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Clear filters"The small guys aren't going to launch it, but Relativity Space and Blue Origin and SpaceX."
"The small guys aren't going to launch it, but Relativity Space and Blue Origin and SpaceX."
"Elon's predictions were, I think a launch per hour to populate the constellation he wanted."
"Pay attention to them. They're very impressive. I spent some time with them last time I was in China and they're one of many."
"China's approach which has produced DeepSeek V4, Quen, Kimmy 2, Kimmy version 3, and more coming is all open source."
"Microsoft and Google have these large cash flow streams from enterprise. So they can fund that."
"Claude 3.5 Sonnet came out a couple months ago and everyone I know in the Bay Area that's doing software says it was 80/20, now it's 20/80."
"Gemini 3 is probably the broadest of the non-Chinese systems in terms of its depth because it's multilingual, multimodal."
"Dennis Hassabis solved protein folding which does the work in an hour that used to take a PhD student four years. It's like 300 million times more efficient."
"Anthropic has done a fantastic job of raising money and they use Google TPUs and they've become the leading player in the Claude API within the enterprise agent system."
"OpenAI is now shifting a bit of its strategy to include the new things it's doing."