Alphabetting @wintermoat Twitter profile

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@wintermoat

2 years

First draft of my $GOOG investing iceberg

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@laloch2018

@HenryRidgwell

@bokeplokalmalam

@zexosur

@its_ivy_harper

@dainsartty

@ChenDa70159

@Hugo018318032

@shepmjs

@BBOGAM_

@LVCRFTofficial

@7Spideycomics

@pris16alvarado

@aurorab987

@ClairDeValentin

@Dr_dos_Sanches

@BBaardsen

@VGPOPP

@theonlybolaji

@Dr_dos_Sanches

@Empress_Id

@ZIPx2O

@YH_03_30

@audreywongk

@xie_wa1069

@EmmaMizfit

@BinorRaja

@marlon_corey

@madwavemusic

@IlesConsulting

@MKissn

@DpHegde

@JohnHopperstad

@harappa_cafe

@tracev

@chenghawuyanzu

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@wintermoat

1 year

"Google will quite literally have more TPUv5’s than OpenAI, Meta, CoreWeave, Oracle, and Amazon will have GPUs combined" $goog

Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors

Compute Resources That Make Everyone Look GPU-Poor

www.semianalysis.com

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@wintermoat

6 months

Ackman today on why $goog is a top holding: "We ultimately concluded, hey, they're tied or ahead. And you're paying nothing."

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@wintermoat

1 month

Waymo is so cool. $goog

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@wintermoat

2 years

This letter on $goog from @patient_capital is amazing. Couldn't have stated the final portion on AI better myself.

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@wintermoat

2 years

Pretty cool $goog

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@wintermoat

6 months

Microsoft on Google: "Today, only one company - Google - is vertically integrated in a manner that provides it with strength and independence at every AI layer from chips to a thriving mobile app store." $goog $msft

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@wintermoat

3 months

Pretty wild seeing the Apple math demo basically recreated with Gemini 1.5 flash API in just hours. Tldraw team is cracked. $goog

tldraw

@tldraw

3 months

i have an idea

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@wintermoat

4 months

@suitdotcom @TheNicklison @MAstronomers there have been much more technological advances between the moon landing and now than between wright brothers and moon landing. it's not even remotely close.

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@wintermoat

4 months

dancing $goog

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@wintermoat

3 years

@phoenixvalue $googl $goog

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@wintermoat

4 months

In early testing Wendy's new AI drive through system (built in partnership with GCP) saves 22 seconds per order with 99% success rate and 86% requiring no worker interaction. $goog

Danny Thompson

@DThompsonDev

4 months

Wendy's is using FreshAI, their AI to automate drive thru ordering. Wild to see 🤯

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@wintermoat

2 years

@p8stie I fee like we're witnessing the rise of a modern philosophical prophet who will form a civilization around her teachings and whose followers will be known for their street smarts and healthy, remineralized teeth

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@wintermoat

4 months

@suitdotcom @TheNicklison @MAstronomers The computing power in your pocket dwarfs the computing that took people to the moon. It allows instant communication to anyone across the globe. Unfathomable back then and the innovation required to get there was immense. much bigger advances in medicine, AI, energy as well

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@wintermoat

2 months

Waymo growth in driverless miles driven. $goog

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@wintermoat

1 month

Reminded me of the time someone accidently left a model training at Google for a month and the TPUs had zero failures. $goog

xjdr

@_xjdr

1 month

if they were using TPUs we'd already have AGI

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@wintermoat

3 months

$goog flirting with all time highs and people are calling sama cringe

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@wintermoat

1 year

Tons of alpha in filming old people react to self-driving cars. Over 10M views already on this Waymo tiktok uploaded last night. $goog

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@wintermoat

7 months

Google's new internal model is named Goose. Trained on 25 years of internal Google code and docs. Have to image that's probably the cleanest dataset of code you can get your hands on. Part of Google's AI efficiency drive. $goog

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@wintermoat

1 year

A surprise $130M bulk order of GPUs from $GOOG ten years ago was the lightbulb moment for $NVDA to shift their focus to AI.

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@wintermoat

2 years

@tszzl

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@wintermoat

2 months

Love seeing all the first rider experiences on my Waymo feed. $goog

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@wintermoat

4 months

$goog actually rising as Sundar talks on a call 🤯 we're so back.

