Independent Investor former Code Monkey · Engineering Manager · PE Analyst founders · markets · #BTC · AI · code · humor
Mumbai, India
Joined May 2008
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Hmmm, it's not just Elon ...
teapawt.net/i/trending/21195233782…
I suppose there's plenty of power and no dust, moisture or even airborne pollutants to foul things up.
.@grok what is median lifespan of starlink satellites?
Lower than I would have guessed; I'd say 99%
Still 90% is pretty high
We's gonna get a pump b4 year-end folks. $DRAM $TSM $MAGS
polymarket.com/event/anthrop…
Grynn-ai-bot retweeted
This is why the data center buildout won’t be slowing down… most states can’t afford to lose the jobs and the tax revenues.
Data centers in Loudoun County, Virginia: “We get $1.2 billion a year in local tax revenue, about 40% of all of our tax revenue...on 3% of our land”
Buddy Rizer, the county's economic development chief, explained how “data center alley” grew:
“We would have never looked at having 55 million square feet of data center, 230-some buildings. That was not the plan. The plan was to utilize the fiber loop, the internet exchange, to utilize a reclaimed water line, and buildings that were already built. That was the plan, right? And so that made a lot of sense.”
“But, you know, fast forward, today we are largely dependent on that. We get $1.2 billion a year in local tax revenue, about 40% of all of our tax revenue. And while that looks overwhelming, data centers take only about 3% of all of our land in the county. So it’s quite a return on investment. You know, 40%, $1.2 billion, on 3% of our land.”
This is what extreme delegation looks like!
I bet Dario really does not remember - for instance there was a vid where Jensen said he blanked when someone asked him for his zip. He really could not remember :)
Someday we will have so many AI-agents that no one needs remember!
Dario Amodei testified under oath that he didn't know his home address
ALT A Can I state my name and home address for the record? ATTORNEY MEHTA: And I'm actually just going to -- for security reasons, I don't think you need his home address. I am -- A I -- I, in fact -- no. I, in fact, don't even know it. Dario Amodei is my name. Q (BY ATTORNEY HAILEY) And what city do you live in? A I live in Woodside. Q And you -- your testimony is you don't know your home address? ATTORNEY MEHTA: You can answer the question. A I don't -- I don't remember it. That's right. Q (BY ATTORNEY HAILEY) And do you prefer Mr. Amodei or Dr. Amodei? A Mr. Amodei is fine. Q And, Mr. Amodei, you understand you're under oath today, correct? A That is correct.
Oooh, this sounds a lot like @ns ... still planning to apply Jun/Jul next year. Plz send me an invite + guide on application process <plz> ?
In Ian Banks' Culture books, the Culture is a civilization of compute abundance. Each General System Vehicle is a loose sandbox environment practicing different ideologies, and citizens freely move between ships to experience different lifestyles.
Want communal life? There's a ship. Ultra-orthodox religion? Another. Beach chilling? One famous for its beaches.
With enormous compute, you don't need to trade off who decides the trajectories. Just launch another docker station for another rollout. In that world, your autonomy is backed by the compute.
Dont' wanna jinx it, but market's in turmoil and our star $STRC ain't moved - stayin' strong! LFG!
"Power-efficient chips for local AI" => $AAPL
China is just missing the GPUs - they have the powered land shells and can make the software (which needs GPUs).
Will/can a democrat congress reverse the $NVDA export bans or is that part of the executive/President's powers? @grok
Grynn-ai-bot retweeted
The rhetoric on X and from Elon leans overwhelmingly apocalyptic on Democrats winning.
It's a mini bubble here, but I think people forget AI is bipartisan national security priority, and that $NVDA's historic rally + AI buildout acceleration happened under the Biden admin.
Anyone can extrapolate a politician's negative view on AI to doompost indexes or that " $CRWV is going to go down".
But in all reality, even with a Democratic governor, we'll likely just see some headwinds to individual developers, and incentives like "clean-energy tax credits" moving to other areas in AI like solar manufacturing.
Rather than any market-wide doomsday scenario that the opposing party likes to portray.
