Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal

Joined September 2021
Fabricated Knowledge retweeted
Folks at Mozilla seem to have caught on and are asking the right questions 🫡 bugzilla.mozilla.org/show_bu…
We are underestimating the bad faith eMudhra possibly operated in. They actively added a step to the key generation process causing this failure but are making it seem like a dumb mistake. Let me explain with diagrams and python snippets 👇
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Fabricated Knowledge retweeted
Very reassuring, thank goodness this is so uncommon 🙏
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Fabricated Knowledge retweeted
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Deputy Chief Information Security Officer at Anthropic with a reassuring message for everyone regarding cybersecurity☺️
as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
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Fabricated Knowledge retweeted
I will leave my words here. This led to the Cyber Armageddon this week
We found DeepSeek V4.1 Flash 1017 beats GPT 6 Sol on our multi-step offensive cybersecurity task. Sol was tested via the Daybreak trusted access program. We have been building a cybersecurity benchmark based on simulated corporate networks. This is a valuable indicator for the cyber-risk a model poses if in the hands of a bad actor. We plan to make the full evaluation public in the coming weeks but wanted to share our first immediate finding here.
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Fabricated Knowledge retweeted
so begins the dark forest era
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Fabricated Knowledge retweeted
Ed Zitron, a newsletter guy who's been calling the AI top for years, just had an absolute crash out 😂 "Jensen Huang is a piece of shit. Every hyperscaler CEO is too." He even apologized to his readers for having been too polite before. This is what being wrong on AI that long does to a man. What's next, Ed? Jensen did 9/11? 🤣
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Fabricated Knowledge retweeted
she's a 10 but that was supposed to be a random 384-bit number
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Fabricated Knowledge retweeted
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Fabricated Knowledge retweeted
Looking for analyst #4! We’re growing the @citrini / Girlfriend Index team and looking for someone who loves all things consumer/retail. Apply here: app.dover.com/apply/Citrini%…
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The day the internet broke, and most of it is too old to fix.
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Fabricated Knowledge retweeted
What a lede from @TheEconomist
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Fabricated Knowledge retweeted
the cryptograghic function that was used to issue the certificates:
a trusted intermediate CA just "leaked" (the private key was 4)
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Fabricated Knowledge retweeted
Banger insights from the makers of this chart, who put IBM above Anthropic
“.. At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,” he told @CNBC. “Everyone in the AI race is running for a last-man standing position.” cnbc.com/2026/10/19/gartner-…
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Fabricated Knowledge retweeted
We spent 3 months working with the Anthropic team to see if we could design a new drug using Claude. Truly one of the most inspiring projects I’ve been a part of. Grateful to @amirshanehsaz @nc_frey and the rest of the Anthropic team for making this happen 🦂
What is AI really capable of in bio? To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom. Introducing Citrini Therapeutics. citriniresearch.com/p/citrin…
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Fabricated Knowledge retweeted
🧵1/10 Given the recent reactions of mathematicians over rapid advances in AI, I think it is important to remember that technological change has historically been a very personal event for people. Over the history of technological progress, looms have fallen silent, switchboards have gone dark, and factory lines have shrunk bringing with them a human crisis of identity and what it means to be a master of one's craft.
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Fabricated Knowledge retweeted
What is AI really capable of in bio? To separate hype from reality, we spent 3 months working firsthand with @AnthropicAI's internal research model to see if it could create an experimental scorpion antivenom. Introducing Citrini Therapeutics. citriniresearch.com/p/citrin…
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Fabricated Knowledge retweeted
#BREAKING: Gambling helpline director sentenced to 10 years for stealing $1.4M to gamble.
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