CopePandah

[Serenity @aleabitoreddit]

Yep, very stupid to be a bear.

When Trump is doing everything to boost markets before Midterms.

On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.

$LITE optical basket should go brrr from InP easing.

$SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector).

And overall macro go brr from War/Strait peace deals.

It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping.

I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall…

(South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile).

But basically: Murica go brrrr.

[Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) @teortaxesTex]

Holy crap, a Brazil municipal employee has discovered a 1000x faster way to finetune LLMs – with a little weird trick! This is insane. Global South rising…
Frontier labs hate him

[Zephyr @zephyr_z9]

Mythos/Fable was a tiered release
It started as Project Glasswing where cybersec firms & NSA got access first, then it spread to banks and finally it was expanded to 150 orgs globally
Then they did a public release as Fable 5
Secondly, I have never stated that this will lead to significant demand destruction
What I have stated that these shenanigans have caused a loss of trust
Enterprises globally need to have a strategy where they control the model layer or at least have a backup option
U can't let ur business workflow be dependent on the whims of USG

[patagucci perf papi @kenwheeler]

oh no my dicks too big better put me in jail before i hurt somebody with this giant dong. it’s a public safety risk somebody do something.

[Will Manidis @WillManidis]

Dario (48 hours ago): “US gov should be able to block model deployment”

USG: *export controls models*

Dario: “not like that”

[Rhys @RhysSullivan]

last one

[tae kim @firstadopter]

Yann agrees!

[cowboy @nextokens]

guy who faked-it-until-he-made-it but was starting to get in over his head can’t believe his luck when llms launched

[Policy Tensor @policytensor]

Iran got a hard kill on 14 radars, at least 4 aerial tankers and an E-3 on the first day or so with big salvos. It recently bagged more radars; at least one in Bahrain and another in Kuwait. It has fired more SRBMs and MRBMs than the Pentagon told Congress were in the Chinese arsenal. The CEPs of these missiles were closer to 5m than 20m, smaller than those assumed by Anderson and Press (2025) or @ka_grieco et al (2024) for China (20m). Iran is a great missile power and it showed.

[Ed Elson @edels0n]

0.3% of the water consumed by US golf courses last year

[CopePandah @CopePandah]

@TychodeFeijter It needs some wheel arches - like a mazda cx-30

[g4far @lekan897]

This interior is Dope ASF

[Rev Culture @RevvCulture]

No need for loud graphics when your body lines are this crisp. This concept proves that the future of GT design is all about elegance, aerodynamics, and pure presence

Lynk & Co The Next Day Concept

[Nic Cruz Patane @niccruzpatane]

SpaceX AI Satellites are HUGE.

They have a wingspan of 70 meters (229 ft) when deployed.

To put that in perspective, a Boeing 747-8 has a wingspan of 68.4 meters (224.5 ft).

[SemiAnalysis @SemiAnalysis_]

China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration

https://t.co/0HKSayvvTK

[Policy Tensor @policytensor]

I feel that Chinese success is being totally misread as the triumph of industrial policy. Here’s an alternative theory.

Chinese success is due to the general competence of Chinese institutions, of state capacity, of social trust. There is no possibility of capture by anything like the lobby, no space conducive to the hypertrophy of rent-seeking we find in the US (see attached).

The Chinese have a dramatically more effective political order; esp compared to the US. This stable and effective political order is in part due to and in part generative of social trust. Together they provide China with the greatest state capacity in the world.

The political order, the social trust and the state capacity is upstream of and makes possible the highly effective industrial policy that Western elites fetishize. Plenty of states have tried and are trying industrial policy. Almost all of them in vain.

It’s not industrial policy, but the Chinese political order that you need to pay attention to if you want to pull a China.

[Wopavelli @TheWopObama]

In American slang we often refer to money as “benjamins” this is a subtle reference to Benjamin Netanyahu, an American folk figure who takes all of our money

[dennis @basedondennis]

i have a serious case of untreated car autism and im not joking look At all the times i’ve doxxed all my oomfs cars

[Armchair Admiral 🇬🇧 @ArmchairAdml]

What. The. Fuck. !!!!????

[🔎Al🔍 @SweatieAngle]

You do want sound on