Please Liang Sheng, all I want is- ARR > $8B- Employment up in Ulanqab- RSI scaling laws for token factory- V4.5 < 8 months behind US…
I worry about the dilution. Hopefully still not much. But they need cash…By the way, Bloomberg estimates Wenfeng's net worth at $36B now, 8th richest in…
I can't get mad at Demis but this isn't really seriousDemis Hassabis: http://x.com/i/article/2076946210397552640
Kimi K3 coming soon, LFG! I expect a lot from this model. I'm even forced to admit it will likely mop the floor with V4-official, though…
Insaneperhaps many of my Mainland followers will be very rich soonZephyr: Who the hell priced the CXMT IPO???They are IPOing at just $80B market cap (revenue…
> 3D vertical stacking to achieve sub-micron interconnect> To be used in TY64 SuperNode & HS128 SuperClusteras Zephyr says, hard to believethis looks like a fast-following…
Did anyone see it? I can't reproduce Allegedly K3 on July 15th Faster than I'd expectmark: @teortaxesTex Looks like Moonshot accidently leaked something huh? https://platform.kimi.com/docs/untitled-page
RT 🌿 lithosASML is leaving a lot of money on the table re: the Chinese market. There is no export rule for productivity, and it is…
RT 🌿 lithosGreat article by @zephyr_z9.CXMT is building DRAM fabs in half the time compared to their competitors (only 12 months). Their only capacity barrier is…
RT Nuño SempereThis is how my horizon looks like if I minimize taxes. Idk you can get pretty skies anywhere, what makes SF special is the…