Nikita

mid-metamorphosis

[Nikita @njainn_]

"I think that when push comes to shove, what you’re always going to be fighting is yourself. Panicking, overreacting, underreacting, refusing to observe the present, living too much in the past, wanting too much to believe in the future." - @farnamstreet

https://t.co/Psdr345qoR

[Amit Sharma @AmitSha77280075]

This is f*cking insane. Anthropic engineer:

"You're not supposed to prompt Opus 5.5

You're supposed to build a system that prompts itself. At Anthropic, 90% of our engineers have already built these systems"

In 30 minutes, she walks through exactly how Anthropic builds agents that remember, fix their own mistakes and get sharper with every run.

Better than any $1000-$2000 agent course I've seen.

Watch it, then read the article below ↓

[Addy Osmani @addyosmani]

https://t.co/2gyp2Erpxx

[Byronically @Darkk_Deco]

‘Do not look back’ is a common command in ancient mythologies around the world.

[Logan Kilpatrick @OfficialLoganK]

you are going to fail, so fail while daring greatly

[ً @artfuIchaos]

it-is-what-it-is-ing my way through the collapse of civilization

[@jason @Jason]

My lord, three IPOs are worth more than… all IPOs in the last 45 years of tech 🤯

[Nik Algo @nik_algo]

never seen a better explanation

[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

[Roman Helmet Guy @romanhelmetguy]

If AI isn’t a bubble, you’ll lose your job. If AI is a bubble, you’ll lose your savings. Most likely, AI is currently in a financial bubble but technologically still on an exponential improvement curve, so you’ll first lose your savings and then lose your job. Good luck.

[Neel Somani @neelsomani]

I'm a former Citadel quant who covered power & gas.

There's constant talk about chips & memory, but power is the central bottleneck for AI.

Very few people understand it, so I'm posting a canonical primer on power pricing & data centers: https://t.co/LO5ovj2imA

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Sahil Bloom @SahilBloom]

Major cheat code for life: Always assume things will work out, then do the work to make it true. It’s a mindset of active optimism. Earned faith. It creates a quiet confidence that allows you to tolerate the uncertainty of life better than anything else.

[Aporia @aporia9n]

Second homes are the classic rich-person trap, the thing that looks great on paper but that you end up regretting for a long long while.

I’ve never understood the idea of becoming extremely rich only to accumulate 10 properties, 30 cars and endless material assets that need to be maintained, insured, staffed and constantly thought about. At some point you’ve basically created a small company whose only job is managing your stuff.

And then the assets start dictating your life. You bought the house in Tuscany so now you feel like you should spend every summer there. You own the London flat so you keep going back even if somewhere else would be more fun. The things you bought to give yourself more options end up reducing them.

If I had that level of money, I’d want the exact opposite: maximum optionality and as little dependence as possible. Spend three months in London, winter in Dubai, summer in Italy, stay in the best places and leave the second the weather, politics or taxes become annoying.

Own the very few things that genuinely anchor my life, rent almost everything else and remain dependent on no asset, city or government.

The economics are even more absurd here: nearly £1m of stamp duty on a £5m London flat, before service charges, repairs and exposure to whatever tax the next government invents. That alone can fund years of renting somewhere better.

Ownership makes sense when it gives you stability. Beyond that, every additional asset is another small administrative job.

The ultimate luxury isn’t owning everything. It’s being able to access almost anything while being trapped by almost nothing.

[Finn @getfinnnow]

Today, we’re launching Finn, the world’s first AI Wealth Manager.

Managing money is exhausting. You have to figure out taxes, invest your cash, plan for retirement, and somehow know when something important changes. And even when you know what to do, you still have to go do it. Not once. Over and over again.

Not anymore. Meet Finn. It knows your money, plans ahead, and gets things done.

Finn can:
- Allocate your cash smartly
- Rebalance your portfolio
- Plan your next home purchase
- Find opportunities to save on taxes
…and so much more!

It’s like having a personal banker, investment advisor, and tax expert in your pocket.

First 50 people to comment and save this post gets free access to Finn for 3 months!

[nikita @poohthebear0]

seeing yourself slowly get better at something you never thought you'd be good at has to be one of the best feelings ever

[AY🪵 @Agonizo_mai]

I think everyone should be with someone they truly find impressive. To me, one of the greatest forms of romance is that genuine awe.

[havanese @sylphillis]

27 - 36 in nyc is like being 17