Bruno Raymond
banner
wildpixels.bsky.social
Bruno Raymond
@wildpixels.bsky.social
Enjoying China, its diverse foods, cultures, landscapes, peoples by taking long road trips across the country. 云南 & 甘肃 addict.
Google, Nvidia, and OpenAI
stratechery.com/2025/google-...

Looking forward to see how this will play out
Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
stratechery.com
December 2, 2025 at 4:28 AM
On language an intelligence in the context of LLMs
futurism.com/artificial-i...

via Yann LeCun
Large Language Models Will Never Be Intelligent, Expert Says
The AI industry is staking its future on language models. But LLMs, an expert argues, are fundamentally incapable of being intelligent.
futurism.com
November 30, 2025 at 1:15 AM
Great insights:
What 60 days in China's lower-tier cities revealed to me about retail
www.campaignasia.com/article/what...
What 60 days in China's lower-tier cities revealed to me about retail | Marketing | Campaign Asia
After 60 days travelling solo through 30 cities in China, Wai Social founder Olivia Plotnick shares what she saw and learned.
www.campaignasia.com
October 14, 2025 at 3:44 AM
Reposted by Bruno Raymond
Today, we’re officially introducing Kagi News: a once-a-day press review that cuts through the noise. Global stories, community-curated sources, and zero tracking.

Links below 👇
September 30, 2025 at 3:13 PM
How to run a research loop and a product loop at your company
shyamal.me/blog/researc...

Interesting insights that apply even if not running an actual research loop but more regular product concepting or product exploration
How to run a research loop and a product loop at your company
Most startups that try to do both research and product end up doing neither well. The research group drifts into science projects, the product group starves for breakthroughs, and everyone is frustrat...
shyamal.me
September 17, 2025 at 11:50 AM
U.S. Intel stratechery.com/2025/u-s-int...
The big existential question facing the former chip giant
U.S. Intel
The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
stratechery.com
August 27, 2025 at 1:51 PM
Interesting read - AI 2027
ai-2027.com
AI 2027
A research-backed AI scenario forecast.
ai-2027.com
August 27, 2025 at 11:14 AM
State sponsored industrial policies at work: China's Evolving Industrial Policy for AI www.rand.org/pubs/perspec...
China's Evolving Industrial Policy for AI
China wants to become the global leader in artificial intelligence by 2030. Beijing is deploying industrial policy tools across the full AI technology stack, from chips to applications. Will it catch ...
www.rand.org
July 31, 2025 at 2:25 AM
An insight in the challenges of live streaming
Behind the Streams: Three Years Of Live at Netflix.
netflixtechblog.com/behind-the-s...
Behind the Streams: Live at Netflix. Part 1
By Sergey Fedorov, Chris Pham, Flavio Ribeiro, Chris Newton, and Wei Wei
netflixtechblog.com
July 31, 2025 at 2:15 AM
Ollama now has native chat UI on desktop ollama.com/blog/new-app
Ollama's new app · Ollama Blog
Ollama's new app is now available for macOS and Windows.
ollama.com
July 31, 2025 at 1:31 AM
Will AI outsmart human intelligence? - with 'Godfather of AI' Geoffrey Hinton
www.youtube.com/watch?v=Ikdz...

Worth a watch!
Will AI outsmart human intelligence? - with 'Godfather of AI' Geoffrey Hinton
YouTube video by The Royal Institution
www.youtube.com
July 24, 2025 at 10:14 AM
DeepSeek Debrief: >128 Days Later
Traffic and User Zombification, GPU Rich Western Neoclouds, Token Economics (Tokenomics) Sets the Competitive Landscape
semianalysis.com/2025/07/03/d...
DeepSeek Debrief: >128 Days Later
SemiAnalysis is hiring an analyst in New York City for Core Research, our world class research product for the finance industry. Please apply here It’s been a bit over 150 days since the launc…
semianalysis.com
July 6, 2025 at 6:32 AM
Finally watching Andrej Karpathy: Software Is Changing (Again) www.youtube.com/watch?v=LCEm...

Highly recommended. Very well thought through and explained view of LLMs with great analogies.

Thanks @petermcd1010.bsky.social for the recommendation
Andrej Karpathy: Software Is Changing (Again)
YouTube video by Y Combinator
www.youtube.com
July 3, 2025 at 1:18 AM
3 rules for life www.youtube.com/watch?v=fX47...
Worth a watch
3 rules for life | Jack Conte
YouTube video by Three Rules
www.youtube.com
June 6, 2025 at 7:58 AM
Weekend reading, first Mary Meeker report since 2019 www.bondcap.com/reports/tai
BOND | BOND
BOND is a global technology investment firm that supports visionary founders throughout their entire life cycle of innovation & growth.
www.bondcap.com
May 31, 2025 at 2:22 AM
Interesting find while walking the dog this evening.
#birds
May 14, 2025 at 1:34 PM
I am dating my self, but this brings back memories!
Get your Minitel back, the COMPUTEL videotex BBS is back!
cq94.medium.com/get-your-min...
Get your Minitels back, the COMPUTEL videotex BBS is back!
For the impatient… the server can be reached at +33 1 8421 8116
cq94.medium.com
April 24, 2025 at 2:01 AM
@flipboard.com it has been several months that web login on macOS fails (Safari & Orion browsers) with error message "There was a server error. Please try again later."
March 5, 2025 at 3:23 AM
DeepSeek approach: get inexperienced fresh graduates. They are not constrained by experience & can innovate.

Then this article www.quantamagazine.org/undergraduat...
“I did this without knowing about Yao’s conjecture,” Ignorance enable him to innovate.

Is there something to this. Thoughts?
Undergraduate Upends a 40-Year-Old Data Science Conjecture | Quanta Magazine
A young computer scientist and two colleagues show that searches within data structures called hash tables can be much faster than previously deemed possible.
www.quantamagazine.org
February 11, 2025 at 8:00 AM
An other year and an other deck by @nathanielbullard.com -> Decarbonization: 2021 Things, The Complex, Reagents www.nathanielbullard.com/presentations
A must read as usual
Presentations — Nat Bullard
www.nathanielbullard.com
February 5, 2025 at 8:24 AM
Finally reading the article that is rumored to have triggered the NVIDIA stock sell off -> youtubetranscriptoptimizer.com/blog/05_the_...

Lot's of interesting ideas. worth the read
The Short Case for Nvidia Stock
All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.
youtubetranscriptoptimizer.com
February 2, 2025 at 1:24 PM
What a great way to start 2025 ...
Fudan researchers claim that they enabled LLMs to self-replicate and avoid command-line shutdown by human users. They warn that humans’ loss over control over frontier AI is a real risk, as specifically engineered models could proliferate uncontrolled. arxiv.org/abs/2412.12140
Frontier AI systems have surpassed the self-replicating red line
Successful self-replication under no human assistance is the essential step for AI to outsmart the human beings, and is an early signal for rogue AIs. That is why self-replication is widely recognized...
arxiv.org
February 1, 2025 at 1:05 PM