munkhbat がリツイート
munkhbat
1.8K posts
munkhbat がリツイート
Nvidia CEO Jensen Huang says don't listen to CEOs with a god complex on AI (lol, Dario) $NVDA
On AI destroying jobs: "these kind of comments are not helpful .. somehow they became CEOs, you adopt a god complex and before you know it, you know everything"
"ground ourselves to talking about the facts" AI will "generate hundreds of thousands of jobs .. trillions of dollars [to the U.S. economy]"
English
munkhbat がリツイート
The Highest-Grossing Video Game Franchises of All Time 🎮
1. 🇯🇵 Mario - $53.85 Billion
2. 🇯🇵 Pokémon - $35.4 Billion
3. 🇺🇸 Call of Duty - $35 Billion
4. 🇯🇵 Pac-Man - $24 Billion
5. 🇬🇧 Candy Crush Saga - $23 Billion
6. 🇺🇸 Fortnite - $22 Billion
7. 🇰🇷 Dungeon Fighter Online - $21.8 Billion
8. 🇯🇵 Space Invaders - $20 Billion
9. 🇯🇵 Street Fighter - $18 Billion
10. 🇯🇵 Wii Series - $16 Billion
11. 🇺🇸 League of Legends - $16 Billion
12. 🇰🇷 CrossFire - $15 Billion
13. 🇰🇷 Lineage - $15 Billion
14. 🇺🇸 Warcraft - $15 Billion
15. 🇨🇳 Honor of Kings - $15 Billion
16. 🇨🇭 FIFA - $15 Billion
17. 🇺🇸 Grand Theft Auto - $14 Billion
18. 🇯🇵 Monster Strike - $11.8 Billion
19. 🇰🇷 PUBG - $11 Billion
20. 🇸🇪 Minecraft - $10 Billion
📌 adjusted for inflation as of last available data for each.
Source: Corporate Financial Reports, Sensor Tower, Data. ai, Newzoo via VG
English
munkhbat がリツイート
This is the the quote I've been citing a lot recently.
kache@yacineMTB
you can outsource your thinking but you cannot outsource your understanding
English
munkhbat がリツイート
munkhbat がリツイート
Follow-up on non-English token-inefficiency with more model-language pairs:
- Chinese is cheaper than English on major Chinese models
- Gemini and Qwen provide least non-English tax
- Anthropic has the highest tax by far; Kimi is next
- Hindi is the worst-covered language here, despite its massive speaker base
Aran Komatsuzaki@arankomatsuzaki
The non-English tax is real. Sutton's Bitter Lesson, translated across languages and normalized to OpenAI English token count: Hindi: OpenAI 1.37×, Anthropic 3.24× Arabic: OpenAI 1.31×, Anthropic 2.86× Chinese: OpenAI 1.15×, Anthropic 1.71× Claude’s tokenizer charges a much higher linguistic tax.
English
munkhbat がリツイート
What do the smartest kids in the world do when they grow up?
I did the largest study of ~18,000 International Olympiad medalists (IMO, IOI and IPhO) over the last 25yrs, arguably the sharpest analytical minds of the world in high school, to see where they ended up and traced ~50% of them.
Founders of ~20 unicorns and ~7 decacorns and ~10 billionaires: OpenAI, Cursor, Stripe, Databricks, Perplexity, Ethereum, Cognition, Hyperliquid, Fireworks, Modal, Quora, Parallel, Cartesia, Wispr
Most kids went to MIT, a whopping 12% of them, followed by Cambridge (7%) and Sharif (3%)!
The career paths they chose (of those who graduated) were:
— 36% Academia (professors)
— 26% Other
— 22% in Software / Tech
— 12% in Quant / Finance
— 5% Founders!
The biggest employer was Google, by far, at 6%.
Others interesting tidbits were:
— 47 of them work at Jane Street (#3)
— 38 at OpenAI (#5)
— 15 at Anthropic
— 8 at Cognition
— 6 at Isomorphic Labs
Olympiaders were 1500x more likely to be billionaires and 4000x more likely to be unicorn founders than the average person!
English
munkhbat がリツイート
Jane Street made ~$40B in 2025 with 3,500 employees, a ~2x from the year before.
At ~65-70% profit margin, that's $8M profit / employee, the highest for a 1000+ ppl company. High-frequency trading continues to be the most efficient money making engine.
I want to share an old story about my Jane Street interview in 2014. Jane Street was known for hiring a lot of math, physics and CS olympiad winners from top universities and putting them through many rounds - including, for trading roles, a gauntlet of mental math. It was my 6th interview and my final round and I recall being asked "What is the next day after today in DD/MM/YYYY where all the digits are unique?" They'd toy with you and say "You can use a pencil and paper, if you want" but you knew that was an instant no. Painstakingly and as quickly as I could, I came to an answer. "How confident are you that this is correct on a 0-1 probability scale?" the interviewer said. "0.95", I blurted out, not fully knowing how to answer that. "Are you sure?" After thinking harder for a few more seconds, I realized I could've flipped the digits around to get a closer date. I gave the interviewer my answer. It was correct. "0.95 huh?" he chuckled. That's when I knew I failed.
Note: fwiw, other companies that come close in efficiency are
- Tether ($90M+ profit/emp)
- Hyperliquid ($80M+ profit/emp)
and on revenue:
- Valve ($50M/emp)
- OnlyFans ($37M/emp)
- Craigslist ($14M/emp)
- Anthropic ($12M/emp, run rate)
- OpenAI ($8M/emp, run rate)
For comparison, Nvidia is very efficient at scale and is $4.4M/emp.
