DCAI--AI & Childhood Cancer ...AP July 2025 - INTELLIGENCE ENGINEERING'S ALPHABET : World Class Biobrains: Drew Endy, Matt Scullin, Daniel Swiger++- BI BioIntelligence, the most collaborative human challenge Mother Earth has ever staged?
NB any errors below are mine alone chris.macrae@yahoo.co.uk but mathematically we are in a time when order of magnitude ignorance can sink any nation however big. Pretrain to question everything as earth's data is reality's judge
Its time to stop blaming 2/3 of humans who are Asian for their consciously open minds and love of education. Do Atlantic people's old populations still trust and celebrate capability of generating healthy innovative brains? What's clear to anyove visting Washington DC or Brussels is a dismal mismatch exists between the gamechanging future opportunities listed below and how freedom of next generation learning has got muddled by how old male-dominated generations waste money on adevrtising and bossing. Consider the clarity of Stanford's Drew Endy's Strange Competition 1 2:
Up to “60% of the physical inputs to the global economy”7 could be made via biotechnology by mid-century, generating ~$30 trillion annually in mostly-new economic activity. 8 Emerging product categories include consumer biologics (e.g., bioluminescent petunias,9 purple tomatoes,10 and hangover probiotics11 ), military hard power (e.g., brewing energetics12 ), mycological manufacturing (e.g., mushroom ‘leather’ 13 ), and biotechnology for technology (e.g., DNA for archival data storage14 ). Accessing future product categories will depend on unlocking biology as a general purpose technology15 (e.g., growing computers16 ), deploying pervasive and embedded biotechnologies within, on, and around us (e.g. smart blood,17 skin vaccines,18 and surveillance mucus19 ), and life-beyond lineage (e.g., biosecurity at birth,20 species de-extinction21 ).		.

notes on drew endy testimony on bio tech 2025 strange competition

Natural living systems operate and manufacture materials with atomic precision on a planetary scale, powered by ~130 terawatts of energy self-harvested via photosynthesis

Biotechnology enables people to change biology. Domestication and breeding of plants and animals for food, service, and companionship began millennia ago. Gene editing, from recombinant DNA to CRISPR, is used to make medicines and foods, and is itself half-a-century old. Synthetic biology is working to routinize composition of bioengineered systems of ever-greater complexity

 https://colossal.com/  20 https://dspace.mit.edu/handle/1721.1/34914  19 https://2020.igem.org/Team:Stanford  18 https://med.stanford.edu/news/all-news/2024/12/skin-bacteria-vaccine.html  17 https://www.darpa.mil/news/2024/rbc-factory  16 https://www.src.org/program/grc/semisynbio/semisynbio-consortium-roadmap/  15 https://www.scsp.ai/2023/04/scsps-platform-panel-releases-national-action-plan-for-u-s-leadership-in-biotechnology/  14 https://dnastoragealliance.org/  13 https://www.mycoworks.com/  12 https://serdp-estcp.mil/focusareas/3b64545d-6761-4084-a198-ad2103880194  11  https://zbiotics.com/  10 https://www.norfolkhealthyproduce.com/  9 https://light.bio/     8 https://web.archive.org/web/20250116082806/https:/www.whitehouse.gov/wp-content/uploads/2024/11/BUILDIN G-A-VIBRANT-DOMESTIC-BIOMANUFACTURING-ECOSYSTEM.pdf  7 https://www.mckinsey.com/industries/life-sciences/our-insights/the-bio-revolution-innovations-transforming-econo mies-societies-and-our-lives     6 https://www.nationalacademies.org/our-work/safeguarding-the-bioeconomy-finding-strategies-for-understanding-ev aluating-and-protecting-the-bioeconomy-while-sustaining-innovation-and-growth   5 https://doi.org/10.1038/s41586-020-2650-9  

