Ryunsu Sung
@realryunsu
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Founder @ AWARE LAB. Improving society with effective capital.
Seoul, Republic of Korea
Joined June 2021
I’ve spent over a year conceptualizing and pitching our "Generative Logic Engine" (GLE) architecture. Today, I sat down with Claude, and it completely grasped the nuances of the system in under an hour. Not only did it understand the core mechanics, but it perfectly
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I built a service that extracts my thought patterns from a database of my writings over the years, then crawls various websites and my email inbox once a day to recommend content I should care about. Unlike a typical content recommendation engine, I also baked in an algorithm
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Following Anthropic's announcement that its Claude Code product is capable of modernizing COBOL—a legacy programming language predominantly used in the banking sector—shares of IBM, the company that developed the language, have plummeted, dragging other software companies down
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Read full article here:
awareinvest.com
Bitcoin price: The sum of the numbers in our minds divided by the number of people
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Forget "Whale Watching" 🐋, here is the real reason Bitcoin is losing its value: Price has fallen ~38% from its highs, and while influencers scream "watch the whales," they are looking at the wrong data. The real driver isn’t on-chain sentiment—it’s a mechanical structure called
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$META (+7%) vs. $MSFT (-7%): A Tale of Two AI Strategies. 📉📈 Investors punished Microsoft this week not just because AI costs are soaring, but because of how they are deploying that capital. The rise of the term "Microslop" highlights a critical failure: Microsoft appears to
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I just built a Senior Engineer out of a text file. I am not a coder, but I spent the weekend shipping a full design system. The secret wasn't better prompting—it was curing AI "Context Bloat." Agents usually forget things. So I built a system (v5.0) centered on a continuous
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Looks like a major cloud business opportunity to me.
And Meta gives in, throwing away its one saving grace. Watch ROIC crash.
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Common discourse often mischaracterizes Waymo’s autonomous driving stack as relying on legacy "rule-based" logic or HD maps, contrasting it with "end-to-end" AI competitors. Recent technical disclosures regarding Waymo’s EMMA (End-to-End Multimodal Model for Autonomous Driving)
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Goldman says AI isn’t a bubble like the dot-com era because corporate debt isn’t being used. That is hugely misleading because most of the data center debts are funded by asset-backed private credit vehicles instead of “corporate debt.”
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I agree with all of his points except for shorting the stock. Tesla stock price is a proxy of collective belief in Musk, not the underlying business. I just wouldn’t bet against religions.
I get asked this a lot. Almost every time I do an economic space, in fact. "Why do you hate $TSLA so much?" It's all a scam, from every angle. Anyone who has access to Tesla insiders will hear the same story from them: The whole Optimus experiment is largely a fraud. Every
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Prediction: 2026 is going to be the year Memory Tiering eats the world. The pieces are already there: - Memory Shortage (duh) - CXL 3.1 realistically purchasable (memory pooling) - Linux Transparent Page Placement becomes opt-out instead of opt-in - Kubernetes DRA (dynamic
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The amount of noise added to each data abstraction layer is quite massive.
Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it
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This is such an incredibly dumb take as it will “require” more investment to drill that 300 billion barrels of oil than the revenue coming from selling all those barrels. Reserves aren’t worth anything if it takes more money to drill them from the ground!!
In case you don't realize what just happened: Venezuela holds the LARGEST oil reserves in the world, at 300 billion barrels. The US is now "running" Venezuela with large US oil companies moving in, according to Trump. The US now controls the largest oil reserve in the world.
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Quite surprised to see this narrative hold. Venezuela has heavy crude oil, which makes it more expensive to refine into usable products like gasoline. They also skimped on maintenance so a huge CAPEX is needed to crank output, which makes it uneconomical at best.
The removal of Maduro will lower oil prices, which is good for America and very bad for Russia. A weaker Russian economy will increase the probability that the war in Ukraine ends sooner and on more favorable terms for Ukraine. And Putin will be sleeping in his safe room from
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There is too much dumb in the system. We need to reduce dumb.
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