NuScale Rockets Higher on Amazon Deal
I started writing about nuclear power back in March as it became VERY clear that AI was going to require a shit ton of power. Since then, I have been following and investing in a small modular reactor company based out of Oregon called NuScale power (SMR). At the time, NuScale was trading just under $10. Today, it's up to $22.00 as both Amazon and Google have made announcements that they will be investing in nuclear.

I watched Tesla's "We, Robot" event a couple weeks ago and he said something that I thought was very cool – "The future should look like the future." A lot of people hate the Cybertruck and hate Elon. But at least he's creating new products and pushing us to innovate faster. Glad to see Tesla beat Q3 earnings expectations. I still want a Cybertruck.

Anthropic’s new AI can now control your computer, OH! Good?
Anthropic's new Claude 3.5 Sonnet AI model, now featuring a "Computer Use" API, can control desktop apps by mimicking human interactions like keystrokes and mouse clicks.

"Not first, but best" is a tough mantra to sell if you're neither.
In an interview for WSJ Magazine, Tim Cook emphasized Apple's philosophy of "every day, every product," highlighting his own daily use of Apple products, including the Vision Pro. While Cook frames Apple's approach as "not first, but best," questions arise about the true practicality of certain products like the Vision Pro and Apple Intelligence. Critics argue that Apple is falling behind in AI, with internal concerns that they are "more than two years behind" compared to competitors like Google. There is speculation that Apple may need to make a significant acquisition to catch up in the AI space and deliver the revolutionary products it promises.

Tunnels

Sometimes, you're gonna go through stretches where it's really, really hard. 

It's all temporary. 

You can't get too high when it's good or too low when it's not so good. The only thing you really HAVE to do is just keep going. 

Think of it as a tunnel. 

You have to find the light and focus on the light. Even if it's just a little light or you can't even see the light at all – imagine the light if you have to – just keep going because there is a light. And once you come out of the tunnel there's this whole new world and you appreciate it so much more deeply than you did before you entered the tunnel. 

The Gateway Affirmation

I am more than my physical body. Because I am more than physical matter, I can perceive that which is greater than the physical world. Therefore, I deeply desire to Expand, to Experience; to Know, to Understand; to Control, to Use such greater energies and energy systems as may be beneficial and constructive to me and to those who follow me. Also, I deeply desire the help and cooperation, the assistance, the understanding of those individuals whose wisdom, development, and experience are equal to or greater than my own. I ask their guidance and protection from any influence or any source that might provide me with less than my stated desires. 

🎶 Bon Iver – SPEYSIDE
Nice to hear Bon Iver sounding like some of his early work.

 

“Elon Musk set up 100,000 Nvidia H200 GPUs in 19 days - Jensen says process normally takes 4 years”

19 days.

Google strikes a deal with a nuclear startup to power its AI data centers The company agreed to buy energy from seven small nuclear reactors built by Kairos Power.

https://www.engadget.com/big-tech/google-strikes-a-deal-with-a-nuclear-startup-to-power-its-ai-data-centers-201403750.html

Rick Rubin Interview

“Is it difficult for people to be original when so much music has been written?”

RUBIN: “No, not at all. Everything has already been done and your job is to find the new way to do it. And it happens all the time. One of the magic pieces of the formula is when things that are not normally put together are put together.