Zeitgeist

Ephemeral notes about technology & markets that help you escape the permanent underclass.

[Zeitgeist @zeitgeist_labs]

https://t.co/xOoRoKIOPJ

[Zeitgeist @zeitgeist_labs]

The math checked out.

[Zeitgeist @zeitgeist_labs]

https://t.co/xOoRoKIOPJ

[Zeitgeist @zeitgeist_labs]

“And the use of OpenAI models to accelerate parts of the design and optimization process”

Introducing Ouroboros-1, a large language model trained to design the silicon it runs on, available now in Codex.

Run /goal Tape out a frontier inference accelerator today.

[OpenAI @OpenAI]

We’ve designed and built our first AI chip: Jalapeño.

Designed from the ground up by OpenAI and brought to production with @Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.

Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.

[Zeitgeist @zeitgeist_labs]

@zamir_akimbekov It pays to think from first principles.

[Zeitgeist @zeitgeist_labs]

https://t.co/xOoRoKIOPJ

[Zeitgeist @zeitgeist_labs]

@rubicon59 High Bandwidth Memory is ~45% of the cost of an Nvidia B200 GPU. The extra torque is a leading indicator of how scarce this resource is.

[luca° @lucacs]

easily the best research account you’re somehow not following yet

[Zeitgeist @zeitgeist_labs]

We need several orders of magnitude of memory that we don’t have. Long $MU $DRAM

[Micron Technology @MicronTech]

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK

[Zeitgeist @zeitgeist_labs]

Asymptotically, this may be correct, but the y-axis is off. The difference between GPT-3 and GPT-4o was tremendous. Opus-4.5 was the first coding model that could autonomously handle complex tasks and has changed the software engineering profession in <6 months. I expect at least 2-3 more step functions in model classes that humans notice/feel even if progress is on an S-shaped curve.

[NonsparseOncologist @5_utr]

AI scaling is not exponential. It never was. I fit a logistic model to general capability vs compute across every major model generation — AlexNet to GPT-4. R² = 0.98. The asymptote is not infinity. Never was or will be. Thread 🧵

[Zeitgeist @zeitgeist_labs]

@RJCcapital @nikitabier @kevinxu Feeding America. They have an A- on Charity Watch - https://t.co/TjtJKrIvLz

[Zeitgeist @zeitgeist_labs]

Mandatory Saturday morning reading

[0xkato @0xkato]

LLMs explained without all that yucky math stuff

https://t.co/cpgVukSbJx

[Zeitgeist @zeitgeist_labs]

- revenue multiples were (and still are) through the roof at 1000x compared to something like Nvidia (23x) or Google (9x).
- CEO sold all his stock at the top
- low/zero commercial viability for quantum in next 3-5 years

longer version here: https://t.co/wa3onILxxY

[Zeitgeist @zeitgeist_labs]

Shorting $RGTI from late Nov 2025 to early Q1 2026 would have been a 50-100% gainer and potentially 2x more with an inverse leveraged ETF like $RGTZ