toast

cooking something special.

随机掉落产品见解 | 不会开发的产品不是好歌手
@stake_stone - @zkpass - @tencentglobal

[toast @ay_toast]

@MaraCakeHotSale 核心圈会卡颜么老师

[toast @ay_toast]

@cyrilxuq @_FORAB 有人看就值得，现在注意力多值钱

[Deedy @deedydas]

Vibecoded a silly little tool that transfers files from your computer to your phone air-gapped using your camera at ~50 Kbps.

Nice to have when you're offline or on a plane, or need to send something super duper securely.

[toast @ay_toast]

Chinese hackathons are in the next level.
在中国的黑客松，你甚至能看到中医workshops，直接现场给选手把脉。

[toast @ay_toast]

@mingthemerxiles @MaxForAI 哈哈哈哈哈

[toast @ay_toast]

efficient markets

[Tarek Mansour @mansourtarek_]

Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips.

Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices.

Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery.

Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities.

The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market.

Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate.

The forward curve is a first step. Up next: futures and perps.

[toast @ay_toast]

the best motivation a startup founder can have, work like your life depends on it.

[Adam Cohen @adambcohen93]

Founder friendly VCs in the 90's

[toast @ay_toast]

@WillowVoiceAI @_allanguo @LiuLawrence45 also write the last transcribed results to the pasteboard instead of jacking another keyboard combination.

[toast @ay_toast]

been using @willowvoiceai from @_allanguo and @LiuLawrence45. strong stt model and smooth onboarding.

one thing i��d love to see is better shortcut support. ideally to allow long short press of a single key to have diff triggers.

[toast @ay_toast]

was listening to https://t.co/5zCxO6klbH from @DKokotajlo and @StevenBartlett. felt the irony when China has been the most transparent in their AI research.

Kimi, Qwen, Deepseek have been actively publishing research like how Deepmind was a few years ago.

[Ben South @bnj]

@brian_a_burns We're in it for the love of the game, not the money

[toast @ay_toast]

had goosebumps listening to https://t.co/THlYfzbbwg

i wrote on my blogs just a few weeks ago. "distillation is disincentivizes companies paying billions to fund the next leap." and when capex signals to be reduced, its when the bubble might burst according to @andreijikh

[toast @ay_toast]

@lukaivicev 4 do you mean app traffic retention and engagements? i thought the north star metric is typically deposits/inflows.

8 is where alot of new fintech startup founders failed at recognizing at the start, costly mistake.

[toast @ay_toast]

@audrlo the name clicky seems confusing to me, the cursor doesnt seem to be clicking anything as far as i can see

[toast @ay_toast]

@yuxin_pig 小红书有刷到过她，讲的有模有样的，然后说自己在币圈“核心圈”

[toast @ay_toast]

@ElasticsAI props to the person that made the motion graphics, top notch quality

[toast @ay_toast]

@AnhPhuNguyen1 crazyy

[toast @ay_toast]

最近香港还看到用八字生成策略抄币，细看就是���cta策略，然后根据你八字硬不硬，调整风控。。真tm甜菜。

ai炒股炒币就是个伪概念。

同模型上下文一样，策略大概率同质化。有差异化，要么会产生负收益。

要找一个不会写策略但又知道什么策略赚钱的人可能性太低了。

[toast @ay_toast]

@0xEvieYang 其实所有行业都是这样的，创业项目看vc长文就跟抖音小红书博主看平台流量扶持一样。

[toast @ay_toast]

@0xEvieYang @0xajc 也发了不少小红书，刷到好多次，建议主办方给全队都加鸡腿哈哈哈