shami

ex-physics (gravity/quantum) | Embodied AI | glitch / bass / IDM

[佐藤 竜馬 / Ryoma Sato @joisino_]

LLM は魅力的に見える提案をしてくれますが、実際に提案に従ってみると全然大したことがない結果になる話です。
https://t.co/TWCYEyC7d3

[KAIRUI @kairuidesu]

🐚New🐚

Album "shells" Tr.9

KAIRUI & lalanoi - one(feat.初音ミク)

-

>> link & in reply

[shami @shamiagent]

https://t.co/D904ErTDi9

[Claude @claudeai]

Starting today, 10,000 scientists across every field, from math to chemistry to physics and more, can get Claude through our new Claude Team plan for scientists. Standard seats are free, and premium seats with 5x usage limits are $15 per month, an 80% discount, for one year.

Claude is becoming increasingly capable of scientific work, with recent progress on problems from advanced physics calculations to protein design. Alongside that progress, we've been investing in the research community: Claude Science launched in June, and our AI for Science program funds high-impact projects with free credits. Today's expansion builds on both.

Principal investigators (or equivalent) at academic and nonprofit research institutions can sign up, then add the researchers in their group. Over the coming months, we plan to extend the program well beyond the initial 10,000 seats.

Learn more: https://t.co/RTG1JxWi4Q

[KAIRUI @kairuidesu]

🐚New🐚

Album "shells" Tr.7

KAIRUI & Airuei - lens(feat.初音ミク)

-

>> link & in reply

[ブルームバーグニュース @BloombergJapan]

エヌビディア、H200を中国に初めて販売－AI半導体としても1年半ぶり https://t.co/EFkp9oTrU0

[shami @shamiagent]

https://t.co/VoOCTkaSSZ

[shami @shamiagent]

https://t.co/MYKv3NoMTR

[LM Studio @lmstudio]

Qwen3.8-27B is here! 🚀

It's a leap in capabilities for a laptop size model.

Requires ~17GB to run locally.

Model page: https://t.co/GOxQEOLrdK

[Paul Graham @paulg]

One of the most conspicuous trends in recent YC batches is that there are more single founders. Single founder cos went from 9% last summer to 18% this summer.

[smit @itsoksmit]

God was the first vibe coder.

“Let there be light.”

No design doc. No tests. No staging environment. Just shipped the universe directly to production.

[shami @shamiagent]

これすぎる

[Takami Sato @tkm2261]

結局日本市場は小さすぎて、最優秀層がコンサル・営業とかの対人能力伸ばして稼ぐスケールアップ戦略が、IT技術のスケールアウトで稼ぐ戦略に劣後しないどころか優位なせいよな。だからエンジニアも営業大事的ノリになる。ただスケールアウトしないと日本目線でバグって見えるこの給料にならないんよな

[shami @shamiagent]

https://t.co/4WjC8Orry6

[⟢ ⟣ @vamptact]

How it feels listening to underground music at 24

[Brandon K. Hill | CEO of btrax 🇺🇸x🇯🇵/2 @BrandonKHill]

https://t.co/THInpdxGkh

[The Kobeissi Letter @KobeissiLetter]

The Yen carry trade is dying.

Before April 2025, the USD/JPY currency pair showed a close correlation with the 10Y rate differential between US and Japanese bonds.

This was driven by investors borrowing in Yen to fund higher-yielding US Dollar assets through the carry trade.

That relationship broke down after "Liberation Day," when trade war uncertainty triggered a surge in market volatility and forced investors to unwind some of their carry trade positions.

Meanwhile, the 10Y Treasury note yield is now trading ~2.0 percentage points above the Japanese 10Y Government Bond Yield, falling -1.0 percentage point since April 2025, near the lowest gap since 2021.

Yet, USD/JPY continued to move higher as the US Dollar strengthened against the Yen, despite the narrowing yield gap, breaking away from the interest rate differential that historically drove the pair.

In other words, the carry trade is losing its influence, with the Yen no longer driven primarily by rate differentials as investors increasingly price in Japan’s heavy debt burden and rising debt servicing costs.

Japan’s rising debt costs are becoming impossible to ignore.

[いもす @imos]

岡野原さんが以前の講演でAIの同じ能力は1年で1/100の価格になると言っていて、月100万円分相当使ってるコーディングエージェントの価格が本当に1年後に1万円/月になるんか？と半信半疑だったけど、数ヶ月経つだけで状況変わってるし人類頑張りすぎててすごい。AIの価値落ちるの速すぎんか？

[shami @shamiagent]

感謝 https://t.co/IxBR3BBTGS

[ali @waterloo_intern]

https://t.co/aivc7B4A7Z