Space, Tech, and Finance. Former Tech guy trying the FIRE mode with less money than required First principles thinking - Zero legacy - Zero to One
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Joined July 2024
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Julien retweeted
It is my Great Honor to endorse America First Patriot, Vivek Ramaswamy, who is running for Governor of the Great State of Ohio, a place I love and WON BIG, THREE TIMES, in 2016, 2020, and 2024!
I know Vivek well, competed against him, and he is something SPECIAL. He is Young, Strong, and Smart! Vivek is also a very good person, who truly loves our Country. His opponent, Amy Acton, is a Radical Left Dumocrat who wants massive Tax Increases, Open Borders, Men playing in Women's Sports, and Transgender Mutilization of your Children. Amy Acton is Reckless, Radical, and Dangerous! On the other hand, as your next Governor, Vivek will fight tirelessly to Grow the Economy, Cut Taxes and Regulations, Promote MADE IN THE U.S.A., Champion American Energy DOMINANCE, Keep our now very Secure Border, SECURE, Stop Migrant Crime, Strengthen our Military/Veterans, Ensure LAW AND ORDER, Advance Election Integrity, and Protect our always under siege Second Amendment.
Vivek Ramaswamy has my Complete and Total Endorsement to be the next Governor of the Great State of Ohio. GET OUT AND VOTE FOR VIVEK — HE WILL NEVER LET YOU DOWN! President DONALD J. TRUMP
Julien retweeted
Apple CEO Warns Of ‘Unprecedented’ Memory Costs—Putting ‘Pressure On Our Prices’
go.forbes.com/sfwp7_
Julien retweeted
EXCLUSIVE: Europe risks falling into a “complete trap” if it focuses on industrial AI while leaving frontier models to the U.S. and China, Mistral CEO Arthur Mensch told us.
vist.ly/5r5pz
Julien retweeted
Polish journalist Łukasz Warzecha was travelling to Kyiv on a study visit jointly organised by Poland’s @MieroszewskiPL Centre and the Ukrainian Institute @UA_Institute an institution affiliated with Ukraine’s Foreign Ministry. According to head of @MieroszewskiPL Dr Łukasz Adamski, the participants’ names had been submitted to the relevant Ukrainian authorities in advance without objection. Yet Warzecha spent seven hours waiting at the border before receiving a three-year entry ban imposed by the SBU. Diplomatic interventions failed to resolve the matter.
This is outrageous. A visit intended to promote dialogue has instead become an exercise in alienating Polish public opinion.
The SBU should concentrate on catching Russian agents - including any within its own ranks working to sabotage Polish-Ukrainian relations - rather than keeping out Orwellian “thought criminals”. If someone’s objective was to damage those relations, this decision served it perfectly. And this is hardly the only episode to raise that suspicion.👇
Julien retweeted
Glory to the heroic warriors of Azov, who beat a child with a shovel, and I’m afraid to imagine what else they did to him. Now they are hiding in a bus.
Julien retweeted
What is happening there is absolute hell. This is pure evil.
There are actually many such prisons across Ukraine.
According to my information, at least one person was killed there simply to set an example for everyone else, right in front of them all.
This is a method borrowed from the 1990s, when racketeers would take a homeless man, wash him, dress him up, and then stage a murder, chopping his head off with a scythe, in order to make uncooperative businessmen start paying.
But here, it’s not a homeless man. It’s just an ordinary person who was forcibly taken off the street and who later ran away from his military unit. They caught him and didn’t inform anyone about it.
All the others are forced to contact their relatives by phone and ask them, beg them, to sell their apartments, to sell everything, in order to buy their freedom. The sums involved are truly enormous.
What should their relatives do? You’ll say: go to the police. I’ll laugh in your face. To the Ukrainian police, right? I see.
And who is holding them there in the basement? Isn’t it the police? The National Guard and the police. Azov, Khartiia, the police, the TCC.
What do you think? Are these ordinary police officers? Can you imagine the amount of money involved?
These people are literally being held hostage, just as terrorists held hostages in the North Caucasus. Their fingers are cut off, their spines are broken, their stomachs are slit open. They can do absolutely anything they want to them.
These mentally sick bastards think of themselves as Gestapo officers. They are actually very proud of what they can do to such people in basements.
What is happening there is absolute hell. This is pure evil.
Even the lying European press will find it extremely difficult not to report on this tomorrow.
Julien retweeted
Budanov perfectly demonstrates that under stress, when the performance gets complicated, he speaks perfect Russian. His native language. Like all of them. A bloody clown show.
Julien retweeted
$PLTR CEO Alex Karp discusses demand in the AI market, working with Anthropic, and Dario Amodei, on the company's Q3 earnings call.
"This is a market that is growing so rapidly, we don't need the people who aren't convinced," Karp says.
