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MadAIMan

@mayankvora.bsky.social

AI Newsletter Pioneer at The Shift | Get the latest breakthroughs, tools, and strategies in AI | Subscribe to my newsletter πŸ‘‡πŸ» https://theshiftai.beehiiv.com/subscribe

19 Followers  |  5 Following  |  583 Posts  |  Joined: 28.01.2025  |  1.9274

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05.11.2025 14:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Suncatcher isn’t just green compute, it’s infinite compute.
No grids. No energy caps. No local limits.
Google’s betting the next AI arms race won’t happen on Earth, it’ll happen in orbit.

05.11.2025 14:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

1/ This isn’t sci-fi, it’s infrastructure.

- Google’s Trillium TPUs already passed five years’ worth of radiation tests.
- Next: two prototype satellites with Planet by 2027, running AI workloads via optical links at data-center speeds.

05.11.2025 14:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Google just put AI in orbit.

- Project Suncatcher aims to run large-scale AI workloads… in space.
- Solar-powered satellites with Google TPUs will process data above Earth’s grid, using 8Γ— more sunlight and near-zero downtime.

05.11.2025 14:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Our newsletter, The Shift, delivers breakthroughs, tools, and strategies you won't find anywhere else – 5 days a week.

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04.11.2025 13:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

3/ The Strategic Outcome

- This alliance cements OpenAI’s evolution into a full-stack AI powerhouse.

- By owning both the model layer and the infrastructure layer, it controls speed, scale, and cost, the holy trinity of AI economics.

04.11.2025 13:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

2/ A Broader AI Power Map

- The AWS deal is part of OpenAI’s $1.4T infrastructure expansion, alongside partners like Oracle, Google, NVIDIA, and Broadcom.

- This diversification ensures supply stability and cost optimization as model complexity explodes.

04.11.2025 13:36 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

1/ The Infrastructure Behind the Future

- This isn’t just about running ChatGPT faster, it’s about powering OpenAI’s next generation of training and agent workloads.

- The deployment will ramp through 2026, scaling to tens of millions of CPUs with built-in sustainability and redundancy.

04.11.2025 13:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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OpenAI Expands Beyond Microsoft

- OpenAI just inked a 7-year, $38B partnership with AWS, its first major move outside Microsoft’s cloud.

- The deal unlocks new compute capacity worldwide, powered by AWS UltraServers using NVIDIA GB200 and GB300 GPUs.

04.11.2025 13:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

3/ The Fallout

- Altman survived. Sutskever vanished. Anthropic became a rival.
- Now, as the memos surface in Musk’s lawsuit, we’re finally seeing how fragile OpenAI’s alignment really was.

03.11.2025 16:04 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

2/ How Close It Got

- Greg Brockman’s memo and Mira Murati’s testimony fueled the board’s case.
- At one point, Anthropic was proposed as the β€œethical reset,” with Altman out and Amodei in.

03.11.2025 16:04 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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1/ Inside the Brockman Memo

- A 52-page internal document detailed how OpenAI’s board planned to remove Sam Altman a year before the 2023 crisis.
- It accused him of manipulation, and even explored a merger with Anthropic, led by Dario Amodei.

03.11.2025 16:04 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

3/ Even ChatGPT users are generating inside Google’s ecosystem.

- Cross-app workflows between Gemini, Veo, and Adobe are redefining what β€œproduction pipeline” means.
- This isn’t model competition, it’s platform dominance.

30.10.2025 14:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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2/ Google’s edge comes from integration.

- Gemini powers 74% of image gen, Veo leads 69% in video, outpacing OpenAI, FLUX, and Runway.
- The Gemini–Veo–AI Studio trifecta has become the creative stack of 2025.

30.10.2025 14:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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1/ Creators remain the early adopters, with 89% using AI for visuals versus 62% for video.

- But enterprise adoption is catching up fast, driven by cost savings and ROI within 12 months.
- AI isn’t experimental anymore, it’s operational.

30.10.2025 14:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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The 2025 State of Generative Media report just dropped, and Google’s officially on top.

Across 300 creators and enterprises, Gemini and Veo now dominate image and video generation alike.
It’s not just leadership, it’s ecosystem lock-in.

30.10.2025 14:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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The Shift Get the latest breakthroughs, tools, and strategies to level up at your work all in under 5 minutes a day, delivered 5 days a week.

Master AI and future-proof your career.

Our newsletter, The Shift, delivers breakthroughs, tools, and strategies you won't find anywhere else – 5 days a week.

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15.10.2025 13:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

This marks a shift toward personalized, realistic AI interactions, and puts OpenAI in direct competition with Grok and Character.AI.

The big question: can AI intimacy scale safely without crossing ethical lines?

15.10.2025 13:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

3/ OpenAI will also allow developers to create mature ChatGPT apps with built-in age verification and moderation, opening a new frontier for adult-oriented AI experiences.

15.10.2025 13:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

2/ Before launch, ChatGPT will get a major personality upgrade modeled after GPT-4o, warmer, more natural, and emotionally responsive, while keeping strong safety guardrails in place.

15.10.2025 13:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

1/ Only verified adults will have access.
OpenAI’s new ID and age-prediction systems will restrict entry, ensuring mature content stays within consent-based, compliant boundaries.

15.10.2025 13:13 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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ChatGPT is getting an β€œErotica Mode.”

Sam Altman just confirmed that verified adults will soon be able to have mature, consensual conversations with ChatGPT, launching this December with full age-gating and safety controls.

15.10.2025 13:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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The Shift Get the latest breakthroughs, tools, and strategies to level up at your work all in under 5 minutes a day, delivered 5 days a week.

Master AI and future-proof your career.

Our newsletter, The Shift, delivers breakthroughs, tools, and strategies you won't find anywhere else – 5 days a week.

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14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

From model maker to infrastructure owner, OpenAI is going full-stack.
If it works, this deal could rewrite AI’s compute economics and redefine who controls the future of intelligence.

14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

3/ This puts OpenAI alongside Google (TPUs) and Amazon (Inferentia), companies owning both AI models and chips.

- Custom accelerators mean lower costs, more control, and less dependence on NVIDIA’s supply chain.

14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

2/ First racks go live in late 2026, with full rollout by 2029.
The 10GW build will fuel OpenAI’s global data centers, boosting performance, scalability, and energy efficiency.

14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

1/ OpenAI will design the accelerators and systems, embedding learnings from frontier models directly into hardware.

- Broadcom handles manufacturing and deployment, powering massive AI workloads with advanced Ethernet + PCIe networks.

14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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OpenAI just made its biggest hardware move yet.

A new partnership with Broadcom will build 10 gigawatts of custom AI accelerator infrastructure, the foundation for next-gen intelligence.

14.10.2025 13:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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The Shift Get the latest breakthroughs, tools, and strategies to level up at your work all in under 5 minutes a day, delivered 5 days a week.

Master AI and future-proof your career.

Our newsletter, The Shift, delivers breakthroughs, tools, and strategies you won't find anywhere else – 5 days a week.

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Plus, get access to 2k+ AI Tools and free AI courses when you join

13.10.2025 13:01 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Backed by $1B from NVIDIA, Microsoft, OpenAI, and Jeff Bezos, Figure 03 marks the shift from concept robots to mass-market companions.

- Safe enough for your home.
- Smart enough for your factory.
- Scalable enough for the world.

13.10.2025 13:01 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

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