xandria

In my heaven, there are no emoticons. Only kindness, adventure, and corgi stampedes.

[xandria @xandria]

@stevejang @MeckaAI Let's go Mecka! 🚀🔥

[xandria @xandria]

@KindredVentures @parasail_io Turns out, Parasail picked a pretty good name 🪂

[xandria @xandria]

@stevejang @axi_master @aadityasubedi_ real unlock here is that you don't need millions and a huge team to design a chip anymore. two people did it in two weeks. congrats to everyone on this!

[xandria @xandria]

@architectlabs Astounding achievement. Congrats to the Architect Labs team 🚀

[Kindred Ventures @KindredVentures]

Yesterday, @stevejang shared his thoughts on @CNBC regarding AI’s future roadmap around memory, robotics, agents, and open weights models.

The hot topic of the morning: @SKhynix reported record Q2 results, then fell more than 9%. The gap between the print and the reaction raises a larger question: is the market applying an old memory-cycle framework to a new AI infrastructure layer?

Q2 revenue reached USD $55.0 billion, up an eye-popping 257% year over year. Operating profit rose to USD $42.0 billion, up incredibly 557%, with a company-record operating margin of 76%. But both missed consensus estimates. As our partner Steve Jang told @BeckyQuick on @SquawkCNBC, “the company has incredible fundamentals, record-breaking numbers, and long term HBM technical defensibility…but expectations were just very high.”

Steve’s larger argument begins with high-bandwidth memory, or HBM. For two decades, investors largely treated memory as a cyclical commodity. Now, Steve argues, HBM is moving into a new role, “sitting side-by-side with GPUs and other advanced logic processors” as a core layer of AI compute.

Demand now spans model training, inference, long-context agents, robotics, and autonomous systems. Steve pointed to deep-research products like @perplexity_ai’s Computer agent platform: as agents hold and reason across more context, their memory bandwidth and capacity needs grow. Robotaxis like @nuro+@Uber and @Waymo will need onboard edge compute including HBMs. He estimates HBM demand could increase 10x over the next 3 to 4 years.

SK hynix enters that buildout from a strong position. Long-term supply agreements with major customers provide demand visibility. Stacked-die architecture, advanced packaging, yield, and customer qualification create a steep technical and manufacturing climb. Steve estimates that a new entrant could need three to five years to significantly enter the HBM4e class.

That supports a credible near-term moat while leaving the harder question open: how today’s 76% operating margin evolves as supply expands over the next two to three years. One thing is clear: demand and importance of high bandwidth memory is still wildly underestimated.

The second half of the conversation moved from compute capacity to operational control. During the recent @OpenAI and @huggingface security incident, commercial frontier-model APIs blocked the attack commands and exploit payloads contained in forensic logs. Hugging Face instead ran GLM 5.2, an open-weight model, on its own infrastructure to analyze more than 17,000 recorded events without sending incident data or credentials outside its environment.

Steve’s takeaway is practical. As autonomous agents grow more capable, defenders need access to models they can host and direct when hosted guardrails block legitimate forensic work.

The next phase of AI will depend on both: enough memory bandwidth alongside GPUs and other accelerators to scale increasingly capable systems, and enough model ownership and control to deploy and defend them efficiently and safely.

Full conversation below 👇

[xandria @xandria]

@jestonlu @NotionHQ Would love to attend!

[xandria @xandria]

@henrykleeKTVU @oaklandpoliceca Does anyone know if a compact SUV can run over those lane dividers? I really hope they have some give to them for situations exactly like this

[xandria @xandria]

@BelkinCares hey Belkin, I need help with a refund. Can you DM me please?

[xandria @xandria]

@DonaldJTrumpJr You also just admitted you believe the vote count is accurate.

[xandria @xandria]

@SwingStateBlues @DonaldJTrumpJr Agreed. The mess of the last four years should never be allowed to happen again.

[xandria @xandria]

@DonaldJTrumpJr You and your dad are melting down and I am HERE FOR THIS

[xandria @xandria]

@melodyMcooper As a woman who harbors genuine fear about stranger danger, her quick willingness to pull the white woman victim card is revolting. Can we out her then cancel her?

[xandria @xandria]

In a dystopian society, you can pay for your dinner delivery, wait out the hour, your driver can pick it up and then straight up CANCEL the delivery. No refund, and you have to initiate a help response. WTF @UberEats, your UX is appalling. Make this right. - A hangry customer.

[xandria @xandria]

@Uber Left phone/ wallet inside uber after while it was connected to the driver's charger which he let me use. He won't respond. Help??

[X @XLNB]

Trump: "Your invitation is withdrawn."

Steph: "Well that's fine w-"

Riley: "WE AINT NEVER WANT YA DUSTY INVITATION ANYWAY!"

[xandria @xandria]

Mythbuster: You don’t need tech skills to work at a startup. @slackhq most important hires were humanities majors. http://t.co/kBugDMe8EA