My friend worked at a startup for 3 years.
Took a $20,000 pay cut for equity they promised would change his life.
Wore the hoodie. Believed the mission. Worked every weekend without being asked.
Company got acqui-hired last year.
Founders walked away with $8,000,000 each.
Employees got 90 days notice and a LinkedIn recommendation.
The equity was worth $0.
He’s 31.
Starting over.
Startups sell you a dream because dreams are cheaper than salaries.
He is 38 years old and lives in California. He built a weapon sight that runs on any phone and got paid 300,000 dollars for it.
You zoom in and tap once. The system immediately locks onto the target and tracks it automatically. It builds a real-time polygonal model of the visible world and uses motion analysis to keep the lock stable without constant manual input. The only thing you control is one slider.
Raise the sensitivity and the app becomes extremely strict. It filters out almost all noise and only follows clear deliberate movement. Lower the sensitivity and it starts picking up faint motion across large empty areas. This mode is especially effective when tracking small distant objects against the sky.
Most people set the slider wrong at first because they do not understand what the system is actually optimizing for. Once you match the setting to the environment the tracking becomes reliable enough to run without constant supervision.
This kind of capability used to require entire teams and specialized hardware. Now similar logic fits inside a regular phone app. The gap between what used to be restricted technology and what individuals can build is shrinking fast.
Picked up a lot of these kinds of systems and approaches inside @NeuroClub. The difference between people who just use apps and people who understand how they actually work keeps getting bigger.
He spent his entire life working in a completely unrelated field before he started building things like this. He only began a short time ago.
🚨 New Drone Simulator
[5.31.2026] Researchers release CrazyFlow - a GPU accelerated, differentiable simulator in JAX.
Benchmarked on a RTX4090:
> Parallel sim: ~700M steps/s at 1M worlds
> Max scale: 4.2M drones, 900M+ steps/s
> Gradients: 9M gradients/s through 10 sim steps
> Depth rendering: 350k frames/s at 64x64 over 1,024 envs
Read our 11 minute research note on the paper: https://t.co/OYXmRNQ6pt
Single Crystal CVD Diamond
Have no doubt, you are at the dawn of an industrial revolution. There is a string of breakthroughs happening throughout upstream industries that all compound.
Diamond manufacturing is now able to produce CPU size single crystals wafers.
Currently these are marketed as heat spreaders because they have thermal conductivity of 2,200 W/mK which means they move heat incredibly effectively.
However, that somewhat misses the wood for the trees…
Diamond has physical and electrical properties that exceed traditional silicon, making it uniquely suited for high demand applications.
Thermal Conductivity: Heat is the enemy of electronics. Diamond conducts heat better than almost any other known material, about 5 times better than copper and over 10 times better than silicon.
A diamond chip can act as its own heat sink.
Ultra Wide Bandgap: Diamond can handle massive amounts of voltage and operate at incredibly high temperatures without electrical breakdown.
This makes it perfect for high power applications like electric vehicle inverters, power grids, and aerospace technologies.
High Frequencies: Electrons move very quickly through diamond, allowing chips to operate at much higher frequencies, which is ideal for advanced telecommunications and radar.
Radiation Hardness: Diamond is incredibly resilient to radiation, making diamond based chips ideal for satellites, space exploration, and nuclear facilities.
To make a material act as a semiconductor, you have to "dope" it. To do this you inject impurities into the crystal lattice to create a positive (p-type) or negative (n-type) charge.
Diamond's atomic structure is so tightly packed that forcing other elements into it is hard. While p-type doping (with boron) has been figured out, reliable n-type doping (with phosphorus) remains a massive hurdle.
Theoretical ceilings
Band gap
Silicon wafer = 1.1 eV
Diamond CVD wafer = 5.5eV
Clock speed
Silicon wafer = 5-6 GHz clock wall
Diamond CVD wafer = 1-2 THz clock wall
Max Running Temp
Silicon wafer = 150°C
Diamond CVD wafer = 1,000°C
Whilst we etch silicon with photolithography and Extreme UV light, this doesn’t really work with chemically inert diamond.
Diamond CVD is currently etched with oxygen plasma etching, but this lacks the precision of EUV.
