Asymmetry - antifragility
Hong Kong
Joined August 2009
- Tweets1.4K
- Following837
- Followers158
- Likes6.8K
Asit retweeted
A team of 1,000 Fable 5.2 agents fully formalized Fermat’s Last Theorem in 30 hours, translating the proof into a language a computer can check step by step.
With the same setup, Opus 5.5 completed only 26% in 18 hours, and barely made any more progress after 30 hours.
Asit retweeted
A ‘new’ Hong Kong is on the rise. What does it look like? bit.ly/4z9Vp1V
Asit retweeted
Subscriber Mail: Ubiquiti, Spotify, Plug-Ins, and Y2K
sharptech.fm/member/episode/…
Asit retweeted
Just asked Claude to optimize my Ubiquiti Wi-Fi setup at home.
54% increase in Wi-Fi speeds on my phone. 25% increase on wired. 🤯🤯🤯
Prompt: I got a new UniFi network; can you optimize it? Make a list of all proposed changes and get my approval first.
Took Claude 25 min.
Asit retweeted
August 9th, 2026 is officially the hottest day ever recorded at Hong Kong Observatory since records began in 1884, with the mercury rising to 36.8°C at 1.20pm.
The previous record at HKO was 36.6°C on August 22nd, 2017.
Asit retweeted
There are bold traders, and there are old traders, but there are no bold, old traders...
Asit retweeted
STOP PRESS!
𝐀𝐍𝐀𝐇𝐀𝐓 𝐒𝐈𝐍𝐆𝐇 𝐂𝐑𝐄𝐀𝐓𝐄𝐒 𝐇𝐄𝐑𝐒𝐓𝐎𝐑𝐘! 🇮🇳
18 yr old becomes the FIRST EVER Indian to be crowned World Junior Squash CHAMPION! 🏆
Top seed beat Egypt's Ruqayya Salem (2nd seed) 3-0 in Final.
#Squash
Asit retweeted
Google which is cash surplus, just announced an additional capital raise of $80 bn.
Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together.
It’s a wake up call to all companies to invest into the future, whatever the present maybe.
Now that IPL is done and dusted, time for India to focus on business of business.
Asit retweeted
What @coatue_thomas learned about TSMC work culture when visiting Taiwan:
"I'm driving back to Taipei City with my host from TSMC and we're on the highway and there's a golf course and it's nighttime, so there's lights and people playing."
"I very innocently turned to him and said, 'Wow, you guys play golf at night here?'"
"He looked back at me and said, 'Well, when do you play?'"
And that's when I realized we're in a different level of work here... It just became obvious you didn't have to necessarily worry about who was going to win. The the whole infrastructure layer will win."
From his appearance on the show last month.
Asit retweeted
SemiAnalysis report on $AMZN is moving the stock... here's a summary of what matters
newsletter.semianalysis.com/…
Asit retweeted
Claude Code is about to release a feature called /workflows that I think will be extremely significant.
Especially for Enterprise AI.
I talked about this in 2024 in a post called Companies Are Just Graphs of Algorithms.
Basically the idea is that all work is just an algorithm, i.e., a series of steps to accomplish a goal.
Skills and Cowork have been heading in this direction already, and we've seen what that's done to company valuations in various spaces.
Well this is closer to the final form.
It's turning the regular, expected work that's done in companies into pseudo-deterministic workflows that follow defined SOPs.
The human role will be determining what problems to solve (taste, expeirence, etc), building new products from that, and then optimizing these workflows from above.
But the work itself will be these workflows executed according to SOPs.
Asit retweeted
Sounds like those with a huge data center CPU installed base AND GPU/XPU IB are in a good spot to make money :)
FACT ALERT 🚨 : In modern agentic coding, 42% of the time is spent on CPU doing tool use such as editing files, running Bash scripts, running lints, etc. The economy of traditional cloud computing charges at $ per cpu core. In the economy of agents, the business model is $ per token thus to increase token revenue, you need to increase the amount of CPUs power u have so that you can generate your tokens.
