👀
Ben Horowitz on what he expects in AI over the next 8 to 12 months.
He thinks the infrastructure for AI is wrong, and it reminds him of the early days of cloud computing. Back then, everyone thought they could put their existing software on the other side of the wire. It didn't work, and everything got rebuilt: storage, networking, operating systems, virtualization, containers.
This is why he expects the same with AI:
1. The workload. A database query is predictable. An AI query could run for a week, and the systems to manage those requests don't exist yet.
2. The chips. Nvidia's GPUs were built for video games. Ben calls them power-hungry and low-yield for what they do today.
3. The models. Training them means sucking down all the data on the internet, and he doubts that is where we end up.
His conclusion: from the model on down, everything is going to change, and there will be a lot of opportunity in that.
Full breakdown here: theaiopportunities.com/p/ben…
If you build or invest in AI, I go deeper on this in AI Market Fit: theaiopportunities.com/
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💯
Interest rates seem to be rising because of real yields more than inflation. Real growth is surprising on the high side of expectations in this technology revolution. Looking forward to addressing @BillAckman’s hypothesis in “In the Know” on Friday.
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A small number of people controlling it 💯
AI isn’t going away. Barring unprecedented global government coordination, it isn’t even slowing down.
The only real decision is whether to centralize power, or disperse it.
Do you fear the technology? Or a small number of people controlling the technology?
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Dafuq
Two national laboratories on Long Island have successfully used quantum entanglement to transmit information in open air, potentially leading to a revolutionary transformation for communications and information technology.
Follow: @AFpost
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The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command. 👧🏻>🤓
She is not defended like the #1 priority. She just isn't. And credit to her, it'd be harder if she were.
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…make Robinhood "the largest venture capital firm in the world"
Robinhood Plans to Speed Up Debuts for Publicly Traded Funds finance.yahoo.com/markets/st…
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I just cloned myself...as a newborn
With this clone, I can:
+ become my own blood boy
+ test therapies on the clone
+ grow organs for transplantation
+ develop new treatments
+ inject young cells
This baby-bryan lives in a petri dish for now.
This may be scary to some people…a dystopian future. But, for others, they will see it as the inevitable future of health.
Clinical trials are already using this technology to restore dopamine neurons for Parkinson's, heart health and eyesight.
The process
> blood draw
> my cells were extracted
> yamanaka factors applied
> reset epigenetic age
> restoring them to an embryonic-like state
Why?
> these cells are now pluripotent
> can be differentiated into hundreds of cell types
> i.e. neurons, cardiomyocytes, retinal cells, etc
> allowing me to rebuild my body
> organ by organ
> repairing lost eyesight or hearing
> restoring kidney, liver or lung function
> repairing skin damage
> there’s no real limitation in imagining
> my body will accept them bc they’re my cells
> foreign cells are at risk of being rejected
As cells age, they accumulate epigenetic errors compounding into dysfunction and disease.
This technology gives us a path to reverse aging.
I mentioned getting diagnosed with an incurable disease is one of the best things that has happened to me in a long time. It’s opened up a frontier of new paths to repair and strengthen the body. This is the first example.
Readers added context they thought people might want to know
Johnson did not create a human clone. What he describes—applying Yamanaka factors to reset a cell's epigenetic age—produces induced pluripotent stem cells (iPSCs), not a copy of a person. Human cloning is not currently possible. wltreport.com/2026/07/21/bry… foxnews.com/video/64018250…
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