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Cloud 2021 Q3
  • 56% enterprise data captured * 57% exploited = ⅓ of data leveraged
    • Cloud 2021 Q3
  • Edge network: close to data source but 2k km from cloud data center
    edge computing → where real-time decision-making takes place
    • Cloud 2021 Q3
  • Moore's law still in effect, but chip-specialization driving prices
    semiconductor co's chip race: “an app for that” → “a chip for that”
    EdgeQ's new AI 5G chip can replace multiple other components
    • Cloud 2021 Q3
  • Mediatek ~1yr behind Qualcomm in terms of productizing the new standard
    • Cloud 2021 Q3
  • fastest cpu race: 🥇🇯🇵Fugaku 🥈🇺🇸IBM summit 🥉🇺🇸IBM sierra
    • OS 2021 Q3
  • low-cost way to kick-start innovation: N strangers, 1 cause
    *licensed* software, free of charge, w/ copyright protection
    • OS 2021 Q3
  • value of OS: adoption → critical community mass → de facto standard
    license+governance directly impact its community health
    funding model can influence the governance + the license choice
    • OS 2021 Q3
  • biz models: v1 "Consulting" = OS code, sell consulting
    v2 "Cloud" = OS *some* code, sell a closed source cloud complement
    v3 "Community" = OS code, issue token / charge access to community
    • OS 2021 Q3
  • open source powers the world: 80% the Web → Linux operating system
    65m developers on GitHub, 100m repositories, 3m orgs (72% F50)
    open source projects by repo: Code.gov 6.8k, AWS 3.8k, Airbnb 0.2k
    • OS 2021 Q3
  • OpenAI's new tool: writes software code in response to natural lang input
    • OS 2021 Q3
  • Waymo's Open Dataset: 2k 20sec clips of sync camera and LiDAR data
    labeled data: 12.6m 3D labels (LiDAR) + 11.8m 2D labels (camera)
    • OS 2021 Q3
  • 42m Raspberry Pi sold, 7m sold in 2020, #3 best-selling cpu
    raises $45m million at a $500m pre-money valuation
    $70 R Pi 400: complete personal cpu, built into a compact keyboard
    • OS 2021 Q3
  • Robot OS 2: set of software libraries/tools for building robot apps
    55% of the world’s robots will include a ROS package by 2024E
    • OS 2021 Q3
  • 1.5k OSHWA certified projects: standard for *hardware* OS
    • ML 2021 Q3
  • underlying point is machine learning means computers can 'see'
    100m km² (98% world pop) on Google Maps high-def satellite imagery
    • ML 2021 Q3
  • ML is both rocket science and tractors
    i. cutting-edge scientists @ cutting-edge companies unlock new things
    ii. boring old-economy companies automate processes with generic ML
    • ML 2021 Q3
  • ML is impressive, but no understanding/context/judgment. Still automation
    machine learning gives you infinite interns, not super-humans
    • ML 2021 Q3
  • AI doubles: cpu power @ 3.4/mo , ML efficiency @ 16/mo
    • ML 2021 Q3
  • SuperGLUE (8 primary tasks + 2 diagnostic tasks): Human Baselines = 89.8
    🥇Ernie Team(BIDU)=90.6 🥈Z.Wang(GOOG)=90.4 🥉DeBERTa(MSFT)=90.3
    • ML 2021 Q3
  • medical knowledge w/ DL: 2x @ 70 days (2020) vs 2x @ 3.5yrs (2010)
    FDA-cleared algorithms for medical imaging: 2008=1, 2018=18
    biology research papers referencing ML: 2000=0 → 2010=2 → 2020=22
    • ML 2021 Q3
  • ML survey: Google ≠ 'all the AI'. Growing hubs: Boston,NYC,🇮🇱,🇬🇧
    • ML 2021 Q3
  • Adobe releases "Super Resolution" ML tool to enhance image resolution
    commercial photo eaten by ML: Ikea's catalogues already entirely CGI
    • ML 2021 Q3
  • natural image synthesis, a class of ML: image super-resolution
    trained model transforms a low res image into a high resolution
    • ML 2021 Q3
  • 1b surveillance cameras installed globally: 🇨🇳=540m, 🇺🇸=80m
    Flock system: 500m/mo vehicle scans, 500 PDs, 1k cities
    • Borders 2021 Q3
  • 280m international migrants (3.6% world pop), 🥇🇺🇸=51m 🥈🇩🇪=16m 🥉🇸🇦=13m
    El Salvador: permanent residency for immigrants = post 3 BTC
    • Borders 2021 Q3
  • UK post-brexit to boost: trade, security, diplomacy in 🇯🇵🇦🇺🇮🇳
    first non-African nation to recognize Africa Continental FTA
    1m people in financial services in UK; new paperwork when biz w/ 🇪🇺
    499km 🇮🇪|🇬🇧 border → open border. de facto 🇪🇺|🇬🇧 border → Irish Sea
    • Borders 2021 Q3
  • 25m displacement by disasters + 9m by conflict and violence in 2019
    1b people to face migration by 2050E due to ecological factors
    • Borders 2021 Q3
  • 11°C - 15°C optimum climate for human life
    A/C + Zoom + StarLink + eCommerce = activate rural?
    • Borders 2021 Q3
  • 40% of the Earth’s surface = intl waters (unclaimed by any nation-state)
    10-20% of CO2 stored by phytoplankton is transported to the deep sea
    • Borders 2021 Q3
  • water is underpriced → overused. biggest emerging market on Earth
    will keep flowing: toward the highest bidder
    reverse diaspora: cloud 1st, land last (not necessarily contiguous)
    from 193 nation states to 10k city states (4k cities with pop>150k)