sam defaultman

i monitor the situation.

just shut your mouth and invest everything in me (japanese PM taikichi)

$KRKNF $ZETA $NBIS $HOOD $OSS $AMPX

[sam defaultman @pickleingsummer]

One of the best and most well researched articles on the future of Kraken Robotics

Absolute must-read!!

[Evan Dawe, CFA @ebitdawe]

https://t.co/ouNL3syL7u

[Barchart @Barchart]

Micron Insider Trading Alert 🚨

Chair & CEO Sanjay Mehrotra sold $38.4 million worth of $MU shares

[✈️ Flight Leader 'Blaze' @HQuarterma43504]

You can tell that Narayan Murthy and every boomer that made big off of IT absolutely HATES Sarvam and wants them to fail because they're not investing a penny into the country's sole ACTUAL frontier LLM lab.

[SandemanStocks @Sandeman52]

What. A. Clown.

[Bespoke Intel @BespokeIntel]

Meta is rolling out premium features. Here's where consumer willingness to pay stood heading into Jan '25 — across 10 platforms, 6 quarters of tracking.

Facebook ranked low among major platforms in strong interest (Extremely + Very Interested). Instagram tells a different story.

We're bringing this tracker back. Follow for updates.

[Boris Macro @BorisMacro]

I have been watching @OptimusDelta do research on $EOS.AX with military precision and timing and have had the privilege to discuss a lot of matters with him personally.

Rarely do you find someone this well versed and experienced in the defense space. He's been willing to look into the contracts, documents and past the publicly traded tickers. This isn't your average AI slop-poster this is watching somebody's brain do the work.

I've watched much bigger accounts take his findings and research as if they were their own. I'm not saying this for drama purposes, but it goes to show where you can find the real "alpha".

If you own or follow $EOS.AX, $AMBA or really any defense companies at all, this guy is an essential resource in my humble opinion.

[sam defaultman @pickleingsummer]

@ebitdawe thank you for writing so well!!!

[sam defaultman @pickleingsummer]

One of the best and most well researched articles on the future of Kraken Robotics

Absolute must-read!!

[Evan Dawe, CFA @ebitdawe]

https://t.co/ouNL3syL7u

[sam defaultman @pickleingsummer]

@ebitdawe thank you for writing all this down!!!

[Nicolas Bustamante @nicbstme]

When people say data centers use millions of gallons of water, they're describing an old technology. Before, water went into evaporative cooling towers. Warm water pulled heat off the AI chips, then evaporated into the air to shed it. It was effective, but it burned through fresh water continuously, which is where the headline numbers come from today around "data centers use a massive amount of water."

The data centers we revealed at Build today don't work that way. The cooling loop is closed. Water is added once during construction and recirculates indefinitely between the servers and the chillers. No evaporation, no fresh-water resupply!

Satya put the scale in plain terms: a full year of water use is roughly what a single restaurant uses.

Keep in mind that for us, every liter and every watt is an optimization target. The economics and the environment push in the same direction!

[sam defaultman @pickleingsummer]

Why do I feel like the models will be ass

[Mustafa Suleyman @mustafasuleyman]

Super excited to announce seven new world-class MAI models today. They represent what we consider a new era in AI designed to keep you in control and on the frontier.
First is our text foundation model, MAI-Thinking-1, exceptionally strong on reasoning and SWE tasks.
- It’s a 35B active parameter MoE with a 256K context window. Independent human raters on Surge prefer it for overall quality in blind side-by-sides versus Sonnet 4.6, and it’s achieved 97% on AIME 2025, the key measure of its general-purpose reasoning abilities.
- It's at 53% on SWE Bench Pro, placing it right alongside Opus 4.6 on one of the toughest coding benchmarks.
- And since we co-designed our models with our own silicon, MAI-Thinking-1 is optimized on our MAIA 200 chip. Benchmarking head-to-head against the GB200, we see 30% better performance per dollar as well as a 1.4x performance-per-watt gain when running our MAI models on the MAIA 200 end-to-end.

