Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter (3 minute read)
Amazon CEO Andy Jassy recently published an annual shareholder letter that takes aim at several competitors, including Microsoft, Intel, Nvidia, Starlink, and OpenAI. Demand for Amazon's newest chip, Trainium 3, is so high that it is nearly sold out. AWS' homegrown CPU, Graviton, is now used expansively by 98% of the top 1,000 EC2 customers. Amazon Leo, scheduled to launch in mid-2026, is already succeeding. AWS plans to spend $200 billion on capex in 2026, mostly on building out data centers.
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Science & Futuristic Technology
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How NASA Built Artemis II's Fault-Tolerant Computer (6 minute read)
The changes from Apollo to Artemis represent a massive leap in software complexity. Today's software manages every thermal valve and power relay, making it a challenge to ensure the software remains synchronized and valid while under a barrage of cosmic radiation. This article discusses Orion's zero-tolerance architecture and how it offers a preview of a future where mainstream computing can achieve the same always-on resilience required for space.
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Clinical trial shows gene editing works for β-Thalassaemia, too (5 minute read)
β-Thalassaemia, a disease closely related to sickle-cell anemia, is caused by a large range of mutations, so it can't be fixed with a single editing system. Researchers took an approach that involved reactivating the fetal version of the gene, which has a higher affinity for oxygen than normal hemoglobin. Editing the gene in patient stem cells and transplanting them back resulted in the patients' hemoglobin levels rising. All patients in the trial saw side effects, but they met the trial's key success metric of going over six months without needing a transfusion to control their disease.
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Programming, Design & Data Science
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We Built Every Employee at Ramp Their Own AI Coworker (11 minute read)
Ramp hit 99% adoption of AI tools across the company, but most people were stuck as they had no idea how to improve their setup. This made the company decide to build its own AI productivity suite to make every employee an AI power-user without the pain of having to configure their environment. Owning its AI infrastructure is a competitive advantage for Ramp. It helps the company learn faster, build better AI-native products, and deliver better outcomes for customers.
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OpenAI slams Anthropic in memo to shareholders as its leading AI rival gains momentum (5 minute read)
OpenAI plans to have 30 gigawatts of compute by 2030. Anthropic is expected to have roughly seven to eight gigawatts by the end of 2027. OpenAI recently sent a memo to investors saying that Anthropic was operating on a meaningfully smaller curve, characterizing the company as compute-constrained. Both Anthropic and OpenAI are gearing up for IPOs, potentially this year. They have to convince investors that they have sustainable business models that can withstand the pressure of going up against cash-rich rivals.
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Judging by my tl there is a growing gap in understanding of AI capability (3 minute read)
Many people used ChatGPT when it first came out and then stopped. These people's opinions of AI capabilities are outdated. People who pay for AI and use it professionally are the ones who see the frontier of the technology. This group is subject to the highest amount of 'AI Psychosis' because the recent improvements in these domains have been nothing short of staggering.
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Let's talk about LLMs (40 minute read)
Large language models might be another vaporware hype cycle, or it might be a dot-com-style bubble, but everyone seems to agree we're in the middle of something.
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