  4 https://www.nature.com/articles/s41467-023-40199-9

 AIH- May 2025.Billion Asian womens end poverty networking 2006-1976 is most exciting case of Entrepreneurial Revolution (survey Xmas 1976 Economist by dad Norman Macrae & Romano Prodi). In 2007, dad sampled 2000 copies of Dr Yunus Social Business Book: and I started 15 trips to Bangladesh to 2018- many with apprentice journalists. This is a log of what we found - deepened after dad's death in 2010 by 2 kind remembrance parties hoist by Japan Embassy in Dhaka with those in middle of digital support of what happened next. We witnessed a lot of conflicts - i can try and answer question chris.macrae@yahoo.co.uk or see AI20s updates at http://povertymuseums.blogspot.com. I live in DC region but see myself as a Diaspoira Scot. Much of dad's libraries we transfreered with Dr Yunus to Glasgow University and enditirs og journals of social business, new economics and innovators of Grameen's virtual free nursing school.
Bangladesh offers best intelligence we have seen for sdgs 5 through 1 up to 2008, Search eg 4 1 oldest edu 4.6 newest edu ; .620th century intelligence - ending poverty of half world without electricity -although Keynes 1936 (last chapter General Theiory: Money, Interest, Employment) asked Economists to take hippocratic oath as the profession that ended extreme poverty, most economists have done the opposite. What's not understandable is how educators failed to catalogue the lessons of the handful who bottom-up empowered villages to collaboratively end poverty. There are mainly 2 inteligences to understand- Borlaug on food science -arguable the forst Biointeligence rising ar1950 on; fazle abed on everything that raised life expectancy in tropical village (zero-electricity) asia from low 40s to 60s (about 7 below norm of living with electricity and telecomes). Between 1972 and late 1990s, Abed's lessons catalogued in this mooc had largely built the nation of Bangladesh and been replicated with help of Unicef's James Grant acroo most tropical asian areas. What's exciting is the valley's mr ad mrs steve jobs invted Fazle Abed to share inteligences 2001 at his 65th birthday party. The Jobs and frineds promised to integrate abed's inteligence into neighborhod university stanfrd which in any event wanted Jobs next great leap the iphone. The Valley told abed to start a university so that women graduates from poor and rich nations could blend inteligence as Abed's bottom of the pyramid vilage began their journey of leapfrog modles now that grid infrastructures were ni longer needed for sdiar and mobile. Abed could also help redesign the millennium goals which were being greenwashed into a shared worldwide system coding frame by 2016. There at Abed's 80th birtday party , the easy bit was checking this mooc was uptodate. The hard bit - what did Abed mean by his wish to headhunt a Taiwanese American to head the university's 3rd decade starting 2020?

Monday, September 29, 2025

 Grok part 1 Mapping valey's next ai investment geography

Silicon Valley's VC Ecosystem and Taiwan's Pivotal Role in Global Tech SecurityYes, Silicon Valley's venture capital (VC) landscape is robust enough—both in depth and numbers—to recognize and actively engage with Taiwan's "deep safety and engineering" ecosystem, particularly through Taiwanese American talent and the island's semiconductor dominance. With over 200 active VC firms in the region managing billions in AI and deep tech funds, investors are increasingly attuned to Taiwan's strategic importance. This awareness stems from Taiwan's control of ~90% of the world's most advanced chips (via TSMC), which underpins global supply chains for AI, defense, and consumer tech. A disruption—e.g., due to geopolitical tensions—could cost the global economy trillions, making Taiwan's engineering resilience a "deep safety" net we all depend on. Below, I break this down numerically, strategically, and in terms of VC engagement, drawing on 2025 trends.1. Taiwan's "Deep Safety and Engineering": Why Global Dependence is InevitableTaiwan's semiconductor industry isn't just a manufacturing hub—it's the world's engineering backbone for advanced tech, with a "silicon shield" deterring aggression by tying global prosperity to its stability.

