🇲🇾 Just wrapped up nearly 50 days in
#Malaysia, my now second home. Here in my search to explore the supply-chain of AI and discovering how Malaysia is uniquely positioned as a chip manufacturing power-house, the next source of cheap energy for hungry data center's and a growing engineering talent pool for south-east Asia.
Was a great time speaking to everyone from artists to policy makers and even global medical device companies like
@dexcom. Massive shout out to
@AntlerGlobal Malaysia for letting me mentor and coach their AI entrepreneur boot-camp, was an eye opening experience to hear from builders founders in the region talking complex problems.
I have been writing non-stop the last 2 weeks can't wait to share very unique perspectives on East meets West, supply-chain and a global view on AI. Here's a glimpse on some of my takes so far:
➡️ The global semiconductor industry is shaping up with tariffs and the explosion in AI which is causing some shifts in where and how chips powering computers, GPUs and AI is made.
➡️ Electricity is the new oil, the chips are the machinery, this is new supply-chain race - its no longer just about "information" of training data and huge foundational models. Without the source materials this is not possible.
➡️ Like it or not AI is now a consumer product not a "technology", I was in an Apple store and consumers asking "how can I install Deepseek" at the point of purchase. What dose this mean for how AI is adopted by consumers and into everyday products.
➡️ Sovereignty with foundational models, training and evaluations are more critical than ever for counties to preserve their unique history, language and sense of identity - but is this even feasible, how is this possible?
➡️ Developing nations will continue to do more with less, expect the "Deepseek-effect" more and more with huge emphasis on open-source over closed source approach. Even speaking to colleagues of a "post deepseek" era for the next AI cycle we are going into.
➡️ Every growing automation anxiety where lay-persons sense of identity is shaken as many in the corporate world their identity's == career and now fearing potential displacement.
➡️
#Agentic is the marketing term of 2025, yet no one can clearly tell-me what and agent actually is - yet alone AI clearly. Still lots to be figured out as everyone has a view and its divergent.
I'll be dropping articles and some research pre-prints over the coming weeks along with some other super exciting developments. Feel free to reach out in comments. Which statement resonates with you the most?