Steel & Silicon
Jess LeãoA publication exploring the frontiers of technology, industry, and the future.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 86 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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jessleao.substack.comLatest Issues
🌠 Holy Astra 🌠
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It’s funny that a mere 7 days ago I published a blog post about how OpenAI believed that AGI was arriving by EOY. Well, I guess 5 days later counts as “by EOY”!!
Astra is here and, fittingly, it arrived with a (BIG) bang.
So...
🥵 AGI is near and the chips are hot
It was Hot Chips week – the semiconductor industry’s flagship conference has the best name of all time, and this week was definitely sizzlin’ hot!
OpenAI let outside benchmarkers into its lab to poke at Jalapeño, its first custom chip, and...
The RAM Rush ⛏️
Hi everyone!
Let’s start with a number: $3,399. That is the going price this week for a 128GB DDR5 memory kit (which, to put in perspective, is ten times its cheapest tracked price), and the reason is the AI buildout is eating the world’s...
Land and Power
Big week for the electrons!
Powering AI (from an energy basis) continues to be our major story. SpaceX’s county filings say Terafab won’t use grid electricity at all (wait but how? Fascinating! More on this later), it’s early Halloween for...
100 Million Square Feet 🏭
🤠 I’ll start this newsletter by saying howdy y’all, because a lot of the news I’m about to share has to do with our friends over at the Lone Star State.
Exhibit A: The world of power. Yes, I mean literal, physical power! One of the big s...
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Authors
The writers behind this newsletter.
Partner at a16z American Dynamism investing in companies serving the national interest. Formerly Forward Deployed Engineer at Palantir. Born & bred Brazilian but now \ud83c\uddfa\ud83c\uddf8.
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