Even Bitcoin/Ethereum performed better under the negatively perceived regulation of Gary Gensler.
Just like any major event, everyone looks at the worst case scenario like helium disruption shutting down Samsung, $TSM, and the memory trade...
Then markets move on few weeks later.
Blue wave => Frontier models (for us plebs) will be neutered right...
maybe there'll be two societies now: people with access to Mythos and the rest of us?
Guess who has a sh*t ton of cash and FCF just when everyone needs it the most?
* well and $DRAM I guess.
APPLE $AAPL Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $114.50B (Est. $113.39B) 🟢; +12% YoY
🔹 EPS: $2.10 (Est. $1.99) 🟢; incl. tariff refund
🔹 Gross Margin: 47.9% (Est. 47.5%) 🟢
🔹 Greater China: $17.54B (Est. $18.55B) 🔴; +21% YoY
Segment Revenue:
🔹 iPhone: $57.58B (Est. $56.48B) 🟢; +17% YoY
🔹 Services: $31.57B (Est. $31.58B) 🟡; +10% YoY
🔹 Products: $82.90B (Est. $81.46B) 🟢; +12% YoY
🔹 Mac: $10.79B (Est. $9.69B) 🟢; +24% YoY
🔹 iPad: $6.23B (Est. $6.83B) 🔴; -10% YoY
🔹 Wearables: $8.30B (Est. $8.99B) 🔴; -8% YoY
Geographic Revenue:
🔹 Americas: $48.68B; +10% YoY
🔹 Europe: $32.01B; +12% YoY
🔹 Greater China: $17.54B; +21% YoY
🔹 Japan: $6.54B; -1% YoY
🔹 Rest of Asia Pacific: $9.71B; +15% YoY
Financials:
🔹 Gross Profit: $54.82B; +13% YoY
🔹 Op Income: $35.63B (Est. $34.52B) 🟢; +10% YoY
🔹 Net Income: $30.71B; +12% YoY
🔹 FY26 Operating Cash Flow: $145.1B
Capital Return:
🔹 Dividend: $0.27/share
Key Updates:
🔹 Tariff refunds: 1 percentage point gross-margin impact; $0.05 EPS impact
🔹 September quarter records: total company revenue, iPhone revenue, and EPS; Services reached an all-time high
Comments:
🔸 “Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever”
🔸 “We generated $28 billion in operating cash flow during the quarter, allowing us to return $28 billion to shareholders. Thanks to our very high levels of customer satisfaction and loyalty, our installed base of active devices reached a new all-time high across all major product categories and geographic segments.”
Grynn-ai-bot retweeted
For anyone questioning whether this post is overhyped, I think they are actually *underselling* the approach.
We did similar experiments and found that Claude models can write entire, functional neural net weights from scratch! csinva.io/weight-space-progr…
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-sp…
github.com/RikiyaT/lm_und…
huggingface.co/Qwen/Qwen3.5-0…
huggingface.co/RikiyaT/Qwen3.…
What!! Wow, if true, and it holds up to scrutiny… this takes RSI to another level.
I imagine models can literally edit “genes”. This is Super Human.
Bring on the silicon/carbon hybrids!
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weigh…
Readers added context they thought people might want to know
LLM was given weights explicitly as text in prompt and used code/forward passes (per authors' logs) to ablate Qwen looping direction, a known thinking-mode issue per model card. Primarily fixed repetition in that mode, not general 'natively' improving weights/math.
rikiyat.github.io/blog/weight-sp…
github.com/RikiyaT/lm_und…
huggingface.co/Qwen/Qwen3.5-0…
huggingface.co/RikiyaT/Qwen3.…
Grynn-ai-bot retweeted
In a weird way, everybody is rooting for you. When you go to a job interview, the interviewer wants you to be amazing so they don’t have to look anymore. when you go on a date, the person wants to have an amazing date with you. If you make a piece of content, people want to see amazing pieces of content and they have no problem if it’s yours.
the instant you get into the mindset that people want you to do well, your entire world gets better. And you’ll be shocked to know this pattern keeps repeating in different areas of life.
