https://twitter.com/adcock_brett/status/1744404862224290253

We achieved a major breakthrough with Figure-01's AI.
It can learn how to self-correct tasks just by watching humans do tasks.
For example, we can now get human data for applications like making coffee, and train the AI system end-to-end.
https://twitter.com/i/status/1743987597301399852

Google DeepMind and Stanford researchers introduced Mobile Aloha.
It's an open-source robotic system capable of completing complex tasks like cooking, cleaning, and more.
Notably, the cooking skills were remotely controlled (by humans).
https://twitter.com/i/status/1742603121682153852


On top of Mobile Aloha, Google DeepMind wrote up this long thread of their new robotics research.
Advancements include AutoRT for data collection, SARA-RT for faster transformers, and RT-Trajectory for better motion generalization.
https://twitter.com/i/status/1742932234892644674

Researchers just developed DeWave.
The new AI system can turn silent thoughts into text by decoding brain signals.
The system achieved over 40% accuracy in translating verbs directly from neural signals, without the need for invasive implants.
https://twitter.com/i/status/1744405634554937604

Isomorphic Labs, the London-based, drug discovery–focused spinout of Google AI R&D division DeepMind, today announced that it’s entered into strategic partnerships with two pharmaceutical giants, Eli Lilly and Novartis, to apply AI to discover new medications to treat diseases.

The deals have a combined value of around $3 billion. Isomorphic will receive $45 million upfront from Eli Lilly and potentially up to $1.7 billion based on performance milestones, excluding royalties. Novartis, meanwhile, will pay $37.5 million upfront in addition to funding “select” research costs and as much as $1.2 billion (once again excluding royalties) in performance-based incentives over time.

“We’re thrilled to embark on this partnership and apply our proprietary technology platform,” DeepMind co-founder and Isomorphic CEO Demis Hassabis said in a press release. “The focus we share on advancing groundbreaking drug design approaches and appreciation of state-of-the-art science makes [these] partnership[s] particularly compelling.”

The latest version of AlphaFold can generate predictions for nearly all molecules in the Protein Data Bank, the world’s largest open access database of biological molecules, DeepMind announced in October. The model can also accurately predict the structures of ligands — molecules that bind to “receptor” proteins and cause changes in how cells communicate — as well as nucleic acids (molecules that contain key genetic information) and post-translational modifications (chemical changes that occur after a protein’s created).

Already, Isomorphic is applying the new AlphaFold model — which it co-designed with DeepMind — to therapeutic drug design, helping to characterize different types of molecular structures important for treating disease.

The pressure’s on for Isomorphic to start generating a profit. In 2021, the company recorded a £2.4 million (~$3 million) loss as it ramped up hiring ahead of opening its second office location in Lausanne, Switzerland.

A reason we need beneficial AGI:

After five years of pain across many systems in her body (a broken foot from stepping off a curb, debilitating migraines, fatigue, joint pain and instability, etc), my wife was recently diagnosed with a genetic disorder called Hypermobile Ehlers-Danlos Syndrome (hEDS).

Because the medical system is designed for individual specialties while hEDS affects every system in her body (orthopedics, cardiology, neurology, gastroenterology, dermatology, etc), we spent five years seeing more doctors and specialists than in her whole life prior. Most doctors would only focus on what was relevant to their own specialty. We were lucky that her allergist (!!) put together the pieces after observing and hearing her full set of symptoms and issues.

As human medicine has progressed, it seems like we increase doctors’ depth at the expense of breadth. We need better tools to be able to deliver depth and breadth simultaneously to patients. This is one promise of AGI if built right — reliable, individualized, affordable healthcare in your pocket, like a panel of today’s top doctors across every speciality working together in concert to keep you healthy (and without you needing to fax forms between them).

There’s still a long way to go on the technology and on learning how to deploy it beneficially along with appropriate professional human oversight in high-stakes areas like medicine, but the promise is getting increasingly clear. Thoughtfully approached by technology developers, healthcare providers, governments, and society, there’s hope for much better care for every member of all of our families (including our non-human furry ones).

https://x.com/gdb/status/1744446603962765669?s=46&t=h5Byg6Wosg8MJb4pbPSDow

MoE-Mamba: Efficient Selective State Space Models with Mixture of Experts

Reaches the same performance as Mamba in 2.2x less training steps while preserving the inference performance gains of Mamba against the Transformer

