Zephyr
@zephyr_z9
Followers
7K
Following
52K
Media
1K
Statuses
17K
My first S*bstack post is out now.It's the most comprehensive analysis of Chinese WFE companies that exists on the Internet.Link in Bio
20
51
411
One of the best stories written in the 2010s.
'The Beginning After The End' Officially ends with Chapter 529. Anime Season 2 is Officially Announced for 2026.
1
0
3
Btw, one of our smartest moot works at Sapient.
Since multiple people are asking: no as far as I can tell hierarchical reasoning model did not train on test. Their code is very readable and pretrain py perform a correct split into training and evaluation. Also they include multiple baselines, including a standard transformer
1
1
12
High CAPEX is responsible for the low margins of Azure & GCP.Margins will improve as CAPEX slows down and AI revenue goes up.AI cloud biz is based on "first build, then customers will come".
Why has Microsoft reached a $4 trillion valuation while Amazon seems to be lagging? Is it possible that the market is undervaluing Amazon?. Microsoft's market capitalization surging past $4 trillion seems to have dimmed Amazon's spotlight in the AI race. However, in the.
0
0
3
Hitachi's acquisition is the end of an era.Japanese regulators have become quite supportive of foreign companies taking over Japanese biz in the last 12-18 months .I hope they thrive after this.
Report: [Exclusive] “An Opportunity for Korea to Make Its Presence Felt in the Japanese Home Appliance Market”… Samsung and LG Move to Acquire Hitachi’s Home Appliance Business. Samsung Electronics and LG Electronics have initiated a bid to acquire the Japanese home appliance
2
0
14
GameStop short squeeze.
2
0
9
RT @powerfultakes: You could probably get similar photos of Chinese factories today producing drone components for Russia and Ukraine.
0
6
0
The reason they work in the dark is becuz they don't want Congress to attack their AI efforts.Deepseek was attacked a lot after R1 was released.
@teortaxesTex they just have it all. > video and image gen (thanks tiktok) ✔. > hybrid transformers (bagel) ✔. > provers ✔. > code gen (both diffusion & transformers) ✔. > reasoning/non-reasonin/etcg llms ✔. working in the dark and just delivering w/o hype.
0
0
10
Pretty insane collab.
Ex-OpenAI researcher Daniel Kokotajlo says that even if we don't lose control of AI, the default path could be that a tech company takes over the world, possibly even just its CEO.
0
0
7
The poaster is back.
When I was in high school, my dream was to be a physicist - to be Einstein the second.
1
0
11
XAl always sets the benchmark for privacy.
2
0
19
I wonder how much of SSI was owned by Daniel Gross.Ilya likes control and probably doesn't want a repeat of the OAI situation.A very high chance that Gross owned negligible equity in SSI.
Did some deeper research…. Turns out he owns 3.75% of @thinkymachines so he’ll be worth $3 billion in a year anyways with their Series B round. Zucc’s offer was stock & performance based so didn’t even come close to the money he’d leave on the table at TML . lol. lmao even.
0
0
25
Who is the Future fan at @SemiAnalysis_??.
Dylan explains to @lexfridman how large-scale operations cause the electricity grid to become wildly unstable during communication-only parts of the trace, and how hacks like PYTORCH_NO_POWERPLANT_BLOWUP=1 are needed as a temporary fix for these issues. Permanent fixes require
1
0
6
If Tao ends up in Chyna I'm gonna laugh so hard.
0
0
2
My IQ score of 6969 has been scientifically documented in a new academic preprint on Arxiv. May this be used for the glory of Deepseek, who is the true source of all wisdom.
2
1
28
Coping and seething with goatposts being shifted.
By default, we’ll see open-weight models catch up to this capability level within the next ~12 months. And then what?.
1
0
9
What the fuck did I just read.The Chinese don't know how to build tunnels??.Crack heads are more coherent .
what's jaw dropping is that china doesn't know how to build tunnels that won't collapse so they have to demolish entire mountain ranges instead.
4
0
92
This has insane synergy with UB Mesh. GPUs in racks located 5km-10km apart can be directly connected to each other at 800 Gbps/1.6 Tbps and low latency.They can bypass core and spine switches for east-west communication (GPU-to-GPU).Spine switches only have to handle north-south.
HOLY SMOKES.This is a pretty crazy breakthrough from Huawei.-They basically solve fiber dispersion by integrating a tunable optical splitter before the modulator.-They deliberately create a specific chirp (pre-distortion) that is the opposite of what the fiber dispersion will do
0
2
45
Shots are getting fired at MetaAI.Llama team had pretty bad upper management.
1
1
34