“This is amazing: Heckler: “I voted for Biden. I like you, but I can't vote for you. The problem is, his book says something different than my book.”
The crowd booed. Security started to approach the man. But Abdul El Sayed stopped him.
Abdul El Sayed: “Let him stay. Let him stay."
The guards backed off. He paused.
"Sir, I'm grateful that you're here." He paused, and said, "I’m just gonna tell you this.”
El Sayed: “The book that matters for all of us is the U.S. Constitution.”
The crowd erupted in applause.
The heckler uncrossed his arms. He actually applauded along with the crowd. He nodded and pointed at El Sayed.
El Sayed: “I want to say thank you, my friend. I just want to tell you, when it comes right down to it, at the end of the day, I’m gonna swear an oath to that U.S. Constitution. Because of the U.S. Constitution, you have the right to live according to your own book.”
Crowd shouted, "Yeah."
El Sayed: “And also, because of the U.S. Constitution, you don’t get to enforce that law on anyone else.”
The crowd cheered for 14 straight seconds.
The heckler stood there, absorbing it all. He sat down.
That is how you bring Michigan – and all Americans – together.”
sumeetbudhraja retweeted
This is for all the writers ( and want to be writers) in this beautiful community 💖✍🏼👩💻👨🏻💻📝. This gave me some serious guffaws and I hope it does for you as well 👍🏼💙. Happy writing ✍🏼🙏🏼. @LouDPhillips @DzintraSullivan @ChrisBohjalian @therealSIR3 @hwinkler4real @AuthorFleur @donnacox1021 @drdoomed01 @jameshealyjr
sumeetbudhraja retweeted
Ben Affleck reveals he writes Python, understands convolutional neural networks, worked extensively with GPUs, and used his celebrity status to get private looks at Google and OpenAI’s video models
“I’ve always been kind of into computers since I was young. Then, when film started to move from analog film to digital, I became more interested in that aspect of it. The visual-effects workflow for many years has included machine learning, so I can write pretty shitty Python scripts and stuff like that.
“With convolutional neural networks, which were the precursors to what the transformer can do, which is much more computation simultaneously, you would do things like look at what’s called a tensor. That’s the numerical translation of a visual image in numbers, like the batch number, the frame number and the red, green and blue values of each pixel in each frame. It’s just that simple. That numeric is called a tensor.
“You’d use a convolutional neural network to identify patterns that reveal what’s called edge detection or feature extraction, which is identifying patterns well enough to know, this is where the window ledge is, so we can more easily take the green-screen image out and replace it with something.
“That was familiar to me early on because, prior to Artists Equity, I had a small visual-effects company. I’ve worked with GPUs a lot too. The visual-effects guys said, ‘Hey, you should see. There are a couple: Google and this other company, OpenAI, are doing really interesting stuff with transformers in video.’
“I’ve learned that I can actually just call up and go, ‘Hey, it’s Ben Affleck. Can I come see what you’re doing?’ Sometimes people say yes, to my astonishment.”
$ANET Andy Bechtolsheim says AI has made optics demand about 10 times bigger in five years and the industry is only at the "very beginning"
"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably now 10 times bigger than it used to be five years ago..."
"And what I want to talk to you today is that we're not at the end of this journey, but rather the very beginning. There's easily another order of magnitude increase in bits needed for the next generation kind of data centers."
"So what I want to talk about first is what's happening at the data center level, and how we as an industry have to get together to solve these problems of this very rapid and high demand growth as fast as possible, since AI can't wait."
______
For full set of takeaways to Andy's AI Datacenter and Optics lecture: firesidealpha.substack.com/p…
sumeetbudhraja retweeted
Kashi Vishwanath: A Temple That Survived the Centuries
Located in Varanasi, India, the Kashi Vishwanath Temple is one of Hinduism’s most sacred shrines, dedicated to Lord Shiva. Its history reflects centuries of devotion, destruction and renewal. In 1669, Muslim Mughal emperor Aurangzeb ordered the demolition of the old temple. In 1780, Queen Ahilyabai Holkar rebuilt it. Today, it stands as a powerful symbol of religious faith, cultural heritage and the enduring spirit of a civilisation.
