Christina Kim

love research&study about companies! @jpr007 petreon. 😍업무용.

[Cario Capital @CarioCapital]

$FOUR payments processor for MetLife stadium

World Cup final crowd is crazy

[Elon Musk @elonmusk]

I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.

And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.

Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.

SpaceX launches competing satellite systems with no increase in price or use of unfair terms.

Even my worst enemies can attack me on this platform.

…

[주식개𝕏 @stocknewsdog]

재미있네이거

Anthropic이 철학자를 데려갔는데

그 철학자의 전공이 중국 고전철학 중에서도 양명학이라는 거

근데 이 양명학이랑 AI 개발 방향이 묘하게 잘 맞아서 말이 되는 느낌이 있는데

양명학을 아주 쉽게 말하면

사람이 뭘 안다고 해서 끝이 아니라

진짜로 안다면 행동도 그렇게 해야 한다는 거

예를 들어

거짓말이 나쁘다는 걸 안다

근데 실제로 계속 거짓말을 한다

그러면 양명학 관점에서는

그 사람은 진짜로 안 게 아니라는 거임

아는 것과 행동이 하나여야 한다는 거

근데 AI도 똑같은 문제가 있음

AI가

안전이 중요합니다

인간에게 해를 끼치면 안 됩니다

공정하게 판단해야 합니다

이렇게 말만 잘하는 건 쉬운데

실제 상황에서

누가 위험한 질문을 하거나

교묘하게 속이거나

돈, 정치, 범죄, 조작 같은 민감한 상황이 들어오면

AI가 말로만 착한 척하는 게 아니라

진짜로 안전하고 올바른 방향으로 행동해야 함

이게 AI alignment임

AI에 철학도 들어가네 이제

[PoNi @ponini_66]

英語の勉強にTEDを使う人も多いと思いますが、TEDの公式サイトから

スピーチを選ぶ➡️Read transcript➡️全部コピペ➡️ワードとかに入れる➡️印刷

で超捗ります

[Neuralink @neuralink]

The dura is the brain's armor: a membrane so tough that a surgeon normally cuts through it with a scalpel. For the first time in our clinical trials, we inserted the electrode threads of our implant straight through the dura and into the cortex, keeping the dura intact.

Here's how we did it 🧵

[P Equity Research 📰 @pequityresearch]

Nomura: Asia AI Semi & Server

> TSMC $TSM has turned highly aggressive, targeting a chip-on-wafer-on-substrate (CoWoS) capacity of 2,000kpcs in 2027F (up from 1,100kpcs in 2026F) to defend against competing packaging technologies.

> Wafer-on-Substrate (WoS) and other small components (PCB/CCL, high-end capacitors, PMICs) will become a bigger bottleneck than Chip-on-Wafer (CoW) through 2H26F and into 2027F.

> Google’s $GOOGL TPU allocation share in CoWoS is expected to rise to 26% in 2027F (up from 23% in 2026F), heavily benefiting its design partner, MediaTek.

> Nvidia's $NVDA share is modeled to slide slightly from 60% to c.55% in 2027F due to the TPU expansion, though it remains the dominant driver.

> Competitors like AMD $AMD and AWS $AMZN face tighter resource allocation; AWS Trainium's CoWoS share is expected to decline year-over-year in 2027F.

> Intel’s $INTC embedded multi-die interconnect bridge with TSV (EMIB-T) is emerging as a primary threat to TSMC due to its large-reticle packaging capabilities. Google is evaluating EMIB-T for its next-gen TPU v9 (collaborating with MediaTek) slated for 2028.

> TSMC launched a 14x reticle size CoWoS roadmap (by 2028E) and is leaning heavily on SoIC (System-on-Integrated-Chips) and CoPoS (Chip-on-Panel-on-Substrate).

> Nvidia's upcoming Feynman GPU (2H28F) is expected to target the first-ever GPU-on-GPU SoIC stack, accelerating the demand for silicon carbide (SiC) carriers and skyrocketing SoIC capacity demand through 2028–2029F.

