Fireside Alpha

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Fireside Alpha
@firesidealpha
Aug 31
Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved "It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible."
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Fireside Alpha
@firesidealpha
Aug 15
01:26
Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a
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Fireside Alpha
@firesidealpha
57m
OpenAI's Richard Ho says Sam Altman’s plan for “pervasive intelligence” extends beyond data centers to the edge “I think whatever works. I think the mission is pretty clear, and I think everyone who works on the team is very aligned with the mission, which is providing
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Fireside Alpha
@firesidealpha
Oct 1
00:34
OpenAI Hardware VP Richard Ho says when the planned logic would not fit the chip's area, his team turned its AI models on the design and saved over 13% Richard Ho: "But what we found, and it was because we're trying to go fast on the execution, we ran into some real problems. We
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Fireside Alpha
@firesidealpha
9h
Ben Affleck reveals seeing OpenAI made him call Matt Damon and warn “we’re finished,” before realizing its researchers knew little about how movies are made “And then there’s this company OpenAI, and they have this text-to-image thing. And as I was telling you before, I’ve
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Fireside Alpha
@firesidealpha
10h
01:10
Brian Chesky says he generates roughly 30,000 ideas a year and uses AI to rescue ideas he initially thought were stupid "It’s more the good ideas jump off the page. So, for example, I basically have a notebook, and every thought is, like, a sentence or a couple sentences. And I
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Fireside Alpha
@firesidealpha
10h
Brian Chesky says he generates roughly 30,000 ideas a year and uses AI to rescue ideas he initially thought were stupid "It’s more the good ideas jump off the page. So, for example, I basically have a notebook, and every thought is, like, a sentence or a couple sentences. And I
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Fireside Alpha
@firesidealpha
Sep 30
01:07
Mostly Borrowed Ideas reveals his Muse found an Airbnb experience 60% cheaper by going direct “That's when I realized, okay, that's interesting. So after those five suggestions, I picked one. I said, ‘Okay, that one looks interesting. This farmhouse experience looks interesting.
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Fireside Alpha
@firesidealpha
14h
Ben Thompson reveals Mark Zuckerberg invited him to Meta to understand six years of Reality Labs criticism and then kept doing the same thing “So this was in 2020. It was the week before everything shut down. He invites me in, and the reason he wanted to talk to me is he wanted
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Fireside Alpha
@firesidealpha
19h
00:44
Ben Thompson says consumer AI is winner-take-all because Muse could become the “aggregator of aggregators,” mediating everything online through one Tamagotchi-like character “And then number three, the implications of winning the space are astronomical. This is like, this is the
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