Karunvir Ghumman

Tech, Finance bro. Just here for the conversation

[Karunvir Ghumman @Bleed1ngEdge]

Better to know what you want than to not know what you want

[Vols Over All Y’all @VolsAF]

Donald Trump fucked this country up forever

The “when we win we’re just better but when we lose you cheated” mentality from the right will plague us for a generation

[Karunvir Ghumman @Bleed1ngEdge]

@mati I applied got invited for initial chat but the recruiter never showed up. I messaged him on LinkedIn and he never replied back.

[Jokker @0xJokker]

AMD ACABA DE MATAR LAS SUSCRIPCIONES DE IA

La CEO de AMD Lisa Su presento oficialmente una PC del tamaño de una lonchera y ejecuto en vivo un modelo de 235 mil millones de parametros

Sin centro de datos. Sin nube. Sin GPU alquiladas

El chip en su interior es el AMD Ryzen AI Max+ 395

Es el primer chip x86 en el que la CPU y la GPU comparten el mismo bloque de memoria

Hasta 128 GB de memoria unificada

Una RTX 5090 te ofrece 32 GB de memoria de video

Una 4090 te da 24 GB

Pero esta pequeña maquina te ofrece mas de tres veces la memoria de cualquiera de ellas

Y cabe en una mochila

En inferencia con DeepSeek R1 le gano a una RTX 5080 por 3x

Una desktop del tamaño de un libro grueso superando una tarjeta grafica de mas de mil dolares en una carga de trabajo real de IA

Ahora haz las cuentas de tus suscripciones

Claude Code Max: $200 al mes
ChatGPT Pro: $200
Cursor: $20
Gemini: $20

Son $5,280 al año antes de construir una sola cosa

La version de 128GB de esta maquina cuesta entre $1,800 y $2,500

A ese ritmo se paga sola en menos de un año

Y despues corre sin costes adicionales, GRATIS

> Instalas Ollama
> Bajas Qwen3 235B
> Apuntas Claude Code a localhost
> La misma interfaz que ya usas
> Nada sale de tu maquina
> Nada cuesta por request
> Sin limitaciones a las 3am cuando por fin tienes tiempo para construir

Los abogados dejan de preocuparse por lo que OpenAI hace con sus archivos

Los developers dejan de ver el contador de tokens

Los founders dejan de matar prototipos porque la factura de la nube los asusta

La IA local ya no es solo una opcion mas economica

Es la unica IA que nadie puede quitarte

Y la pregunta ya no es si la IA local es lo suficientemente buena

Esta claro que si lo es

La verdadera pregunta es por que seguir pagando suscripciones cada mes cuando puedes correrla tu mismo

[Patrick Yoon @patricky00n]

Jensen Huang just called nuclear energy "wonderful" for AI.

The market rewarded companies that build AI.

The next wave of wealth? Companies that power it.

Stocks to watch:
$CEG - nuclear operator, PPAs with Microsoft & Meta
$GEV - grid infra for AI data centers
$SMR - only NRC-certified small modular reactor
$OKLO - Sam Altman-backed micro-reactors
$CCJ - world's top uranium miner

Every time Jensen talks, I break it down here.

Follow so you don't miss it.

[Chubby♨️ @kimmonismus]

Google DeepMind published a 60-page paper mapping the road from AGI to superintelligence, written by Hutter, Legg, and Genewein. No hype, just a sober analysis

The paper uses three levels. AGI = roughly average human performance across most cognitive tasks. ASI = a system that beats large, well-coordinated groups of human experts across virtually everything (their bar: tens of thousands of experts working ten years on one problem). Universal AI / AIXI = the theoretical ceiling, uncomputable, only approachable from below.

Then they explore the question of how this could be achieved:

Scaling compute, models, and data, the continuation of the trend that drove the breakthrough so far. It is the only path with historical data available for extrapolation. The core question: Does quantity transform into quality? Even if individual models plateau, the sheer act of running millions of faster AGI instances could trigger the leap. (A quick aside: that is a fascinating philosophical idea. It always reminds me of Hegel’s dialectic, the notion that quantity transforms into quality. We ought to start drawing on philosophical theories to make sense of the future.)

Algorithmic paradigm shifts: a genuine break from the transformer pretraining paradigm. New architectures, new learning methods. However, hard to predict by definition.

Recursive self-improvement: AI accelerates AI research, which produces better AI, which accelerates research further.

Multi-agent coordination: superintelligence emerges from large collectives of AGI agents working together, like automated corporations or AI economies. Collective intelligence potentially far exceeding any individual model.

The authors naturally point to what I repeatedly describe as the biggest bottleneck: energy. I recently linked to a few graphs showing, on the one hand, the extent to which energy is already becoming a problem and, on the other, how China dominates the expansion of both nuclear and solar energy in the global race. But the authors also address a profound shift in the world of work in a post-AGI era. I would say this is a reality we must face.

