asymmetricopportunities

curious and data driven with a touch of vibes.

[asymmetricopportunities @superhoogie]

@biglawbro Bartlet! Gotcha

[asymmetricopportunities @superhoogie]

@biglawbro What is stb?

[asymmetricopportunities @superhoogie]

@lhamtil @DurableCreators Dirt-cheap, abundant leasing edge semicap has other fascinating implications as well

[asymmetricopportunities @superhoogie]

The crazy thing is I couldn’t tell whether he was talking about memory or SW

[ZenCap @kaizen_cap]

Yeah I get 10x EPS is cheap. But 10x to 7x is another down 30%. And what’s the difference psychologically between 7x and 10x? Not much. And no, I don’t care what the implied perpetuity growth rate is 7x vs. 10x. Academic argument when range of outcomes is widest ever to downside

[asymmetricopportunities @superhoogie]

@JasonWilde108 Hang in there

[asymmetricopportunities @superhoogie]

@CarpeDiemP1 🙇‍♂️

[Jangkku(김장꾸) @jangkku920]

한,중,일 관계

4장이면 충분함

겉으로는 싫어하는데 속으로는 누구보다 좋아함

[asymmetricopportunities @superhoogie]

@pmarca Rho Kanna?

[Scottie Pippen @ScottiePippen]

Nobody teaches you that discipline feels like punishment until the results start feeling like freedom

[Just Loki @LokiJulianus]

The same people who routinely said that their product was going to destroy white collar employment as we know it are now saying that half their company can't do any meaningful work due to export controls. Possibly this will give them all a chance to reflect.

[Xenova @xenovacom]

I gave Fable 5 one job: write custom WebGPU kernels for Gemma 4 inference.

It climbed to 84 tok/s, then hit a wall, insisting further optimization was impossible.

Hours later, Anthropic rolled back invisible LLM development safeguards, and it hit 255 tok/s.

The next day, access to Fable 5 was suspended globally.

[Tenobrus (→vibecamp) @tenobrus]

it's beginning

[asymmetricopportunities @superhoogie]

@tenobrus Let the man cook 👨🏻‍🍳 🍲

[asymmetricopportunities @superhoogie]

@tenobrus One of the best takes so far

[Udi Wertheimer @udiWertheimer]

this must be what the furries felt like when they took away gpt 4o

[asymmetricopportunities @superhoogie]

@Miles_Brundage @tszzl Dude it’s canon

[sydney @demiurgently]

always thought harry potter series was unrealistically pessimistic about how few characters would care to learn more how the magic actually works & then u watch people interact with llms

[asymmetricopportunities @superhoogie]

@firstadopter Mandoo looks juicy

[asymmetricopportunities @superhoogie]

@phithetasigma If Intc doesn’t have enough fab capacity for the demand that they see by 2028, i would argue that mgmt likely maximizes total capital raised with a bit of column A + a bit of column b