 1-trillion-parameter activated mixture-of-experts model with 32B active parameters, showcasing the scale explosion in local LLMs...Show more

Nokia Partner: “Windows doesn’t exist anymore, basically.”

DSX OS running on DGX Spark represents a new distributed AI compute stack that replaces traditional Windows servers.

Jensen Huang: “We’re getting now…10 times the performance with only twice as much improvement on the hardware side.”

Cameron Rohn recounts listening to a founder interview that was so technical it felt 90% over his head, highlighting the deep expertise gap in some AI...Show more

A venture enabling seamless model deployment across GPUs, NPUs, and custom accelerators could undercut incumbent valuations and open new markets.

Edge devices and local PCs will soon run capable AI models as NPUs improve, shifting workloads off centralized clouds.

Azure Foundry Local with AI Gateways provides a local-deployment ecosystem for AI workloads at the edge.

Building a modular, open-source execution framework can break vendor lock-in and enable true AI hardware portability for training and inference.

Designing AI hardware and software together from the ground up can yield order-of-magnitude performance gains with minimal hardware changes.

Mojo, from Modular AI, offers a modular competitor to CUDA aimed at breaking Nvidia’s software lock-in.

Nvidia’s GPUs, paired with its CUDA software stack, deliver high-margin data-center compute but risk disruption by efficiency or alternative framework...Show more

The Big Short character: "If there is a bubble, it's two very simple questions: how much of a bubble is there, and how exposed are the people we're sh...Show more

Cameron recounts watching The Big Short to distill its bubble‐analysis wisdom for evaluating tech stocks.

Build an alternative modular AI stack (like Mojo) to break CUDA software lock-in and capture developer mindshare.

Develop chips that dramatically improve power efficiency to enable the same AI workloads at lower cost and undercut Nvidia’s performance advantage.