https://talktop.com/What tech leaders actually saidenFri, 30 Oct 2026 21:43:37 +0800https://talktop.com/q/6c2e2f17fc9b/https://talktop.com/q/6c2e2f17fc9b/2026-10-30 09:00:00 +0800Some of them look very impressive, but they're not really using any kind of advanced AI or SI.https://talktop.com/q/81b2ba9d55e2/https://talktop.com/q/81b2ba9d55e2/2026-10-30 09:00:00 +0800There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.https://talktop.com/q/6504873aaeba/https://talktop.com/q/6504873aaeba/2026-10-30 09:00:00 +0800As 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.https://talktop.com/q/3b7b1372d4bb/https://talktop.com/q/3b7b1372d4bb/2026-10-30 09:00:00 +0800People were just throwing that at the hardest problems they could. And people didn't think the model was going to do these things.https://talktop.com/q/ce510b391333/https://talktop.com/q/ce510b391333/2026-10-30 09:00:00 +0800Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.https://talktop.com/q/9675b2390777/https://talktop.com/q/9675b2390777/2026-10-30 09:00:00 +0800Intel 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 shortages…https://talktop.com/q/734c7f22768a/https://talktop.com/q/734c7f22768a/2026-10-30 09:00:00 +0800The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,https://talktop.com/q/b0354cc4d9c3/https://talktop.com/q/b0354cc4d9c3/2026-10-30 09:00:00 +0800Musk claimed in a post on X that Ukraine violated Starlink terms of service by using the technology for “offensive drone strikes to kill people.”https://talktop.com/q/540d87efbc55/https://talktop.com/q/540d87efbc55/2026-10-30 09:00:00 +0800“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.”https://talktop.com/q/f7e5c173838a/https://talktop.com/q/f7e5c173838a/2026-10-30 09:00:00 +0800Nova 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.https://talktop.com/q/286acdeadd3a/https://talktop.com/q/286acdeadd3a/2026-10-29 09:00:00 +0800Novartis now expects to speak with the FDA about a potential accelerated approval of pelabresib before the end of the year, CEO Vas Narasimhan told investors on a call Tuesday.https://talktop.com/q/406e66622101/https://talktop.com/q/406e66622101/2026-10-29 09:00:00 +0800"So now I have a rack cellar, and it has like one of those GB300s from Dell in it," Lütke said. "So it is actually fully training models."https://talktop.com/q/ab84520ed51d/https://talktop.com/q/ab84520ed51d/2026-10-29 09:00:00 +0800Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.https://talktop.com/q/503ff65801fe/https://talktop.com/q/503ff65801fe/2026-10-29 09:00:00 +0800Our first-party model APIs are now processing nearly 32 billion tokens per minute — 40% more than last quarter and more than four times what we processed a year ago.https://talktop.com/q/5a882e46ea97/https://talktop.com/q/5a882e46ea97/2026-10-29 09:00:00 +0800The Gemini app is now at one billion users and is the fastest-growing product in Google’s history.https://talktop.com/q/8ec18fdadf56/https://talktop.com/q/8ec18fdadf56/2026-10-29 09:00:00 +0800He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.https://talktop.com/q/ec8516331094/https://talktop.com/q/ec8516331094/2026-10-29 09:00:00 +0800After shares of CoreWeave sold off, he noted that he's optimistic about the company's future and that its cost of capital was actually going down.https://talktop.com/q/d70dd0279c8b/https://talktop.com/q/d70dd0279c8b/2026-10-29 09:00:00 +0800Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them.https://talktop.com/q/35e55ec2da10/https://talktop.com/q/35e55ec2da10/2026-10-29 09:00:00 +0800Amazon.com CEO Andy Jassy doesn't think any singular AI model -- whether from OpenAI, Anthropic, Alphabet or SpaceX -- will be top dog.https://talktop.com/q/f5c228021417/https://talktop.com/q/f5c228021417/2026-10-29 09:00:00 +0800The use of artificial intelligence for cybersecurity is a really big deal, according to Amazon.com CEO Andy Jassy.https://talktop.com/q/c564bdeb0d1d/https://talktop.com/q/c564bdeb0d1d/2026-10-29 09:00:00 +0800Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.https://talktop.com/q/3ae273525114/https://talktop.com/q/3ae273525114/2026-10-29 09:00:00 +0800Intel CEO Lip-Bu Tan said purpose-built silicon is its "fastest growing business segment," and has tripled over the last