arxiv.org/abs/2401.04081

칼라일 공동창업자 David Rubenstein이 말하는 10가지 원칙

1. 투자 분야 및 기타 관련 주제에 대해 가능한 한 책을 많이 읽어라. 신문이나 기사보다 책을 더 많이 읽어라.
2. 처음부터 돈을 가장 많이 벌 수 있는 분야가 아니라 자신이 실제로 관심 있는 분야를 찾아 그 분야에 대해 가능한 모든 것을 배워라.
3. 멘토를 개발하라. 멘토는 당신이 전문 지식을 쌓고 문제를 해결하는 데 도움을 주는 사람이다.
4. 전문성을 쌓으면서 당신과 파트너를 맺을 만한 사람을 한두명 찾아라. 재능 있는 투자자들은 대게 자신의 전문성과 지식 분야의 공백을 메워줄 파트너가 필요하다.
5. 일반적인 관심 영역뿐만 아니라 해당 영역 밖에서도 네트워크를 구축하라. 최고의 투자자는 당장에 이용할 수 있는 다양하고 광범위한 네트워크를 구축하고 있다.
6. 동료. 파트너, 그리고 실제로 모든 사람과 직접 또는 화상으로 하는 회의를 사전에 준비하라. 최고의 투자자들은 회의에서 무엇을 얻어내야 할지를 알고 있으며 회의를 통해 항상 그것을 얻어낸다.
7. 약속과 서약의 후속 조치를 철저히 하라. 후속 조치를 하는 규칙적인 습관은 평판을 높여준다.
8. 겸손, 협력, 윤리적 행동에 대한 평판을 높이는 데 집중하다. 무엇보다 윤리적 선을 넘으려는 유혹에 빠지지 마라. 평판은 평생 지니고 다녀야 할 가장 중요한 가치이며, 윤리적 경계선을 넘을 경우 그것을 영원히 파괴할 수 있다.
9. 실수를 인정하고 가능한 한 빨리 피해를 최소화하고 그것을 바로잡는 방법을 배워라. 진정으로 유능한 투자자가 되기 위해 가장 중요한 것은 언제 실수를 인정하고, 언제 손실을 줄이며, 언제 다음 기회로 나아가야 하는지를 배우는 것이다.
10. 지경을 넓혀줄 투자 이외의 영역을 찾고, 돈과 직업적인 성공을 추구하는 것 이외의 다른 것들을 경험하라. 오로지 투자에만 24시간을 쏟아붓는 것은 솔직히 투자 세계에서 장기적인 성공을 위한 처방은 아니다.

https://product.kyobobook.co.kr/detail/S000209765719

I'm listening to How to Invest on Everand. Check it out: https://www.everand.com/audiobook/665044512

셀시어스에너지 어닝 리뷰 및 생각 정리

☘️ 컨퍼런스 콜 주요 내용 정리
- 카테고리 확장 - 던킨도너츠, QSR(Quick Service Restaurant)과 같은 곳에 납품하며 몬스터보다 넓은 카테고리 포용력을 보이며, 셀시어스 고객의 약 40%는 기존에 에너지드링크를 마시지 않던 고객군임. 셀시어스 고객 중 남성과 여성은 각각 50%.
- 비용 통제 - 프로모션, 원자재 비용 등 효율화 진행 중으로, 결과는 최근 상승 중인 마진에서 확인 가능. 컨퍼런스에서 여러 번이나 해외 진출에 무리한 비용을 집행하지 않을 것으로 소통함.
- 올해 1~4월 선반 재계약 임박. 약 3~5월부터 데이터로 재계약 영향 확인 가능할 것
- 펩시와의 파트너쉽 잘 진행 중이며, 이는 셀시어스 계약 물량의 약 90% 이상이 펩시로부터 오는 것으로 확인 가능.

☺️ 생각 정리
앞으로 셀시어스가 몬스터와는 차별된 카테고리를 여는 것이 숫자로 보이기 시작한다면, 셀시어스가 해외에서 성장세를 보이는 것보다 더 강하게 주가가 반응할 수 있다고 생각한다. 지금까지는 몬스터의 시총의 2/3~3/4를 가면 베스트라고 생각했는데, 어쩌면 이를 뛰어넘을 수 있을지도 모르겠다.

https://m.blog.naver.com/freebutdeep2/223313121570

#셀시어스에너지 #CELH

I just had a conversation with an in-game NPC that could easily appear scripted. Except it wasn't, at all. I asked a question, the NPC answered, and all thanks to Nvidia's ACE technology and Convai.

You might have caught sight of Nvidia ACE in action during the company's Special Address stream. It's essentially a technology that allows in-game NPCs to react and respond to players in real-time, with voiced dialogue and animations. Nvidia's been showing off the same tech demo called Kairos, which takes place inside a ramen restaurant in a cyberpunk world, since ACE was announced back at Computex.

최근 유튜버들 사이에서 빅뱅 전 메이플스토리 버젼인 '메이플랜드'가 인기를 얻고 있음. 게이머들 대다수는 30대 초중반의 80후반~90초반 유튜버들인데, 과거의 향수에 젖어 게임을 하는 걸 보면 메이플스토리의 IP 힘은 강하다는 걸 확인 가능. 넥슨은 웹 3.0 및 폴리곤 기반 '메이플스토리 유니버스'를 제작하고 있으며 출시 일정은 모르겠으나, 강력한 IP를 가지고 하는 비즈니스인지라 많은 기대가 됨.

#메이플스토리 #크립토

https://www.youtube.com/watch?v=-3YvX5Axcg0 > 랄로 메이플 플레이 영상

https://zdnet.co.kr/view/?no=20230913164350

https://www.coinlive.com/ko/news/nexon-invests-100-million-into-web3-game-maplestory-universe > 100M 투자 유치

Every day before I get out of bed, I cold message two new people that I admire. It never takes me more than 5 minutes. I've been doing this every morning for years, and it has gotten me:

- 4 internships
- my first full time PM job
- my first investor in my business
- a self-made female billionaire to fly me out to her office for a private meeting
- 3 new best friends
- an invitation to an exclusive founder retreat sponsored by Nike
- and my first five-figure brand deal!

Curious to see what a cold message like this looks like? DM me and I’ll send it to you

🙏