SAINT retweeted
Today we are announcing Monad Private Settlement, which gives banks and enterprises the best of both worlds: sovereign execution environments with privacy and compliance by default, which benefit from the composability and performance of Monad
Monad Private Settlement enables an onchain financial ecosystem where enterprises can run entire business processes onchain and interact with each other on the open Monad network.
Read the design specifications here: category.xyz/monad-private-s…
SAINT retweeted
JUST IN: @category_xyz revealed Monad Private Settlement
Private Settlement is being developed to provide confidential execution domains with encrypted transactions, atomic settlement, and access to L1 liquidity.
Designed for banks, funds, and other institutions that need a privacy solution for their activity.
SAINT retweeted
Slowly, then all at once
SAINT retweeted
Neil Movva (@neilmovva) started his career at Nvidia, working on GPUs and kernels, and has an unusually deep understanding of inference, from software to chips to power.
We spend a lot of time on each of those layers, how they connect, and where the important tradeoffs are.
What makes this conversation special is how detailed it is (like a 401-level class), yet Neil makes it remarkably clear and easy to follow.
Today he runs Sail Research, a company building infrastructure for agents to make tokens as cheap as possible.
We discuss:
- Latency versus throughput
- Why there are no bad chips, only bad pricing
- The end of kernel engineering
- Buying chips and power no one else wants
- New chip architectures
- Nvidia lore + his contrarian view of the company
- Open source and the frontier labs
I learned a ton. Enjoy!
TIMESTAMPS
0:00 Intro
0:38 Building a “Token Factory”
4:21 The Future of Background Agents
13:09 Nvidia and the GPU Stack
23:27 Chips, Memory, and Transformers
36:14 The Future of AI Training Data
44:32 Chip Scarcity and Compute Arbitrage
52:44 Reinventing the AI Data Center
59:01 Power and the “Scavenger Strategy”
1:10:10 Open vs. Closed AI
SAINT retweeted
Chinese achieved 2 reusable Rockets
Anthropic did hard pivot to Drug research
$MRNA found cure to phase 3 cancer
Musk is indeed building 10GW compute by next year
Starship catch in 15 days. If achieved it will be first fully reusable rocket. IPhone movement of rocketry
Two 2T$ IPOs in 2026
US Govt debt hit 40T$
Things are happening at exponential scale
SAINT retweeted
Yesterday my two Codex accounts went to 0% so I had to work with Claude and oh boy there’s an entire other world out there.
It’s a drama queen, sycophantic, pathetic liar, useless as fuck harness.
SAINT retweeted
Kimi K3 is the best performing model on nextjs.org/evals, ahead of Fable, reaching a comparable success rate in less time.
This is the first time that an open model is ahead of all proprietary ones for this comprehensive web engineering benchmark.
Notes:
▪️ Benchmarks don’t always tell the full story, although this is important signal, adding to mounting evidence that this could be a breakthrough moment for open models
▪️ No model as of yet has reached 100% completion on this set of evals. The top performer peaks at 92% and 96% “with help”
SAINT retweeted
“Zig over Rust?” 👀
@VBragilevsky asked Andrew Kelley a simple question, and the answer turned into a very interesting take on language tradeoffs, tooling, and choosing the right tool for the job.
Full interview in the comments 👇