Next is MAI-Image-2.5 and its Flash variant. Two super strong models now at #2 on the leaderboards, surpassing the score of Nano Banana 2 on image editing.

Last for now is MAI-Code-1-Flash, our new inference efficient coding model, especially tuned for VS Code and GitHub Copilot CLI.
- Code-1-Flash achieves 51% on SWE Bench Pro, despite having just 5B parameters, putting it closer to Haiku in size but cheaper in cost.

All of this is the foundation for Microsoft Frontier Tuning. It lets you customize our models to create custom, company-specific agents that only you control. You can make our model, your model. Your data. Your agents. Your moat.

Early adopters are already seeing a difference. When we tuned our models for McKinsey’s tasks, MAI delivered the highest win rate, outperforming GPT-5.5 on quality, while being 10x lower on cost.

Also really excited to be collaborating with the amazing team at Mayo Clinic to jointly train a new frontier AI model for healthcare.

Our announcements today mark another milestone on the road to humanist superintelligence. You can learn more and about our other new models in our latest blog: https://t.co/v65eop5Ixq

[sam defaultman @pickleingsummer]

@DizzyGlizzy123 @TheObserverCap THIS

[Evan Dawe, CFA @ebitdawe]

https://t.co/ouNL3syL7u

[sam defaultman @pickleingsummer]

@hiro_invst Each Dive-XL is powered by Kraken's batteries. If Anduril gets the AUKUS especially US Navy contract, its re-rating time. Recently a US Navy officer was visiting Kraken's offices too

https://t.co/L3f2BZhdcR

[Anduril Industries @anduriltech]

AUKUS Pillar 2 is an important step toward accelerating the capabilities our nations need.

Dive-XL was built from day one so that the U.S., Australia, and the U.K. militaries can rapidly integrate and deploy advanced autonomous undersea capabilities and developing payloads. Right now, we are doing just that in all three AUKUS countries.

[sam defaultman @pickleingsummer]

@michaelsikand Each Dive-XL is powered by Kraken's batteries. If Anduril gets the AUKUS especially US Navy contract, its re-rating time. Recently a US Navy officer was visiting Kraken's offices too

https://t.co/4GcLFXeDS6

[Anduril Industries @anduriltech]

AUKUS Pillar 2 is an important step toward accelerating the capabilities our nations need.

Dive-XL was built from day one so that the U.S., Australia, and the U.K. militaries can rapidly integrate and deploy advanced autonomous undersea capabilities and developing payloads. Right now, we are doing just that in all three AUKUS countries.

[sam defaultman @pickleingsummer]

@johhnyWalkerAZ Each Dive-XL is powered by Kraken's batteries. If Anduril gets the AUKUS especially US Navy contract, its re-rating time. Recently a US Navy officer was visiting Kraken's offices too

https://t.co/ODr1qJbNkr

[Anduril Industries @anduriltech]

AUKUS Pillar 2 is an important step toward accelerating the capabilities our nations need.

Dive-XL was built from day one so that the U.S., Australia, and the U.K. militaries can rapidly integrate and deploy advanced autonomous undersea capabilities and developing payloads. Right now, we are doing just that in all three AUKUS countries.

[sam defaultman @pickleingsummer]

@MarketMused thank you!!

[sam defaultman @pickleingsummer]

always bet on $EOS.AX

https://t.co/59qyLp5mqn

[sam defaultman @pickleingsummer]

@MarketMused yea i am still pretty heavy on kraken ... waiting onz the US Navy contracts to Anduril

some positive news on that front recently:
https://t.co/4GcLFXeDS6

[Anduril Industries @anduriltech]

AUKUS Pillar 2 is an important step toward accelerating the capabilities our nations need.

Dive-XL was built from day one so that the U.S., Australia, and the U.K. militaries can rapidly integrate and deploy advanced autonomous undersea capabilities and developing payloads. Right now, we are doing just that in all three AUKUS countries.