So, it is not just about scaling, but also about whether the underlying conditions - such as energy and hardware - can be effectively established.

Six things that could slow or stop all of this:

The data wall. Quality training data runs out, possibly before the end of this decade.

Resource demand grows too fast. Energy, chips, rare earths, investment. The physical infrastructure can't scale arbitrarily.

The neural paradigm hits a ceiling. Pretrained transformers plus fine-tuning may not be enough to reach AGI, let alone go beyond it.

Research gets harder. Keeping Moore's law going already needs 18x more researchers than in the 1970s. Ideas are genuinely harder to find as fields mature.

The abstraction barrier. Models trained on human concepts may never invent new ones from scratch. Saturating GPQA or SWE-bench shows mastery of what humans already worked out, not the ability to go beyond it. Train only on pre-Newtonian physics and you won't reason your way to relativity.

Deliberate slowdown. Regulation, accidents, public backlash. Real, but likely countered by the competitive pressure between companies and nations.

I think it’s great that Google is addressing questions such as which paths they believe lead to AGI, what the road to ASI might look like, what challenges will arise, and much more. Overall, however, it sounds to me like all of this could actually succeed, making it, in that sense, a call to discuss and reflect on the consequences.

[Pepe Invests @pepemoonboy]

Momma I’m scared

$META

[Dr Alexander D. Kalian @AlexanderKalian]

If you buy shares in SpaceX, OpenAI, or Anthropic at IPO price, then you aren't really investing into the next 10 years of tech advancement...

... you're investing into the luxury Hawaii villas and lamborghini collections of a bunch of VCs, who need you as their exit liquidity.

[Piers Morgan @piersmorgan]

Possibly the most jaw-dropping exchange in Uncensored history….

[PolyAI @polyaivoice]

🇨🇦 PolyAI is coming to Toronto!

Toronto has one of the deepest concentrations of AI talent anywhere in the world, and our North American customers are growing fast. Being on the ground means we can move with them and recruit the teams who will define the next phase of our platform.

Our team there will be focused on agent design, deployment engineering, and business development.

Read about where we're headed next: https://t.co/CI2nbTlFpU

[Erik | Legacy Path 🇨🇦 @LegacyPathCA]

If you're 18-25 and living in Canada...

I'm begging you.
Open a TFSA this weekend.
It takes 10 minutes on Wealthsimple.

$250/month from age 22 ≈ $1,100,000 by 65.
Tax free.

[Karunvir Ghumman @Bleed1ngEdge]

@_greywithin Homelander was not taking that fight seriously. He liked Maeve and did not want to kill her

[The Tennessee Holler @TheTNHoller]

CONAN AT HARVARD: “No university in our nation has produced more Nobel laureates or white collar criminals… so whether you choose good or evil, know that you are among the very best.”

[Senator John Cornyn @JohnCornyn]

An old, but apt fable:

A scorpion wants to cross a river but cannot swim, so it asks a frog to carry it across. The frog hesitates, afraid that the scorpion might sting it, but the scorpion promises not to, pointing out that it would drown if it killed the frog in the middle of the river. The frog considers this argument sensible and agrees to transport the scorpion. Midway across the river, the scorpion stings the frog anyway, dooming them both. The dying frog asks the scorpion why it stung despite knowing the consequence, to which the scorpion replies: "I am sorry, but I couldn't help myself. It's my character." @Wikipedia

[Stock Report @StockReportt]

5: $OKLO — Oklo Inc.

Sam Altman is the chairman. Microreactor technology for AI data centers and remote facilities. Sam bankrolling the future of nuclear power. Still early. Still controversial. Still compelling.

[Adam Mockler @adammocklerr]

Stop pointing out that Ken Paxton helped a pedophile avoid life in prison and walk after 60 days.

That’ll only make MAGA like him more.

[Cardio Arena @CadioArena]

This brutal bodyweight circuit hits everything:

• 20 Push-ups
• 30 Squats
• 25 Leg Raises
• 40 Mountain Climbers
• 1 Minute Plank

3 full rounds. No rest.

[Bret Taylor @btaylor]

Sierra has opened an office in Toronto, and we’re hiring! 🇨🇦 https://t.co/ArZ7RcuFPG

[THE BOYS @TheBoysTV]

Last time we get to post this. End of an era, mates. Thank ya for making this admin’s job a fuckin’ blast.

[JUST KAWS @JUST_KAWS]

$NVDA CEO Jensen Huang revealed the Five Layer AI Model

These 5 layers include:

1) Chips - $AMD $AVGO $NVDA

2) Memory - $MU $SNDK $DRAM

3) Photonics - $AAOI $AXTI $AEHR

4) Compute - $CIFR $IREN $NBIS

5) Energy - $BE $FLNC $OKLO

These stocks are just getting started

Bookmark this and come back exactly one year from today