@DreadyBear

24, self-taught semiconductor enthusiast. Overclocking parts when I’m bored. $Macro $INTC $AMD $NVDA $ARM $QCOM

Joined July 2021
What are the odds Situational Awareness got chunkified again today?
which hedge funds blew up today?
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Didn’t really want a blue check but guess I’ll probably get one.
We've unified plans across Grok, Cursor, and X Premium. Introducing The X Subscription.
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DreadyBear retweeted
it's finally here! one unified sub with incredible value across Grok, Grok Bot, Cursor, and X Premium
We've unified plans across Grok, Cursor, and X Premium. Introducing The X Subscription.
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DreadyBear retweeted
PLEASE INCREASE THE “GROK BOT” WEEKLY USAGE LIMIT! 🫡
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I’m am again asking XAI to not continue combining sub tiers and give me simply a tier of sub for just grok bot that uses all of my money just for @bot
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DreadyBear retweeted
Anthropic is putting the nail in the coffin on OpenAI
We just let in every Pro and Max user from the Claude Code Projects waitlist! If you're new to Claude Code Projects, here's a 4 minute walkthrough to get you started:
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Had an iPhone 18 Pro Max for like 8hrs maybe and already the battery life is not even close to the paltry garbage of the 17 Air, I’m not even sure the weak numbers Apple gave were even representative of how bad that phone was. Glad to be out of that nightmare.
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DreadyBear retweeted
Taiwan Op-Ed: Elon Musk would not be a good partner for TSMC because he is pro-China for business reasons and “extremely unfriendly to Taiwan”, one media says, adding that if TSMC worked on TeraFab, other clients would likely be unhappy because they don’t have joint venture fabs with TSMC – not even Nvidia. $SPCX $TSLA $TSM $NVDA #semiconductors ec.ltn.com.tw/article/paper/…
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Ngl this is the single mashup I’ve seen that checks out.
Halo 3 Battlefront with open mics and everyone having a blast. Brogramming has some benefits
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DreadyBear retweeted
Scribblenauts was where I learned to prompt Few
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I love the way Cowork has Opus like basically gives you screen caps of what it’s identified and is resolving as open issues. Definitely gives a good feeling and idea of what is being worked through and the results in a quick format without me directly checking every time.
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You honestly can’t be talking this much shit locking your comments and working at Bungie. Not to mention the ex Halo devs don’t really have unilateral power to decide what projects they’re on. That power goes to the heads of Xbox game studios who are also incompetent.
lotta talk from people that can’t make games themselves. which is weird, because if I truly thought something I “loved” was getting “destroyed” by fragility, I would simply aim to make something to contribute that I find valuable to the market. Weird, it’s almost like the outrage is manufactured 🤷‍♀️
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I would say it’s like 50-60% of the way to doing larger imports and just working. It’s working through initial builder and importer bugs.
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Then when things work I wanna add weather/seasons and peg Pokemon behavior to it. Make the mechanics of it meaningful to the function of it.
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I guess I’m not the first person to discover this but the token draw difference between Fable and Opus is really insane, or at least the usage difference on cost. I don’t know Opus is worse enough though that’d I’d consistently use Fable at all.
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Worth noting that if Terafab wasn’t real or it wasn’t a concern Intel would get a lot of the benefit of it, TSMC would not move on it like this. Even to engage to me is an admission of that IMO.
Will $TSM end up eating $INTC toast at Terafab? It’s highly unlikely these two will collaborate, so it seems like a real possibility Maybe $TSM as a partner for foundry and $INTC for packaging?
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Here are my takes on the recent rumors regarding a collaboration between TSMC and Terafab: 1. I think Terafab serves as a vehicle to scale production capacity rather than competing directly with Intel and TSMC for the most innovative chip designs. Its purpose is to radically expand chip manufacturing to meet future AI demands. In this setup, Elon Musk provides unlimited resources for Intel and TSMC to produce their own chips through the Terafab framework. 2. From my point of view, it is highly unlikely that Terafab would abandon Intel to work exclusively with TSMC. Neither Intel nor TSMC alone has the capacity to fulfill Terafab's massive scaling requirements on its own. 3. While Intel’s stock may experience a 5% to 15% swing due to this news, the core investment thesis for Intel remains entirely intact: a. Domestic Manufacturing: Intel remains the only major leading-edge chip manufacturer with fabrication facilities located inside the United States. b. CPU Demand: The demand for traditional CPUs will heavily increase alongside the growth and deployment of AI agents. c. Terafab Partnership: Intel will continue to collaborate with Terafab to manufacture chips. d. Government and Executive Backing: Intel is strongly backed by the U.S. government. Crucially, the government's stake in Intel has become a flagship economic achievement for the Trump administration. Donald Trump will not let Intel fail, and neither will Elon Musk. $INTC $SPCX $TSM
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Some of this idea I 100% stole but nobody doing this owns copyright to Pokemon anyway, but the ability to bring up and recreate the sprite pokemon games with Opus is wild. I have so many ideas.
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So just preface again I work at Ziegler, which is shipping in AG/construction for CAT and AGCO stuff, plus shop. Heard today from my boss a customer said his crop is fucked, and everything from here in Iowa south from what he’s heard is the exact same. We’re doing record, or…
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…near record rainfall on top of still lingering fuel prices this season. My view of the current harvest is it’s gonna be pretty bad on account of a bunch of factors in an already bad economy for farmers, not a great look. Budgets are still continuing to be cut into as well.
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Which it’s still raining for the record.
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