RT Adam Ozimek: Why haven't solar costs fallen more recently? One answer:
RT Adam OzimekWhy haven't solar costs fallen more recently? One answer:Zeke Hausfather: Recently @atrembath pointed out that solar prices are on the rise in the US…
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It'll be very interesting to see how this plays out One thing is for certain: the EU loses
It'll be very interesting to see how this plays outOne thing is for certain: the EU losesAleph: Good. Someone explain to Trump he also needs to…
«Some have asked if there might be “wiggle room” for lax enforcement if MATCH Act is passed. The answer is clearly no. Nobody in the American polit…
«Some have asked if there might be “wiggle room” for lax enforcement if MATCH Act is passed. The answer is clearly no. Nobody in the American…
At current V4 prices and speeds, I think DeepSeek would need on the order of 100K inference-only GPUs at max capacity to hit $8B ARR. Some 11.5 quadri…
At current V4 prices and speeds, I think DeepSeek would need on the order of 100K inference-only GPUs at max capacity to hit $8B ARR.Some 11.5…
Incredible. a near-frontier model we need research for direct J-space optimization now
Incredible. a near-frontier modelwe need research for direct J-space optimization nowGoodfire: > replicate J-space on GLM 5.2> train a reward model and run RL to reduce…
Will probably happen now I still think DeepSeek wins (as in becomes the leading lab and AGI backbone in China) in the long term, as they add their int…
Will probably happen nowI still think DeepSeek wins (as in becomes the leading lab and AGI backbone in China) in the long term, as they add…
GLM 5.5 might well be a new and larger pretrain, and one that'll carry them towards Fable/Mythos realm. 4.5 was a large step change from 4 an interest…
GLM 5.5 might well be a new and larger pretrain, and one that'll carry them towards Fable/Mythos realm. 4.5 was a large step change from 4an…
for real? 200K H200s won't take a whole lot of time to finish shipping tbh
for real? 200K H200s won't take a whole lot of time to finish shipping tbh*Walter Bloomberg: $NVDA US OFFICIAL SAYS SHIPMENTS OF H200 CHIPS TO CHINA…
sometimes in awe of this guy, sincerely He gives it to the world, good and hard you grumbled and bitched about American hegemony in ideological terms,…
sometimes in awe of this guy, sincerelyHe gives it to the world, good and hardyou grumbled and bitched about American hegemony in ideological terms, but accepted…
> immediate nation-wide air-gapping in a matter of seconds if Chyna proves it can do that, I'll have to seriously consider whether Xi Jinping is the l…
> immediate nation-wide air-gapping in a matter of secondsif Chyna proves it can do that, I'll have to seriously consider whether Xi Jinping is the legitimate…