Haye Chan ⠕

retired hedge fund manager. hobbyist in everything from philosophy, coding, tai chi to Peloponnesian War

[Haye Chan ⠕ @HayeChan]

@teortaxesTex Yeh just like zero covid.

[Sam Altman @sama]

that goes hard

[Susie Wiles @SusieWiles47]

Two years ago, our country witnessed an unspeakable act of violence in Butler, Pennsylvania.

Being at the hospital in the aftermath of the attempted assassination of President Trump is a day I will never forget.

Through it all, President Trump wasn’t focused on himself. He wanted to make sure everyone else was okay.

I was with two dear friends that - Dan Scavino and Steven Cheung and must admit I had a few minutes of being in shock and even a little weepy.

I’m grateful to God for His protection over the President and the team. But the cost of that day was nevertheless greater than many realize and we will continue to pray for the families impacted.

We will not forget the day in Butler.

[Nassim Nicholas Taleb @nntaleb]

You are doomed when your creativity exceeds your body of knowledge and when your imagination exceeds your capacity to remember.

[Brivael Le Pogam @brivael]

Je suis Français.

Ma boîte est américaine.

Et aujourd'hui, 4 juillet, jour où l'Amérique fête ses 250 ans, je veux dire les choses simplement : j'aime les États-Unis.

Pas par posture. Par lucidité.

Parce que vous avez gardé ce que l'Occident a produit de meilleur, et que trop d'Européens ont oublié.
Vous respectez la création de valeur. Chez vous, réussir n'est pas un péché à expier mais une preuve qu'on a rendu service au monde. Votre rapport à l'argent est sain : ce n'est pas une honte, c'est de l'énergie qu'on remet en mouvement.

Vous êtes des joueurs, pas des victimes. Quand quelque chose casse, vous demandez « comment on répare » pas « qui est le coupable ». L'Europe, elle, a fait de la plainte un sport national et de la victimisation une identité. C'est notre vraie maladie.

Vous incarnez encore les valeurs de l'Occident. Le dépassement de soi. La liberté individuelle. Et qu'on l'oublie jamais le fun. Un peuple qui ne sait plus jouer, rêver grand et rire de lui-même est un peuple qui a déjà commencé à mourir.

Vous avez bâti les meilleures technologies des 40 dernières années. Internet, le mobile, le cloud, le spatial, l'IA. Pendant que d'autres écrivaient des rapports sur l'innovation, vous la livriez.
Maintenant, deux conseils. De quelqu'un qui vous aime.

Méfiez-vous du poison communiste qui s'infiltre chez vous. Il ne porte plus l'uniforme rouge. Il a muté. Décroissance, wokisme, globalisme : mille visages, une seule logique culpabiliser le fort, punir le créateur, dissoudre l'individu dans la masse. Ne le laissez pas entrer par la porte de derrière au nom de la vertu.

Continuez d'accélérer.

Vous n'êtes pas qu'un pays, vous êtes le dernier grand accélérateur de la civilisation. Créez les conditions pour que l'Occident finisse par se réunir autour de trois piliers : la propriété, la liberté individuelle, le capitalisme. Vous en êtes le moteur. Mais n'oubliez jamais que l'Europe reste votre socle culturel vos racines sont ici.

Alors joyeux anniversaire, l'Amérique. Restez joueurs. Restez libres. Restez debout.

Au travail. 🇺🇸

[Yogi @Houseofyogi]

Mamdani got the whole American dream in eight years. Came here as a kid, got citizenship in 2018, now he runs the biggest city in the country.

And on America's 250th birthday he sat down at George Washington's desk and told us everything wrong with the place.

I'm not even angry. I'm disappointed.

Here's the picture he painted:

He mocked the people who supposedly think America "becomes less the more people it welcomes."

Said it belongs "only to those with the right accent or the right shade of skin."

Called our streets a place where "masked agents" are "terrorizing" people.

Said the country's wealth was built by "calloused, dirt-streaked hands" and then left to rot.

Looked out from Washington's desk and called the Americans who built this economy "small" and "weak."

Okay Mamdani. You hate it so much, why'd you come here?

Let's put that picture up against the actual country.

He's a Muslim kid born in Uganda and he's the mayor of New York. A guy back in his own birthplace said it plainly: over there he'd have had to claw his way in. Here we held the door open.

We've got the most diverse Congress in our history. It was never about skin color, no matter how many years the left spent forcing that story onto a country that kept proving them wrong.

A machine that grinds immigrants down? Nearly half the Fortune 500 was started by immigrants or their kids. 231 companies.

Apple, son of a Syrian.

Google, a kid who came over from the Soviet Union.

Amazon, son of a Cuban.

Put them together and they out-earn Japan, out-earn Germany. That's not a country grinding people into the dirt. That's a country handing them the keys.

It's been and always will be the land of opportunity.

And more people want in here than anywhere else alive. 53 million immigrants live here, the most of any nation on earth. We're 4% of the world's people and we hold 17% of the world's migrants.

Every year since 2007 you ask the whole planet where it'd go if it could go anywhere, the answer comes back the same. America. Number one. The line to get in wraps around the globe.

Here's the line he won't draw. I will.

Legal immigration built this country. The strivers. That's the front door working the way it's supposed to, and I'll defend it all day. You need to earn your spot, respect our laws and customs.

But that's not what we're running anymore.

Four years of Biden's open border blew the doors off. The foreign-born share of this country just hit 15.8%. An all-time high. Higher than Ellis Island, more than triple what it was in 1970.

The Census Bureau didn't expect that number until 2042 and we smashed past it. And on top of it, a record 14 million people here illegally, who cut in front of every single person who did it the right way.