Samb Sadashiv 🙏 Har Har Mahadev
sumeetbudhraja retweeted
Anduril is investing $3.7B into Arsenal-2.
The next great American Shipyard.
sumeetbudhraja retweeted

Mario Nawfal@MarioNawfalOct 19
North America!
North AmericaConnected via West Asia App StoreLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
🇺🇸🇮🇷 Oil is already costing around $140 a barrel in the physical market, and the worst of the price shock may still be ahead.
Brandon Weichert spoke with Johns Hopkins economist Steve Hanke about the growing economic damage from the war with Iran.
And Hanke explained why the $110 Brent crude price doesn't tell the whole story.
He estimates that physical oil is trading closer to $140, with roughly $30 of the difference coming from tanker shortages, longer shipping routes and the difficulty of getting oil to refineries.
That's on top of the price increase caused by disruptions in the Strait of Hormuz.
But his bigger warning concerns what happens next.
Countries have been cushioning the shock by drawing down fuel inventories. Eventually, those stocks need replenishing, potentially at much higher prices.
Hanke expects diesel prices to remain elevated through at least mid-2027, even without further escalation.
And the consequences extend far beyond fuel.
Gulf shipping disruptions also threaten supplies of sulfur used in fertilizer production and metal processing, adding pressure to agriculture and manufacturing.
Meanwhile, Hanke believes the economic fallout could severely damage Republicans in the upcoming midterms as voters connect rising living costs to the war.
The real danger goes beyond $140 oil. We're talking about an energy shock that keeps spreading through the economy long after the initial disruption.
And Hanke sees little reason to expect relief anytime soon.
@steve_hanke
sumeetbudhraja retweeted
I do not know how things are in other countries. But in Denmark, when I follow the coverage of the unrest in France on our two public-service television broadcasters, the explanation I keep hearing is this:
France has spent years cutting back on upper secondary education. Classes are overcrowded. Add teacher shortages and excessive centralisation, and young people take to the streets.
That is only half the truth. And when you peddle half the truth, you are, as we know, also peddling half a lie.
Here is what can be pieced together from the French quality press and the official figures.
France’s public spending per upper-secondary pupil is above the OECD average. That should complicate any account which treats a lack of money as the whole explanation.
There is some truth in the criticism: some lycées have large classes, and the French education system is centralised and bureaucratic.
One example worth mentioning is Parcoursup, the higher education admissions platform. I suspect it would be a strong contender in any international competition for bureaucratic opacity and unnecessary stress.
But, as I have already said, this is only half the truth.
The other half concerns what teachers and school leaders are being asked to endure.
I admit that this is anecdotal. But recently, a math teacher from Metz described in a long and serious post on X how the teachers simply burn out at the most problematic high schools. We need to dig deeper into this constant attrition of skilled high school teachers.
Why are schools being left to carry so much of the burden?
French politicians are no different from politicians elsewhere in Europe.
They want as many young people as possible to complete upper secondary education and go on to higher education. For the usual reasons: education is supposed to break the cycle of inherited disadvantage, while higher education is supposed to raise productivity. I find those arguments only partly convincing when these benefits are treated as automatic consequences of expanding access.
In my view, France faces a problem we also know in Denmark: schools are being asked to compensate for failures of integration and basic socialisation that extend far beyond the classroom.
The danger is that, instead of institutions civilising their pupils, disruptive pupils end up barbarising the institutions.
No school can function properly if it is expected to tolerate young people who turn up unprepared, have no interest in learning and spend their time causing trouble and destroying the learning environment.
It is hardly surprising that such conditions can wear teachers down. They cannot reasonably be expected to shoulder the entire responsibility for correcting mistakes that the French political elite has spent decades making.