three years.https://talktop.com/q/adc9ca4c8977/https://talktop.com/q/adc9ca4c8977/2026-10-29 09:00:00 +0800My big concern is this 20-year transition period, where they'll have winners and losers and a lot of disruption.https://talktop.com/q/b35f21edded9/https://talktop.com/q/b35f21edded9/2026-10-29 09:00:00 +0800If we don't choose to massively slow down or stop, then we will have robots that can build houses, grow food, do surgery. And none of the things that human labor provides to the economy will be…https://talktop.com/q/e027924a8540/https://talktop.com/q/e027924a8540/2026-10-29 09:00:00 +0800has emerged as a significant business with a revenue run rate in the tens of billions of dollars and is now profitable in its own righthttps://talktop.com/q/f32b66803a06/https://talktop.com/q/f32b66803a06/2026-10-29 09:00:00 +0800AWS is a $184 billion annualized revenue run-rate business, and yet the opportunity remains extraordinary. With our continued pace of innovation, new core and AI functionality, enterprises wanting…https://talktop.com/q/4629b3d5b9eb/https://talktop.com/q/4629b3d5b9eb/2026-10-29 09:00:00 +0800We still expect 2026 cash capex of approximately $220 billion — the majority for AWS — and expect to spend meaningfully more in 2027, with a clear line of sight to attract its financial returns.https://talktop.com/q/0fb4462a4f31/https://talktop.com/q/0fb4462a4f31/2026-10-29 09:00:00 +0800We’re going to invest to continue being the leader. We can fund this plan, and I think it will forever change the size of Amazon. It will forever change our revenue.https://talktop.com/q/47ec84f93d92/https://talktop.com/q/47ec84f93d92/2026-10-29 09:00:00 +0800Nvidia’s chief executive Jensen Huang said the chipmaker’s dealings with Megaspeed International were “normal and not unusual” following a New York Times report that one of the Singapore-based…https://talktop.com/q/d73a864b9e54/https://talktop.com/q/d73a864b9e54/2026-10-29 09:00:00 +0800Huang said Nvidia checked its GPUs and found no illegal shipments to China, which is barred from buying Nvidia’s powerful AI chips under US export rules.https://talktop.com/q/005569dcd75a/https://talktop.com/q/005569dcd75a/2026-10-29 09:00:00 +0800The industry has gotten more consolidated. Prices are higher than ever. Access is worse than ever.https://talktop.com/q/41b026bb3053/https://talktop.com/q/41b026bb3053/2026-10-29 09:00:00 +0800The rising costs are unsustainable for individuals, for businesses, and for the country. What kind of intervention is a different question.https://talktop.com/q/cae6f7c650d7/https://talktop.com/q/cae6f7c650d7/2026-10-29 09:00:00 +0800The recovered logs record successful exploitation, including verification of root access by executing the id command through the installed webshell.https://talktop.com/q/1339553e1b13/https://talktop.com/q/1339553e1b13/2026-10-29 09:00:00 +0800We recovered a custom PHP2Shell implementation tailored to the targeted firewall platform, version-specific profiles, exploitation logs and post-exploitation scriptshttps://talktop.com/q/232a7e2196c0/https://talktop.com/q/232a7e2196c0/2026-10-29 09:00:00 +0800Their survival, especially for the very youngest patients under the age of 35, may actually not be as good as somebody in their 40s or someone in their 60s, despite receiving more aggressive…https://talktop.com/q/106dc7250978/https://talktop.com/q/106dc7250978/2026-10-29 09:00:00 +0800catalyst for a monumental shifthttps://talktop.com/q/551575e98a64/https://talktop.com/q/551575e98a64/2026-10-28 09:00:00 +0800To build on our momentum, now is the right time to consolidate our geographies for greater impacthttps://talktop.com/q/a2d35e7d2e64/https://talktop.com/q/a2d35e7d2e64/2026-10-28 09:00:00 +0800These “sentient satellites” … “can solve global warming for ~1B years”.https://talktop.com/q/9d321ba58d56/https://talktop.com/q/9d321ba58d56/2026-10-28 09:00:00 +0800About 25% of people who have set up Muse use it on any given dayhttps://talktop.com/q/5178600fff1a/https://talktop.com/q/5178600fff1a/2026-10-28 09:00:00 +0800The company launched a new Gemini agent for enterprise earlier this month, and Google will bring that “same experience” to consumers later this year, starting with the Gemini app, CEO Sundar Pichai…