DwarfStar running DeepSeek v4.1 Flash on a 128GB M5 Max. I didn't expect with SSD streaming it could be so fast. Recent SSD streaming changes to retain the right experts surely helped, but also maybe DS4.1 uses the same experts more. Will push online when ready QA > ASAP.
James retweeted
Beware people obsessed with outcomes instead of building outcome machines. Its worse than ever with AI, but these people existed before. Short term results above all else, etc. Don't fall into the trap. Invest in building strong fundamentals, invisible supports, and outcomes flow like water. An outcome machine.
finally roon and rahul start a podcast
Had a lot of fun chatting again with my twin brother @dylan522p
We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and OpenAI are on track to control most of the world’s usable FLOPs within the next few years (because they can monetize compute better and thus outbid everyone).
And then we discuss whether the >$10T of total AI capex we’ll see by the end of the decade will cause a sovereign debt crisis, where hyperscaler debt raises interest rates, drives non-AI exposed countries into bankruptcy, and crashes non-AI equities.
One question we weren’t able to resolve is whether there’s anything that can counter all the forces barrelling towards centralization in this industry - the economies of scale in training, the scarcity of compute, and eventually continual learning and RSI.
0:00:00 – Two labs will soon control most of the world’s compute
0:07:01 – $6 billion in fab capex enables $1t+ of end revenue
0:13:08 – Compute prices will rise if the labs outbid everyone
0:18:22 – Which layer will capture most of the surplus?
0:25:40 – Will datacenter regulation slow down AI?
0:29:43 – Labs are shifting compute from inference to R&D
0:33:27 – China gets less than 10% of new compute, but its labs need less
0:48:48 – Will AI cause a sovereign debt crisis?
1:07:52 – Will the world's future workforce belong to a few companies?
James retweeted
(trying too hard at the interview) Actually I see myself as helping to drive the stock to zero starting on day one,
it’s rude to ask
- a woman her age
- a man his salary
- a neolab how they got that biological dataset
Harvard to pay $53M in suit over selling donated corpses on black market
Readers added context they thought people might want to know
Harvard settled lawsuits for $53M over negligence after a former morgue manager stole and sold parts of donated cadavers; the university did not sell any remains. theguardian.com/education/2026… forbes.com/sites/maryroel…
> hello 911?
< yes sir what is the emergency
> he’s outside again
< what is happening sir
> it’s the frame mogger
< full frontal lat spread again?
> yes im scared
< plz stay inside sir, I am alerting dispatch
drinking in sf is like this dreary delirium where you’re spinning at the bar and reach for your glass (sponsored by vanta) and get sick and throw up in the garbage can (sponsored by mongodb)
which hill? nob hill? russian hill? potrero hill? telegraph hill? bernal hill? forest hill? rincon hill? cathedral hill? tank hill? strawberry hill? billy goat hill? grand view hill? buena vista hill? corona hill? liberty hill?
surely walking these will kill you eventually
so this guy is definitely some kind of scammer right
David Sinclair: "Sudden blindness has doubled because of GLP-1 drugs."
ROGAN: “Holy shit!”
SINCLAIR: “It’s like a stroke in your eye. And then your other eye can go. And there’s nothing you can do about it.”
ROGAN: “Obviously, correlation does not equal causation, but...”
SINCLAIR: “Yeah, there’s a scientist at Harvard, Joseph Rizzo. It looks like it’s repeatable across the planet.”
ROGAN: “Wow, that’s terrible because there are so many people out there telling everyone they should get on GLP-1s.”
@joerogan
@davidasinclair
James retweeted
The frenzy of selling bio data to frontier labs is largely a Siren call.
We're worried about value leakage for many bio companies trying to sell to frontier labs, reorienting their organizations around a short-term revenue source. In some cases with very general, data rich platforms the sales will be worth it but most bio companies don't have this. It's likely best for you to keep working towards your company's big vision.
We @CompoundVC go through the nuances in this piece. Thank you @mhdempsey for your ideas and help on this piece.
(Link below)
James retweeted
Working from home is walking downstairs to get another Diet Coke while my wife battles my unruly children.
James retweeted
Tired: Series A
Wired: Series USA
🇺🇸🫡🦅
extropic.ai/writing/thermody…
























