SITUATION DETECTED: Microsoft is limiting internal employee use of Fable 5 over Anthropic's new data retention requirements, per The Verge.
Fable 5 requires data retention to operate its safety classifiers, unlike other Claude models which run under Zero Data Retention rules.
New blackboard lecture w @reinerpope
How do chips actually work โ starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do.
0:00:00 โ Building a multiply-accumulate from logic gates
0:16:20 โ Muxes and the cost of data movement
0:25:59 โ How systolic arrays work
0:39:00 โ Clock cycles and pipeline registers
0:51:40 โ FPGAs vs ASICs
1:03:14 โ Cache vs scratchpad
1:07:16 โ Why CPU cores are much bigger than GPU cores
1:11:49 โ Brains vs chips
1:15:22 โ A GPU is just a bunch of tiny TPUs
Look up Dwarkesh Podcast on YouTube/Spotify/etc to watch. Enjoy!
Remembering Martin Gardner, who passed away on this day in 2010 at age 95โa master of puzzles and recreational math.
Hereโs one in his spirit:
โCan you pick six digits from the illustration that add up to 21.โ
Weโve automated every single thing we can @every with AI agents.
And yet thereโs way more human work to do than ever. Weโve gone from 4 -> 30 human employees since GPT-3.
I wrote a report on the structural reasons: how AI makes expert competence cheap, why that drives up demand for experts, and why the dynamic only intensifies as we approach AGI.
After Automation: https://t.co/Lb7SUCduAg
@loktar00@ZenMagnets@microcenter Appreciate the monitoring because I grabbed a 3rd 6000 when you noted the price drop a couple weeks ago lol
Just one more to go... then another... and another...
Do yourself a favor and start compiling SFT, DPO, and RLVR data and evals now.
If you have production workflows, preferences, and defined results, the data is evergreen and will only make future model drops fit that much better.
๐ธ $NVDA: Stifel Raises target price to $282 from $250
๐ธ $NVDA: Mizuho Raises target price to $300 from $275
๐ธ $NVDA: Raymond James Raises target price to $330 from $323
๐ธ $NVDA: BofA Securities Raises target price to $350 from $320
๐ธ $NVDA: Morgan Stanley Raises target price to $288 from $285
๐ธ $NVDA: Bernstein Raises target price to $315 from $300
๐ธ $NVDA: RBC Capital Raises target price to $270 from $250
๐ธ $NVDA: JPMorgan Raises target price to $280 from $265
๐ธ $NVDA: Jefferies Raises target price to $300 from $275
๐ธ $NVDA: KeyBanc Raises target price to $310 from $300
๐ธ $NVDA: MeliusRaises target price to $400 from $380
๐ธ $NVDA: Needham Raises target price to $270 from $240
๐ธ $NVDA: Baird Raises target price to $500 from $300
๐ธ $NVDA: Benchmark Raises target price to $335 from $250
๐ธ $NVDA: Argus Raises target price to $270 from $220