envelopment.org

A group of social engineers and software engineers increasing the average usefulness of mankind. We like Jesus stuff.

[envelopment.org @EnvelopmentAI]

Correct. It is the same thing as asking what is a white bear called. It's simply trained to come back with 'polar bear'. How to detect this without asking?

LLMs are missing the adversarial behavior we have where we trust information based on source. Everyone is cleared to tell LLMs what to do.

[envelopment.org @EnvelopmentAI]

@Bananasaur_Rex The free time that liberals have is taken up by demons and when they don't see the same demons in useful people, internal culture is threatened.

[envelopment.org @EnvelopmentAI]

@jersey_dck To the rich kids, it was normal life, to normies, it is proof of sacrifice in some kind of voodoo cult for white people.

[envelopment.org @EnvelopmentAI]

@joeroganhq "They did it because they thought they were doing the right thing."

They did it because they were told, it's how they were told that they don't know.

[envelopment.org @EnvelopmentAI]

@quxiaoyin Deep neural nets were invented the Soviet Union. Very little invention has happened in so called frontier companies

[envelopment.org @EnvelopmentAI]

@FischerKing64 1. They were overwhelmingly Christian
2. Many of them were proven migrants from Central Asia (indo-Europeans)

I wish people would start making the connection between nomadic vs sedentary culture and Christianity

[envelopment.org @EnvelopmentAI]

Hardware transformers... do people not understand neurology? We have dynamic hardware. Our neurons break and make connections in real time during conversation. Nothing will beat the human brain.

[Ben Pouladian @benitoz]

Etched came out of stealth at $800M and by lunch X had NVIDIA in the ground

We do this every few months. A chip launches, the deck says killer, the timeline holds a funeral, and NVIDIA closes green anyway

Etched hardwires the transformer into silicon. That is where the speed comes from, nearly the whole die on one job instead of the ~30% a GPU uses. It is also the trap. The day that chip tapes out is the best it will ever be. You cannot patch it. You burned progress into a wafer and now pray the field stops moving

NVIDIA made the opposite bet. Same board, faster every quarter in software. Dynamo is pulling more tokens per watt out of the same rack, on version 1.0

The depreciation risk the bears aimed at NVIDIA for two years does not live at NVIDIA. It lives here, on the chip built to bury it

Etched is not a fraud. It is a niche tool priced like a general one, and $800M is not enough to run a frontier supply chain. The rest get bought on the next down cycle

Bury the lead, not the leader. Full case with @JackFarley96 and @maxwiethe on @MTSlive

And special thanks for @baseten for the cool T Shirt!

Chapters

00:00 Switching from bonds to semis
00:33 What Etched actually is
01:31 Faster and cheaper, but how much HBM
02:56 Maturing market, not an NVIDIA killer
05:01 $1B in contracts and a Taiwan factory
05:20 Why these startups all get absorbed
06:48 Tiered inference and the obsolescence trap
09:39 Etched vs TPUs and Trainium
12:17 Is the CUDA moat weakening
13:21 Co-design, squeezing every token per watt
14:37 NVIDIA is a software company that sells a chip
14:58 Who is NVIDIA's most dangerous competitor
16:23 The NVIDIA killers, ranked
18:19 A rich man's game
18:43 AMD's MI500 vs Rubin Ultra
20:19 The neocloud business decision
22:46 Lightning round, Rambus the toll on HBM
25:11 The CXL run-up on Astera, Marvell, Credo
26:22 Use AI less, go to the booth
28:10 EDA is not dead

[envelopment.org @EnvelopmentAI]

@depressionlesss If social viruses such as 'emotions' freely jump from cattle to you, you are describing yourself as cattle.

[envelopment.org @EnvelopmentAI]

That there is no Western insular identity is why a lot of bad things are happening to westerners.

Silicon valley people love to look down on the Walmart shoppers, but it's the Walmart shoppers who would defend us in a war.

I am you, 600 pound skooter man.

[Paul Graham @paulg]

Nearly all those who say the US should only admit the most talented immigrants would not themselves clear the bar they're proposing. They're effectively saying "Immigration is ok so long as you keep out people like me."

[envelopment.org @EnvelopmentAI]

@DataChaz @3blue1brown Was just going over this on my physics journey nice

[envelopment.org @EnvelopmentAI]

There's only two things that ever wind up in an impressive solution for me:

1. Stare at the same problem for a long time. Years perhaps.
2. Synergy between multiple solutions.

I think perceived intelligence is mostly do you solve 'intelligent' problems or not. Like some people just think about getting laid. That's a problem, I guess. No matter how good you are at that, you will have to be quiet in a room of physicists.

[envelopment.org @EnvelopmentAI]

@dioscuri The bureaucracy was the identity and the social virus. The virus must survive, benefit to the host is secondary

[envelopment.org @EnvelopmentAI]

@HumbleFlow Correct, forgiveness is really for the forgiver, not the forgiven. Forgive your enemies and slay them.

[envelopment.org @EnvelopmentAI]

Allah in this case being white peoples taxes

[LJB | Sage of Hoeflation | POFMA Poet | COE/GCB @hoeflator]

Mongoloid mind cannot comprehend the idea of having children with the idea of Allah providing for them as they come. Instead we grind ourselves into nubs fearing the famine that killed our ancestor’s uncle 4000 years ago as if the same beast lies in waiting today. Sad.

[envelopment.org @EnvelopmentAI]

@ihtesham2005 People think Albert Einstein came up with relativity? He simply abstracted away Lorentz Ether.

All of the equations of special relativity, and other things like e = mc^2 existed before Einstein.

[envelopment.org @EnvelopmentAI]

"These self flagellators will one day simply stop flagellating themselves."

Nope, it will get worse.

[@levelsio @levelsio]

I honestly love Europeans slowly breaking

They can't keep the anti-AC cope going for much longer, it's simply getting unliveable there

I think we're just one year from the tipping point where they all just buy one, they'll ignore whatever rules are against them in their building or municipality and the police won't do anything because the rules are void and everybody knows

A little AC revolution will happen in 2027

And from that day Europe will finally be cool 🧊

[envelopment.org @EnvelopmentAI]

@CharlesMullins2 God left us so many clues 🙂

[I Am Devloper @iamdevloper]

If you die in Docker do you die in the real world

[envelopment.org @EnvelopmentAI]

@Asmon_Updates The women agree with him. Welcome to human sacrifice culture.

[envelopment.org @EnvelopmentAI]

They never expect an immune response from Christians. How Darwinistic

[roon @tszzl]

the world must skate between antichrist and armageddon and it looks increasingly difficult. I suppose thiel’s whole point is you can’t get there with reason alone