colin posch

[teKa @teKa088]

como quitar la depresion en un video de 1 minuto:

más eficaz que los libros de autoayuda

[Nat Eliason @nateliason]

On America’s 250th, remember that you are descended from an insanely ambitious person who left behind comfort, friends, and family to seek out a better life in a new world.

Do something equally insane and ambitious with your life to honor them.

[Ashlee Vance @ashleevance]

On this Iridium deal and RKLB's next launch

The distance that SpaceX and Rocket Lab are putting between themselves and rivals is starting to look insurmountable. Rocket Lab still needs Neutron to fly and fly often and this is no small feat.

But these two companies have put together so many pieces and remain the only ones that can launch faster than everyone else after ALL these years. They have just figured things out that others can't.

Rocket Lab is so valuable now that the math gets hard. But it just feels more and more like we head toward some world where it's merged with Blue Origin

[LNG Investor @LNG_Investor_]

@J5jayfive Nice

[NVIDIA @nvidia]

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.

According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.

By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.

Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.

Learn more below ⬇️

https://t.co/7WanoPNKTR

[Thenewarea51 @thenewarea51]

This is called, “The Super Delta Formation” 👏🇺🇸💪😎

[tetsuo @tetsuoai]

History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet.

Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years.

And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor.

You cannot legislate a rocket into orbit.

[colin posch @colinposch]

@aleabitoreddit into three structurally growing end markets: AI data-center optics (800G/1.6T
PAM4), defense (radar/EW/satcom/phased-array GaN), and recovering
telecom/satcom. A capex-light, fab-loaded model drives gross margin toward ~60%

[colin posch @colinposch]

@aleabitoreddit MACOM owns scarce III-V capacity (GaN-on-SiC at
RTP, InP at Lowell/France) plus secured epi supply (IQE stake + LTSAs), and sells
the analog/photonic "plumbing" — drivers, TIAs, 200G/lane photodetectors, lasers —

[郭明錤｜Ming-Chi Kuo @mingchikuo]

Key takeaways on TSMC's next-generation advanced packaging, CoPoS (publicly available technical details omitted):

1. CoPoS is currently expected to enter mass production in 2H28. It is designed to improve the economics of ultra-large packages above the 9.5x reticle-size class, with NVIDIA’s Feynman AI chip a potential first adopter.

2. According to industry checks, glass is used in two distinct places (dimensions in mm):
→ 310 x 310 temporary glass carriers
→ 250 x 250 (pilot) / 510 x 515 (mass production) glass panels, processed and later cut into individual glass core substrates

3. The glass core substrate is essentially a three-layer structure: a glass core sandwiched between ABF (ABF-GCP) build-up layers on both sides. The widely discussed glass processing challenges, such as TGV formation and copper filling / metallization, are tied to this part of the stack.

4. Common misconceptions about CoPoS:
→ ❌ Misconception 1: CoPoS uses a glass interposer. ⭕️ Correction: The glass is not an interposer. The interconnect role is instead handled by the chip-side RDL, plus the TGV/Cu interconnects and ABF build-up layers in the glass-core substrate stack.
→ ❌ Misconception 2: Glass replaces ABF. ⭕️ Correction: As the substrate architecture above shows, glass and ABF coexist.
→ ❌ Misconception 3: Chips sit directly on glass. ⭕️ Correction: Chips are attached to the ABF build-up surface of the glass core substrate.

5. CoPoS should extend and reinforce TSMC’s leadership in advanced packaging, potentially giving that advantage visibility through around 2032.

[Mark Carney @MarkJCarney]

82 years ago, 14,000 Canadians landed on Juno Beach, many of whom would never come home.

On the anniversary of D-Day, we pause to honour those who served and sacrificed. We remember that our rights, our freedoms, and our way of life were fought for and were won by those who answered the call.

[Steve Everley @saeverley]

“The Substacker @AndyMasley points out that if the amount of water used by data centers triples by 2030, they still would require only 8 percent of the water it takes to maintain the nation’s golf courses.”
https://t.co/RBXpz1z62q

[Danny Deraney @DannyDeraney]

Every year, I share this video of French caretakers who take sand from Omaha Beach in Normandy, and scrub them into the letters to give them the gold coloring.

They do this for all 9,386 US soldiers who died.

France also gave us this land as American soil. #MemorialDayWeekend

[Smirkley @Smirkley]

A 5-gallon water cooler jug of water produces about $132 in economic output from data centers, but only about 2 cents from almonds.

[Yash Daftary @YDaftary]

@pmarca California almond farming alone (~1.3T gallons/year) uses several times more water than all US data centers combined (~160–450B gallons/year) btw

I don’t see people complain about almonds in their parfaits though

[Gerry DeFilippo @Challenger_ST]

💯 “Boring before brilliance.”

Paul Skenes details his routine

Young athletes want to constantly do something new or novel

Often avoiding routine, fundamentals & what works…

“Sometimes it’s what it takes in sports

The boring process, the boring fundamentals.”

LISTEN:

[Yam Peleg @Yampeleg]

The dumbest person you know is being told 'you are absolutely right' by some LLM right now.

[Citrini @citrini]

If you need any more evidence as to why we felt the need to do on the ground research…

The tweet below took our footage of a lenj on fire off the coast of Oman, about 12nm from Iran, poorly scrubbed out the watermark and presented it as a “warship on fire” in Lebanon. Ten thousand likes.

The disinformation is staggering.

[Houston Chronicle @HoustonChron]

The Bennett School is the first high school and middle school sports academy of its kind in the Houston area. Utilizing the Alpha School curriculum — a two-hours-per-day learning model powered by artificial intelligence — students are able to complete the academic portion of their day in the morning and spend the afternoon focusing on baseball development.⁠ 🔗https://t.co/qDdSytjpU3