The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k peo

kept by eddie may 18

A small group of AI employees have amassed retirement wealth, creating a harsh divide that leaves others in San Francisco feeling anxious, purposeless, and career-paralyzed.

Frontier labs don’t use most AI compute (yet) - by Josh You
Epoch AI estimates frontier labs use less than half of global AI compute, but OpenAI and Anthropic may soon dominate, requiring economic transformation to sustain scaling.
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The Inference Shift
The AI compute market is shifting from homogeneous GPU clusters for training toward heterogeneous hardware for inference, where Cerebras' wafer-scale chips excel at high-speed token generation but may be overshadowed by agentic inference's need for large memory rather than raw speed.
also on xAI, Nvidia, Anthropic
Chinese AI engineers are Silicon Valley’s new power players - Rest of World
Chinese-born AI researchers and founders have become central to Silicon Valley's boom, driven by elite math training, relentless work ethic, and intense career anxiety.
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Things I Think I Think... The New Internet Era
Drawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.
also on Meta, Nvidia, OpenAI, Anthropic, #ai