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@stevehou
Head of Research @silicondata. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)
AI
Samsung's meeting brought together about 50 executives from its electronics, finance and biotech affiliates; no supply deal was announced.
AI
Gavin Baker says portfolio companies are surprised by higher prices for 2027 clusters than for similar clusters obtained in 2026.
AI
One post calls the price moves “extraordinary” but says their broader significance is unclear.
AI
Anthropic reports 17 of 211 lab-tested designs met binding criteria, but none were tested for toxin neutralization.
AI
A quote-post jokes that there’s finally a use for the empty office buildings its author expects to see.
AI
An essay argues that falling prices and surging token use favor platforms that control distribution over benchmark-leading labs.
AI
A user says ChatGPT proposed space outside the building, while Grok mistook a 10-by-10-foot area for one measuring 10 by 5 feet 4 inches. Claude Opus 5.5, they say, produced a floor plan that respected the dimensions and later made a 3D rendering.
AI
DealBook says the round came almost exactly a month after Instinct raised $250 million at a $2.5 billion valuation.
AI
SpaceXAI calls it an improvement over Grok 4.6 at the same price and speed. Artificial Analysis reports better coding results, but more than double the output-token use in a separate evaluation.
AI
A user argues that a difficult proof’s value can lie in the reasoning and insights behind it—not just the result—so a machine-generated solution may not be as valuable.
AI
Steve Hou questions how advocates should rebut claims tying AI infrastructure to inflation, higher rates, and job losses.
