underscored

@underscored

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At a time when robotics is being hyped but lacks real world demand, the space economy is being built by a NASA with big promises, and U.S. datacenters and manufacturing is being pushed (even on other parts of the world and with trade tariff diplomacy) - the advent of the American robotaxi is being a little, overshadowed. But it's actually a big deal.

Michael Spencer
2w ago

From the perspective of 2026, Generative AI is a springboard to an acceleration of capital moving faster into deep and emerging technologies.

2mo ago

the inference that will matter most in the future, at least in terms of market size, will be "agentic inference", where humans aren't involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia).

4mo ago

Underscored — save the words that stop you in your tracks.

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