Each EUV has a paper trail the size of a phone book … but China is a fucking nation state with unlimited resources.
That said my base case is the current drama is more about creating leverage around DUV.
But the chance China is further along than you think are fairly high.
Introducing autoresearch for arXiv papers
Change 'arxiv' to 'autoarxiv' in any paper URL
An agent deploys to resolve setup issues on the codebase, run a minimal reproduction, and estimate full replication cost. Read more below
Together with UC Berkeley we are announcing the laser phase plate - a breakthrough in atomic resolution imaging. This is the brightest continuous wave laser in the world, 100 million times the intensity of the surface of the sun.
Phase contrast plays an important role in microscopy, but it was thought close to impossible for electron microscopy, where it would require interfering with an electron beam. Holger Mueller and Robert Glaeser proposed exactly this using a standing wave laser. It has taken over 15 years to make this a reality. Biohub partnered with UC Berkeley and Mueller to support this work and to engineer and build the technology.
Contrast has been the critical barrier to achieving atomic resolution imaging of the cell. In cryo-electron tomography, a cellular imaging technology that uses electron microscopy, the low contrast makes it impossible to resolve anything but the largest proteins within their cellular context. The laser phase plate removes that barrier.
With advances in AI this breakthrough in contrast will start to open up a new frontier in structural biology, that will allow us to see the molecular machines of the cell, and how they assemble into far more complex and dynamic systems, and understand how they work.
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
Those calling out and grandstanding should take a moment for introspection.
Or just retract, apologize, and focus their energy on creating and building for humanity.
@elonmusk
Prepare for takeoff. ✈️ Flight simulator is now available globally on web to all users. https://t.co/hQP0No142P
We've recently added many our most powerful professional desktop features to web. Elevation profiles, new import types, but there's always been one other feature you've been asking us to add to the web version of Google Earth, just for fun...
Where will you fly? Share your best maneuvers, views, and flyovers with us!
Regarding the recent action:
You can't make big returns without giving some back.
If you have a system that is based on big/home run trades and selling most of your shares on weakness in stocks, you must accept 5 facts:
1. You can't have outliers by intervening too much into strength.
2. We can never predict the power of a stock beforehand, so there is no reason to judge.
3.Not all drawdowns are created equally. There are drawdowns from peak capital and drawdowns on the money we actually own. There is a difference between the two. We can't avoid the first, but we can do a lot to have protective measures for the second.
4. We are the ones who create our portfolios. If we have a lot of volatile names in our portfolio, we must anticipate and accept the volatility that comes with them, both on the positive and negative side. We need to understand what's normal to give back.
5. No matter how many Market Awareness flags are evident, you can't shift your stance 180 degrees from one day to the next. We take progressive actions into defense as more and more signs appear.
Giving back some profits is not a bug.... It's a natural thing that should happen in a system like this.... It's a healthy sign that you were positioned correctly in a good run, in good stocks, and followed your principles..... You should be proud instead of being salty....
The damage is not caused by giving some profits back
The damage occurs when you are surprised by this fact every time, when it is actually a normality and violate rules after the fact.
The damage occurs when you don't understand how much is normal to give back based on the volatility of your own portfolio in each regime.... 8%, 10%, 15%+???
The damage occurs when you aim only for offense without having defense mechanisms pre planned. Mental and technical.
To be honest, instead of being salty, I treat these corrections as healthy.... More time for research, for refining skills, for time with family....and for new leadership to emerge... Especially when you have made a good buck over the past 2 months....Recharge your batteries , your clarity and be ready again when things turn!
YIKES 🇨🇦 President Trump just now on USMCA saying he might not renew it
"We don't need anything that Canada has"
This comes after Doug FORD has his reception in Washington cancelled 👀
Buckle up Canada
@stevenstrogatz Wouldn’t it be wonderful to have people around also say in such a heart touching and warming way! Subconsciously we all want that and that is how /why we feel and get moved seeing this from AI.