2026-10-30

“Some of them look very impressive, but they're not really using any kind of advanced AI or SI.”

“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”

“As I said, I don't think it was bad for AI. And I think, on net, the world deserves to understand how the universe works. But I do have empathy for the method.”

“People were just throwing that at the hardest problems they could. And people didn't think the model was going to do these things.”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Musk claimed in a post on X that Ukraine violated Starlink terms of service by using the technology for “offensive drone strikes to kill people.””

““Were Starlink to be turned off, the Ukrainian front line would collapse immediately,” Musk also wrote on X. “This is NOT a threat, it is simply a statement of fact.””

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”