La France Insoumise and other radical organisations have encouraged the protests and blockades. Mélenchon has called for non-violence. However, this formal appeal for moderation appears symbolic when the LFI mayor of Saint-Denis simultaneously allows himself to be photographed among demonstrators and calls their actions justified.
Le Point has meanwhile reported on mobilisation by Étudiants musulmans de France and its cooperation with RED Jeunes. The former is linked to the Muslim Brotherhood milieu in a French Interior Ministry report; the two organisations helped establish the anti-Islamophobia collective Génération EDR, whose links to the antifascist group La Jeune Garde are also described by Le Point.
That is the kind of convergence I mean by Islamogauchism in practice.
The flags also deserve attention. Palestinian, Moroccan and Algerian flags have appeared at some of the protests, including scenes of disorder. To me, this is another indication that, for some participants, the agenda extends beyond class sizes and school budgets.
We do not yet know the full picture. But what concerns me is the apparent convergence, within parts of this movement, of several forms of radicalism: Antifa activism. Decolonial ideology. Islamogauchism. Islamist networks that have learnt from the left to speak fluent woke.
That is why I do not think it entirely misplaced to speak of an “Islamogauchist intifada” when describing this radical current within the French protests.
The wider protest wave has already spread to Belgium and Italy.
The Danish public-service coverage I have seen gives me far too little of this side of the story.
Two questions: Is it the same elsewhere in the Western world? And if so, why?
sumeetbudhraja retweeted
We need to mine as much copper in the next 18 years as we have mined in the past 10,000 years, which is 700-800 million tonnes... and that's without the AI demand.
Including AI demand, @BMO estimates we need ~35,000 tonnes of copper per gigawatt of installed data centre capacity... And according to S&P, by 2030, installed data centre capacity in the US is expected to reach 152 GW (~62 GW today).
sumeetbudhraja retweeted
What if your home could rise above the flood? 🌧️🏠
This concept rethinks climate-resilient housing: an elevated smart home, hydraulic-style supports, integrated solar power, vehicle access, and infrastructure designed to stay operational while the ground below is underwater.
As extreme weather becomes a bigger urban challenge, architecture may have to become adaptive—not static.
The homes of the future may not just resist disaster.
They may physically respond to it.
