Greg

AI/optics/finance

[Greg @sagnaceffect]

@RadicalSaxon Is it possible that they’re both evil? Lol

[Greg @sagnaceffect]

@Wappiekliniek @TheOtherSideRu how does that saying go.. home is what you make it?

[Greg @sagnaceffect]

@0xcoked They're adding controlled volatility

[Greg @sagnaceffect]

@Olivertree rest in peace bro

[Greg @sagnaceffect]

@rnenrdsmnt @midjourney have you ever had an MRI?

[Greg @sagnaceffect]

@IranObserver0 this only works if the US drops sanctions.. otherwise noone will dare pay. So I guess the US is allowing it to happen? Too bad noone can see the MOU to know for sure.

[Greg @sagnaceffect]

@0xcoked He was more hawkish than expected

[Greg @sagnaceffect]

@0xcoked https://t.co/9UWwKsEbRr

[Greg @sagnaceffect]

@0xcoked oil bulls are on the street begging for change at this point.. what a widowmaker. somehow I managed to escape going completely bankrupt

[Greg @sagnaceffect]

@aletir99 @aleabitoreddit Data centers also use air, for cooling. Maybe we should look into some pre-inflection air stocks?!

[Greg @sagnaceffect]

@borntogambles ok and what is he even selling? 2000 SKUs.. of what?! thats the hardest part, finding a product to sell with high margin.. not telling claude code to add some products from a spreadsheet/pdf to your Shopify site.

[Aakash Gupta @aakashgupta]

The 128GB number is the part everyone's repeating. The number that actually decides whether you'd use this box is 256.

That's the memory bandwidth, in GB/s. A 5090 moves about 1,800. An H100 moves 3,350. Local token speed is bound by how fast weights get read out of memory, and this APU reads them at roughly a seventh of a gaming GPU.

So the headline does something quiet. Qwen3 235B runs here at about 11 tokens a second, which sounds impossible on 256 GB/s until you notice the model is mixture-of-experts: 235B total, ~22B active per token. The chip only moves the 22B it needs. The "235B" on the slide is a storage stat. The 22B is the speed stat.

Run something dense and the trick drops. Llama 3.3 70B, where every parameter fires on every token, does about 5 tokens a second on the same box. Readable. Not something you sit in front of for eight hours.

That 3x win over a 5080 lives in the same place. A 5080 has 16GB of VRAM and can't hold a 235B model at all, so it spills to system memory and crawls. The APU wins that matchup on capacity. Change the test to a model that fits in 16GB and the 5080 walks away on speed.

Now look at the workload in the pitch: point Claude Code at localhost. Agentic coding is the worst possible fit for a bandwidth-starved box. One task is dozens of sequential model round trips, each waiting on the last, each streaming at 11 tokens a second. The exact use case used to sell the $5,280 in savings is the one that exposes the bottleneck.

The same Qwen3 235B runs at 1,500 tokens a second on a Cerebras wafer. That's the real comparison: 1,500 versus 11, and how much of your day goes to watching the slow one think.

The box is a real deal for what it is. A quiet, private, $1,800 machine that runs big open models at conversational speed for one person. The frontier stack it's sold as replacing answers at 50 to 100 tokens a second with quality no open 235B matches yet. It pays for itself in 9 months only if your time is worth nothing per token.

[Greg @sagnaceffect]

@NoContextHumans i think she meant to say "total - before tax". must have been an honest mistake

[Greg @sagnaceffect]

@Glenn_Diesen Why do these people even exist

[Greg @sagnaceffect]

@drinkonsaturday the problem is that first a woman has to face these problems alone in order to appreciate this

[Greg @sagnaceffect]

@0xcoked apart from the embarassement (which can be blamed on Trump) its not so bad. US markets love it.. oil crushed. war resolved before midterms. +how much of that $300B was already Iran's? now Persian gulf is perm. throttled and its not the US doing it - its Iran.. hurts China+EU.

[Greg @sagnaceffect]

@sharondaniel91 @ItakGol Hmm if it’s so easy, why didn’t the rest of the world copy everything and get rich like China did?

[Greg @sagnaceffect]

@1holtei @ItakGol “Free” anything is always peasant level and worse than the paid version. It’s better to drive down the cost and innovate so that everyone gets something that keeps improving.

[Greg @sagnaceffect]

@CitoyenBrexile @ItakGol Europe has some of the highest cost of living in the world coupled with high crime in cities, high taxes, and is obsessed with going to war with Russia

[Greg @sagnaceffect]

@H3L3M3S3 @ItakGol The laughter isn’t at Europe for being “sensible” it’s for Europeans thinking that such measures matter.