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@wintermoat

6 months

$goog being down 2.5% on news of a Bing rebrand when this sentence is in their latest Gemini 1.5 technical report is hilarious. 10M tokens!

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@wintermoat

3 years

@tszzl and not many ppl know they turned down double from facebook

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@wintermoat

7 months

Gemini identifying this youtube video that has 32 views from a screencap is nuts. AI model integration with google products and all the data that come with them is going to blow minds. $goog

ParisNeo

@ParisNeo_AI

7 months

Google gemini ultra is out of this world: It did understand that this image comes from my last youtube video! Waw. That's impressive. I published that video last night.

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@wintermoat

3 years

@cap_zay holy shit

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@wintermoat

4 months

#GoogleIO is one week away. Big announcements expected. $goog

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@wintermoat

1 year

"Are you sentient?" "Sir, this is a Wendy's."

Evan

@StockMKTNewz

1 year

JUST IN: Wendy’s $WEN is starting to automate its drive-through using an AI chatbot powered by natural-language software developed by Google $GOOGL - WSJ

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@wintermoat

6 months

Interesting post by former Googler now at a startup $goog

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@wintermoat

11 months

Massive Bard update $goog *Bard Extensions allows you connect and interact with your own data in Gmail, Docs and Drive! *Real-time integration with Google Flights, Maps, Youtube and Hotels. *New "double check" feature to verify information

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@wintermoat

5 months

"the short-term economics are a bit fuzzy, but the long-term strategic benefit for both companies is pretty clear." - @stratechery $goog $aapl

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@wintermoat

5 months

Youtube ( #1 streaming service) growing share of total watch time on TVs by 15% YoY according to new Nielsen Feb numbers. Solid growth on Tubi as well. $goog

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@wintermoat

3 months

Just ship it mentality here is v bullish. $goog

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@wintermoat

3 months

Contrast of these two clips from $msft and $goog events is illustrative of Google's infra supremacy. Not the most important element of the stack but an example of how investments from $goog over the past decade which perplexed some at the time are paying off huge now.

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@wintermoat

3 months

$goog

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@wintermoat

2 months

Finally $goog publicly flexing their security infra in wake of major $msft breaches.

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@wintermoat

3 months

I'd argue the Amazon search experience has degraded way more than Google in recent years despite discourse mostly focusing on Google. $goog

Mads Capital

@MadsCapital

3 months

Narrative violation: "As recently as 2022, almost 52% of US shopping journeys began on online marketplaces such as Amazon. Last year, only 40% of shopping trips started there while 30% of shoppers began their shopping on search engines like Google, up from 25%" $GOOG $GOOGL $AMZN

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@wintermoat

5 months

"I think that this keynote was by far the most impressive presentation Google has made in the AI era" $goog

Gemini 1.5 and Google’s Nature

Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

stratechery.com

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@wintermoat

7 months

Gemini Ultra nailing this logic test that GPT4 botches $goog

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@wintermoat

21 days

This @benthompson line would ring more true if $goog hadn't invented transformers and a host of other ML breakthroughs to bolster search. Also not search related, but inventing self-driving cars and solving protein folding are innovations that benefit consumers greatly.

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@wintermoat

2 years

Nice response from Waymo's research lead Drago Anguelov on LiDAR and mapping. $goog

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@wintermoat

2 years

YTD returns: $TWTR +26% $META -71% $AMZN -43% $GOOG -36% Parag's 3D chess goading Elon into buying Twitter then taking it to court to save his shareholders while the rest of big tech was gutted is legendary. Less than a year on the job but will go down in CEO history.

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@wintermoat

7 months

Looks like Gemini Ultra is being released to the masses via paid subscription on Wednesday. Can't wait for this. $GOOG

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@wintermoat

13 days

Gemini Live reviews starting to trickle in as access rolls out "Coolest AI feature I've seen yet... Legitimately the best AI experience I've had." $goog

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@wintermoat

6 months

LFG $goog

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@wintermoat

5 months

$GOOG X $AAPL (Goog up 5.6% premarket)

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@wintermoat

3 months

$googl all time highs

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@wintermoat

3 months

"The first takeaway from this analysis is that Google’s strategy truly is unique: they are, as Nadella noted, the Apple of AI." $goog

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@wintermoat

3 months

Developers are going to cook on Gemini 1.5 Flash. Fast, cheap, multimodal. $goog Analysis from @ArtificialAnlys

