Mxx

Trading & Coding.

[Patrick OShaughnessy @patrick_oshag]

Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power.

We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are.

What makes this conversation special is how detailed it is (like a 401-level class), yet Neil makes it remarkably clear and easy to follow.

Today he runs Sail Research, a company building infrastructure for agents to make tokens as cheap as possible.

We discuss:
- Latency versus throughput
- Why there are no bad chips, only bad pricing
- The end of kernel engineering
- Buying chips and power no one else wants
- New chip architectures
- Nvidia lore + his contrarian view of the company
- Open source and the frontier labs

I learned a ton. Enjoy!

TIMESTAMPS
0:00 Intro
0:38 Building a “Token Factory”
4:21 The Future of Background Agents
13:09 Nvidia and the GPU Stack
23:27 Chips, Memory, and Transformers
36:14 The Future of AI Training Data
44:32 Chip Scarcity and Compute Arbitrage
52:44 Reinventing the AI Data Center
59:01 Power and the “Scavenger Strategy”
1:10:10 Open vs. Closed AI

[Mxx @mxmule]

@MrBeast 6,000,000

[Mxx @mxmule]

@MrBeast 6,500,000

[Mxx @mxmule]

@MrBeast 7,000,000

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

Formation complète Claude Code 6 HEURES.
La formation Claude la plus complète d'internet.

Gardez-la précieusement en Signet 🔖

de A à Z : configuration, création de workflows, déploiement de sites web, création d'équipes d'agents, automatisation du navigateur, recherche de clients et tarification de vos services.

Le tout sans écrire une seule ligne de code.

À la fin : vous utilisez Claude Code comme un pro et vous monétisez vos compétences.

Débutant ou avancé, tout est là en un seul endroit, ce cours couvre tout.

Ça vaut plus que tous les cours à 500$ que t’as failli acheter.

[Kirill @kirillk_web3]

This link - https://t.co/tV4fJumyls

My private telegram👇
https://t.co/b5HedwfJkb

[Ricker @0xRicker]

A trader who hasn't lost a single trade in last 158 trades and has made $286,403 profit

He only bets on No - and always win

I've never seen $286K deployed with zero losses

He doesn't trade price. He trades impossibility

His secret?

The math that makes this work:
EV = P(No) × Payout − Cost
When the market says 99¢ on "BTC dips to $30K" - it's free money

Fastest way to copy-trade him even with $10 using: https://t.co/7qw0SmTB5j

• Find the extreme targets the crowd fears but math says won't happen
• Bet "No" when odds swell to 89–99¢ — the premium is the profit
• Stack across multiple dip levels: $15K, $20K, $25K, $30K, $35K, $40K, $45K
• Size up - $46K to $149K per position

$26.8K biggest single win. $579K active right now. Still compounding.

Profile: https://t.co/1WhuB1mH2F

[santifer @santifer]

Built this to find my own job. Open sourced it. 12K+ stars in two days.

Free: https://t.co/TPni1Pfd1l

[Hanako @hanakoxbt]

https://t.co/jTcdDtn9bO

[slash1s @slash1sol]

Game Changer: Chinese college student Guo Hangjiang (GitHub: 666ghj) codes MiroFish AI swarm engine solo in 10 days with AI assistants, explodes GitHub to 23k+ stars, bags $4.1M from Shanda Group in 24 hours, ditches dorm life to become Shanghai CEO.

Tech Highlights:

.GraphRAG builds detailed knowledge graphs (e.g., 905 entities, 3,822 relations in demos).

.Agents with Zep memory, unique traits, sims capped at ~40 rounds for efficiency.

.Hybrid Node.js/Python backend, Docker deploy, OpenAI-compatible LLMs.

.Low-resource scaling: 8B param dragon boat festival sim runs smooth (vid demo).

.AGPL license, credits CAMEL-AI, recent fixes for UI/errors.

.Online demo: https://t.co/2dV9p4XQyA - Test predictions interactively.

Creator Quick Look:

>> BaiFu (Guo Hangjiang), BUPT senior turned Shanghai CEO at Shanda.
>> Built on 38.6k-star BettaFish & MindSpider for full data-prediction pipelines.
>> 790 contribs last year.

Real-World Plays ->

-> Sentiment: Wuhan Uni backlash sim predicts trends (repo vid).

-> Literary: Agents finish Dream of the Red Chamber's lost ending.

-> Finance: Historical data for market forecasts; like bags on Polymarket SPX bets.

-> Policy: "What-if" for bills/geopolitics.

-> Cultural: Dragon boat fest agent dynamics.

-> Ecosystems: Integrates crawlers for PR/decision tools.

Repo: https://t.co/Rh3q1IuewP

[gemchanger @gemchange_ltd]

https://t.co/YbXzSpFE31

[Mxx @mxmule]

@FearedBuck We got people playing GTA 6 before GTA 6

[Mxx @mxmule]

@michelleefang Merry Christmas

[Mxx @mxmule]

@ThePrimeagen

[Naval @naval]

Visit all the places, eat all the food, read all the books, make all the friends, gather all the fame, support all the causes, build all the products, earn all the money...

...to see that the quality of your life is what it is when you are doing nothing.

[Saurav @saurav_tweets]

must haves is you are predicting on @Polymarket

-zscdao
-polyfund
-polyburg
-poly_data
-polyxBot
-hash_dive
-polytaleai
-Polysights
-tradefoxai
-polybroapp
-polymtrade
-polyfactual
-pizzintwatch
-PredictFolio
-PolyAlertHub
-TradePolyBot
-Predictifybot
-PolymarketEco
-betmoardotfun
-StandDOTtrade
-FakePolymarket

bookmark this :)

[GodRama @GodRama_]

After achieving my $10,000 goal on @Polymarket .

I decided to make a list with the tools i use the most!

1) @StandDOTtrade : The first tool i used starting my journey on polymarket . This tool is realy good to track wallets and get notifications on Discord , it comes really handy if you have some insider wallets to see when they are acting.

2)@betmoardotfun : This is a great discord bot providing PNL charts , updates , market orderbooks it helps me see markets when i am trading from a phone much faster than actually searching on polymarket.

3)@Polysights : This one is pretty obvious i think , Insider finder is truly a great tool i use daily to check for any suspicious activity on markets.

4)@MentionsPro : This tool came to my hands about 2 months ago . I now use it daily to find mispriced markets on mentions markets , it saves me a ton of time everyday . Instead of having to search multiple transcripts everything is in there.

Hope this one helps new people on @Polymarket . Feel free to share your list below .

Polymarket supercycle.

[Mxx @mxmule]

@davidonchainx Degeneracy

[Mxx @mxmule]

@VastGG vast

[Mxx @mxmule]

@SorcererTrading hi