⊹ Sophia retweeted
This is what Leopold Aschenbrenner owned before he got margin called
This is what Leopold's portfolio looked like as of the end of Q2
- SanDisk $SNDK: 2,495,344 shares, $5.7B
- Micron $MU: 4,828,786 shares, $5.6B
- Bloom Energy $BE: 6,272,808 shares, $1.9B
- Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B
- Nebius $NBIS: 4,464,260 shares, $1.2B
- CoreWeave $CRWV: 7,479,558 shares, $0.7B
- Core Scientific $CORZ: 26,008,473 shares, $0.7B
- STMicroelectronics $STM: 7,802,700 shares, $0.6B
- Applied Digital $APLD: 15,384,616 shares, $0.5B
- Riot Platforms $RIOT: 17,100,000 shares, $0.5B
- Sharonai: 5,396,127 shares, $0.5B
- IREN $IREN: 9,474,099 shares, $0.4B
- CleanSpark $CLSK: 12,276,139 shares, $0.2B
- Keel: 26,451,393 shares, $0.2B
- Solaris $SEI: 1,129,621 shares, $0.1B
- Whitefiber: 1,757,600 shares, $0.1B
- Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B
- T1 Energy $TE: 4,900,000 shares, $0.05B
- Hive Digital $HIVE: 9,133,726 shares, $0.03B
- Babcock & Wilcox $BW: 2,027,451 shares, $0.03B
- ProPetro $PUMP: 1,960,382 shares, $0.03B
- Vishay $VSH: 375,000 shares, $0.02B
- Cerebras $CBRS: 10,000 shares, $0.002B
Call options:
- Bloom Energy calls: 145,800 contracts, $0.04B
- Taiwan Semiconductor calls: 50,000 contracts, $0.02B
Put options:
- Infosys puts: 500,000 contracts, $0.005B
⊹ Sophia retweeted
Being VIP has its perks. 😉
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VIP-exclusive APRs up to 20% higher than standard Earn rates, larger subscription quotas, and the widest range of tokens in the industry.
👉 binance.com/en/blog/vip/7650…
⊹ Sophia retweeted
ICYMI NEW POD
We Cover:
▫️ Aerodrome taking Ethereum market share
▫️ Why liquidity follows rewards
▫️ Winning the RWA market
▫️ MEV capture, better AMMs & more!
@wagmiAlexander @0xMether
@DromosLabs @aeroxyz
Links Below ↓
⊹ Sophia retweeted
Makes you re-appreciate exponentials!
Immediate take aways for me:
- I value model competition even more.
- Get my AI's to safely require less button clicks. The amount of time I spend approving is dumb, and was built for higher error rates.
understanding progress on RSI is one of the most important things we can do to chart the future.
@danrobinson and I made a game and explorer based on economic models of AI research, to make the inputs and constraints that define RSI more intuitive.
paradigm.xyz/research/rsi/?v…
⊹ Sophia retweeted
Joe Lonsdale: It's perfectly fair to insist the data center owners pay for their own electricity, pay for their own water... But overall, they create jobs, and they're key to this industrial revolution for all of us...
Young people are being taught to hate data centers, just like we were taught so many other things we're supposed to be worried about. And it's fake, and it's B.S., and I'm long America and building the future.
@JTLonsdale @kilmeade
Brian Kilmeade: That leads me to the data center conversation. So we have all these data centers in this country, and suddenly it's a controversial move. 40% of the new construction are being protested now by various cities. The governor of New York says we're putting a moratorium. No data centers. What's the truth? Are they a danger to the environment?
Joe Lonsdale: First of all, they're not a danger to the environment. I do think it's perfectly fair to insist the data center owners pay for their own electricity, pay for their own water, make sure they're lowering the cost of energy... You don't want them raising costs for anyone. But overall, they create jobs, and they're key to this industrial revolution for all of us... It's crazy to stop them.
You know who wants us to stop them? Of course, it's the populist extreme far left. But of course, it's also China. And we are also tracking Chinese money helping NGOs to push this narrative.
Brian: And you also feel like it's popping up on TikTok and other social media devices. So you've got a bunch of 18 to 25 year olds who think this is their next cause.
Joe: You're being taught to hate, just like we were taught so many other things we're supposed to be worried about. And it's fake, and it's B.S., and I'm long America and building the future.
⊹ Sophia retweeted
People ask how an AI company uses AI internally.
Our newest tool gets asked >15,000 questions a day.
(By agents and humans)
Engineering at @cerebras spans many disciplines.
Chip design, data center operations, compilers, kernels, cloud infrastructure.
Since the IPO, hiring has only increased.
Every new team member needs to pick up 10 years of context, fast.
That context lives everywhere.
Slack. GitHub. Suggested edits to old documents. Status metadata in Jira.
So @learnwdaniel's team built our own search system in-house.
A simple search pipeline wasn't enough.
They get flooded with noise.
They miss context buried across different systems.
3 interesting things about it:
1. It embeds questions, not raw Slack conversations.
Embedding raw Slack transcripts failed.
"sounds good, thanks" sits close to almost every query in the embedding space.
So an LLM distills each thread into the question someone would search for.
And the resolution.
That is then embedded.
Accuracy jumped significantly.
2. It combines 4 search techniques.
Exact match catches pasted error strings.
Rare-term weighting improves search for obscure terms.
Embeddings catch 2 engineers describing the same bug in different words.
Recency catches that a 6-month-old answer may describe infrastructure that no longer exists.
3. You can ask it who, not just what.
One of the most repeated questions was "who is the expert in Y?"
So the team built who_knows - it finds people with demonstrated expertise on a topic.
3 months after launch, it's one of the most widely adopted tools at Cerebras.
The full engineering write-up here: cerebras.ai/blog/how-we-buil…
⊹ Sophia retweeted
🇺🇸 WARREN: "WE NEED CRYPTO LEGISLATION."
Read that again.
Crypto's biggest opponent in the Senate says the industry needs rules.
Her objection isn't the law.
It's the authorship.
"Written by the crypto industry to protect the crypto industry."
11 months of negotiating. 300+ pages added at Democrat request.
Still not enough.
CLARITY delayed again.
⊹ Sophia retweeted
Woke up thinking about @naturalpay Many hours of labour with love to make something so intentional. Amazing to collaborate with the Natural team every step of the way. All the pantone matching, sampling, and materials explore was worth it.
Thank you to @itsgabsmith @devannpatel @bykahlil for trusting us to bring this to life.
An unboxing of our very first Natural drop! Sent out to friends and partners of @naturalpay in celebration of our launch
⊹ Sophia retweeted
JUST IN: Chainlink CCIP now powers about 70% of wrapped Bitcoin
The share follows BitGo’s migration of $7.4 billion in WBTC to the network