Would you live in one?
#FutureTech #SmartCities #SDGs #Technology #AI #IoT #5G #Tech #Architecture #ClimateTech
Cc: @jblefevre60 @Nicochan33 @pierrepinna @RosyCoaching @kalydeoo @Ym78200 @enilev @FrRonconii @CurieuxExplorer @Khulood_Almani @mvollmer1 @JoannMoretti @margaretsiegien @Shi4Tech @anand_narang @Eli_Krumova @HaroldSinnott @bimedotcom @EvanKirstel @Hana_ElSayyed @sallyeaves @SpirosMargaris @ipfconline1 @LaurentAlaus @Analytics_699 @Jeffkagan @AndresVilarino @efipm @FMFrancoise @MHcommunicate @Corix_JC @JolaBurnett @JeromeMONANGE @mary_gambara @drsharwood @smoothsale @sulefati7 @debashis_dutta @dinisguarda @devbhatt72 @terence_mills @BetaMoroney @mdrechsler @MarshaCollier @avrohomg @NevilleGaunt @PamMktgNut @arlenenewbigg
sumeetbudhraja retweeted
🙏🌺 महाष्टमी की हार्दिक शुभकामनाएँ 🌺🙏
माँ दुर्गा आपके जीवन से सभी दुखों का नाश करें, आपके घर को सुख, शांति और समृद्धि से भर दें। माँ के आशीर्वाद से आपके हर सपने को नई उड़ान मिले और जीवन का हर दिन खुशियों से रोशन हो।
जय माता दी! 🚩🌸 शुभ महाष्टमी! 🙏❤️
sumeetbudhraja retweeted
芯片设计已死?一个芯片工程师把账号直接丢给 Claude,让它自己去打西门子的芯片设计比赛,现在已经排到第二名了。
他叫 Kevin Cameron,在 OCP(Meta 牵头、各大厂一起定数据中心硬件标准的组织)里分享了自己的操作。
他的操作就三步:给个账号,丢一句“去参加这个比赛”,然后就没怎么管。Claude 想放弃,他就说“换个办法试试”;有一次卡住了,他问“你的假设是什么?可能那里有问题”,十分钟后 Claude 自己找出一个错的假设,从头再来。他说,现在用 AI 就是这么个用法。
他今年还一直用 Claude 写芯片仿真软件,就是芯片造出来之前,先在电脑上模拟它能不能跑通。他说放到 GPU 上跑,比别的工具快几千倍;但快多少,目前只是 Claude 告诉他的,他正在找人验证。他的感想是:有了 AI,写软件这种事,根本不费时间。
同一场会上,他还顺手吐槽了一圈。苏姿丰这次在 OCP 发布了给 AI 智能体用的新机柜,他说“都不怎么样,就是在原来那套上修修补补”:英特尔只会用自家 CPU 那套想问题,英伟达只会用 GPU 那套,没人问这个问题最适合什么硬件。他还说,你去问 AI 就知道,一个巨型数据中心里真正在干活的芯片本身,加起来大概一台微波炉那么大,其余全是撑住芯片的材料、供电、走线和散热。
比赛已经结束,10 月 22 日公布获奖名单,就看 Claude 能不能真拿奖了。
sumeetbudhraja retweeted
卧槽,原来这周砸崩 AI 股的 CoreWeave,玩法跟借钱拿地、盖楼、卖期房的开发商一模一样。
这事的导火索在本周二。Chamath 在 X 上指出 CoreWeave 一笔债的收益率到了 15%,马斯克在底下回了一个词“yikes”(哎哟,吓人),直接上了一堆新闻。第二天 CoreWeave 和同类公司全线大跌,CoreWeave、IREN、Nebius 这类“新云”公司这周都跌了约 20%。周五 CoreWeave 又跌 11.9%,一周跌了约 25%。
硅谷最火的科技投资播客 All-In 最新一期,Chamath、Sacks、Jason 加上代班的 a16z 联合创始人 Ben Horowitz,把它扒了个底朝天。套路很眼熟:签下微软大单、拿合同去借钱、买英伟达芯片收租。已经借了约 350 亿美元,还得再借约 350 亿,75% 的收入绑在三家客户身上。
更憋屈的是它把“期房卖早了”。长约都是固定价格,现在现货算力价格涨上去了,它多赚不到。Chamath 甚至建议它干脆赔钱毁掉部分合同、改卖现货,说这中间差了两三百亿美元。
现在债主先慌了。Chamath 算了笔账:它的违约保险这周涨到约 953 个基点,5 年违约概率约 55%,“基本是抛硬币”,“这不是我说的,是保险市场说的”。一笔 GPU 贷款的利率已经涨到 15%。他也承认表面上不危险,资产约 780 到 800 亿美元,债约 350 亿;但他团队估算,离触发债务条款只差正负 50 亿美元左右,这是一场“信心游戏”。
Sacks 觉得这只是波动:它实际付的利息还是 9.6%,二级市场打折影响的是以后借钱的成本。最该盯的是回本周期,CoreWeave 要 2.5 年,马斯克的 SpaceX 卖现货算力约 1 年就回本。
Ben 则说 a16z 一家这类公司都不投。1999 年带宽每兆 1500 美元,只能签三年长约,到 2001 年跌到 50 美元,借钱囤带宽的“直接死了”。不过他也承认现在不一样,算力严重短缺,亚马逊 CEO 说“2028 年以后都卖光了”。
最后 Chamath 点破了真正的死穴:10 年期美债要是涨到 5.5% 到 6%,“所有靠借钱赚利差的生意都会被碾死”。接下来一个月见分晓,就看它还能不能借到那 350 亿。






