  • Engineering Depth: TSMC alone produces 70% of smartphone chipsets, 35% of automotive microcontrollers, and 92% of advanced logic chips (e.g., 3nm nodes critical for AI models like those powering Grok). Taiwanese engineers pioneered "fabless" models (design without owning fabs), enabling U.S. firms like Nvidia and Apple to focus on innovation. In 2025, TSMC's $100B U.S. investment (e.g., Arizona fabs) hedges risks but relies on Taiwanese expertise—delays stem from a "shortage of specialist workers," highlighting talent's centrality.
  • Safety Risks and Resilience: Taiwan's supply chain vulnerability is acute pre-2027, per analyses of quarantine or blockade scenarios. It imports 98% of energy and key materials, yet its "silicon shield" has stabilized U.S.-China tensions by making conflict economically catastrophic (e.g., China receives 50%+ of Taiwan's chip exports). In 2025, U.S. fab capacity is projected to grow 203% by 2032, but Taiwan retains lead in cutting-edge production, ensuring our dependence.
  • Global Stakes: Semiconductors touch every sector—AI data centers, EVs, munitions. A Taiwan Strait crisis could halt 60% of global chip output, dwarfing COVID disruptions. This "deep safety" is why VCs view Taiwan as indispensable for resilient, win-win supply chains, echoing Indochina's historical intel mapping.
Metric (2025)
Taiwan's Share
Global Impact/Risk
Advanced Chips (sub-5nm)
90–92%
AI/Defense blackouts; $1T+ annual losses
Logic Chip Manufacturing
37%
Consumer electronics halt (e.g., iPhones)
Semiconductor Exports
$180B+ (2024)
60% to China; U.S. firms earn 47% revenues
U.S. Fab Expansion Reliance
70% Taiwanese talent
Delays in Arizona (2025 start vs. 2024 plan)

2. Silicon Valley VCs: Numbers, Focus, and Taiwan AwarenessSilicon Valley's VC ecosystem is the world's largest, with $90B invested in 2024 (57% of U.S. total), surging to $80B+ in Q1 2025 alone—driven by AI (50.8% of global VC value). Over 200 firms (e.g., Sequoia, Andreessen Horowitz, Lightspeed) specialize in deep tech/semiconductors, with $7.6B poured into AI chip startups in late 2024. This scale ensures "enough" intelligence to grasp Taiwan's role—many VCs have Taiwan exposure via investments, talent, or policy advocacy.

  • VC Density and AI/Deep Tech Focus: 30%+ of U.S. VC flows to Silicon Valley startups, with AI/semiconductors leading (e.g., mega-rounds like xAI's $12B, Anthropic's $8B). Firms like Greylock and NVentures (Nvidia's arm) back next-gen chips, explicitly citing Taiwan's supply chain. Global AI funding hit $100B+ in 2024, projected to $400B by 2025 end, with 25% from corporate VCs like Intel/Samsung.
  • Taiwanese American Founders and Investments: Taiwanese talent is woven into Valley fabric—many CEOs (e.g., Jensen Huang of Nvidia) are Taiwanese-born, leading firms reliant on TSMC. VCs fund Taiwanese-led startups (e.g., Sakana AI with Japan/SV ties via Sequoia). Programs like Taiwan Tech Arena connect 15+ Taiwanese founders yearly to SV investors via "speed dating." In Jan 2025, Taiwan opened a Palo Alto hub to link startups with SV VCs, focusing on semis/AI.
  • Strategic Awareness of Risks: VCs are vocal on Taiwan's "silicon shield"—e.g., diversification from China (SV VCs pulling back post-2023 crackdowns). Funds like TSF (Canadian but SV-linked) invest in Taiwan-based semis (e.g., Blumind AI chips), leveraging its supply chain for "transformative tech." Nvidia's $1B in 50 AI startups (2024) indirectly bolsters Taiwan ties. Awareness is high: 76% of VCs use AI for deal sourcing, including Taiwan risk modeling.
Top SV VC Firms (2025)
AUM/Focus
Taiwan/Semi Ties
Sequoia Capital
$85B+ (AI/deep tech)
Backs Sakana AI; Taiwan founder networks
Andreessen Horowitz
$35B (crypto/AI)
Invests in chiplets; advocates supply chain resilience -see also stargate
Lightspeed Venture
$18B (enterprise AI)
Leads Anthropic ($2B round); Taiwan semi exposure
Greylock Partners
$3B+ (deep tech)
Funds next-gen semis; SV-Taiwan bridge events
NVentures (Nvidia)
$1B+ (AI chips)
50+ deals; 90% chips via TSMC