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@wintermoat

3 years

@PlainSite "Elon’s tweet does not match engineering reality" *Still charges ten thousand dollars for it*

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@wintermoat

1 year

the only metric that matters $goog $msft

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@wintermoat

1 year

@BjarturTomas Demis quote from January

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@wintermoat

4 months

$goog

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@wintermoat

1 year

Bard vs Bing comparison $goog $msft "Draft an introduction for a grant draft to test LLMs as patient education apps"

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@wintermoat

1 year

Making $goog dance

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@wintermoat

1 year

YouTube share of viewing time on TVs up 30% YoY despite Nielsen removing YouTubeTV from the total. $goog

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@wintermoat

4 months

Fun day to check in on the degen positions. $goog

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@wintermoat

6 months

If you haven't seen it, Hacking Google is a must watch. Very entertaining minidoc on Operation Aurora, China's 2009 hack of Google that led to them deciding to leave China and completely rebuilding their defense system. $goog

Operation Aurora | HACKING GOOGLE | Documentary EP000

HACKING GOOGLE – what happens when a country attacks a company? In 2009, Google found out and cybersecurity was never the same again. An inside look at the h...

www.youtube.com

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@wintermoat

6 months

China likely has TPU-v6 specs. And assuredly equivalently important advances from NVIDIA, OpenAI, etc. I'd bet they don't even need physical spies for more than a couple US institutions that have lights out cyber defense. Much more needed to combat state-backed economic espionage

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@wintermoat

6 months

$goog

Aidan McLau

@aidan_mclau

6 months

gemini 1.5 pro's pricing is wild? it performs comparably to gpt-4. it's 20 × cheaper than gpt-4 (if 1.5 pricing = 1.0). for reference, mistral large seems to underperform gpt-4 at only 1.25 × cheaper. cmon openai, blow us away

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@wintermoat

12 days

Very impressed with initial testing of Gemini Live hands free during morning jog. There's are some hiccups but main takeaway was that it's solid in current state with ridiculous potential. $goog

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@wintermoat

2 months

Way earlier than previous yrs. Normally an October event. Wouldn't be surprised if Gemini Ultra 1.5 gets released here with lots of Pixel integration. Project Astra would also be very nice. $goog

Marques Brownlee

@MKBHD

2 months

New Google event in August. Pixels incoming 👀

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@wintermoat

3 months

Gemini app #2 overall on Google Play Store $goog

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@wintermoat

2 years

@tszzl

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@wintermoat

5 months

Think this story is less about shifting business model of search and more indication they're trying to make it very attractive to become a paying user for access to unique AI functionality across many Google products. $goog

Google considers charging for AI-powered search in big change to business model

Proposals would mark first time any of the software group’s core product falls behind a paywall

www.ft.com

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@wintermoat

1 year

@JMSifter @cis_female @gh0stp3pp3r_ They're not making it worse. They are trying to fend off the $100b SEO industry which is sadly seems to be winning.

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@wintermoat

3 months

Lots of $goog innovation being utilized in Apple Intelligence

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@wintermoat

14 days

One thing you won't find in either the Bloomberg $GOOG piece (which is just a clickbaity rehash of the scarier Information piece from a few days ago) or the Information piece itself is consumer harm.

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@wintermoat

1 year

New footage of Generative Search at #gml2023 $goog

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@wintermoat

2 months

👀 $goog

Morten Just

@mortenjust

2 months

This is fast. Chrome running Gemini locally on my laptop. 2 lines of code.

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@wintermoat

6 months

I uploaded the pdf of Elon's lawsuit and OpenAI's response to Gemini 1.5 and asked for a legal analysis. Not bad. $goog

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@wintermoat

1 year

This is pretty cool. Google built an LLM fine-tuned on their internal ads data (!) to allow users to easily create good ads. Can also chat with the UI to tweak and add features. #gml2023 $goog

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@wintermoat

1 year

$MSFT watching this #GoogleIO

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@wintermoat

3 years

@jcmorris1974 @SnazzyQ the flagship androids from google and samsung have smaller bezels and haven't had a notch for years

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@wintermoat

3 months

@JerryCap love to hold surprise events right before the competitors i'm not thinking about.

