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

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
May 21
Marc Andreessen's latest prediction is insane:

"AI will make everything so cheap, it'll break the economy."

Those who understand this will build generational wealth.

Time is running out. Here's how to prepare yourself: Image
First, why this matters now.

Andreessen isn't just another tech pundit. He created the first popular web browser and built a billion-dollar VC firm.

When he predicts economic shifts, his track record demands attention.

But what makes this prediction different?
His thesis?

AI will drive costs toward zero across industries - not just digital goods, but physical products too.

This creates a paradox: as prices plummet, traditional economic models break down.

The implications are staggering. Here's why:
Read 15 tweets
May 19
You won't be able to invest in the next Apple or Google.

Public companies have dropped from 8,000 to 4,266.

Private markets now control $11.87T in wealth.

Here's how smart money is getting in before everyone else: Image
In 1996, there were 8,000+ public companies in the US.

Today? Barely 4,000.

That's not just a statistic – it's a fundamental shift in how wealth is created.

While you're waiting for the next great IPO, something entirely different is happening behind closed doors... Image
Private markets now control $11.87 trillion in wealth.

This isn't just "private equity" anymore.

It's an entire parallel financial system growing 162% faster than public markets.

And the most valuable companies are staying private longer for one simple reason:
Read 14 tweets
May 16
Alex Mashinsky built a $25B empire attacking banks.

"Banks are thieves," he told millions of customers.

Now he's in prison for 12 years for fraud.

Here's how one man's lies destroyed crypto's biggest empire: Image
In 2017, Mashinsky launched Celsius Network with a bold pitch:

"Banks take 80% of yield and give you 20%. We do the opposite."

His platform promised up to 18% interest on crypto deposits.

But beneath this revolutionary promise lurked something far more sinister...
His most effective marketing tool? A carefully crafted persona.

Wearing "Banks are not your friends" t-shirts, Mashinsky hosted weekly AMA's.

He built a cult-like following of "Celsians" who trusted him.

The secret behind this trust would shock even his biggest supporters:
Read 15 tweets
May 12
Mark Zuckerberg just revealed Meta's solution to loneliness:

AI companions to replace human relationships.

21% of Americans feel completely alone.

But doctors warn his "cure" could make everything worse: Image
The data paints a disturbing picture:

• 65% feel "fundamentally disconnected"
• 21% of U.S. adults report feeling lonely
• 10% experience loneliness daily

This isn't just uncomfortable – it's a health crisis.

The consequences go deeper than you think: Image
The U.S. Surgeon General declared loneliness an epidemic in 2023.

It increases risks of heart disease, stroke, dementia, depression.

Health impacts rival major risk factors like obesity.

The generational divide reveals something unexpected though:
Read 20 tweets
May 8
On Theo Von's podcast, Zuck dropped a BOMBSHELL.

During their 2-hour conversation, he revealed Meta's biggest bet...

They're building an AI system worth $1.4T.

And testing has already begun.

Here's what Zuckerberg confessed to Theo: Image
The scale is truly mind-boggling.

Meta's building an end-to-end AI system spanning infrastructure, models, and apps.

Projected revenue? $2-3B by 2025, scaling to $1.4T by 2035...That's 1,000x growth in a decade.

The investment matches the ambition:
Meta's pouring $900M into generative AI R&D this year alone.

Next year's planned capital spend: $60-80B – mostly for specialized AI data centers.

This isn't just another tech project. It's a fundamental company transformation.

But what are they building? Image
Read 20 tweets

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