589: Blame the Tools using the Tools

Our thoughts on big tech firing up old nuclear reactors to satisfy the AI growth plans, Sam's big week, and debate if Meta just had their iPhone moment.

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• Microsoft Is Discontinuing HoloLens 2 As Production Ends — HoloLens 2 launched in 2019, three years after the original, with upgrades to almost every aspect: a wider field of view, higher resolution, eye tracking, vastly improved hand tracking, and more powerful compute housed in the rear of the strap to deliver a balanced comfortable design.
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• California governor vetoes major AI safety bill — SB 1047 would have required the state’s biggest AI companies to implement security measures designed to protect the public from harm.
• The Intelligence Age — In 15 words: deep learning worked, got predictably better with scale, and we dedicated increasing resources to it.
• Exclusive: OpenAI to remove non-profit control and give Sam Altman equity | Reuters — Chief executive Sam Altman will also receive equity for the first time in the for-profit company, which could be worth $150 billion after the restructuring as it also tries to remove the cap on returns for investors, sources added. The sources requested anonymity to discuss private matters.
• OpenAI considering restructuring to for-profit, CTO Mira Murati and two top research execs depart - YouTube
• OpenAI Mulls Giving CEO Altman 7% Stake in Shift to For-Profit - YouTube
• Apple not investing in OpenAI after all, new report says — Apple is no longer in talks to participate in an OpenAI funding round expected to raise as much as $6.5 billion, an 11th hour end to what would have been a rare investment by the iPhone maker in another major Silicon Valley company.
• Sam Altman Just Pitched The Biden Administration On A Massive Build Out Of AI Data Centers — OpenAI has urged the Biden administration to support the construction of massive data centers, each consuming as much power as a city, to advance AI development and compete with China.
• Rihard Jarc on X — The $NVDA bull & bear case summarized in 2 minutes by Zuck.
• BLOCKBUSTER MICROSOFT DATACENTER DEAL RESURRECTING THREE MILE ISLAND NUCLEAR PLANT — Microsoft and nuclear plant owner Constellation have agreed to a massive, unprecedented deal to restart the closed Three Mile Island by 2028 to power its datacenters, per the New York Times.
• AWS hiring for data center 'principal nuclear engineer' to evaluate SMRs and nuclear fuel strategy roadmaps — The previously unreported job listing mentions working with external partners to influence the design of "operationally efficient and safe modular nuclear plants" to support its growing cloud power demands.
• Apple has silently now included nuclear in their definition of clean energy — In other news, Apple has silently now included nuclear in their definition of clean energy
• Word is out: Microsoft is plunging ahead on nuclear energy. — They want a fleet of reactors powering new data centers. And now they're hiring people from the traditional nuclear industry to get it done.
• Energy Department finalizes loan for Michigan nuclear plant revival — The Biden administration is also awarding $1.3 billion through the Department of Agriculture’s Empowering Rural America program to two rural electric cooperatives, which will discount electricity passed on to their members through emissions-free sources, such as the Holtec plant.
• NEW DEPT. OF ENERGY NUCLEAR REPORT RELEASED — Some of the absolute sharpest minds in nuclear put in months of work on this report and it shows.
• OpenAI on X — Starting this week, Advanced Voice is rolling out to all ChatGPT Enterprise, Edu, and Team users globally. Free users will also get a sneak peek of Advanced Voice.
• Real-time AI voice agents are coming to apps as OpenAI expands access — The ChatGPT developer will let other businesses build on its human-mimicking synthetic voice technology, potentially winning new revenue.