Mtslive

AI Infrastructure's Next Bottleneck: Networking and Power Constraints

Just wrapped up a short sprint with the @MTSlive team 1 month stats: - from 40k to ~100k X followers - 3k views per stream to ~10k - ~45 guests booked each week - ~6 hrs of live content daily M-F - ~35M monthly impressions (5M on clips) - 111k total stream views - ~17 weekly upload on YouTube My

Damn Dr Mike made it on MTS before me https://x.com/MTSlive/status/2062203512319324259

Israetel argues that Don't Die is obvious, ahead of its time, and the rational strategy. That in the next 5-10 years, your probability of dying will be 100x lower, and that YOLO is sunsetting. https://x.com/MTSlive/status/2062232954429136905

NEW DROP - part 3 of our datacenter series on networking where we discus why your network is your net worth (really) networks are the next natural place for optimization as compute budgets and compute demand continue to balloon we'll be on @MTSlive at 1:30 ET or read on 👇

I don’t think the society has really processed yet what sort of change is in the pipeline because of AI. A bunch of people with subscriptions to AI, beating googles own classified setup, kind of makes me think we’re in for a world of collaborative disruption. https://x.com/mtslive/status/2061890848

30 pages on switches drop tomorrow we are long hardware diversification, XPOs and optimization systems we are bearish on copackaged optics :D we will also tell you why Claude is called Claude because you all need to be cultured on @MTSlive at 1:30 tomorrow

G and Sreeram on MTS talking about the latest breakthrough with ecdsa[.]fail! https://x.com/MTSlive/status/2061837785015742671

My take is that it would be more effective to simply tax the profits (when they have them) of AI companies at a set rate, say 21%, allowing for certain deductions and write offs to incentivize growth and investment but enabling the US taxpayer to share in their success. https://x.com/mtslive/status/

Hey there...gonna be on @MTSlive at 12:30PT to talk about this. Very exciting. Join in! https://x.com/MTSlive/status/2061438723565486515