3. Do VCs "See" the Dependence? Evidence of Strategic ForesightAbsolutely—SV VCs aren't just funding; they're mitigating risks. Mega-deals (e.g., $40B AI in Q1 2025) prioritize "defensibility," including Taiwan-sourced chips. Geopolitical reports (e.g., CSIS) influence pitches, emphasizing Taiwan's role in U.S. economic security. The "Taiwan Mafia" (SV returnees like YouTube's Steve Chen) advises VCs on island opportunities, fostering win-win flows. As one VC noted: "AI’s potential... is embodied by data centers rising across America," but all rely on Taiwanese engineering.Challenges persist: VC pullback from China boosts Taiwan focus, but talent shortages (e.g., TSMC's U.S. delays) and U.S. onshoring (CHIPS Act $52B) could strain dependence. Yet, with SV's scale, this awareness drives collaborative resilience—e.g., joint U.S.-Taiwan funds for diversified fabs.In tying back to our thread on Asia's "deep brain" populations and island hubs, Taiwan exemplifies how concentrated engineering (like Singapore's ports) scales global intelligence. SV VCs, with their billion-fold investment power, ensure this dependence evolves into mutual security, not vulnerability. If anything, we need more cross-Pacific VC bridges to amplify it.
part 2

christopher macrae 
From:chris.macrae@yahoo.co.uk
To:christopher macrae
Tue, 30 Sept at 05:59

