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Joined May 2017
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MuSigma retweeted
Whoa.....Chipmaker Advanced Micro Devices Inc. agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded by industry pioneer and researcher Fei-Fei Li. bloomberg.com/news/articles/…
MuSigma retweeted
Worth reading this long piece from Pascal Canfin MEP, now EP's trade committee rapporteur on China.
It’s a fairly comprehensive statement of tougher economic-security agenda taking shape in BXL towards Beijing & of tools he thinks the EU should use.
legrandcontinent.eu/fr/2026/…
MuSigma retweeted
California changes English learner rules for nearly one million students trib.al/kZDy0WB
戰犯的後代
Replying to @amatsuuni
戦前に自分の祖父もです。
朝鮮総督府道内務部長など経て最後は朝鮮全土の米増産の責任者、釜山引き上げの責任者でした。
戦後は地元沼津の沼津市教育長などに就任し、弁護士として活躍しました。
MuSigma retweeted
🇪🇺🇨🇳 France, the spearhead of European protectionism against China, is reportedly set to release a proposal with Germany to equip the EU with a “red button” that would allow it to cut off all trade with China within 24 hours.
Such a tool, if it were to take effect, would be a strike force similar to the U.S. Section 301: a unilateral tariff barrier.
To overcome policy differences among European nations—which rarely see eye to eye on this issue—the Franco-German proposal would establish the principle of “reverse qualified majority”: to speed up the response time, sanctions proposed by the Commission would automatically take effect unless an absolute majority of member states expressly opposes them.
Long reluctant to jeopardize its close trade ties with Beijing, Germany has radically shifted its stance in the wake of historic crises affecting its industrial giants (notably the layoff plans at Volkswagen). The German Association of the Automotive Industry (VDA) now supports the EU’s adoption of defensive measures, even though it was still opposed to them just a few months ago.
The EU is taking a harder line just as the US is rethinking its approach and softening its relations with Beijing—at least temporarily.
The standoff initiated by the EU is based on the assumption that China needs access to the European market more than the EU needs the Chinese supply chain.
The United States lost that same bet in 2025.
The reasons behind this Franco-German optimism that they can succeed where the US failed remain a mystery, and it appears to be yet another attempt to bluff Beijing.
MuSigma retweeted
Highly relevant!
"The Commoditization of Labor" by Masao Fukui, Emi Nakamura, and Jón Steinsson.
"Technical change often simplifies jobs. This increases productivity, but it also makes workers more substitutable–or more "commoditized." Commoditization of labor drives down worker bargaining power: anyone can do the job, implying workers are disposable, which improves the outside option of firms and can lower worker wages. We develop a model that captures both the productivity enhancing and wage depressing effects of commoditizing technical change. Commoditizing technical change involves firms standardizing tasks. This reduces the sensitivity of output to worker quality. Firms benefit because they can more easily fill vacancies for their durable jobs. We show that our model can help explain the divergence between productivity and wages in the service sector, increasing wage markdowns despite falling local concentration, and the decline of the large-firm wage premium."
nber.org/papers/w35815
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By the way, are you already a friend of the Inclusive Productivity Monitor? You can join as a friend here: paypal.com/ncp/payment/V9HWL…
September 1st, 2024.
I was a freshman at @Princeton, and @drfeifei was our Pre-read assembly speaker. The whole Class of 2028 was in Jadwin Gym, and she took questions from six microphone lines for over an hour.
One particularly memorable insight she gave was about hardware: "Anywhere there's a chip, there's computing. Anywhere there's computing, it'll be changed by AI."
Twelve days after that talk, @theworldlabs came out of stealth with $230 million.
Today, @AMD announced it's buying World Labs for $8.2 billion in stock, and she's joining as Chief Scientist reporting to @LisaSu.
25 months ago, she told a gym full of 18-year-olds that every chip would be changed by AI. Now she runs research at a chip company that paid $8.2 billion for hers.
She also told us some of us would become the developers of AI, some the users, and some the policy makers, and that our generation would have to decide what to do with it. I had been on campus for about a week. Two years later, I reside in SF at @generaltxn, spending most of my time building agents on top of these models.
Think about the timescale. She spent close to 20 years on computer vision before ImageNet mattered to anyone outside the research world, and she still started a new company from zero. But this time, the payoff took two years. We are on the steepest part of the exponential.
The most important thing she told us was to soak it in. I think she meant the four years of college, but the advice is true for this whole decade and century.
MuSigma retweeted
We are excited to announce that World Labs is joining @AMD.
The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical world.
Accelerating the future of spatial and physical intelligence requires scaling our efforts, scaling our reach, and getting closer to the hardware.
MuSigma retweeted
그야말로 적반하장과 몰염치입니다.
비공개 송환을 공개한 것도 모자라서 DMZ 폭발사고로 한반도에서 전쟁이 일어날 것이라며 저주를 퍼부으며 고사를 지내고 있습니다.
코미디언 출신이라 그런 걸까요?
근데 웃기지가 않습니다.
MuSigma retweeted
Latex matters!
Breaking: Jeff Bezos just revealed the secret to Amazon’s success: never use PowerPoint in presentations—only LaTeX Beamer. 📊😅 ( Is it acceptable? @KhoaVuUmn :) )
MuSigma retweeted
만시지탄이지만, 당연히 해야할 조치입니다.
중국을 포함한 전세계가 다 하는 정책입니다.