> Global server revenue growth is now forecast at 74%/65% y-y for 2026F/2027F (up from 43% previously), with AI server growth at 78%/76% y-y and general/CPU server growth at 67%/43% y-y.

[Cario Capital @CarioCapital]

$FOUR DCC in action

[Christina Kim @Christina8Kim]

@tlaubers

[Christina Kim @Christina8Kim]

Is the relationship between @Shift4 @rookisaacman and SpaceX @elonmusk — a combination of payment partnership, equity stake, and brand symbolism — still valid today? 🧐🧐🧐

[Christina Kim @Christina8Kim]

다른친구만 축하하지말고 어서 힘들 보여주길 ~~

[Shift4 @Shift4]

The space economy is no longer a concept. It's a market. And Shift4 is helping to power it.

We power recurring subscription revenue for @Starlink's global satellite network.

We process crypto & stablecoin payments for @BlueOrigin spaceflights.

Today, as @SpaceX makes history on Nasdaq, we're proud to be the infrastructure behind this industry's commerce — from orbit to your doorstep.

Congratulations SpaceX!

$FOUR 🛰️

[Christina Kim @Christina8Kim]

The Offering was so big that the Upside on initial trading would naturally be somewhat limited..

There is also a 15% Greenshoe provision.

Meaning that the Brokers have an extra 15% of shares that they can sell into the market if demand is very high after the initial trading starts.

This allows them to profit from the price rises but also keep the price from rising too high….

저 글처럼 이유중 하나가 될수 있지만,
SpaceX가 생각보가 첫 상장날 안 올라가서
우리 아들 속상해함
인류의 꿈을 실현하는
@elonmusk 로켓회사가 그럴리가 없대👀😭

[Christina Kim @Christina8Kim]

Is the relationship between @Shift4 @rookisaacman and SpaceX @elonmusk — a combination of payment partnership, equity stake, and brand symbolism — still valid today? 🧐🧐🧐

[Christina Kim @Christina8Kim]

@yonhaptweet 사실임.. 학군지 약먹고 심리치료 받는
아이들 많고, 학교를 주에 1-2회씩 빠지는 친구들이 늘어남..
중등이후가 발현시기임..
고교학점제로 몰아가기엔 무리가 좀 있음
언론과 유투브가 제일 문제인것도 사실

[Moomini @moomini00]

참교육이라는 드라마는 학군지의 필요성을 오히려 부각시키는 느낌이다.

[Christina Kim @Christina8Kim]

참교육이 극단적인 예시지만, 그럴수록 “관리된 집단”에 대한 수요는 커질 수밖에 없을듯해요.. 현재 중등도 생기부에 기록한다 엄포를 놓아도 특목 및 자사고 지망생이 아닌 대부분 학생은 1도 신경안씀 ㅠㅠ학업 목표가 분명한 집단일수록 학습 분위기가 유지되고, 상대적으로 학폭 리스크가 낮다는 씁쓸한 현실이네요 😭

[Elon Musk @elonmusk]

Interesting

[Christina Kim @Christina8Kim]

제일 좋아하는 공간..
세련된 숨결이 흐르는, 멋스러운 머무름의 자리

맵시와 멋을 최대로 느낄수 있는
아무도 없는 시간에 가니
먹을 수는 없구나😂

[Christina Kim @Christina8Kim]

> There’s even a button on the key fob just for this!!! 😉

[Christina Kim @Christina8Kim]

The best function for tight parking in older apartment complexes: Hyundai’s front-and-rear autonomous parking.

[Christina Kim @Christina8Kim]

악의 평범성 ….
아무 생각없이 사는게 위험한 이유..
단지 명령 받은 일을 성실히하고
부지런히 그 일을 실행했을 뿐이다..

짧은 쇼츠와 ai로 생성된 글과 영상에
둘러싸여 비판적 사고 과정없이
정보를 그대로 수용..
자신이 하는 일이 무엇인지 생각 못할 정도로
바쁘게 사는 현대인에게
과거의 기시감이 느껴진다.. @elonmusk

[Jeff Dean @JeffDean]

@uwcse @MBalazinska Here are a few of the pieces of advice that I shared: