Jonathan Yuen
@jonathanykh
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finally the chase of intelligence has given humanity a motivation to leave their home planet
Everyone is covering Terafab as a chip factory. It is not a chip factory. Last night in Austin, Elon unveiled a facility that makes masks, fabricates chips, and tests them inside a single building with a nine-month recursive improvement cadence. No such loop exists anywhere
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someone’s gonna build an object storage on top of this
Introducing the Google Workspace CLI: https://t.co/8yWtbxiVPp - built for humans and agents. Google Drive, Gmail, Calendar, and every Workspace API. 40+ agent skills included.
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There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.
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software is going to be dynamic
Elon Musk: “I am not working on a phone. I can tell you where I think things will go, which is that we’re not going to have a phone in the traditional sense. What we’ll call a phone will really be an edge node for AI inference with some radios to connect. Essentially, you’ll have
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the current state of HBM for AI chips is increasingly similar to the choice of avoiding carbon fiber in building Starship - it could be way more scalable to just use steel (DRAM) instead
@SawyerMerritt You can fit more total RAM on the board if you use “normal” memory than high-bandwidth memory and it is super cheap. Maybe high-bandwidth memory is still the right choice, but using HBM isn’t the slam dunk many people think it is.
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we are so early. 8 billion people in the world and only 0.5% population willing to pay 20 bucks per month to get things done
Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.
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damn, 78s, my personal record on getting Claude to reason this long!
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what's most interesting to me in Sonnet 4.5 and Claude Code 2.0 is the model will literally pause its reply right in the middle, call additional tools for more context, then continue answering it feels like a real-human to me
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tried Codex today just to immediately uninstall it after asking GPT-5-High a simple architectural question only to receive a big sloppy response while Claude answered perfectly
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claude code now gives you a rainbow when you ask it ultrathink
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those who killed charlie were the same ones who killed jesus it's 2025 years later and humans are still not growing up
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AI is taking entertainment to next level, actually bringing people joy and laughter
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ukraine is going to be the biggest arms dealer for the next 10 years it has manufacturing expertise and can mass produce at low cost
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