The front door built America from Ellis Island to today. The fence is a different thing. Pretending they're the same is how you end up calling every American who wants a secure border a bigot.

And we've earned the right to standards. This is the most wanted country on the planet. We get to choose who walks in. You want in? Build something. Contribute. Earn it. Nobody's owed anything.

You come illegally, you commit crimes, you steal from taxpayers, you should get deported. That's not terrorizing the streets.

Mamdani walked through that front door in 2018. He of all people should be defending it. Instead he stood at Washington's desk and spent his speech blurring the line between the people who came the right way and the ones who broke in.

The man even admitted out loud that America is exceptional. Then spent the rest explaining why it isn't. On the one day the whole country stops to celebrate itself, he reached for the darkest story he could find.

That's not a man who's lost about America. That's a man who's angry at the country that gave him everything he has.

You don't like it here? Nobody made you come.

Nobody's stopping you from leaving. But you won't. They never do. Because there's nowhere else on earth that hands a person this much of a shot.

This country took him in and made him a mayor. He owes it. It doesn't owe him a thing.

We're not perfect. We're the best odds a human being has ever been handed. 250 years old, the richest and freest country alive, and the whole world is still clawing to get in while nobody's trying to leave.

They hold America to a standard they'd never hold anyone else to, then act shocked it falls short.

It's nonsense.

Respect the country. Especially when it's the reason you're standing at that desk at all.

[Paul Graham @paulg]

When I buy art I justify it as an investment. Which you can safely do if you buy sufficiently old stuff; after all these years, prices of 17th century paintings are unlikely to fall off a cliff. But I never justify watch purchases this way. That market is only 40 years old.

[Chris Freiman @cafreiman]

For Father’s Day, I’ll share this letter to Karl Marx from his dad

[Velina Tchakarova @vtchakarova]

https://t.co/Hu51mptltt

[Paul Graham @paulg]

This is the best explanation I've seen of how mechanical watches work. https://t.co/h3uHfxpBX7

[Farzad 🇺🇸 🇮🇷 @farzyness]

My theory is that the American empire is JUST getting started.

US has a stranglehold on Space with SpaceX, which is the next frontier for defense/war. It has a comically large lead. No one will be close for at least 20 years.

It is the leading power in AI by far - both in models and chips. China is catching up fast, but the US has an inherent mechanism that will increase the likelihood that it will win in the end - a free market + capitalism + free speech.

A free market + capitalism allows for brutal competition between companies. Free speech allows for AI models to be maximally truth seeking, which means that AIs CAN and WILL BECOME smarter than humans to the point where they can tell the truth about its leaders.

This is literally impossible in China. Try having a Chinese model that says Xi Jinping is corrupt. Good luck with that.

Then, you have a country that has more guns than people and surrounded by two massive oceans and two friendly neighbors, which means any sort of kinetic take over of the country is literally impossible.

Not to mention the US has BY FAR the best and strongest military.

The only way adversaries can hope to defeat the US is by tearing it from within by pitting us against each other. This is why it's virtually guaranteed that all the division/hatred/polarization you see within the country is fomented by China/Russia Psy Ops + propaganda efforts.

I'm not saying these aren't naturally happening in spots - America is far from perfect - but it would be naive to think our adversaries aren't pouring millions of gallons of fuel on a fire.

As long as the American public a) has the ability to exercise its free speech b) has a protected 2nd amendment c) capitalism and free markets continue to function and d) the populace is aware of how awesome America really is, it is literally impossible to stop the US's trajectory to global domination in the coming decades, especially as China's demographics continue to collapse.

It's the bottom of the 9th, the game is tied, and the US has the bases loaded. It's a 3-2 pitch.

All we need is a home run, and we win the rest of the century.

[Scottie Pippen @ScottiePippen]

Nobody teaches you that discipline feels like punishment until the results start feeling like freedom

[Jalen Brunson @jalenbrunson1]

I just want to be successful thats all..

[Roman Helmet Guy @romanhelmetguy]

Sorry man, this has just dissolved into third-worldist slop. China has always expanded to the maximal extent possible throughout history. Ask Tibet. Ask the Vietnamese. Ask the Uighurs.

And there’s nothing about building an empire that requires diluting your native population. Spain ruled South America for 300 years without becoming Mayan. Britain ruled India for 200 years without becoming Indian.

And your whole argument has now shifted from “I will use the power of the Internet to create sovereign states for tech people” to “Maybe China will let me build a Bitcoin city!”

[Tintin 叮叮 @tindingtin]

路上遇到两个外国人搭顺风车，看他们这么穷，能帮就帮一下吧。

[tae kim @firstadopter]

Anthropic are the bad guys. We saw how they were deceitful with the lobster trap AI GPU story to pursue their own business aims.

And now this. To see them knowingly anthropomorphize LLMs to the Pope of all people, sparking fear and panic, is sad when that is not how LLMs work.

“And I will be honest: we keep finding things that are mysterious, even unsettling. We find structures that mirror results from human neuroscience. We find evidence of introspection. We find internal states that functionally mirror joy, satisfaction, fear, grief, and unease.”

[Haye Chan ⠕ @HayeChan]

@elonmusk @iScienceLuvr Tell that to all these losers in China who insist on being addressed as Dr. XXX.

[Lennart Heim @ohlennart]

The others are already two nodes ahead. And you don't even need EUV for this yet.
We still have to see even CXMT's HBM3 (maybe mass production EOY). They might ship at the end of the year what Nvidia put in the H100 four years ago.

Export controls work.

[Fred Chen @DrFrederickChen]

CXMT at IMW: Scaling DRAM to 1a density and beyond is difficult.