Em Pongpat

Software Engineer & Entrepreneur & Investor

[Khairallah AL-Awady @eng_khairallah1]

this is f*cking gold

Andrej Karpathy joined Anthropic five weeks ago.

A friend on his team just showed me the exact Claude.md file he actually uses.

I dropped it into my setup. The very first response was different.

Not slightly different. Completely different.

Claude stopped giving generic answers and started working exactly the way I think.

Bookmark it before it gets lost in your feed.

Read it now, then check the article below.

[Em Pongpat @empongpat]

@BowKraivanich อ่านตอนต้นไข่สั่นเลยคนับ 😂

[Em Pongpat @empongpat]

@woraperth 50 嵐 = Fifty Lan แบรนด์ร้านชานมที่เยอะที่สุดในไต้หวันครับ และเป็นบริษัทแม่ Koi THE

[Em Pongpat @empongpat]

@Proudtopower ติดตามครับ คำแนะนำดี ๆ ทั้งนั้น

[Lisan al Gaib @scaling01]

DeepSeek just open-sources another piece of their training stack.

DeepSpec: a full-stack codebase for training and evaluating speculative decoding models

https://t.co/mltum1Bpdn

[郭明錤｜Ming-Chi Kuo @mingchikuo]

The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.

▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.

1. Of the memory capacity allocated to consumer electronics in 2026, an estimated 15–20% is expected to shift to data centers in 2027, and that share could grow.

2. Due to tight memory (LPDDR) supply, Apple's actual pull-in volume of A20 chips in 2H26–1Q27 could be 10–20% below its original target (though part of that may reflect Apple’s own overbooking).

▌CXMT states in its IPO prospectus that its capacity is far below domestic demand. Given the persistent global memory imbalance, even if Apple’s lobbying succeeds and it buys DRAM from CXMT, that would not materially lower costs or fill the supply gap. Still, with the imbalance widening, Apple has every reason to secure an additional source.

▌This also explains why Apple is being more proactive this time than it was when it evaluated YMTC in 2022. YMTC was mainly about lowering NAND costs; CXMT is about managing DRAM supply risk.

▌Tim Cook is one of the few tech leaders who can still navigate both Washington and Beijing, so this is better handled before he steps down as CEO. Even if the effort goes nowhere, the media coverage can still leave the market with the impression that Apple tried but was constrained by U.S. policy. That may help ease frustration over price hikes and longer delivery times.

[Ravid Shwartz Ziv @ziv_ravid]

You either die young, or you live long enough to see your heroes stop writing tiny C files and start vibe marketing...

[Em Pongpat @empongpat]

@GiftchanN เข้าใจได้ครับ แต่อย่างน้อยก็เลือกสักทาง 555

[Em Pongpat @empongpat]

@worachet เดี๋ยวไปหาที่โตเกียวพี่ 555 ผมยังต้องเรียนรู้อีกเยอะ ไม่กล้าสอนใครคนับ

[Em Pongpat @empongpat]

@woraperth Never delegate understanding ครับ

[Em Pongpat @empongpat]

@GiftchanN อย่างน้อย ๆ ญี่ปุ่น ก็มีนายกที่เด็ดขาดขึ้นครับ สถานการณ์น่าจะดีขึ้น 555

[Em Pongpat @empongpat]

@hybridknight @psind707 ขอเสริมหน่อนครับ ว่าที่ Claude Code เกิดมาได้ เพราะ Cursor เลย ช่วงนึงของ Anthropic รายได้จาก Cursor ที่เดียว 40-50% ของรายได้ Anthropic ทั้งหมด

[OK Then @okaythenfuture]

Southeast Asia is still an incredibly balanced region.

Thailand and Indonesia are nearly tied in terms of their share of the region's 500 biggest companies.

Vietnam aggressively rising, and unlike most of the region actually has a multi-city engine in terms of company distribution.

KL as always, deeply underrated even in terms of business.

[vivek @itsreallyvivek]

https://t.co/ZhOgyq7Vgn

[Ap @apinions_]

I have little faith in our politicians. The left-leaning party (“orange”) these days imports leftist ideology almost wholesale. They have no strategy to push our capitalists to compete in the global market. They are not even asking the question. Right-leaning parties have also given up. They are as ready as ever to open the country to inbound investment and free trade. They’ll get rich from trading. It’s in their DNA. The neoliberal Thailand era is beginning.

We are not as rich as Americans, Europeans, and developed Asian countries. The disappointment I feel with the left-leaning party is immeasurable because this current version (v.3) took the lazy and easy route. They could have fought their activist wing harder. They could have imitated South Korea’s chaebol industrial policy. Even left-leaning South Korean political parties support their capitalists in the global market.

We should make our capitalists work harder. You want easy profits in the domestic market? Only if you spend some of it growing export capacity. You want to become an oligopoly? Only if you get a hard-tech multinational to set up a JV. You want households to pay higher electricity prices than elsewhere in the region? Make sure we have automated, world-class mega airports and ports.

[Em Pongpat @empongpat]

@scomma ไทยช่วยไทย AI

[Em Pongpat @empongpat]

Taiwan McDonald’s VS Thai KFC

[Zey @ZeyHashimoto]

Ronald McDonald has found it's match

[Jukan @ICML @jukan05]

The unfortunate reality is that while models may become commoditized, semiconductors will not.

And the leading-edge foundries that manufacture those semiconductors are effectively oligopolized by three countries.

Memory, meanwhile, is oligopolized by two countries.

In the end, this AI export-control shock is ultimately positive for the AI supply chain.