tatsamlai

[SemiAnalysis @SemiAnalysis_]

The Chinese AI Infrastructure Boom:
Introducing the SemiAnalysis China Datacenter Model
1,000+ facilities across 60+ operators mapped,
built retail-first and flipped by AI,
largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute
https://t.co/twnBOg773d

[Andrej Karpathy @karpathy]

A few random notes from claude coding quite a bit last few weeks.

Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent.

IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits.

Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased.

Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion.

Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage.

Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building.

Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it.

Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements.

Questions. A few of the questions on my mind:
- What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*.
- Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro).
- What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music?
- How much of society is bottlenecked by digital knowledge work?

TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.

[tatsamlai @tatsamlai]

#arpae24 #energy #innovation #startup

[tatsamlai @tatsamlai]

This is disruptive!

[Cheng Chi @chichengcc]

With UMI, you can go to any home, any restaurant and start data collection within 2 minutes.
With a diverse in-the-wild cup manipulation dataset, we can train a diffusion policy that generalizes to the top of a water fountain – clearly unseen environments and objects. 2/9

[Elon Musk @elonmusk]

The Year of the Dragon

[Chamath Palihapitiya @chamath]

Wow. Nailed it. 🤡

There’s so much emotional hand wringing and alarmism over climate change when the most prudent way to view it is through the lens of national security.

Show me a war involving the West over the past 50 years and I’ll show you a fight, directly or indirectly, over natural resources, namely oil.

The most important thing we are doing right now for our national security is getting to energy independence through solar and wind. And the biggest dividend it will pay will be in terms of peace. We will have abundant, near-cost less, renewable, carbon free energy within the decade. And stop getting entangled in wars near and abroad because of it.

The climate will be saved as well but it will be as a byproduct to the economically and socially sensible thing to do. In fact, more laws have positively impacted the fight against climate change by explicitly not mentioning climate change! BIL, CHIPS Act, IRA == Infrastructure Bill, Microchips, Inflation Reduction Act.

This may upset some folks who want to martyrize climate change but they should get over it and move on.

[Justine Lu | Lootex 🍺 Gamify everything @JustineLu6]

I'll be attending and speaking at this year’s #IVSCrypto, in Kyoto on Jun 28-30, Japan’s largest global crypto conference! Reserve your ticket here 👉https://t.co/4MFLH6n2ag with promo code, “Lootex”. See you in Kyoto!🇯🇵🏯

[tatsamlai @tatsamlai]

Sounds like 2020. Another financial crisis?

[Arthur Hayes @CryptoHayes]

It's All Over!!!

This what happens when no one wants to hold USD in banks that can't borrow from the Fed using #banktermfundingprogram.

Not sure how the Fed can hike when its handing out dollars to it's peers.

Cut Cut Cut

$BTC = $1mm

[tatsamlai @tatsamlai]

That maybe the reason why Bitcoin is up!

[Arthur Hayes @CryptoHayes]

In case you don’t comprehend how serious the US banking problems are:

[Cryptonite Uae @CryptoniteUae]

Web3 Summit in Dubai by Alibaba Cloud (MENA):
@alibaba_cloud @Mysten_Labs @JWMarriott

#alibaba #alibabacloud #Dubai #web3community #MENA
https://t.co/bFRHxJVyfx

[tatsamlai @tatsamlai]

Awesome workshop with Habibi
#binanceworkshop @BinanceArabic

[tatsamlai @tatsamlai]

Register here: https://t.co/RQJJDLyDCB

[Alibaba Cloud @alibaba_cloud]

Don't miss out on Middle East Turkey Africa Web3 Builder Competition!

This competition provides an opportunity to spread the culture of digital transformation & creator economy to different sections of the community. Come & join us: https://t.co/l3lnVaXBOg

[tatsamlai @tatsamlai]

https://t.co/xafbtPA0BP

[tatsamlai @tatsamlai]

Come join Chiranjiv Anand (CJ) and me at the WBS. I will talk about why GameFi and NFT will be the center of Blockchain and Boba Network will be the best L2 to power all the projects.

#WBSDubai #blockchain #Crypto #metaverse #metaincubator

[tatsamlai @tatsamlai]

@janehk @hypersignchain Talk to them!

[tatsamlai @tatsamlai]

Web5 is the Real Future of Metaverse and the Internet https://t.co/I3aQRHfhlZ

[tatsamlai @tatsamlai]

I just published 10 Facts about the Metaverse (Part 2) https://t.co/W6jM3RNv4o