This is the 3d printed community being built by Lennar and ICON.
The second was a snippet from this keynote (I should watch the whole thing but have not) In the video somewhere he shows how Nvidia has and continues to drive down the cost of training AI. And, he shows how the AI is driving down the
cost of building the machines to build the machines the build the chips that drive down the cost of AI.
The final video that caught my attention was the entertaining video from Boston Dynamics
This led me watch more videos.
My conclusion was that we are at the singularity. The Lennar homes are crude. The methods are crude. Just watching for a few minutes one quickly realizes that the homes can be built with much more polish, with less labor and much stronger and more energy efficient.
The battery revolution is just getting started, it is not over. The AI revolution is just getting started, it is not over.
Just like the blast furnace allowed the mass production of steel, that allowed the mass production of steam engines that allowed the building of railroads and steamboats that allowed the expansion of blast furnaces, this virtuous cycle will transform the world.
In the early 1800’s revolutionary steam engine was applied to the most pressing problem of the day dewatering the coal mines in England, 100 years later it was shipping goods across continents and oceans as well as growing crops. But the stream engine could not exist without the blast furnace and the blast furnace could not be fed without the steam engine.
Qazulight (Right now, I think I would tell my college age children to move to Boston. This seems to be the new hot bed of innovation)
Silicon Valley is still tops, but Austin is close behind, followed by Research Triangle Park and the Boston area. All are good choices.
The entire Nvidia GTC is well worth watching, but being employed there I am biased. I’ll just say that as my hiring RSU’s grant my plan is to sell-to-cover taxes and then just hold for the next 4-5 years. And I’ve never done that with an employer stock before.
Don’t count out Manhattan. My nephew was out in San Fran as a recently stamped MIT computer scientist for a few years. He did not opt for his company’s Austin offices. Instead towards the end of the pandemic he opted for NYC on his own with a few of his company teammates. He wanted Manhattan to be near his MIT colleagues.
Manhattan has several major tech HQ now.
This is not a time to boast about tech jobs or NYC property values. But it is all there as well.
The GTC AI video is not an acceleration for human beings. I am seeing on the job computers take more time and make more demands on the process in our business.
I remember the single click buy attempt ten years ago. Now all commerce is about eating the buyer’s time.
When I worked in a hardware store during my college days we aimed for as much of the customer’s wallet as we could reasonably take. We did not care about how the customer made his rent or mortgage. Not in full anyway it was not our business to save the customer money.
Now companies selling us are not just after our wallets but more importantly our time.
This is not speeding up.
But it depends on what problem you are trying to solve or cause.
When all the EVs are FSD the car companies will lobby for slower speed limits.