However, we can etch diamond to extreme precision with electron projection lithography. EPL was invented in the 90s by Bell Labs, IBM and Nikkon but abandoned as it was harder than EUV.
Electrons repel each other so the beams blurrs too readily.
What if we built a femto electron beam?
What if we built it to extreme such that it was a ‘single electron’ pulse?
What if we build a microscopic "bed of nails" containing millions of nanoscale tungsten or silicon tips (photocathodes). You shine a massive, highly complex femtosecond laser system across the entire array.
Every time the laser pulses, millions of tiny tips each fire a single, perfectly straight electron at the exact same time.
Turns out, research teams at likes of MIT and Stanford are currently experimenting with exactly this, laser driven nanotip electron emitters.
Pair that tool with Diamond CVD substrate tech and we approach the material limits of both semiconductors and nanotechnology.
Would require asynchronous logic to escape fatal clock skew and operate at full capability.
But I think I will live to see it.
Guys, I beg you to understand that the long term AI frontier is about statistics / information theory and physics. It is NOT about linear algebra.
Dense matrices are the best approach we have rn because of the TPU/GPU hardware and because the math is robust and general purpose.
However, it is inefficient.
And as we optimize towards more faithful intelligence representations sparse networks will dominate the intelligence / energy frontier.
The most important thing is not to be a super physicist information theorist, because only I can be so awesome after all, but to be able to think generally in these terms from first principles. You need to be able to think CONCEPTUALLY in statistics. You need to understand that these matrices are just encoding the necessary information to sample probability distributions.
The 21st century will be the century of information and statistics. Please develop intuition around these ideas.
That's how parts get inspected! 🪡
The pace is ridiculous.
Imagine people still doing this instead of machines.
Renishaw system is one of the biggest shifts in coordinate-measuring machines (CMMs).
Instead of moving the entire machine to capture each point, REVO uses a 5-axis scanning head that collects data through rapid angular motion.
Combined with automated probe and stylus changes, the system can handle complex geometries and full surface scans that traditionally required slow, point-by-point probing.
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Pouca gente sabe mas a Fuji não faz apenas câmeras e filmes. Ela também domina o mercado de máquinas para circuitos integrados. Esse modelo clássico CP-643 com 20 cabeças trabalha em um ritmo insano de 40 mil componentes por hora para criar as placas de circuito dos eletrônicos.
Major difference in my mind:
- an engineer, given a problem, invents and tries multiple solutions and stops when the solution is good enough. The goal is product innovation and shipping.
- a scientist asks new questions, proposes various new solutions, compares them (sometimes with old ones), and writes about it. The methodology must be sound or else peers will sneer. The goal is scientific breakthroughs and technological progress.
Both can be called "researchers". Many people can do both: these are activities, not identities.
Importantly, most product innovations are built on scientific breakthroughs and technological innovations that happened 2, 5, 10, or 20 years earlier.
Masterclass on IC Lithography
You can spend one hour and catch up on the entire arc of semi lithography.
We cover:
- Economics of modern lithography
- what is takes to build a leading edge fab
- how we evolved from DUV to EUV
- fun stories from history along the way
- where we are going with xLight and Substrate
Check it out!
Chapters:
(00:00) The 13F panic, and today's topic
(02:23) Why the real story is economics, not physics
(06:18) Austin in the clean room: graphene and bunny suits
(10:06) Rock's Law and the $20 billion fab
(18:08) DUV, the Sharpie, and a history of light
(24:58) Multi-patterning, explained with a football field
(34:45) How EUV makes 13.5nm light from tin droplets
(41:14) High NA, anamorphic optics, and the half-field tax
(46:45) The startups rethinking lithography: xLight and Substrate
@austinsemis@vikramskr
every time I see people doing cool math visualization stuff with like, python generating svgs or pngs I just want to shake them and say "USE WEBGPU. MAKE THIS REALTIME. EXPLORE THE ENTIRE SPACE OF POSSILITIES AT WILL, PLEASE!"
Shilling my geometric constraint solver for simulating F1-style suspension systems again, having chatted with a former colleague about this earlier this week.
Has a lot in common with the inner workings of CAD system sketch solvers, if you ever wondered how those work!