Hall

Working on defi and web3

[Hall @whateverhow]

Semiconductor industry need strong connection to Taiwan fab, don’t think any replacement can easily handle this. Jensen was the soul of Nvidia.

[zerohedge @zerohedge]

*NVIDIA FACES DOJ ANTITRUST PROBE: SEMAFOR

here we go

[Ari Paul @AriDavidPaul]

Imo, Jensen takedown puppeteered by Rubio. Anthropic seemed to coordinate the specifics.

Simplistic summary of the motives:
Rubio - lost the internal debate in Trump admin on export controls. Mix of ego and national security concern on NVIDIA selling to China.

Anthropic - as they say openly, hoping to be the only company in the world, desperate to quash open competitors (and closed.) Expecting AI to rule over humans within 5 years, all their actions downstream of that.

IMO, an Anthropic ASI monopoly is arguably a worse outcome than a Beijing monopoly, as the latter likely comes with better controls on the far left tail. Not sure on what a great outcome is for the world. I can identify a stable equilibrium that isn’t purely authoritarian.

[Hall @whateverhow]

Found an old Aruba router that has no support and expired license, used Claude and Codex helped me to install openwrt bring it alive again.

[Hall @whateverhow]

#RTXON need to win this. Can’t find it anywhere. Everywhere out of stock

[NVIDIA GeForce @NVIDIAGeForce]

We're giving away a Hogwarts Legacy custom wrapped NVIDIA GeForce RTX 5090 to celebrate its official release with DLSS 5 🪄

To enter:
🟢 Share this post
🟢 Comment #RTXON

Terms and Conditions: https://t.co/45T3R732hf

[Hall @whateverhow]

@_LiquidEnergy @sidravi_ @ArshSek @SajKhosa @ycombinator Where is the compute Unit? Seems like this pod is only for solar and battery. If the door stays open that is a bad idea. Also need to solve the wind , rain problem. Doesn’t seem as practical as it looks. And rainy days this won’t work.

[Hall @whateverhow]

@tejasybhakta We have December online b300 DM

[Hall @whateverhow]

@LigengZhu We have eight b300 nodes $4.8 30% down december online.

[Hall @whateverhow]

Eight B300 nodes AMD 2.3T ram coming online December in USA, please DM if interested for 3 year+ off take. #B300 #Nvidia #Neocloud

[Hall @whateverhow]

how can a single dev ops have so much access to sign this many transactions? This is bad security

[Binance @binance]

Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.

The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.

As an immediate precaution, Binance has:

- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.

Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.

Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.

https://t.co/ywB2mKFy0p

[Patrick Collison @patrickc]

Assorted things I've been mulling over regarding agents in the economy:

• Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies.

• How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be.

• In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good!

• It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.)

• A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to).

• Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big.

• Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions.

Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.

[奶昔🥤 @realNyarime]

内存可不是一般价格了

[Claude最严厉的父亲 @garylau_ai]

梁文峰公开表示 Deepseek 的唯一拟人形象是大肥鱼

为此他还特地和大肥鱼合唱了 APT ⬇️⬇️⬇️

[Hall @whateverhow]

In some special image editing tasks, qwen 2.1 is better than openai image gen tool. It does keep original details better.

[Hall @whateverhow]

@ohyishi Ai voice ? Seems pretty good

[Hall @whateverhow]

gotta be kidding me on the readers’ notes

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Hall @whateverhow]

▎ tg64 @ depth:
▎ 0 → 42.1 vs 249.8 (5.9×)
▎ 16K → 30.0 vs 234.1 (7.8×)
▎ 64K → 17.4 vs 204.8 (11.8×)

[Hall @whateverhow]

Benchmarked an Intel Arc B70 vs an RTX 5090 in the same machine.
Qwen3.5-35B-A3B, tg128:
B70 (Vulkan): 41.9 t/s
5090 (CUDA): 264.8 t/s
6.3×. And that's the flattering number
#B70

[Hall @whateverhow]

Running deepseek v4 flash locally on 3090 13.5 tok/s. thanks to FreeToken project

[Hall @whateverhow]

Too hard