Cedric Sadai

5.5K posts

Cedric Sadai

Cedric Sadai

@yeahscience

early-stage investor in science-led companies- energy, compute, materials

Se unió Temmuz 2010
205 Siguiendo425 Seguidores
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Cedric Sadai
Cedric Sadai@yeahscience·
Hear me out. SpaceX deploys the data centers and solar panels in space. xAI designs the data centers and the algorithms that run there. Tesla builds the solar panels and the chips that power the data centers. One company. Unified by AGI and unlimited energy. $TSLA
Kalshi@Kalshi

JUST IN: SpaceX to reportedly merge with xAI

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Cedric Sadai
Cedric Sadai@yeahscience·
Air Liquide is a beast
Dan Nystedt@dnystedt

Air Liquide, the French industrial gas & materials giant, opened its first advanced semiconductor materials plant in Taichung, central Taiwan, dedicated to advanced deposition and etching materials, essential ingredients for AI chips, it said. The firm operates 54 facilities in Taiwan dedicated to the chip industry and has invested over €1 billion euros (US$1.16 billion) in the nation since 2019. (Great stock ticker: AI (Euronext Paris)) $TSM $APD $LIN #semiconductors #semiconductor #Taiwan #France airliquide.com/group/press-re…

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Cedric Sadai
Cedric Sadai@yeahscience·
@a16z Great for Tesla to see them persist on this dead-end
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a16z
a16z@a16z·
Waymo CEO Dmitri Dolgov explains the benefits of lidar, radar, and cameras for self driving: "They're very complementary." "The frequencies are very different. Laser gives you very high resolution. Think of it as a laser beam that goes out, spins around, and shoots out millions of these laser pulses per second. Then each one comes back and you can sample the 3D structure of the world with very high resolution." "Radar has much lower resolution, but because of the physics of it, it degrades much better in adverse weather conditions. So—fog, snow, heavy rain." "If it's a nice, bright, sunny day, cameras are very valuable. If it's pitch dark, or you have the sun in your face, or you're blinded by the headlights from an oncoming car, then the camera will degrade." "It's a combination of the sensors. Each one is noisy. How the noise characteristics show up in different environments is different, but it's not like we switch from one to another." "They all go into the system that gives you, jointly, the best view of what's happening in the world." @dmitri_dolgov with @collision
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Cedric Sadai retuiteado
Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
👀👀
Chris Deardurff@cddeardurff

@SawyerMerritt @AmineTX I stumbled upon what appears to be the Dallas robotaxi hive, a sea of new Ys with rear camera washers and same range of TX plates I’ve seen driving on the roads and simulating pickup/dropoff

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Yun-Ta Tsai
Yun-Ta Tsai@yunta_tsai·
The best dependency is no dependency.
Andrej Karpathy@karpathy

