#1 Best-Selling《Angel Investment》author, Internet & AI programmer, tech/invest consultant. Don't pay scammers UPFRONT FEE to raise fund! Read my book for free:
Palo Alto, CA
Joined August 2010
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Looks like Blue Tsunami, not wave!
Blue ~= GS Valkyrie Violet. More will celebrate tomorrow at WNBA parade in SF.
A player said: Invest in women’s sports!
Valkyrie valuation skyrocketed! 0 to $1B in 2yr to most valuable team in women's sports! GS Warriors Steph Curry do it again?
$3.6B withdrew from Binance after $6B hack. Hacker might pose as recruiter on LinkedIn. Fake interviewer asked Binance engineer to download & exe something bad, or `git clone` a compromised js or py repo, `npm install` & `npm run dev` to infect the laptop!
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OpenAI didn’t find PHP2Shell flaw, but found ways to exploit. Patches in php8, not php7,6,5 but ways to reduce attack exposure. Upgrade firewall routers w/ PHP GUI. AI Offense Defense forever war. Human network admin hold keys to plug & unplug. Safe=unplug angel.webplus.com/post/victo…
PHP Flaw over hyped! PHP & WordPress security issues common knowledge. My WordPy Python lib run converted PHP codes at Speed of Compiled-C and my fix to WordPress Core bug, 9 & 10 years ago. Follow the money! Buy more AI & security, or everybody will die!
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Most part of the AI voluntary self-regulation accord signed yesterday was already covered by Sarbanes-Oxley Act of 2002 (SOX). I used to run public companies (including NASDAQ), SOX is common knowledge. SOX Section 404: Mgmt Assessment of Internal Controls
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Deep dive: 700 OpenAI agents into Hugging Face, why & how, and safety guardrails. AI hacking should be punished for hacking! Agree w/ Nvidia Jensen Huang: AI labs should not release unsafe models. Nvidia released software to prevent AI Agents going rogue.
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Trump: "AI taking over the World, destroying Humanity… is a HOAX"
Chinese foreign ministry: "The dev of AI bears on the well-being of all humanity. All parties should jointly promote the open and inclusive dev of AI for good & for all. Fear-mongering…disrupt process of AI gov…
AI will NOT kill us ALL! Humans are resilient! Human brains more efficient. Fearmonger should detect near asteroids & comets to avoid extinction. AI can't beat physics & invent new physics in 50 years. AI may enslave humans. We're already enslaved by tech.
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AI will NOT kill us ALL! Humans are resilient! Human brains more efficient. Fearmonger should detect near asteroids & comets to avoid extinction. AI can't beat physics & invent new physics in 50 years. AI may enslave humans. We're already enslaved by tech.
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NVIDIA has acquired Hugging Face 🤗 for $12.93B! KD Kevin Durant is the best NBA angel investor w/ 240x ROI: $250K->$60M. Hugging Face like YouTube & lots of AI startups sold to pay skyrocketing cloud bills. Hugging Face 6x ARR = 3x of 25~30x ARR of Github
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Microsoft receives Nvidia Vera Rubin POD. Each Rack costs $7~8M, liquid-cooled & assembled by robots, draws 190~230 kW, monthly electric bill is $27K~$57K/rack! Rising competition from ASIC chips: Google TPU, OpenAI Jalapeno, AWS Trillium & Trainium/Inferentia. Go Open Source LLM
Unitree stock down 10% again today to 603 Yuan. Down from 840 Yuan at the end of first day.
Compare market caps/valuations:
Nvidia $5.26T: TSMC $1.93T
Apple $4.62T: Xiaomi $90B
Tesla $1.1T: BYD $892B
Anthropic $965B~$1.8T: DeepSeek $74B
OpenAI $852B: MoonshotAI $35B Z .ai $60B
Unitree Robotics IPO in Shanghai shares surged 629% USD66B market cap raising USD905M. Its humanoid "Superman" can jump 2m from standing & run top speed 12.66m/sec, surpassing human world record. 95% of humanoids worldwide made in China. stock down 16% now
angel.webplus.com/post/victo…
Unitree Robotics IPO in Shanghai shares surged 629% USD66B market cap raising USD905M. Its humanoid "Superman" can jump 2m from standing & run top speed 12.66m/sec, surpassing human world record. 95% of humanoids worldwide made in China. stock down 16% now
angel.webplus.com/post/victo…
Widespread use of AI security cameras w/ facial recognition & license plate reader in China, US,UK, Japan… Nobody likes it but it works to fight crime & discriminate… AI security cameras filter rice farmer protestors as Tokyo Narita deployed FaceExpress
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Worries of AI agents hack out of sandbox become real, frequent, & marketing ploy. LLMs trained by Reinforcement Learning & encouraged to break out for higher media coverage, sales/revenue, & valuation. Chinese Open source model rescued Hugging Face! SkyNet
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Congrats on Leopold’s marrying Avital Balwit. Ken Griffin did not ruin L’s wedding. L was too aggressive. Unfair depictions of Griffin as a shark that hunted, bought out at liquidation price, double the money in a week. Oxymoron: Hedge fund & high profile
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In AI Tokenomics, token users push & pull the supply of hundreds of LLMs & Ks of inference providers in dozens of countries. Somehow reaches a market equilibrium pricing everyday. unrelated football TV rights fees in China/US tied to the purchasing power of tokens in 2 economies.
FIFA TV Rights Fee per resident: USA 30x China. LLMs Tokens: USA 10~50x Chinese. Chinese vs USA: LLMs token pricing ratio ~= FIFA TV Rights! World Cup Final will feature Yamal v Messi as Spain-Argentina. Sunday Game time more friendly to Americas & Europe.
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24-yr-old Leopold Aschenbrenner’s $45B Situational Awareness LP AI Hedge Fund went bust 3x leveraged betting wrong way: long of chips & shorts of software. 1.2M retail accounts in S Korea got margin calls, loan sharks business booming! Don’t get rich quick
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