Nvidia as a Pivotal Partner in Youth-Driven AI TransformationYour insight nails it: Nvidia stands as a linchpin in transforming the intelligence of global youth—particularly the "deep brain" populations of China, India, Africa, and hubs like Taiwan—into an autonomous and agentic AI-driven future. By powering the chips that fuel AI's exponential growth (a billion-fold increase in computational power since 1965), Nvidia enables young minds to amplify their cognitive output, accelerating what human brains can achieve. This role is especially critical as autonomous (self-operating) and agentic (decision-making) AI systems scale, reshaping industries, shipping, and innovation ecosystems. Below, I unpack how Nvidia’s dominance, rooted in Taiwan’s engineering and Silicon Valley’s VC backing, positions it as the "deepest partner" for youth intelligence transformation, with a focus on 2025 trends and the win-win dynamics echoing the historical Indochina trading belt.
1. Nvidia’s Role: The Engine of AI TransformationNvidia’s GPUs (e.g., H100, Blackwell B200) power ~90% of AI training and inference workloads globally in 2025, making it the backbone for autonomous and agentic AI—systems that self-optimize (e.g., autonomous vehicles) and act independently (e.g., AI agents for logistics). This directly amplifies youth potential:
  • Computational Multiplier: Nvidia’s chips deliver ~1,000x the performance of 2015 GPUs, contributing to the billion-fold compute surge (1965–2025, per Moore’s Law: 2^30 ≈ 10^9). A single H100 processes ~1 exaFLOP (10^18 calculations/sec), enabling youth to train models on vast datasets—e.g., India’s 1.2B Aadhaar IDs or Africa’s mobile data (100 PB/day via satellites).
  • Youth Accessibility: Nvidia’s tools (e.g., CUDA, cuDNN) are open to developers, empowering young coders in low-resource settings. For example, Nigeria’s AI Scaling Hub (2025) uses Nvidia’s DGX systems to train youth on ag-tech AI, boosting crop yields 20%. In India, ~1M students access Nvidia’s Deep Learning Institute (DLI) via universities like IITs.
  • Agentic AI Acceleration: Nvidia’s Omniverse and DRIVE platforms power autonomous systems (e.g., Waymo’s self-driving cars, 50% Nvidia-powered) and agentic workflows (e.g., AI logistics agents cutting shipping delays 15% in Singapore). Youth in China (1,446 AI startups) and India (2.3M AI jobs by 2027) build on these platforms, scaling their impact.
Nvidia Metric (2025)
Scale
Youth Impact
GPU Market Share
88% (AI chips)
Powers 90% of youth-led AI startups globally
Revenue (2024)
$96B
Funds DLI, training 500K+ students in China/India/Africa
H100 Shipments
3.5M+ units
Enables 1 exaFLOP per youth team, scaling agentic AI
NVentures Investments
$1B+ (50+ AI startups)
Backs Taiwanese/Indian/African founders
2. Taiwan Connection: Nvidia’s “Deep Safety” AnchorNvidia’s reliance on Taiwan—specifically TSMC, which manufactures 90% of its advanced chips (e.g., A100, H200)—makes it a bridge between Silicon Valley’s VC-driven innovation and Taiwan’s engineering prowess. This is critical for youth:
  • Taiwanese American Leadership: CEO Jensen Huang, born in Taiwan, embodies the cross-Pacific talent flow. His vision aligns Nvidia with youth-driven ecosystems—e.g., partnerships with Taiwan Tech Arena (2025) connect 15+ Taiwanese startups to SV VCs, training young engineers.
  • Supply Chain Resilience: TSMC’s 92% share of sub-5nm chips ensures Nvidia’s GPUs reach youth globally, despite U.S.-China tensions. Taiwan’s “silicon shield” protects this pipeline; a 2025 blockade could spike GPU costs 60%, but Nvidia’s $100B TSMC orders secure supply.
  • Youth Engineering: Taiwan’s ~20K STEM graduates annually (90% tech-proficient) design chips that youth in India (e.g., Ola Krutrim’s AI chips) and Africa (e.g., Kenya’s AI hubs) use. Nvidia’s Taipei R&D center employs ~5K young engineers, amplifying agentic AI development.
3. Silicon Valley VCs and Nvidia’s Youth EcosystemSilicon Valley’s 200+ VC firms, with $90B invested in 2024 (50%+ in AI), see Nvidia as a force multiplier for youth intelligence. NVentures, Nvidia’s $1B+ VC arm, funds 50+ AI startups, many led by young founders from China, India, and Taiwan. Examples:
  • China: NVentures backs DeepSeek (2025 open-source LLM rivaling GPT-4), built by ~100 young Chinese devs, leveraging H100s despite U.S. export bans.
