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Dan Luu x.com
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19 September
17 September
16 September
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Their words
Jensen is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
Trump Goes Full Hoax on AI Existential Riskthezvi.substack.com
15 September
14 September
9 September
8 September
4 September
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korrents.com
The biggest problem in robotics today is data, not chips; chips become the bottleneck later.Their words
We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.
3 September
1 September
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Their words
I think that if AI generalized in the way you're suggesting, they would be not very useful and then there would probably be selected away.
31 August
29 August
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Their words
Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking.
25 August
14 August
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korrents.com
Superintelligence bottoms out in mining, because both the chips and the energy it runs on come out of the ground.Their words
Chips come from the ground. Where's the energy come from? And a lot of people are like, "Oh, it comes from the sun." Yeah, it comes from the sun. But how are you capturing it from the sun? From stuff made from the ground, right?
28 July
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korrents.com
Becoming a deep expert makes you useless, because what an expert is steeped in is the past.Their words
don't try to become a deep expert. The moment you become an expert, what you're steeped in is the past and then you're completely useless.
24 July
17 July
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korrents.com
Local fuel treatments protect communities but cannot reduce total wildfire area across the remote borealTheir words
Fuel management is valuable around communities, but is essentially useless across the remote boreal.
1 July
26 June
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Their words
And I wouldn't be surprised if you know 6 months or a year from now, the model is able to do zero shot an entire poker solver, basically my entire PhD thesis in one go.
24 June
2 June
22 April
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Their words
if a revoked user still wants to, say, vandalize a document, they can just backdate their edits, give it an earlier timestamp. So, relying on clocks is absolutely useless here because people can forge the timestamps from those clocks and thereby then potentially undermine the access control mechanism.
15 April
From one piece Jensen Huang – Will Nvidia’s moat persist? 2 beliefs, in the piece's order there
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Their words
Because it's it's a bad business practice. You you set your price. You set your price and then and then people decide to buy it or not. And and um uh there there I I understand that that others in the chip industry um uh change their prices when demand is higher. Uh but we just don't we just don't that's just never been a practice of ours.
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Their words
And so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer scientists.
6 April
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 5 beliefs, in the piece's order there
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Their words
Um DRAM gets released goes to AI chips who are willing to do longer term contracts, willing to pay higher margins, etc., etc. because at the end of the day, the margin that they extract is much larger from the end user or whatever. Um, and so this this this probably leads to like people hating AI even more, right?
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korrents.com
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.Their words
Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
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Their words
So, space data centers effectively are not li limited by, you know, hey, we have this energy advantage. It's actually just limited by the same contended resource. We can only make 200 gawatts of chips a year by the end of the decade.
+ 2 more
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Their words
So when you look at inference at let's say 100 tokens a second for deepseek and kimk 2.5 hopper versus blackwell the performance difference is on the order of 20x
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Their words
Uh, Micron bought a fab from a company in Taiwan that makes lagging edge chips, right? Um, Heinix and Samsung are doing, you know, some pretty crazy things to try and expand capacity at their existing fabs, uh, that also have like very large knock-on effects in the economy. And so, hey, why can't we build more capacity is like there's nowhere to put the tools, right?
13 February
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Their words
The counterarguments against it are I'll politely call them fishy. Um, uh and yet it doesn't happen and we sell the chips because there's there's so much money. There's so much money riding on it.
12 February
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korrents.com
The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.Their words
The CHIPS Act might still be a positive, but the cost is almost certainly many times the $50 billion price tag.
7 January
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Recommendsaffiliate linkrcmnd.app
Thinking in Bets: Making Smarter Decisions When You Don't Have All the FactsTheir words
A product manager will be called upon to make scores of decisions every day. In none of these cases will you have all of the information you want, and you’ll rarely be 100% confident. Poker champion turned decision researcher Annie Duke will help you learn how to be comfortable with uncertainty.
12 December 2025
9 December 2025
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korrents.com
Entrepreneurship resembles gambling rather than chess, because the large payoffs cannot be identified in advance.Their words
you don't find entrepreneurs in chess clubs. You find entrepreneurs in casinos. They're playing poker. They're playing bat gam. You know, they're playing games of chance with an occasional very high payoff. And a lot of life is exactly like that, but you don't know where the huge payoff's going to come in advance.
4 September 2025
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Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
15 August 2025
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Their words
They're focused on the chips, right? Because they understand like the key bottleneck is the chips, not the solar power, right?
13 August 2025
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Their words
And remember that DeepSeek happened in times of crisis, urgency, not in times of comfort. A lot of these technological breakthroughs and leapfrogging happens in times of crisis. This is called crisis innovation. And you got to thank the US for that. When the Chinese were comfortably importing chips from the US, the whole industry stalled for 20 years.
15 July 2025
15 June 2025
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Lovedrcmnd.app
Pillow BookTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
Conquest of the UselessTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
PenséesTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
CarnetsTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
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Lovedrcmnd.app
Brown and Blue NotebooksTheir words
A surprising number of my favorite books were not meant to be published. They were private notebooks, or fragments from works-in-progress that never got finished: among them Pascal's Pensées, Simone Weil's private essays, Lichtenberg's waste books, Herzog's Conquest of the Useless, Kafka's diary, Joubert's Carnets, Wittgenstein's Brown and Blue Notebooks, and Sei Shōnagon's Pillow Book.
8 June 2025
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korrents.com
Graphics chips have far more room for future performance gains than CPUs, which are nearing physical limits.Their words
GPUs are not nearly as restricted in their future progress as CPUs which are far more constrained in how they can physically improve (compiler-driven ILP only goes so far).
24 May 2025
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Their words
And so, one of the reasons why you have this narrative that Britain was a bit rubbish and hanging on the shirttails of the Americans and all the blood was spilt in eastern front and Germany had the best army in the world and was only defeated because Hitler was mad and blah, blah, blah, that kind of traditional narrative, that narrative emerges through the prism of what was going on in the 1970s and what was going on in the 1980s and the changing world, rather than looking at it through the prism of the late 1930s or early 1940s.
19 January 2025
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Their words
The big flaw is that it's justified through a fictional world. It's not justified through reference to the real world. It's not empirical in a way. It's not... Rand herself would say this. She's not writing about things how they are, but how they should be. That idealism just really undermines it as a mechanism to understand where we're actually living.
17 December 2024
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Lovedrcmnd.app
Every Hand RevealedTheir words
A hand-by-hand narrative of Professional poker player Gus Hansen winning the 2007 Aussie Millions tournament.
7 October 2024
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korrents.com
The web is being flooded with coherent, generic, generated text that buries the writing worth reading.Their words
What is out there is buried among ever-growing piles of useless content farm material or, increasingly, AI-generated garbage.
3 May 2024
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korrents.com
The same law that made chips cheaper made the factories that produce them enormously more expensive.Their words
These enormous costs are ultimately due to the same factor that has steadily driven down the cost of semiconductors: Moore’s Law, the observation that the number of components on an integrated circuit tends to double every two years.
How to Build a $20 Billion Semiconductor Fabconstruction-physics.com
8 April 2024
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Lovedrcmnd.app
The Biggest BluffTheir words
The Biggest Bluff is a highly enjoyable book that chronicles Konnikova’s journey from a novice at poker to a world champion—but it’s not just that.
10 June 2023
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