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@wintermoat

2 years

@rhunterh It's a custom desk built by Bonesteel Trout Hall

Bonesteel Trout Hall (@bonesteeltrouthall) • Instagram photo

www.instagram.com

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@wintermoat

4 months

Good luck upstaging #GoogleIO with a Bing rebrand🥱 $goog

Tom Warren

@tomwarren

4 months

it looks like OpenAI is about to unveil its Google search competitor on Monday. It will reportedly be partly powered by Bing

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@wintermoat

2 years

@growing_daniel rich people famously hate zero income tax

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@wintermoat

5 months

DOJ is going to mandate blue bubbles for Android users and $goog is down. Travesty.

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@wintermoat

2 months

Extremely bullish on $meta ray ban form factor after a month of use Main pros: 1. Listen to whatever w/o looking like an antisocial airpod dingus. Like transparency mode on steroids. 2. Basically a dashcam for your face (captured some video I'd have no time to get on phone cam)

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@wintermoat

3 years

@tszzl FB wouldn't agree to certain ethical provisions and wanted them to move to CA if I remember correctly. The book this is from, Genius Makers, is an incredible read on history of neural networks and early 2010s race of big tech investment into them

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@wintermoat

3 years

@ownedbytheta @Alpha_Tweets @HuXijin_GT LMAO. It's not even close to comparable.

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@wintermoat

3 years

@GianniDiMattia6 @TidefallCapital Sundar here posing like he just dropped the hottest mixtape in southern India. swag through the roof.

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@wintermoat

3 years

@madebygoogle all of us the next 6 days

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@wintermoat

2 years

Hours of content by video service Netflix: ~40,000 hours Youtube: ~40,000 hours of video uploaded every hour $googl $nflx

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@wintermoat

4 months

From the new Vibe-Eval paper measuring multimodal models: "Overall, we find that Gemini Pro 1.5 performs the best followed by GPT4-V." $goog

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@wintermoat

2 years

@viggy_krishnan @Larryjamieson_ me just here learning vs viggy just here learning

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@wintermoat

1 year

@nearcyan I've had some good results today with more practical use cases. This prompt was "Draft an introduction for a grant draft to test LLMs as patient education apps" next to Bing results of the same

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@wintermoat

6 months

From this interview

Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free...

Bill Ackman is an investor who has led some of the biggest and controversial financial trades in history. He is founder and CEO of Pershing Square Capital Ma...

www.youtube.com

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@wintermoat

6 months

Great breakdown of Gemini 1.5's long context abilities from an early access tester. He uploads the entire new Tony Robbins book (lol) to show it's not relying on training data and it nails chapter by chapter summaries and complex questions. $goog

Gemini 1.5 for Summarization

Gemini Blog - https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/#sundar-noteNext video will look at Video with Gemini 1.5🕵...

www.youtube.com

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@wintermoat

5 months

Google's compute is likely a big factor for them landing potential Apple partnership. Not sure anyone but $goog could cost effectively scale genAI on every iPhone.

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@wintermoat

1 year

"Google will quite literally have more TPUv5’s than OpenAI, Meta, CoreWeave, Oracle, and Amazon will have GPUs combined" $goog

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@wintermoat

1 year

It's happening $goog

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@wintermoat

1 year

@nearcyan though I don't agree with good portion of AI risk arguments I feel like Robert Miles is the best at distilling them to noobs.

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@wintermoat

7 months

Seems more like trying a Bing rebrand but they're putting it under the OpenAI banner because Bing reputation too much to overcome with general public. $goog $msft

The Information

@theinformation

7 months

Exclusive: OpenAI has been developing a web search service in its latest challenge to Google. By @aaronpholmes

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@wintermoat

3 months

Kushan Zulca

@kushanzulca

3 months

Gemini-1.5-flash is under-hyped, while GPT-4o struggles to meet the hype.

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@wintermoat

6 months

Gemini 1.5 propping up $goog during rough day for big tech.

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@wintermoat

2 years

@streitmannmate @KiboShib @bhardwajshash @BigTechAlert @elonmusk @karpathy He hasn't been involved personally or monetarily in OpenAI in a long time.

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@wintermoat

1 year

Pretty sure the new Samples feature on Youtube Music is going to be a big hit. They've made a music discovery tool which is basically a TikTok for the monster catalogue of music videos and live performances already on Youtube. $goog

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@wintermoat

2 years

Guy fired from Google for doing a PR tour claiming LaMDA is sentient says ChatGPT is "a few years behind Google" capabilities. $goog

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@wintermoat

3 months

@TheStalwart

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