Paul Stuff

“The distance between dreams and reality is called discipline.” — Paulo Coelho

[Paul Stuff @PaulStuff2]

@jukan05 @Jaemyung_Lee I think Korea should impose export control of kimchi to the U.S.

[Money Quotes @MoneyQuotesX]

Wealthy is when your money has money.

[Morris @Morris_LT]

真正深爱孩子的父母，在养育孩子的同时，也会被孩子重新养育一遍。最终长大的，不只是孩子，还有自己。

[Morris @Morris_LT]

中国社会有一种很普遍的现象：很多人享受的不是事物本身，而是事物带来的优越感。房子、车子、学历、职位，往往首先被赋予身份意义，其次才是使用价值。于是人与人不断攀比，不断通过外在标签确认自己的位置。最终，人们追逐的不是生活本身，而是凌驾于他人之上的感觉。

[Paul Stuff @PaulStuff2]

@szslg 为什么海参崴不拿回来呢？

[Morris @Morris_LT]

在这个世界上，很多人喜欢把原本简单的事情复杂化，建立门槛，增加流程，把更多人拒之门外。他们并不一定是在创造价值，而是在利用信息差、资源差和认知差，为自己建立护城河。很多所谓的秩序，本质上不是为了提高效率，而是为了维持既有利益分配。当复杂性成为一种权力，理解规则的人便拥有解释权、分配权和定价权。因此，当有人突然把复杂变简单，把少数人的能力变成多数人的工具，把高门槛变成低门槛时，他打破的往往不是规则本身，而是依附在规则之上的利益结构。真正受到冲击的，也不是问题的解决方式，而是那些依靠复杂性获利的人。当有人让更多人能够直接获得能力时，他打破的不是秩序，而是垄断能力的秩序。

[Paul Stuff @PaulStuff2]

@Morris_LT 这了对 AI 局限性的思考——AI 可以快速提供解决方案或答案，但人类付出代价、承担风险或承受后果的亲身经历，才是真正意义与成长的来源。

[Elon Musk @elonmusk]

The real reason they don’t want voter ID is to commit voting fraud. That is the obvious truth.

[Evan.Z @ddny09]

台积电创始人张忠谋的告别信：

我已经九十四岁了，这些年，身体的讯号越来越清楚地告诉我时间不多了。五年内，我做了三次心脏手术。糖尿病让我学会节制，也让我明白：人能留下的，不是财富，而是选择。
过去十年，我看着家里的人在规划未来，在他们的未来里，我已经不在了，但他们很富有。我不怪他们，只是明白金钱，从来不能代替信念。所以，当我离开这个世界时，我不会留下任何股份，一股也不留。
台积电将继续上市运行，但我的股份将按照我设计的系统分配：70%给那些与我并肩二十年以上，用双手打造这家公司的工程师与同仁。剩下的30%，将全数捐给慈善与教育基金，支持台湾下一代的科技梦。
我的家人，不需要股份。他们各自有自己的天地妻子投身慈善，女儿在金融界努力，亲人们各自在不同的路上前行。而他们真正得到的，是我一生的收藏：三千多本工程学与科技原典，我收藏的中国书法和绘画约150件著名大师的作品以及一本书，我留给台湾的最后礼物：我的自传，不是关于成功的故事，而是关于「责任」与「选择」的记录。为这片土地再做一次贡献。愿每位仍在努力的台湾人，都能在这本书里，看见属于自己的信念。

[Morris @Morris_LT]

贫穷常始于停止成长，财富常毁于失去克制。

[Morris @Morris_LT]

认知层较低的人，只相信自己见过的事。没有亲眼见过的历史，不信；没有亲身经历的规律，不信；无法立即验证的未来，也不信。认知较高的人，则既相信经验，也相信经验之外的规律。他们知道，人的经历是有限的，而世界远比个人经验更大。

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.

[Ben Pouladian @benitoz]

Custom ASICs are fast until the world changes.

CUDA is different. It is a living platform. NVIDIA can revise the stack, tune performance, and move with the workload.

ASICs get taped out. CUDA keeps compounding.

That’s the moat Colette just spelled out.

$NVDA

[Shay Boloor @StockSavvyShay]

$AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model.

Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity.

[C3 @C_3C_3]

There is literally nothing California could do to make their elections less secure.

Mail in ballots and No ID.

Weeks of counting with no real chain of custody.

The fraud is staggering.

It’s an insult to America.
It’s an insult to Americans.

[NVIDIA @nvidia]

Agents need more than a model.

Jensen Huang breaks down the enterprise agent stack: models, orchestration, tools with skills, and a secure runtime to hold it all together.

This is the NVIDIA toolkit for agents: https://t.co/j6KJhOwZ5B

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️