penguin

shadowy dev

[penguin @itspublu]

@tszzl @MatthewJBar wouldn’t that just risk letting other countries lead?

[penguin @itspublu]

programmers meeting claude

[blue @bluewmist]

nothing more humbling than meeting a person who is casually better at a thing that you have made an identity out of

[penguin @itspublu]

@HooCrypto missing a skullpanda or a crybaby

[alth0u🧶 @alth0u]

having a gf is insane bc its like a datacenter in that it doesn't actually consume much water

[Reads with Ravi @readswithravi]

This paragraph by Haruki Murakami hits very hard:

“Once the storm is over, you won’t remember how you made it through, how you managed to survive. You won’t even be sure, whether the storm is really over. But one thing is certain. When you come out of the storm, you won’t be the same person who walked in. That’s what this storm’s all about.”

[penguin @itspublu]

@tszzl techne manufactures new metis as fast as it eats the old

[penguin @itspublu]

@varmology It generates video.

More specifically, it’s running Cosmos 3 locally on Apple Silicon via MLX, so you can prompt it and output images or MP4 videos. there’s a simulation framing at the model level bc of Cosmos 3

[penguin @itspublu]

want to test the future of robotics@home?

NVIDIA's Cosmos 3 is a 16B world model that generates physics-aware video of robots, vehicles, and environments. it was built for H100s

i got it running on a MacBook

[penguin @itspublu]

gg

[Jim Cramer @jimcramer]

They should shut down market orders on the first day or this one will be opening at $4 billion...

[penguin @itspublu]

/goal keep humans in the loop. make no mistakes.

[penguin @itspublu]

repo: https://t.co/Z6h4TLRt1o

[Coop 💿 @Cooopahtroopa]

明日から @itsatripmusic の日本2公演ツアーがスタートします！

まずは明日の夜 @CIRCUSOSAKA からスタートしその後金曜日に @CIRCUSTOKYO に戻ってきます

両公演とも当日券を販売予定ですが東京公演はソールドアウトが予想されますのでぜひお早めにご予定ください！

[penguin @itspublu]

@ritwikpavan @tomeghale @JamieSiminoff @cmonkey @mehul @ericmigi @Scobleizer hi would love to join

[penguin @itspublu]

@safetyth1rd most debt being used to fund hyperscalers, none left for him

[Josh @joshavata]

Today @MeckaAI is announcing $60M in funding to become the data and deployment layer for physical AI

This raise will allow us to scale our data infrastructure, invest into new verticals, and deploy robots into the real world

[penguin @itspublu]

@caplabslimited 🧢

[penguin @itspublu]

we’re gonna need more tokens

stimmy szn 2.0

[Omer Cheema @OmerCheeema]

*Samsung is paying 78,000 chip workers a $340,000 bonus each* .Not their salary. The bonus. The total bill is $26.6 billion, which equals 1.4% of South Korea's entire economy, going to less than 0.3% of the country's workforce.

The average Korean earns roughly $32,000 a year. So each Samsung chip worker is pocketing about a decade of normal pay in one go. Memory-division employees may collect closer to $396,000.

The cash comes straight out of Samsung's chip profits, which are projected to hit 330 trillion won (around $218 billion) this year. It's seven times higher than just a few years ago, driven by the AI boom. The deal gives workers 12% of those profits: 10.5% as company stock, the other 1.5% in cash. And not just this year. The setup repeats every year for the next decade, as long as profit targets get hit.

KDI, South Korea's main economic think tank, just raised its 2026 growth forecast from 1.9% to 2.5%, thanks entirely to the chip boom. The extra growth works out to about $48 billion in new GDP. More than half of that is now landing in the bank accounts of 78,000 workers at one company.

Real estate noticed early. In the first three months of 2026, before the contract was even signed, apartment sales in Dongtan, the suburb next to Samsung's main Hwaseong campus, more than doubled compared to a year earlier. Up 128.9%. Pyeongtaek climbed 36.8%. Yeongtong, where Samsung's headquarters sits, rose 28.7%. Local agents told the Seoul Economic Daily the buying began the moment bonus talks leaked.

The tax bill is even bigger than the bonus. The Korean government expects to collect roughly 100 trillion won, around $67 billion, in extra tax revenue from the chip sector this year alone. The presidential office has openly floated a "national dividend," a direct cash payment to every Korean citizen, to redistribute the gains.

Other industries are paying attention. SK Hynix locked in a similar 10% profit-share deal last September. Hyundai's union has reportedly asked for the same arrangement. Trouble is, cars and batteries don't run chip-level margins, and Korea's main business lobby has warned that copying this deal across the country's big family-owned conglomerates (the chaebol world) could blow up wage talks everywhere.

Samsung's group of companies already account for around 22% of South Korean GDP. Whether 2026 ends up a good or a great year for Korea now mostly depends on a single number: how many memory chips Samsung and SK Hynix can ship to AI data centers from California to the Middle East.

Forty trillion won, going to 78,000 people clustered in three cities south of Seoul. Korea's wealth map is being redrawn around the chip belt.

[∿ @somewheresy]

DEI stands for Datacenter, Electricity and Infrastructure now

[penguin @itspublu]

this guy is so funny

if u tax tokens they’ll just make them bigger

[Mark Cuban @mcuban]

We should federally tax Tokens at the Provider level.

Not a lot. Less than 50c per million tokens.

It will accomplish 4 things (at least )

1. It will push the big AI players to optimize tokenization, caching , routing and localization

Which will

2. Reduce energy usage. Saving them in energy costs more than what they paid in tax and reducing strain created by the growth in energy consumption

Which will

3. Generate maybe 10 billion dollars a year to start, but over the next ten years could grow 30x to 100x

Which will

4. Create a source of funding to pay down the federal debt or deploy, in response to the things AI brings that we don’t expect or don’t like

At some point the models will pass it on to customers. Of course. That’s ok. Customers will have the ability to choose between providers. Or to do everything using open source models locally.

Thoughts ?

[penguin @itspublu]

“Would you still love me if I was a worm”

Babe you just failed the seagull test

[Devon Eriksen @Devon_Eriksen_]

Put a 100 marbles in a jar, 14 blue marbles to represent the population of the West, and 86 red marbles to represent everyone else.

If you draw a marble, blindly and at random, from the jar, you have a 14% chance of drawing a blue marble.

This how @justalexoki sees the moment of conception.

He thinks he is a random generic soul, fresh from the Well of Random Generic Souls, drawing a marble from the jar. 14% blue, 86% red.

But you don't draw the marble. You are the marble.

A blue marble only has a 14% chance of being selection in a random draw. But, in or out of the jar, a blue marble has a 100% chance of being blue.

This is the Seagull Test, which is an inversion of the Breakfast Test.

The Breakfast Test requires you to describe a hypothetical timeline where you skipped breakfast this morning, to prove you can imagine hypotheticals.

The Seagull Test requires you to reject the question "What if you were a seagull?" as a nonsense question, to prove that you understand the difference between valid and nonsense hypotheticals.

You can skip breakfast and still be you, but there is no version of you that can be a seagull, and no seagull that can, in any meaningful way, be you.

To pass the Seagull Test, you must reject the question and refuse to answer, or, better yet, reframe the question so that it asks for the intended information in a coherent way, i.e. "What does it feel like to be a seagull?"

Which is a very, very different question.

I can, with good observational data and some intelligent speculation, possibly understand the thoughts and feelings of a Pakistani brick layer.

But I cannot be one in any coherently possible universe, because I am, by definition, me.

A blue marble.