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

Apr 2
Every financial advisor's worst fear came true:

Scott Galloway tells millions: "Just buy ETFs and forget about it."

But traditional ETFs are built on a system that's about to collapse.

The next wave of tech will obliterate traditional investing: Image
Traditional ETFs are built on outdated assumptions.

They track companies from an era where market dominance meant controlling physical assets and distribution networks.

That world is dying.

Let me explain:
The next wave of value creation won't come from centralized corporations.

Today's ETF giants maintain power through:
• Owning user data
• Controlling infrastructure
• Dominating distribution

Blockchain and AI are shattering these barriers.
Read 14 tweets
Mar 26
The music industry's fatal mistake.

They tried controlling how we listen to music.

Remember CD players, Walkmans & those clunky portable devices?

What happened next is about to repeat with banks: Image
Image
In the 1980s, music was a billion-dollar empire.

The industry had total control:
• What format you could listen to
• How you could play it
• Where you could buy it

They made you buy entire albums just to hear one song.
MP3s arrived and changed everything:

You could download any song, instantly share with friends & store thousands of tracks on a tiny device.

The industry panicked.

Their response? Sue everyone who used the technology.

Here's where it gets interesting: Image
Read 14 tweets
Mar 24
The IPO is dead.

Goldman Sachs invented it in 1906 for United Cigar Manufacturers.

But from 2025, the next 100 most valuable companies won't IPO on public markets.

Here's why this disruption changes everything: Image
IPOs revolutionized company funding:

Investment banks needed a way to get European money into America.

They created a system letting the public buy shares in companies.

For 100+ years, this was how companies raised money to grow.

But something's fundamentally changed:
The AI wrecking ball has arrived.

It's transforming business faster than anyone expected.

Every week, new AI breakthroughs completely disrupt company valuations.

Google disrupted media 20 years ago, AI is disrupting ALL business today.

Here's where it gets interesting:
Read 14 tweets
Mar 20
The investment advice your parents relied on has become dangerously outdated.

They say "just invest in index funds for 30 years."

AI and blockchain will make this strategy EXTINCT.

Here's what you need to understand to protect your wealth: Image
The standard financial playbook worked flawlessly for 40 years:

Simply invest in the S&P 500 and let compound interest build your wealth.

People like Scott Galloway and Morgan Housel built careers promoting this single approach.

Yet they've completely missed the transformation happening right now...
A fundamental structural shift has taken over the stock market.

Market cycles have evolved beyond their normal patterns.

The current decline signals deeper issues.

The S&P 500 and NASDAQ show clear warning signs: Image
Read 16 tweets
Mar 17
What Google did to media 20 years ago, AI is about to do to every business on Earth.

A single tech giant transformed a $1T media industry forever.

Now, AI is transforming ALL industries at 100x the speed.

Here's why the smart money is moving away from traditional finance: Image
Image
In 2004, Google launched AdSense.

The platform completely rewrote the rules of advertising.

Companies once paid newspapers and TV networks millions for ads.
Then Google enabled them to reach customers directly for pennies.

And what happened next would reshape the entire economy:Image
Today, AI has begun disrupting every sector simultaneously:

• Healthcare (diagnostics in seconds)
• Legal (contracts reviewed instantly)
• Finance (trading automated)
• Education (personalized learning)

But the market hasn't realized the full implications yet:
Read 14 tweets
Mar 14
The internet you know will die by 2026.

75% of what you do online will be handled by AI agents instead.

Your "digital twin" will replace websites and apps completely.

Here's how you can prepare for the extinction of websites and apps: Image
Image
The internet as we know it is dying.

Every website, app, and digital interface will become obsolete.

We're witnessing the end of the human-centric web.

The next era belongs to AI agents:
Our current web architecture has fundamental flaws.

Every request travels to servers, gets processed, and returns data.

This creates latency, security risks, and inefficient processing.

We're stuck in outdated paradigms, like cars designed as carriages: Image
Read 15 tweets

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