Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal

Joined September 2021
damn im wrong
I dont remember Gemini taking number one during the big push last year, or even Anthropic during the cc era
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I dont remember Gemini taking number one during the big push last year, or even Anthropic during the cc era
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Replying to @benitoz
so no mtp to no mtp.... some configurations better than others, its competitive! you can do it on a watt basis as well...
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Goodluck to inference engineers at Moonshot today
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new llm phrase! API storm!
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Total victory.... holy shit
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Replying to @riddle245
Cannot stop us
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Energy is so good rn at MSG
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Mitchell Robinson broke his fifth metacarpal NOT his pinky, per @WindhorstESPN “It's a broken hand. When you break this part of your hand, it's known as a boxer's fracture because most of the time it means you hit something." (Via @GetUpESPN, h/t @TheNBABase)
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wow this is the biggest step change in a new model release in recent memory
Anthropic
@AnthropicAIApr 7
Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software. It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans. anthropic.com/glasswing
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Mythos able to exploit like firefox pretty easily. Cybench is 100% at 1 pass which is lol
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