Keep on to blur preview images; turn off to show them clearly
the “launch costs are dropping” narrative misses that prices haven’t. most dedicated F9s aren't full and gov pays more, so this under-estimates $/kg. customers pay for reliable access — all just margin until a real competitor reaches orbit. 7.8 km/s is a great moat!
i'm also probably overestimating marginal launch cost — imagine reusability pushed it closer to $15m far sooner
Prompt engineering became context engineering and summarization is becoming context compression/synthesis
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RT @srush_nlp: The work Hugging Face does continues to be incredible. Putting in serious effort to make these topics accessible and detail…
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@GavinSBaker @a16z Will link the full interview below. @GavinSBaker and @DavidGeorge83 have a thoughtful + analytical discussion on this (which is often missing from the "bubble" debate 🙃). Worth a listen for folks who care about things like margin and ROIC. https://t.co/WkE4gdIQVx
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RT @WolframRvnwlf: The appearance of robots shouldn't be underestimated. I showed my wife the NEO, thinking she'd be thrilled about a robot…
Co-founder & CEO @HuggingFace 🤗, the open and collaborative platform for AI builders