Julien retweeted
Going from 1 trillion tokens per week to 10 trillion took 50 weeks.
From 10 trillion to 100 trillion, 28 weeks.
1 quadrillion per week coming soon.
Julien retweeted
SpaceX is looking at buying Echostar’s Boost Mobile, according to the Washington Post. trib.al/KNuUVnz
Julien retweeted
110 humanoid robots. One synchronized performance. A GUINNESS WORLD RECORDS.
110 AGIBOT A3 humanoid robots danced in unison, setting the GUINNESS WORLD RECORDS for the most humanoid robots dancing simultaneously.
Beyond the spectacular light show, the performance showcased the coordination capabilities behind large-scale robot deployments. Powered by UWB centimeter-level positioning and the LinkBots multi-robot control system, all 110 robots performed in precise synchronization, completing the challenge without a single error.
A new milestone in multi-robot coordination — where engineering precision meets the art of motion.
#AGIBOT #AGIBOTA3 #GuinnessWorldRecords #EmbodiedAI
Julien retweeted
JUST IN: 🇭🇰 Standard Chartered officially launches tokenized bank deposits in Hong Kong.
Julien retweeted
We’re introducing Hydrogen-1.0, our first open-weight model for scientific research. We post-trained GLM-5.3 (@Zai_org) on our internal scientific data, lab records, and discovery trajectories.
It scores 38.3% on FrontierScience-Research vs GPT-6-Astra’s 33.3% and scores 93.0% on GPQA-Diamonds.
We believe science should be open, collaborative, and democratized, rather than proprietary. Only open weights let researchers inspect, adapt and build on the unprecedented speed of AI growth. There are many recent models named by chemical elements, but we believe Hydrogen-1.0 is the first aiming towards and open scientific superintelligence for discovery. 🧵
Julien retweeted
Paris : le grand magasin BHV placé en redressement judiciaire
➡️ l.leparisien.fr/EJWx
Julien retweeted
More context :
A single Waymo car uses 4 H100 GPUs just to drive itself. That is about $200k worth of compute inside one car.
Right now, the Nvidia Orin self-driving modules used in Mercedes pack, and Tesla FSD use 64GB of LPDDR5X RAM.
Most people think better tech means we will need less memory over time. The exact opposite is happening.
Tesla's upcoming AI5 chip will jump to 96GB, and the AI6 chip is going straight to 144GB.
Even your smart fridge and smart TV need RAM now.
Soon, literally every physical object around us will have memory built into it.
And as robotics takes off, those memory numbers are going to get much bigger.
There is no way around the hardware bottleneck:
If AI robots run on the cloud, you need massive data centers full of memory.
If AI robots run on-device, you have to pack huge amounts of RAM directly into the machine.
Either way, the world is going to need an insane amount of memory.
This is not a problem we can fix easily.
Hate to break it to you, but the global hardware shortage has not even started yet.
Right now, only 1% of humanity is burning any real amount of AI tokens. The rest are just using free accounts once in a while to ask dumb questions like "Who would win in a fight between a baby seal and 300 hamsters?"
And like Elon said, most RAM will not even go into data centers. It will go into Physical AI, which is robotics.
That is because robotics is the only thing that can actually boost human productivity in a real way.
People on X freak out every time AI solves a hard math problem, while people in the real world just go on with their lives like nothing happened. Meanwhile, robotics is already taking over factories and changing the physical world.
Imagine when these robots start replacing our daily chores. How much more RAM and compute will we need then?
Like I have said many times, building a new fab to make RAM takes at least 5 years, and supply is already fully booked out until 2029.
Even if the so-called AI bubble pops, this massive RAM shortage is not going away.
Starting next year, even the new iPhone might be too expensive for most people to afford.
Readers added context they thought people might want to know
Waymo's robotaxis use custom 5nm chips that deliver over 1000 TOPS for sensor processing along with CPUs GPUs and accelerators from Nvidia AMD and others. They do not use 4 H100 GPUs. SK hynix reports its DRAM and HBM supply is sold out through 2029.
theverge.com/transportation… siliconangle.com/2026/08/20/way… 9to5google.com/2026/10/28/ram…
Julien retweeted
Demis Hassabis explained why drug discovery is the problem he most wants AI to fix, and the numbers surprised me:
"On average, you know, it takes like 10 years to develop a drug."
"Only about 10% of drugs actually get through all the clinical stages."
His spin-out, Isomorphic Labs, builds on AlphaFold to design drugs end to end. He says it's already running 18 or 19 drug programs, from heart disease to cancer.
P.S. I made a playbook breaking down 100+ most powerful decision making mental models used by history’s greatest thinkers.
7,000+ downloads. 113 five-star reviews.
Grab a free copy here: besuperhuman.gumroad.com/l/m…
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