a16z Doubles Down on AI Infrastructure: A $2.95 Billion Bet on the Future
Analysis
Key Takeaways
“Ben Horowitz calls it “one of the best funds.””
“Ben Horowitz calls it “one of the best funds.””
“China's mostly coal-based thermal power generation fell in 2025 for the first time in 10 years, government data showed on Monday, as growing renewable generation met growth in electricity demand even as overall power usage hit a record.”
“OpenAI President Brockman acknowledged in 2017 he wanted to transition OpenAI into a for-profit company.”
“This article discusses the publication of Sam Altman's 2017 OpenAI call notes.”
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“This article dives into the implementation of modern Transformer architectures, going beyond the original Transformer (2017) to explore techniques used in state-of-the-art models.”
“The new Ryzen AI Max+ 392 has popped up on Geekbench with a single-core score of 2,917 points and a multi-core score of 18,071 points, posting impressive results across the board that match high-end desktop SKUs.”
“Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand”
“奥特曼正骑着独轮车,手里抛接着越来越多的球 (Altman is riding a unicycle, juggling more and more balls).”
“DeepSeek recently released a paper, elaborating on a more efficient method of artificial intelligence development. The paper was co-authored by founder Liang Wenfeng.”
“LG announced a 17-inch laptop that fits in the form factor of a 16-inch model while still sporting an RTX 5050 discrete GPU.”
“The best model solves 8.25% of tasks at pass@1 (32.50%/4.17%/0.00% by Easy/Medium/High) and 12.00% at pass@4 (50.00%/4.76%/0.00%).”
“CREPES-X achieves RMSE of 0.073m and 1.817° in real-world datasets, demonstrating robustness to up to 90% bearing outliers.”
“Full-stack libraries and compilers are the most defect-prone categories due to circuit, gate, and transpilation-related issues, while simulators are mainly affected by measurement and noise modeling errors.”
“CREST improves accuracy by up to 17.5% while reducing token usage by 37.6%, offering a simple and effective pathway to faster, more reliable LLM reasoning.”
“The spectral evolution shows a transition from thermal (single BB) to hybrid (PL+BB), and finally to non-thermal (Band and CPL) emissions.”
“The author states, "I've been talking about Claude Code on X (Twitter)." and "2025 was a year of great leaps for AI agents, and for me, it was the year of Claude Code."”
“PackKV achieves, on average, 153.2% higher memory reduction rate for the K cache and 179.6% for the V cache, while maintaining accuracy.”
“CF-VLA improves trajectory accuracy by up to 17.6%, enhances safety metrics by 20.5%, and exhibits adaptive thinking: it only enables counterfactual reasoning in challenging scenarios.”
“The study finds that the gluon helicity contribution to proton spin is $ΔG = 0.231(17)^{\mathrm{sta.}}(33)^{\mathrm{sym.}}$ at the $\overline{\mathrm{MS}}$ scale $μ^2=10\ \mathrm{GeV}^2$, which constitutes approximately $46(7)\%$ of the proton spin.”
“The model necessitates $X_{ extsc{ln}} \approx 2.5 imes 10^{-3}$, a value $20 imes$ lower than previously claimed.”
“PointRAFT achieved a mean absolute error of 12.0 g and a root mean squared error of 17.2 g, substantially outperforming a linear regression baseline and a standard PointNet++ regression network.”
“The cryogenics system with two cooling towers has achieved about 1900~W cooling power at 178~K.”
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“The WMFM achieves a 17% improvement in balanced accuracy for LoS/nLoS classification and a 48.5% reduction in localization error compared to the end-to-end (E2E) benchmark, while reducing training time by up to 90-fold.”
“Error detection capability strongly predicts overall robustness (rho=-0.817, p=0.007), indicating this is the critical bottleneck.”
“The paper reports the discovery of five optical variables coincident with the localizations of 4FGL J0821.5-1436, 4FGL J1517.9-5233, 4FGL J1639.3-5146, 4FGL J1748.8-3915, and 4FGL J2056.4+3142.”
“Plaud Note Pro is a $179 notetaker, which is an excellent recording device first”
“Achieving an accuracy (< 1.25) of 98.1% and reducing Squared Relative Error by over 17% compared to established baselines.”
“YOLO-Master achieves 42.4% AP with 1.62ms latency, outperforming YOLOv13-N by +0.8% mAP and 17.8% faster inference.”
“Until I asked Gemini (a 3 Pro Gem) to summarize our conversation so far, and they only remembered the last 14k tokens. Out of our entire 117k chat.”
“The article highlights the emergence of new AI-related terms in 2025.”
“The paper predicts a mass of $m=(9740 \pm 70)~\mathrm{MeV}$ and a width of $Γ[ \mathfrak{M}]=(121 \pm 17)~ \mathrm{MeV}$ for the hadronic axial-vector molecule $\mathfrak{M}$.”
“Now, it's great, but this relatively simple task took 17% of my 5h quota. Is Pro really this limited? I don't want to pay 100+€ for it.”
“OrchANN outperforms four baselines including DiskANN, Starling, SPANN, and PipeANN in both QPS and latency while reducing SSD accesses. Furthermore, OrchANN delivers up to 17.2x higher QPS and 25.0x lower latency than competing systems without sacrificing accuracy.”
“MTL significantly degrades regression performance (resistivity $R^2$: 0.897 $ o$ 0.844; hardness $R^2$: 0.832 $ o$ 0.694, $p < 0.01$) but improves classification (amorphous F1: 0.703 $ o$ 0.744, $p < 0.05$; recall +17%).”
“The paper quantifies energy overheads ranging from 17% to 94% across different MLLMs for identical inputs, highlighting the variability in energy consumption.”
“Low-quality AI-generated content is now saturating social media – and generating about $117m a year, data shows”
“Deliberation significantly improves accuracy in scenario (2), reducing Log Loss by 0.020 or about 4 percent in relative terms (p = 0.017).”
“The proposed LSTM-MLP model predicted the daily closing price of gold with the Mean absolute error (MAE) of $ 0.21 and the next month's price with $ 22.23.”
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“I've used only organic method to grow her, no paid promos, or any other BS.”
“The method achieves a state-of-the-art score of 68.10% on the ICBHI 2017 dataset, outperforming existing CNN and hybrid baselines. More importantly, it reaches a sensitivity of 68.31%, a crucial improvement for reliable clinical screening.”
“She coded the HFT engine in 5 minutes. If you doubt her logic, here is her solving the entire Japan Math Olympiad 2025 in 0.17 seconds.”
“According to Interface News, the Xiaomi 17 Ultra Leica Edition was sold out within hours of its pre-sale launch, leading to price speculation on second-hand platforms.”
“Incorporating cosmic-ray information further improves 48-hour forecast skill by up to 25.84% (from 0.178 to 0.224).”
“The best-fitting results indicate that high-spin configurations enhance the contribution of reflected returning radiation, which dominates the observed polarization properties. From the \texttt{kynbbrr} modeling, we infer an extreme black hole spin of a = 0.994+0.004-0.003 and a system inclination of i = 54°+8°-4°.”
“ADT-Tree achieves speedups of 3.13x and 3.05x, respectively, on MS-COCO 2017 and PartiPrompts.”
“The article mentions the announcement of Gemini 3 Flash on December 17, 2025 (US time).”
“Q-A3C2 achieves a cumulative return of 17.09%, outperforming the benchmark's 7.09%, demonstrating superior adaptability and exploration in dynamic financial environments.”
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