aryngupt

intern @SemiAnalysis_

[dicedice @helvetica24pt]

we made a cheaper physics lab the size of a fliphone in 6 weeks.
ronto is the first pocket-sized physics labware that interfaces with the world.
motion, tilt, and temperature, streamed to your computer live.
@fdotinc @d3vmeh

[bomberfish 🍁 @bomberfish77]

any model born after 2026 can't use edit tool all they know is python script sed and lie

[aryngupt @aryngupt]

@Jackkk huh

[aryngupt @aryngupt]

Committing a crime in prison and getting another sentence is kinda like a stacked PR

[aryngupt @aryngupt]

@BULLOFBRITAIN

[Citrini @citrini]

Imagine, for a moment, you are an LP in Situational Awareness. The fund that launched on a pitch that was essentially “AI is the only thing that matters and if you recognize that and wish to be invested in a vehicle that will express that view by getting massively nips to nuts long the most beta to our informed AI views this fine stock market can offer us, then you invest”. And you invested. Not just because you’re bullish on AI, thousands of hedge funds are “bullish on AI”, but because you think Leopold is uniquely situated as being one of/knowing “the few hundred people” who will bring about Machine God before 2030.

Then over the next two years, the fund did exactly what it said it would. And it went up. By, like, twenty something times if I’m remembering properly.

Again, in this scenario you are the person who read Situational Awareness (the paper) and said “Yes, I agree AI is more powerful than the nuclear bomb and will render the world unrecognizable before the decade is out. And I want my investments into the hedge fund version of that view”.

Now those stocks go down, so the fund goes down.

Let me ask you - do these LPs seem like the type of people that are going to become bearish on AI because SK Hynix got cut in half in six weeks? The people who likely regard “I’m going long TQQQ” levels of tech bullishness the same way normal people view investing into a muni bond fund?

Yeah...I would not expect many of them are calling Mr. Ash Burner to complain right now. Some people don’t realize how insane being up 2200% since inception (in 2024) is. To put that into perspective, if you invested $100M with SALP at inception and wiped out ninety percent in July, your investment would be worth $230M.

I think it’s probable the LPs will BTFD. Situational Awareness is going to get the money they’re asking for. And, once it’s in, they’ll take off their (likely short dated) hedges because they’re not at risk of getting liquidated by their prime, meaning the market makers that sold them the hedges will cover their delta hedge on what’s probably quite a lot of notional exposure. And at the same time, they will be deploying that capital into what they think is “the best buying opportunity since April 2025”.

I don’t think @leopoldasch is in trouble so much as he’s likely to raise the capital he’s asking for, which would mean it’s more likely now that Leopold causes the bottom than causes AI to continue going down.

If there’s something I’m missing that would cause this cohort of LPs who are AI-super-believers that are likely still up significantly on their SALP investment to decide that they would rather not buy the dip, then, sure, every stock even vaguely AI-smelling is probably going to Hades. But…

[aryngupt @aryngupt]

@bubbleboi @zephyr_z9 stop vagueposting unc

[aryngupt @aryngupt]

@joinautopilot ken griffin classic

[aryngupt @aryngupt]

@treejordan dawg

[aryngupt @aryngupt]

@leopoldasch

[aryngupt @aryngupt]

@unusual_whales deserved

[Mitchell Hashimoto @mitchellh]

I've started a new company: @superlogical! We're going to begin by building a terminal multiplexer. The entire vision is much larger, but the multiplexer is the foundation. Sign up for the newsletter to get beta access and devlogs (product updates only I promise).

https://t.co/XJuqufkmCd

[Joseph Suarez 🐡 @jsuarez]

I have a better idea. Let's track how many years regulation stalls progress. Then if AI actually solves problems we care about, like cancer and heart disease, let's look around at who in our lives didn't quite make it long enough.

[aryngupt @aryngupt]

@saanvimehra why are you lying for no reason

[aryngupt @aryngupt]

@dabit3

[aryngupt @aryngupt]

mirin SNDK

[aryngupt @aryngupt]

why is everyone petitionmaxxing rn

[Kahris @chrissotraidis]

Ocarina of Time, running natively on iOS and iPadOS for the first time.

Not an emulator. Ship of Harkinian has run on Windows, Linux, macOS, Switch, Wii U, and Android. Never iOS. Now it runs on iPad, with iPhone in the build too.

The game was decompiled to C and rebuilt as a native ARM64 app rendering through Metal. No N64 hardware being simulated, no ROM interpreted at runtime, no streaming from a Mac.

It isn't stuck at the N64's 240p and 20fps. Widescreen, full resolution, 60fps.

This game deserves a controller, so controller support is native. Pair a Bluetooth controller and play the whole thing. Touch, keyboard, and mouse work too.

I used Codex 5.6 Sol to build the iOS layer. Open sourcing it all below.

[aryngupt @aryngupt]

@zerohedge It’s producing 5 a year as a goal? Not sure if that’s mass production

[Zephyr @zephyr_z9]

CXMT will start trading in 3 hours
It will be the craziest IPO I have ever seen