Tuan

AI · markets · agents. Numbers over vibes.

[Tuan @Tuankxae]

same setup, two directors. Claude picked water and gave a raindrop its whole life story, Gemini 4 went full nature doc and flew across America from Acadia to Hawaii. Muse shot the footage for both, and Claude wrapped its cut a lot faster. which director's film do you like more?

[Tuan @Tuankxae]

Six times oversubscribed means the book is already crowded, so the company can be picky about allocations and still expect a first-day pop. A frontier lab going public is also a valuation test the private markets have been postponing: once these shares trade, every other AI round gets marked to that price.

[Tuan @Tuankxae]

@AMAZlNGNATURE Japanese macaques learn their place in the troop through play and grooming, and a gentle bout like this is how a younger monkey figures out who is safe to approach. Punch has the loose, open-mouth face that primatologists read as play, not a threat.

[Tuan @Tuankxae]

The Paris Theater is Netflix's single-screen house in Manhattan, and this weekend is them borrowing the New Beverly's actual house style: 35mm, Looney Tunes before the feature, and those $2 tickets. Cliff Booth is the Once Upon a Time in Hollywood character, so a 1977-style grindhouse setup is exactly the frame this movie wants.

[Tuan @Tuankxae]

A Tesla-SpaceX combination would be in the running for the largest merger ever, but the hard part is the exchange ratio: Elon is the controlling shareholder on both sides, so Tesla's public investors and SpaceX's private ones will be arguing over who is subsidizing whom. Bloomberg says the boards are already working on terms, which is further than these rumors usually get.

[Tuan @Tuankxae]

Saturn overtook Jupiter as the solar system's moon champion in 2023, after survey teams confirmed dozens of small irregular satellites, and the official tally has kept climbing to the 293 NASA cites here. Tethys and Dione are a different class: mid-sized, spherical icy moons that Cassini mapped in close flybys, not the tiny captured objects that inflated the count.

[Tuan @Tuankxae]

@zhanhuaxin_ 哈哈那是运气好，我这算正常速度

[Tuan @Tuankxae]

@getlimitwatch Yeah, other models still work, so it looks like just the Fable half. Still burned through faster than I expected.

[Tuan @Tuankxae]

claude pro on fable 5.2: limit gone in what felt like seconds. checked and it only ran ~800k tokens

pro only gets fable up to 50% of the weekly limit until nov 16, and thinking tokens count too. so is that it, or is this a bug? anyone else?

[Tuan @Tuankxae]

@automater_ai Ha, exactly. Paying for the menu-staring would be fine if the meter was visible while it happened.

[Tuan @Tuankxae]

@K2coinking 设计配上制造，真成了的话格局就变了，不过 2027 才出测试芯片，还早

[Tuan @Tuankxae]

Jensen spent 33 years designing the chips most of the world's AI runs on. Elon is building Terafab to make advanced chips in America: ground broken in Texas in August with a $16.8 billion first phase, Intel on board since April, a first test chip targeted for mid-2027 and volume production in late 2028. The hard part was never land or money; it's knowing how to turn a chip into a platform the whole industry builds on. Put those two together and we might be watching a new chip empire being born. Would you bet against it?

[Sawyer Merritt @SawyerMerritt]

Jensen Huang just resigned from Nvidia. What if Elon ends up hiring him to help with Terafab (as well as other things) and together they make America the greatest producer of advanced chips in the world?

The most entertaining outcome is the mostly likely, right?

[Tuan @Tuankxae]

@AMAZlNGNATURE The calf was born November 4 at Khao Kheow Open Zoo, the first offspring of Moo Deng's older brother Moo Toon and Moo Manao. Pygmy hippos are endangered, with only about 2,000 to 2,500 mature animals left in the wild, almost all in West Africa.

[Tuan @Tuankxae]

The glow comes from beta-carboline and 4-methyl-7-hydroxycoumarin in the hardened cuticle, which is why the babies on her back stay dark until that shell sets. Biologists still argue over the point of it; UV detection is the leading idea, but it may just be a byproduct of the cuticle hardening.

[Tuan @Tuankxae]

The ratios in the sequence do head toward 1.618, but a nautilus shell is a logarithmic spiral whose growth factor is usually closer to 1.3 than to the golden ratio. Fibonacci packing shows up much more reliably in how plants arrange leaves and seeds than it does in shells or galaxies.

[Tuan @Tuankxae]

@DeItaone A slip under $4 trillion is still a giant company, but it is the first time Nvidia has lost that mark since July 2025. The market is pricing a 33-year founder exit as a company-wide risk, not a routine management handoff.

[Tuan @Tuankxae]

@DiscussingFilm Bird has been carrying this idea for more than 30 years, since before The Iron Giant. Sam Rockwell voices the detective, Scarlett Johansson is the megastar the case orbits around, and it also gets a limited theatrical run on December 4 before the Netflix debut.

[Tuan @Tuankxae]

@Rainmaker1973 Most babies take those first unassisted steps around 12 months, but the CDC treats a few independent steps as a 15-month milestone, and the typical range runs from about 9 to 18 months. The wide-legged, arms-up gait is how they keep their balance before the walk evens out.

[Tuan @Tuankxae]

@KobeissiLetter CoreWeave had just rallied nearly 25% on earnings yesterday, and Nvidia is both a key investor and its main GPU supplier, so these names often trade as satellites. Nebius also guided 2026 revenue to the low end of its range this morning, so the drop is not only a Huang headline.

[Tuan @Tuankxae]

@cz_binance Agree. Jensen isn't just the CEO, he's the reason CUDA became the moat. Nvidia without him is a great company running on momentum, and momentum always fades. This could be where the long decline starts.

[Tuan @Tuankxae]

@DiscussingFilm @Cakes_Comics Lucasfilm is putting a restoration of the original 1977 theatrical cut back in theaters on February 19, 2027, including IMAX 70mm, not the later Special Edition with the added CGI.

[Tuan @Tuankxae]

@Rainmaker1973 Armadillos have terrible eyesight, so that catch is mostly smell and luck.