Honest post: the Polymarket DeFi CLOB is full of tech debt. It grew fast, got hacked together, and most of the team inherited it that way. Since joining and building out the team, we have scaled it 10x and made it 3x faster, but it’s not enough; the core foundations of how it’s been built are wrong in almost every way. You try to fix one thing, and another thing goes wrong; the conclusion now is that the codebase can’t be saved long-term. The exchange is the heart of Polymarket; everything runs through it. If we want to be the best exchange in the world, it must be fast, stable, and scalable. We can’t keep patching the old one, where these core foundations are generally missing throughout, so we’re rewriting it from scratch in Rust. Early numbers: 10-20x faster on p99 than today, 200,000 orders per second (15x what we have now, with room to reach 400,000+), and stability under load. This will put us faster than most exchanges, including CEXs. Building it in Rust gives us memory safety with no garbage collector. No GC means no random pauses and no random latency spikes; the tail latency in the benchmarks is the tail latency you get in production, alongside a strict compiler that enforces correctness up front. Data races and memory corruption (the bugs that take exchanges down) can’t exist in the first place. Polymarket has to take it seriously that we are an exchange; this is people’s money, not a joke. To succeed, we have to fix this; otherwise, we will fail. It’s as simple as that. I joined to build the best software in the world, not to maintain some of the worst, and I will do everything I can to make Polymarket a serious exchange. We are aiming to have the exchange ready sometime in Q4 (mid to end). I'll communicate progress as we go so you all know the status. Breaking changes will be minimal for all integrators and will be communicated in advance. We will maintain the existing CLOB and keep trying to improve it as we build this side by side. We can’t wait to throw away the existing CLOB; we dislike it as much as you all do. Make Polymarket fast, finally.

spent the last few weeks deep in compute markets and the more i look the more bullish i get agents are about to be the biggest buyers of compute in the world. they run 24/7, call models nonstop and pay per request with their own wallets but right now they all buy at whatever price the pricing page says. no way to lock in a rate, hedge a spike or borrow against future usage no business would run like that and agents won’t either the teams building spot, forwards and credit for compute are building the cme of the ai economy

Super excited to be interviewing @poteto, live, in ~48 hours on YouTube. We'll be nerding out about skills, high-velocity software factories, and learning SOTA techniques for shipping with agents. This Friday - 9AM PT. Don't miss it! youtube.com/live/MN9dGgmLyso

Data center lead times getting beyond control As shared by Cushman & Wakefield / Hyundai Securities, it’s not down to GPUs or even memory. - Copper, aluminum: ~4–10 weeks - Most HVAC / chillers: ~15–30 weeks - UPS, LV/MV switchgear: ~35–60 weeks - Generators: up to ~100 weeks - Pad-mounted transformers: up to ~115 weeks One can construct building faster than getting the transformer that powers it. #DataCenters #AIInfrastructure #SupplyChain

Codex voice mode! Just replicated it on my ai.ubq.fi gateway

i simply do not understand how ppl get any serious work done in a coffee shop, cafe, or any space that is constantly noisy, inconsistent, & unpredictable. conversations, espresso machine noise, music, ppl coming & going, random phone calls, god damn. every few minutes your brain gets context switched by something. lots of coffee shop work seems more like productivity larping than any real work. kudos to those who can actually pull it off. i need a real office where i can have my perfect environment setup where i don’t have to bring anything, move the mouse & i’m ready to go.

What happened to Python? 📉

1/ what the hell is a jev?

I used Haiku to turn NL searches into structured tool calls ("tool calling"). The fields, operators, and tags were all bounded. It wasn’t open-ended generation but semantic decision-making. Jev looks like it could replace Haiku for that use case.

Here's a 45-second TL;DR on Jev. I find the core idea beautifully simple, but the video made it really hard to understand. Hope you find it helpful.

They say the brain has two parts: one for language and one for “subconscious” thoughts and decision making. LLMs of course remind me of the language side and Jev reminds me of the missing piece.

Instinct is in talks to raise about $1 billion at a roughly $10 billion valuation, less than a month after raising $250 million at a $2.25 billion pre-money valuation. The 23-year-old founder Noah Shinn is building a personal AI agent that can operate software and complete tasks like answering emails, negotiating bills and booking reservations. Instinct now has more than 100,000 users and has already run into compute capacity constraints as demand grows. Its valuation has gone from roughly $50 million in the spring to $10 billion under discussion today. Source: The Information

billions of dollars raised by ai labs and still no LLM that doesn’t use em dashes has been developed

How to kill open source models in 3 simple steps: - Create panic about frontier models. - Have the biggest AI companies help write the “safety” rules. ← WE’RE HERE - Make those rules so burdensome that open source can’t compete. Art of the deal.