sanjay

inference optimization | seeking entropy @georgiatech @iitbombay

[sanjay @sparseattn]

???

[xAI @xai]

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L

[sanjay @sparseattn]

@cHHillee @tenderizzation @SonglinYang4 Wait, so did you not give this lecture

[sanjay @sparseattn]

Bottleneck mfs will literally buy the sun if needed😭😭🙏🏻

[bubble boi @bubbleboi]

You think the AI bottleneck is HBM. You think it’s CoWoS. You think it’s GB200 cables or 800G optics or the Arizona power grid. You are looking at the wrong layer of the stack….

The REAL bottleneck is epoxy resin paste. Specifically, Liquid Compression Molding compound EME-G, a goopy, beige, photosensitive thermosetting resin that gets squeegeed onto HBM stacks before the mold press comes down and cures it. Without this paste, the silicon dies in an HBM stack delaminate, the TSVs crack, and your $40,000 GPU becomes an expensive paperweight.

Sumitomo Bakelite (4203.T) makes roughly 90% of the world’s supply. The other 10% is split between Nagase ChemteX and Hitachi Chemical, both of whom buy precursor chemicals from Sumitomo Bakelite. The moat is vertical.

The resin formulation is a trade secret developed over 38 years of iteration. It contains a specific ratio of silica filler to bisphenol-F epoxy with a coefficient of thermal expansion tuned to within 0.3 ppm/°C of silicon. Get the ratio wrong by 2% and the HBM stack warps during reflow. Samsung tried to qualify a domestic Korean alternative in 2022. They failed. SK hynix tried in 2023. They failed. Micron didn’t even try.

Sumitomo Bakelite ships approximately $180M of EME-G annually at a gross margin of 74%. Each HBM stack consumes roughly $6 of resin. As Nvidia’s roadmap points to more and more HBM stacks the math is clear. Feynman GPU package has 8 HBM stacks. That’s $48 of Sumitomo Bakelite content in a $70,000 GPU. They are 0.07% of the BOM and 100% of the bottleneck. This is the most asymmetric pricing power in the entire AI supply chain and they are charging like it’s commodity epoxy because the company is run by Japanese chemical engineers who think 8% annual price increases are aggressive.

In Q3 of 2026 the Nvidia Rubin Ultra ramp is scheduled and will trigger an EME-G shortage. Sumitomo Bakelite will have to raises prices 35%. The stock will get re-rated from “specialty chemicals” to “AI infrastructure.” Multiple expansion from 14× P/E to 38× P/E. It’s a three-bagger in 18 months and the stock is up >3% YTD.

[sanjay @sparseattn]

What is stopping doordash from implementing agentic food search

[sanjay @sparseattn]

@Jason I’m in

[sanjay @sparseattn]

@tunguz @OpenAINewsroom @ChatGPTapp They talk like they mine rare earth metals or sum shit

[zach @blip_tm]

asics the shoe company has an obvious pivot to make now

[sanjay @sparseattn]

Literally Jensen vs Dwarkesh

[sanjay @sparseattn]

@KinasRemek @ylecun @ClementDelangue @atreides_sf What did OpenAI and Anthropic contribute to open source?

[Josh @JMRLudan]

this is what reading RL papers feels like

[sanjay @sparseattn]

Walking and Gurgaon mentioned in same sentence

[Ishan Sukul @isawsukul]

Wonder if foreigners feel the same way walking around in Gurgaon

[sanjay @sparseattn]

Tech mentioned RAHHHH

[sphinx @protosphinx]

1) Tsinghua
2) University of Waterloo
3) Georgia Tech

[sanjay @sparseattn]

How about we train an LLM to stop
thinking and replace our brain?

[Pankaj @the2ndfloorguy]

indian wedding buffet is a scam. i always leave regretting something. so i built BuffetGPT 😠

an ai agent that scans entire buffet and gives you a game plan.

it uses computer vision to detect every dish, then optimizes what to eat, what to skip, and how much based on actual stomach volume physics.

its' pretty early, tested alpha at a friend's wedding. decent results.

tbh, this is what my cs degree was for.

[sanjay @sparseattn]

@GPU_MODE YESSSS

[sanjay @sparseattn]

@ManojReddy169 @teodorio Always been 😎

[sanjay @sparseattn]

@fminderop @xai This is not yet available as a feature on X. I am pretty sure it would be introduced pretty soon by the @X team

But if you want to try it out using api access, please refer to https://t.co/BbYPZ5GIX8… for more details.

[Umesh Khanna 🇨🇦🇺🇸 @forwarddeploy]

Probably the best first week of a new role I’ve ever had!

Congratulations to all the @xai winners, it was incredible to see such amazing projects ranging from embedded ads in shows to helping electrical engineers all powered by @grok

[sanjay @sparseattn]

@CraigMeagher7 @xai This is not yet available as a feature on X. I am pretty sure it would be introduced pretty soon by the @X team

But if you want to try it out using api access, please refer to https://t.co/nScVFpRS1c for more details.

[sanjay @sparseattn]

@ManojReddy169 @xai @grok is this true