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

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Cedric Sadai
Cedric Sadai@yeahscience·
Mercedes: Concept vs Production Tesla: Concept vs Production
Cedric Sadai tweet mediaCedric Sadai tweet media
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Cedric Sadai retuiteado
大趙
大趙@zhongwen2005·
European Automobile Manufacturers' Association: Tesla's new car registrations in the EU rose 29% in February. WELL
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Cedric Sadai
Cedric Sadai@yeahscience·
@jbulltard1 Fixed it for you: Open ai ̶w̶i̶t̶h̶ ̶a̶ ̶1̶7̶.̶5̶%̶ ̶g̶u̶a̶r̶a̶n̶t̶e̶e̶d̶ ̶r̶e̶t̶u̶r̶n̶ sounds a little fraudy
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jbulltard
jbulltard@jbulltard1·
Open ai with a 17.5% guaranteed return sounds a little fraudy
jbulltard tweet media
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Dan Nystedt
Dan Nystedt@dnystedt·
Rumor: TSMC Arizona’s Fab 4 is already fully booked despite they haven’t yet broken ground, as Apple, Nvidia, AMD and Qualcomm seek more USA production for supply chain security, media report, adding TSMC projects in the US, Japan and Germany could account for 20% of TSMC’s production by 2028. $TSM $NVDA $AAPL $AMD $QCOM #Semiconductors #Arizona #semicondutor money.udn.com/money/story/56…
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Cedric Sadai
Cedric Sadai@yeahscience·
@YankeeGunner I know people don't want to talk about Partey, but having a physical DM lets Rice play way higher on the pitch. Him being low IS what makes us the shadow of what we can be
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YankeeGunner
YankeeGunner@YankeeGunner·
And we’ve seen it coming. Against Brighton. Against Chelsea. These aren’t elite teams. But we have the capacity to just lose control of games because we are short of players who are elite on the ball. Short term we just have to get over the line. Longer term we have to address it
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YankeeGunner
YankeeGunner@YankeeGunner·
The technical level today was shockingly poor. I think about the team we were when we played Bayern earlier this season. A Bayern team that’s much better than this city team, including in possession. And we handled that challenge brilliantly. We are a shadow of that team atm
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Cedric Sadai
Cedric Sadai@yeahscience·
@CattelainFrano1 Classic french take.. pessimistic and rooted in a subconscious love for defeat. Btw, apple is no gold standard, they had a car program to compete with tesla that they miserably shat down after spending billions.
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François Cattelain
François Cattelain@CattelainFrano1·
1/ To all the #Terafab starry-eyed enthusiasts out here: A friendly reminder that Apple, until very recently TSMC's biggest customer, looked at it some time ago, and decided not to, for all kinds of pretty good reasons. Exhibit A: You can't make money unless you have
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Cedric Sadai
Cedric Sadai@yeahscience·
@nerdalert heavily punished for upcoming high capex, as per traditional retarded WS thinking
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Matt Smith
Matt Smith@nerdalert·
What is your expectation for $TSLA stock tomorrow?
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Cedric Sadai retuiteado
Omer Cheema
Omer Cheema@OmerCheeema·
If this came from anyone else, I’d call total bullshit. A single company building one of the world’s largest chip fabs from scratch: design, wafer manufacturing, fabrication, advanced packaging, everything under one roof, to crank out hundreds of millions of custom AI chips per year? Sounds completely insane. But this is Elon Musk. The guy who’s already disrupted EVs, reusable rockets, satellites, and large-scale AI training. So Tesla + xAI’s Terafab announcement deserves real attention. The core thesis is extreme vertical integration for massive efficiency gains. Today’s semiconductor world is a fragmented nightmare: one company designs, another (usually TSMC) fabs the wafers, someone else handles packaging and testing. Every handoff adds months of delays, miscommunication, and built-in conservatism. By putting design, wafer production, fab, and packaging all under one roof, Terafab should enable dramatically faster chip iterations and real-time process tweaks. The current process is awfully slow — moving from design to high-volume production routinely takes 18–24 months per generation. Building a new advanced-node fab can take 3–5 years and $30B+. TSMC capacity is booked years out and industry output grows slowly. Meanwhile Tesla alone wants 100–200 million AI chips/year for Optimus, FSD and robotaxis. The existing supply chain literally can’t deliver. Musk usually hits his big goals… eventually. Timelines almost always stretch (Starship, Gigafactories, Dojo all prove it). This is an enormous build: power, land, EUV tools, talent. So expect first meaningful Terafab chips sometime after 2030, not before. Partnerships will almost certainly be needed. Tesla can’t conjure every piece of bleeding-edge tech overnight. Watch for quiet deals with Intel’s foundry, IBM and Rapidus on advanced nodes, or even direct ASML collaboration. In any case, exciting times ahead. Vertical integration at this scale could force the entire semiconductor industry to level up. First real chips probably post-2030… but when they land, optimized for robots, cars and AI, they’re going to change everything. Bullish or skeptical? Drop your take below.
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Cern Basher
Cern Basher@CernBasher·
@yeahscience Yes, initially on a 1 million capacity line. Building a 10 million line in Austin.
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Cern Basher
Cern Basher@CernBasher·
All Eyes on Tesla: Q2 May Be a Turning Point There are a large number of likely events, milestones & catalysts in this upcoming quarter. While the financial impact may not be felt in Q2, these are many of the important precursors.
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@a16z @dmitri_dolgov @collision @Citrini7 @zerohedge @jbulltard1 @YankeeGunner @elonmusk