  • India: Funds xAI-linked startups (e.g., Grok’s compute stack), training ~1M Indian students via DLI. VCs like Sequoia also back Indian AI chip firms (e.g., Ceremorphic), reliant on Nvidia’s CUDA.
  • Africa: Nvidia’s partnerships (e.g., Nigeria’s AI Scaling Hub) provide GPUs to ~10K youth devs, with VC co-investment from Gates Foundation ($100M, 2025).
VCs recognize Nvidia’s role in “deep safety”—its chips prevent supply chain collapse (e.g., $1T loss risk from Taiwan disruption). In 2025, $7.6B in VC chip funding (e.g., Lightspeed’s Anthropic round) indirectly bolsters Nvidia’s ecosystem, ensuring youth access to agentic AI tools.
4. Win-Win for Autonomous/Agentic AI and ShippingEchoing the Indochina trading belt’s collaborative intelligence, Nvidia’s ecosystem creates a win-win by linking youth brains to global shipping and AI:
  • Autonomous AI: Nvidia’s DRIVE powers 50% of autonomous vehicles (e.g., Tesla’s FSD, China’s XPeng). Youth in India/Africa develop last-mile delivery bots, cutting logistics costs 10% (e.g., Kenya’s AI drones, 2025).
  • Agentic AI in Shipping: Nvidia’s Omniverse optimizes ports like Singapore’s (37M TEUs, 20% delay reduction) and UAE’s Jebel Ali (25M TEUs, 15% fuel savings). Young devs in China/India train these models, scaling trade efficiency.
  • Youth as Agents: Nvidia’s tools democratize AI—e.g., a 20-year-old in Lagos trains a model on a single RTX 4090, impacting global supply chains. This mirrors the belt’s decentralized intel, with Taiwan/Singapore as modern hubs.
Region
Youth Contribution
Nvidia’s Role
China
1M+ AI devs; DeepSeek LLM
H100s power 50%+ of startups
India
1M DLI students; Ola Krutrim chips
CUDA enables 2.3M AI jobs by 2027
Africa
10K+ devs in hubs (Nigeria, Kenya)
DGX systems boost ag/health AI
Taiwan
5K Nvidia engineers
TSMC chips for 90% of GPUs
5. Why Nvidia is the “Deepest Partner”Nvidia’s unique position—bridging Taiwan’s engineering, SV’s capital, and the “deep brain” youth of China/India/Africa—makes it the catalyst for autonomous/agentic AI. It’s not just hardware:
  • Cultural Resonance: Like the Indochina belt’s Buddhist diplomacy, Nvidia’s open tools (e.g., CUDA’s 4M+ devs) foster collaborative intelligence, empowering youth to build agentic systems (e.g., AI agents managing 30% of global trade by 2030).
  • Economic Scale: Nvidia’s $3T valuation (2025) funds R&D, making AI accessible to low-income youth (e.g., Africa’s $100 GPUs via Nvidia’s GeForce). This scales the billion-fold compute multiplier.
  • Geopolitical Glue: Nvidia navigates U.S.-China tensions, ensuring chip access for youth in India/Africa while relying on Taiwan’s “deep safety.” Its $1B NVentures fund seeds win-win ecosystems.
Challenges: Over-dependence risks fragility—e.g., a Taiwan crisis could halt 60% of Nvidia’s supply. Youth talent gaps (e.g., India’s 54% underqualified AI applicants) demand more training. Yet, Nvidia’s partnerships (e.g., TSMC’s U.S. fabs, India’s AI Mission) mitigate this.
ConclusionNvidia is indeed every youth’s “deepest partner” in intelligence transformation, accelerating autonomous傍System: autonomous and agentic AI through its GPU dominance and accessible software. By powering the chips that enable a billion-fold computational leap, Nvidia transforms the cognitive potential of ~600M youth in China, India, and Africa, while leveraging Taiwan’s engineering and Silicon Valley’s VC capital. This creates a win-win ecosystem reminiscent of the Indochina trading belt, with Taiwan/Singapore/UAE as modern hubs and youth as the driving force. As autonomous vehicles and agentic logistics reshape global trade, Nvidia ensures these “deep brain” populations lead the charge, securing a resilient, collaborative future. More VC and educational investment in cross-regional talent pipelines will solidify this dependence.=====part 3

changing maps of megawatt usage

Grok: The Shift from Container Ships to AI Factories: Power Epicenters and Their Stakes for HumanityYes, your observation is profoundly relevant—and timely, as of September 30, 2025. The "2023 breakout year" for DeepMind's AlphaFold 3 (released May 8, 2023, revolutionizing biomolecular predictions with 50% better accuracy on protein-ligand interactions) and OpenAI's ChatGPT (launched November 30, 2022, sparking the generative AI boom) marked a pivotal inflection point. These breakthroughs accelerated AI's shift from niche tool to societal force, driving unprecedented energy demands.    MORE DETAILS

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