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Woman: "Hey, can you lower your laptop volume? The entire café can hear your Zoom meeting." Tech Bro: "Sorry, I’m leading a product sprint. It’ll only be another hour." Woman: "There are people trying to study and read here. Why not use earbuds?" Tech Bro: "Earbuds hurt my ears. Honestly, it's a public coffee shop, deal with it." He smirked, sipped his iced latte, and unmuted his mic to address his team. Tech Bro: "Alright team, let's review the Q4 lay-off list before HR finalizes it." The woman across the table calmly closed her book, walked over, and pulled up a chair right next to him.
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Our message to Nvidia's board: Do not fire Jensen Huang. There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution. First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost. A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view. Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment. The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter. Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say. In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal. We believe Jensen Huang's potential removal as CEO is now ~80% priced in. Why take an action with massive downside potential when the market has already priced in much of that risk? The downside of retaining Huang may be limited, while the potential upside is tremendous. Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021. Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success. We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly. Once the dust settles, firing Jensen Huang would prove to be a costly mistake. It is time to pause and consult your shareholders.
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Elon Musk says he was on Twitter almost from the beginning, and his early tweets were already crazy. 😂 He originally deleted his account because everyone was tweeting about what latte they had at Starbucks. Then someone started impersonating him. So Musk decided to take Twitter back and start saying crazy things himself. “I use Twitter” the same way some people use their hair to express themselves. Honestly, the man has been consistent.
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Yan explains how AI nationalization could play out for markets. "Is it a binary thing where we run this whole thing? Or is it we invest in it and now we have skin in the game? Because the latter is bullish."
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why are the weekend charts already in my latte?
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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For International Coffee Day, @rmstein and I used Search Live to help us take our latte art up a notch ☕️ It helped us perfect the tulip shape, gave us feedback on what we could improve, and even rated our final attempts 👀 What latte art should we try next?
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@rmstein @rajanpatel Looks like you had a-latte fun ☕
Search interest in latte art reached an all-time high globally this year! So this International Coffee Day, @rajanpatel and I tried to level up our barista skills using Search Live ☕️ We had it talk us through the pour step-by-step, then showed what we made for some real-time (and very honest) critique. Turns out making a tulip latte is harder than it looks 😅 Try it for yourself and ask Search anything.
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