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Attacking the critical path - medium voltage switchgear is one of the longest lead times in the AI infrastructure supply chain, so @CrusoeAI has vertically integrated the capability to manufacture this gear in-house through Crusoe Industries. This brings down our lead time by 40%. Crusoe is now one of only three approved manufacturers in the U.S. for this kind of ABB gas insulated switchgear.

We keep hearing that hosting open-source models prints money. I ran the numbers on DeepSeek V4.1 Flash: H200 can't cover its rent even at 100% utilization, B300 breaks even at ~35%. Profitable, yes. Simple, no. Curious what others see in production. https://x.com/i/article/2117382403249565696

🚀 Join us LIVE to watch Electron launch for the 99th time: "The Sea God Surveys" for @QPS_Inc https://x.com/i/broadcasts/2onApoMWPzRvjm

this is how finding GPUs goes: 1. someone says they have GPUs 2. you ask & turns out they have a lead on an OEM that will ship in maybe Q1 ‘27. 3. you ask & turns out they haven’t found colo space, haven’t ordered networking. 4. you ask & the OEM is SMC with optics in the hot aisle. back of your mind you also know SMC always rugs & ships late. 4. you ask & turns out they’re racked with hydra and they don’t even have final seller’s rights. 5. you say you’ll do $4.9/hr 10% prepay for RFS Jan ‘27. effectively betting there’s a 60% chance it goes live and you get ‘em 6. jan comes, not live, you get 50% of your prepay back and is what it is. everyone’s pissed. other scenario: 1. guy says he has GPUs RFS tmrw 2. you ask and get test node for 1hr, it has infiniband & storage nodes on network 3. he says $10/hr, sign in next two hrs 100% prepay or piss off. 3. startup knows they’ll make $20/hr so they grit their teeth & snap call sign plus wire. BMC without of band access is given same day, everyone’s happy! speculative market for yotta compute available maybe Q1 maybe Q3 ‘27 in yucatan is completely different than nodes with immediate RFS. anything under $7/hr probably isn’t real.

The only way to interpret Lumentum’s management accepting this deal is that they have no faith in the current AI cycle. They think the market will collapse in two to three years.

What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum? With @benbajarin and @jaygoldberg Chapters: (00:00) Welcome: A Packed Week for The Circuit (00:29) Anthropic’s S-1: Growth, Spending, and Existential Risk (03:46) Anthropic’s Bet on Scaling Laws (05:43) Enterprise Adoption and Anthropic’s Growth Engine (09:26) Our CIO Survey: AI ROI and the Skills Gap (12:16) How AI Budgets Grow Beyond IT (18:55) Anthropic Direct: Taking Control of Compute (20:23) Anthropic’s Multi-Chip Strategy (25:32) When Custom Silicon Becomes a Strategic Advantage (30:58) Does Anthropic Look More Like a Foundry Than a Software Company? (32:49) Compute Commitments, Cloud Discounts, and Token Economics (37:37) Anthropic’s Governance and Founder Control (41:23) Hyperscaler Earnings: Strong AI Demand, Mixed Results (47:39) Whose AI Flywheel Needs to Work the Most? (51:45) Google Search, AI Advertising, and Platform Risk (54:55) Intel’s Strong Quarter and Weak Guidance (56:47) Allocating Capacity: PCs Versus AI Servers (60:22) The PC Downturn and Intel’s Delayed Response (62:53) Intel’s Recovery: Better Foundations, Longer Timeline (66:02) Chiplets and the Challenge of Planning Across Nodes (68:24) Substrate Constraints and Supply Chain Planning (71:00) Rebuilding Confidence in Intel (74:20) Marvell–Lumentum: Making Sense of a Potential Deal (76:30) Why Optical Networking May Need More Vertical Integration (79:13) Will Optical Components Become Commodities? (82:25) NVIDIA’s Role and the Battle Against Broadcom (84:55) Closing Thoughts

We raised a $75M Series B to deploy intelligent robots now, led by @a16z, with participation from @usv and @neo. @tutorintel robots work real jobs across the United States, directed by human “tutors” and the foundation models we’ve trained on the work done. This round accelerates frontier model training, robot manufacturing, and deployment into industry. We’re in almost 4x as many sites as a year ago; nearly a third of this year’s deployments went to existing customers coming back for more; and we’re on track to have more than 1,000 robots under contract by the end of 2027. Our mission is to proliferate robotics for the common good. If you want to make robots reliably do things others think are impossible, for people who’ve never had access to this technology, join us.

We raised a $75M Series B to deploy intelligent robots now, led by @a16z, with participation from @usv and @neo. @tutorintel robots work real jobs across the United States, directed by human “tutors” and the foundation models we’ve trained on the work done. This round accelerates frontier model training, robot manufacturing, and deployment into industry. We’re in almost 4x as many sites as a year ago; nearly a third of this year’s deployments went to existing customers coming back for more; and we’re on track to have more than 1,000 robots under contract by the end of 2027. Our mission is to proliferate robotics for the common good. If you want to make robots reliably do things others think are impossible, for people who’ve never had access to this technology, join us.

Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

今天，Northwood 宣布完成 3.75 亿美元的 C 轮融资。 2024 年 2 月，也就是不到三年前，我们以一个六人小团队的名义宣布了 Northwood 的成立。 我们已发展壮大了许多，但目标始终不变——解决地球与太空之间的连接问题，让任务更快地走得更远。 世界渴望通过太空传输更多数据，这正是我们构建的方向：为最具挑战性的应用场景提供可扩展的网络容量。 我们很高兴有新的投资方加入我们的股东名单，并与原有投资方一起迈入这一新篇章。 感谢 @a16z @DFJvc @WashingHarbour Alpine Space Ventures @stepstone 以及众多其他投资方。 了解更多：https://www.northwoodspace.io/blog/northwood-series-c

Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram

Tutor Intelligence co-founder and CEO Josh Gruenstein is putting AI robots to work in American factories and warehouses, taking on the back-breaking jobs they can't hire for. Tutor builds its robots in Massachusetts and charges by the hour, with no upfront cost. When the AI gets stuck, a human "tutor" takes over and teaches it the task, creating training data along the way. Josh joins a16z's Martin Casado and Raghu Raghuram to discuss how Tutor goes from a first sales call to a working robot in about three months, why so many robot startups died building for a single customer, why anyone will be able to start a business in the physical world, and a whole lot more. 0:50 Deploy robots, then build the data 2:50 Why smart robots aren't enough 4:38 The ultimate systems problem 6:45 Why robot companies go vertical 9:07 How remote humans tutor robots 11:00 Will robots outgrow their tutors? 14:54 How AI labs sped up robotics 16:57 Meet Cassie and Sonny 20:55 What factory work actually looks like 23:18 A robot for $16 an hour 25:51 When robots become coworkers 29:04 Why robot startups keep dying 31:21 When 1% cheaper flips a market 34:52 Robots cost more to run than to buy 38:18 China's automation bet may backfire 42:02 Real-world RL on a 100-robot fleet YouTube: https://youtu.be/lXkjXSul6yg @joshgruenstein @tutorintel @martin_casado @RaghuRaghuram