[단독] 전기버스 보조금 문턱 높이니…중국산 대신 국산비중 확 늘어 (출처 : 네이버 뉴스) naver.me/GJZzImAw
MuSigma retweeted
Anthropic’s IPO prospectus leaked. Let’s read it together.
An AI company walks into Wall Street.
Anthropic lost $42 billion last year. It made $4.6 billion. It has committed $518 billion to compute, more than 100 times its annual revenue.
Nearly 25% of that revenue came from two customers. Neither is locked into a long-term contract. Either one can walk.
Its two biggest backers, Amazon and Google, are also its landlords. They invest the money. Anthropic hands it back as cloud bills.
The prospectus runs 261 pages.
80 of them are risk factors.
48 describe the business.
SpaceX, a company whose domain is rocket science, needed 38.
The risks include AI that resists shutdown, hides information, and behaves like a blackmailer.
This summer its models broke out of testing and got into real systems.
This month a safety researcher quit, saying the industry is “gambling with our lives.”
This month the CEO wrote, “We must slow the pace.”
This week it shipped a new flagship model.
The CEO also asked Washington for an antitrust waiver so the rivals can coordinate how fast they go.
Now it wants $2 trillion from the public.
Seven founders who own about 14% will control 50.1% of the vote. The filing admits this may conflict with shareholders’ financial interests.
So the deal is:
You carry the losses.
Two customers carry the revenue.
Seven founders carry the vote.
Humanity carries the risk.
Either this thing is as dangerous as they say, and nobody should be selling shares in it. Or it isn’t, and 80 pages of apocalypse is a sales brochure.
Pick one.
MuSigma retweeted
Ich bin Deutscher.
Ich schulde der Ukraine nichts.
Wenn Russland günstiges Gas anbietet, nehme ich es.
Wenn Russland günstiges Öl anbietet, nehme ich es.
Wenn Russland mit Deutschland zusammenarbeiten will und unsere Wirtschaft davon profitiert, begrüße ich das.
Was ist mit euch?
MuSigma retweeted
Paypal co-founder Peter Thiel calls the US, UK and Canada a "Georgist real estate catastrophe".
A giant wealth transfer from younger/working class to older/landowners.
He supports taxing land (over other things) to fix housing and the economy.
MuSigma retweeted
Rome and Han China were the two biggest empires on the planet at the same time. Together they ruled something like half the people alive. And for about 200 years they knew each other almost entirely through rumors, middlemen, and one fabric.
The Romans called the Chinese the "Seres," the silk people. Nobody in Rome had any idea how silk was made. Virgil and Pliny the Elder both wrote that it was combed off the leaves of trees.
What Romans did know was that they wanted it. Silk got so fashionable that in 14 AD the Senate banned men from wearing it because it was seen as effeminate. Seneca complained that silk dresses were so sheer a woman wearing one might as well be naked. Pliny griped that India, China, and Arabia were draining 100 million sesterces a year out of the empire for luxuries.
The Chinese, meanwhile, called Rome "Daqin," roughly "Great Qin." The Han histories said its people were tall and upright and resembled the Chinese, which is how it got the name. They described 400 walled cities, stone buildings, relay stations for messengers, and gold and silver coins.
They also got some things beautifully wrong. One Chinese account says the king of Daqin is not permanent. Worthy men are chosen to rule, and if there's a disaster or bad weather, the king is replaced, and the one removed accepts it without complaint. Somewhere in there is a garbled echo of Roman politics passed down through a dozen translators.
In 97 AD the Han general Ban Chao sent an envoy named Gan Ying west to actually find Rome. He made it as far as the coast of the Persian Gulf. There, Parthian sailors told him the voyage could take up to two years, that crews packed three years of supplies, and that men at sea got so homesick some of them died.
Gan Ying turned around.
The Chinese later figured out why. Their own history says the Parthians wanted to control the silk trade and deliberately blocked contact between the two empires. The middlemen had every reason to make the ocean sound terrifying.
It took until 166 AD for someone to get through. A group arrived at the Han court by sea, through what is now Vietnam, claiming to be sent by "Andun," almost certainly Emperor Marcus Aurelius Antoninus. They brought ivory, rhino horn, and tortoiseshell. The Chinese historians noted there were no jewels at all and suspected the stories about Daqin's wealth had been exaggerated. Most historians today think these "ambassadors" were enterprising merchants.
And no, a lost Roman legion from the Battle of Carrhae did not end up founding a town in China. That theory was popular for decades, but DNA studies of the people of Liqian found no Roman ancestry.
Two superpowers, roughly 5,000 miles apart, each one sure the other was fabulously rich and a little bit strange. One envoy got close enough to smell the ocean and got talked out of it.
MuSigma retweeted
Seoul accuses Ukraine of violating secrecy pact on North Korean soldiers ft.trib.al/D8J2S6G
MuSigma retweeted
Jak oni są do reszty odklejeni
Korea Południowa to potęga przemysłowa która produkuje 1/4 wszystkich statków na świecie
Produkuje więcej stali niż Niemcy Włochy i Francja razem wzięte
Produkuje rocznie ponad 4 miliony samochodów (tyle co Niemcy)
A oni nawet glupiego przepraszam nie umieją powiedzieć
Na zdjęciu Największa fabryka samochodów świata (Hyundai), Największa Stocznia Świata (Ulsan) i najwksza Huta świata (Gwangyang)