GC Cooke Profile picture
Dec 18, 2024 15 tweets 5 min read Read on X
Nvidia just released a $249 computer that will change AI forever.

It's called the Jetson Nano - a tiny device that can run AI models locally.

This means AI can run without connecting to the cloud.

And it's about to spark the biggest tech battle of our time: Image
For context:

Today, most AI runs in massive data centers owned by companies like OpenAI and Google.

Every time you use ChatGPT, your query travels to their servers, gets processed, and comes back to you.

This centralized model creates a fundamental problem:
It concentrates power in the hands of a few tech giants.

These companies control:
• What AI models can and can't do
• Who gets access to the technology
• How much it costs to use
• What happens to your data

OpenAI has been aggressive about maintaining this control...
According to Marc Andreessen on Joe Rogan:

When meeting with the Biden administration, they discussed regulating only 2-3 companies for AI development.

This mirrors what Sam Bankman-Fried attempted with crypto regulation.

But Nvidia just disrupted this power play:
The Jetson Nano is designed specifically for AI:

It can run AI language models locally - without needing cloud connections.

Think of it like a Raspberry Pi specifically optimized for AI applications.

This $249 device fundamentally changes how AI will develop:
Instead of all AI running in centralized data centers...

We're moving to "edge computing" - where AI runs directly on devices.

Imagine your smart home devices, cars, and phones all running their own AI models.

The implications are massive:
1. Privacy & Security
When AI runs locally, your data stays on your device.

No more sending sensitive information to big tech companies.

No more questions about how your personal data is being used or stored.

But the revolution goes deeper:
2. Speed & Reliability
Local AI means instant responses - no internet latency.

Your AI works even without connectivity.

No more waiting for cloud processing or dealing with server downtime.

And here's the game-changing part: Image
3. The Data Revolution

According to Ilya Sutskever, OpenAI's co-founder:

The era of pre-training AI on existing data is done.

The future of AI data will come from the edge.
Edge data is fundamentally different:

It's real-time information from actual device usage and human interactions.

Unlike static internet data, it captures context and real-world behavior.

This creates a massive power shift in AI development:
The companies building edge devices - not cloud providers - will control this valuable data.

That's why the Jetson Nano is so disruptive:

It puts AI development in everyone's hands, not just tech giants.

The power moves from centralized clouds to distributed edges.
The battle lines are clear:

OpenAI/Google want centralized control through cloud-based AI.

Nvidia is enabling distributed, democratic AI development at the edge.

This isn't just about technology - it's about the future of AI control.
We're witnessing a pivotal moment:

Will AI be controlled by a few powerful companies?

Or will it be distributed among millions of developers and creators?

The revolution begins at the edge.
A bit more about me!

I'm Graham.

Author, innovator, entrepreneur, and one of the first European employees at Google. I built products with them that generated over $2B+ in revenue.

Currently working on @bravaxyz for effortless, secure, stablecoin yields, on autopilot.
Thanks for reading! - you're awesome!

Follow me @thegrahamcooke for more.

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More from @GCcookeHQ

Aug 14
Google just betrayed Silicon Valley with a single signature.

Now, they've got to reveal their training data & pay creators.

While Meta refuses the EU's AI rules, Google signed them anyway.

Here's why Google chose Europe over America: Image
The world's strictest AI framework, the EU AI Act, took effect earlier this year.

Now, companies must disclose how they train AI, protect creator copyrights, and pass safety audits.

Meta called it innovation-killing.

Google signed it Wednesday:
Kent Walker from Google warned the rules could "expose trade secrets."

He said they'd "chill European model development."

He signed anyway.

"We hope this Code will promote secure AI tools for European citizens."

Translation: Google's playing a different game:
Read 14 tweets
Aug 12
Zuckerberg just built a secret AI lab that even Meta employees can't access.

50 elite researchers poached from OpenAI.

$72B burning with no business plan.

Wall Street's calling it a disaster waiting to happen: Image
Meta's losing the AI race badly.

Llama 4 flopped with developers.

The Behemoth model was delayed due to failing standards.

Internal teams started using competitors' models instead.

That's when Zuckerberg made his move:
March 2024: He draws up a target list.

50 top AI minds from OpenAI, Apple, and Google.

Offering 9-figure signing bonuses to switch sides.

The compensation packages shocked Silicon Valley:
Read 17 tweets
Aug 11
Microsoft built a 1-million-qubit quantum computer.

Bitcoin holders are panicking—this could crack crypto encryption.

But your seed phrase has 340,000,000,000,000,000,000,000,000,000,000,000,000 combinations.

Here's why quantum still can't touch it: Image
Image
We massively underestimate the miracle of mathematics protecting our digital assets.

Yes, quantum computing is advancing faster than expected.

But the math securing your crypto wallet is more powerful than you realize:
Microsoft's breakthrough uses "topological qubits" - fundamentally different from Google's approach.

Regular qubits lose their quantum state from the slightest disturbance.

Microsoft's are like knots in rubber bands - stretch and twist, but the knot remains:
Read 16 tweets
Aug 7
The US government just created a $150 billion loophole for crypto.

Wall Street thinks it killed retail investing.

But hidden in the 178-page bill is a provision that lets ordinary investors access institutional-level returns.

Here's the strategy only 1% know about: Image
The GENIUS Act doesn't ban stablecoin yield.

It bans direct interest payments from issuers to holders.

One word changes everything: "direct."

That single word created a massive opportunity:
Picture this: Banks lobbied hard to block stablecoin yields.

They feared competition with their 0.1% checking accounts.

So lawmakers crafted specific language.

But that language opened unexpected doors:
Read 15 tweets
Aug 1
Gas station coffee destroys $7 hipster brews in blind taste tests.

Costs $1. Takes 30 seconds.

Yet we spend $74B on inferior coffee.

The psychology behind this paradox predicts AI's adoption crisis: Image
Image
Advanced coffee machines now exist that beat any barista.

Engineers spent years perfecting them.

Zero wait time. Perfect consistency. A fraction of the cost.

So why does Starbucks still employ 346,000 humans?
Because we don't buy coffee.

We buy the morning ritual. The barista who knows our name.

The handwritten cup that makes us feel seen.

Even when machines make objectively better coffee, we choose humans:
Read 14 tweets
Jul 11
Starbucks accidentally created a $3.5 billion banking system.

34 million Americans use it. Zero government oversight.

It's the only "bank" that can legally steal your money after 2 years.

Inside the $200B+ gift card economy that broke banking laws: Image
Think you've never used crypto? Think again.

Every time you load money onto your Starbucks app, those numbers aren't dollars anymore.

You're converting dollars into private digital currency.

But that's just the beginning:
Here's what most people miss:

Starbucks holds over $1 billion in customer prepaid balances.

That's more than many community banks manage.

When you reload, you're giving them an interest-free loan.

But the real genius is how they use it: Image
Read 17 tweets

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