Ray Kuo

semiconductor & medtech vc / i like robots

[Tim Cook @tim_cook]

Sending lots of love to the Apple community on my last day as CEO. My title changes tomorrow, but the love I have for the Apple community never will. Thank you for being a constant source of inspiration. My gratitude is endless, and I’m excited for the next chapter!

[Ray Kuo @rkuovc]

@StockSavvyShay Cool

[Jerry Tworek @MillionInt]

One day we will all realize we were dramatically underutilizing our GPUs

[Ray Kuo @rkuovc]

@OfficialLoganK Makes sense, AI needs to clean up the human slops first

[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

[Ray Kuo @rkuovc]

@kate_tice 😂

[Demis Hassabis @demishassabis]

https://t.co/PTeDiv1b6L

[SemiAnalysis @SemiAnalysis_]

Google's next TPU, codenamed Humufish, is set to use Intel's EMIB-T instead of TSMC CoWoS.

Nearly every leading AI training accelerator today is packaged on a TSMC 2.5D flow, and almost all of it is CoWoS. CoWoS is the industry default, which is exactly why a flagship part moving off it is worth attention.

The core difference. CoWoS places all dies on a single large silicon/RDL interposer. EMIB embeds small silicon bridges directly in the organic substrate, only where die-to-die links are needed. (1/4)🧵

[Ray Kuo @rkuovc]

link to deepdive: https://t.co/q9aVpjEDxl

[Ray Kuo @rkuovc]

gemma team likely gets much less compute allocation compared to gemini team in google, but still coming up with crazy stuff like DiffusionGemma & MTP! 👏

[Google Gemma @googlegemma]

Meet DiffusionGemma!

An experimental open model that explores a fast approach to text generation, released under an Apache 2.0 license.

Moving beyond sequential, token-by-token processes to generate entire blocks of text simultaneously. Here’s what’s new with DiffusionGemma: 👇

[Ray Kuo @rkuovc]

@thefox @antigravity @thefox just want to say thank you! In the past couple months, this has been my go-to for daily market briefing and instant stock insights.

[Robert Greene @RobertGreene]

You are your own worst enemy. You waste precious time dreaming of the future instead of engaging in the present. Since nothing seems urgent to you, you are only half involved in what you do. The only way to change is through action and outside pressure.

[Ray Kuo @rkuovc]

information representation efficiency

[Ray Kuo @rkuovc]

Information Density.

[Andrej Karpathy @karpathy]

This is the the quote I've been citing a lot recently.

[Ray Kuo @rkuovc]

possibly soon, one person can create & scale tech ecosystem(s)?

[Astronomiaum @astronomiaum]

Vídeo em time-lapse da nave Artemis II sendo transportada para o Edifício de Montagem de Veículos no Centro Espacial Kennedy.

[Ray Kuo @rkuovc]

@MilksandMatcha thnx sarah 👋

[Ray Kuo @rkuovc]

I'm seeing many people already testing out this algorithm released ~6 hours ago with their own implementations. Coding agents are good enough now that anyone can test out a technical paper that used to take a bunch of subject matter experts to implement.

[Google Research @GoogleResearch]

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/CDSQ8HpZoc

[Ray Kuo @rkuovc]

@NousResearch's hermes agent is quite good!