English
munkhbat がリツイート
Something strange is happening in tech.
CTOs of billion dollar companies are quitting to take IC roles at Anthropic.
Workday CTO -> MTS (Mar 2026)
You[.]com CTO -> MTS (Mar 2026)
Instagram CTO -> MTS (Jan 2026)
Box CTO -> MTS (Dec 2025)
Super[.]com CTO -> MTS (July 2025)
Adept AI CTO -> MTS (Jan 2025)
The mission is that real.
English
Америк кино үзсээр байгаад Америкийн хүчний байгууллагуудын үүрэг ролийг бараг гадарладаг болчоод байгаам. 🤣🤣
Монголын тагнуулын газрын үүрэг юу юм бол? Цагдаатай яаж үүргээ хуваалцдаг юм бол?
News Room@Newsroommongol
Ц.Оюунбаатар тэргүүтэй хуульч, эдийн засагч нар Ерөнхий сайд асан Л.Оюун-Эрдэнийг шалгуулахаар Тагнуулын Ерөнхий газарт хандлаа. Тэд Харбины гэрээ, Эрдэнэс Оюу Толгой компанийн $20 саяын асуудал, Л.Оюун-Эрдэнэ ярилцлага өгөхдөө хагалган бутаргах агуулга илэрхийлсэн зэрэг нь шалгуулах үндэслэл болсон гэлээ.
Русский
munkhbat がリツイート
munkhbat がリツイート
NECが今日、米AnthropicとのAI戦略提携を正式発表しました。日本企業として初のAnthropicグローバルパートナーです。
対象領域は金融、製造、自治体の3つ。つまり銀行の融資審査、工場の品質管理、市役所の窓口対応、この3つにAnthropicのAI「Claude」が組み込まれていくという話です。
ここで一つ気になるのは、NECは自社AIブランド「cotomi」を持っているという点です。それでもAnthropicと組む選択をした。AIエンジンで世界と競うより、世界最高水準のAIを日本の企業・行政に「安全に届ける橋渡し役」に徹する方が勝算が高いと判断したのだと思います。
Anthropic側の計算も明快です。金融庁や総務省の基準を満たしながら日本の大手顧客に入り込むには、規制環境と商習慣を知り尽くしたパートナーが不可欠。OpenAIとの競争が激化する中で、日本での足場を確保したい。その両社の利害が今回一致した形です。
約3万人のAIネイティブエンジニア体制という目標数値も発表されています。日本のITエンジニアが「AIを作る人」ではなく「AIと共に働く人」へ移行するという宣言でもあります。
あなたの生活に身近な場所、たとえばお使いの銀行や市区町村の窓口が、今後どう変わっていくと思いますか？
日本経済新聞 電子版（日経電子版）@nikkei
NEC、米アンソロピックと提携 法人向けAI需要を開拓 nikkei.com/article/DGXZQO…
日本語
munkhbat がリツイート
munkhbat がリツイート
10年以上アメリカの大学でCS教えてる先生が、2024年だったかな？の春に学生に急激な変化が起きて、家でやってきてもらう課題はみんな満点に近いのに最終試験が前代未聞のひどさで、学生が１学期かけてほぼ何も学ばなかったことがわかったらしい。名門大学でこれ。授業も評価方法も全部変えたとか
Willy OES ☀@willyoes
残念ながら家でやったレポートに点数をつける時代は終わった。AIで書いたかどうか判定とかAIで解けないようにしたトラップとか意味がない。授業時間内にテストするか、評価自体をやめるかのどちらかだろう。
日本語
munkhbat がリツイート
At the current growth rate of 3x every quarter, Anthropic's revenue is on track to surpass Google in Q4 this year, Amazon in Q1 next year and the entire United States federal government somewhere in Q2/Q3.
English
munkhbat がリツイート
18 out of 312 got offers
94% → 5.8% placement rate
from Stanford University CS
if this is even remotely true, we might actually be doomed
Tech Layoff Tracker@TechLayoffLover
Stanford CS graduating class of 2026 just got their final placement statistics Out of 312 graduates: 18 have full-time offers That's a 5.8% placement rate from the most prestigious CS program in the fucking world 2019 placement rate was 94%. 2022 was 78%. 2024 was 31%. Now this. The other 294 are fighting over 47 internships that require "3+ years production experience" Career services is telling them to "consider adjacent fields" while the department just took a $50M donation from a company that replaced 2,400 engineers with Claude One kid showed me his rejection tracker: 1,247 applications since September. 12 phone screens. Zero offers. His parents refinanced their house for his tuition The career fair had 8 companies and 300 desperate students in $180k of debt Meanwhile the CS department just announced they're expanding their PhD program because "industry demand for AI research has never been higher" The same week they sent acceptance letters to 89 new undergrads These kids thought they were learning to be engineers. Turns out they were training to be obsolete.
English
munkhbat がリツイート
中国大手の華泰証券が日本参入を計画、元大和証の渋谷氏採用－関係者 bloomberg.com/jp/news/articl…
日本語
munkhbat がリツイート
今年の米国内のデータセンターの建設は中止か大幅な遅れが発生すると予想されています。半導体関連の来期業績予想は大幅下方修正のリスクがありますね。
Polymarket@Polymarket
JUST IN: Nearly half of the U.S. data centers planned for 2026 are reportedly expected to be delayed or canceled.
日本語
Ямар ч байсан хоорондоо л сууцгаадаг байсан юм билээ. Мөнх авга эгчийхээ охинтой суусан ч билүү. Бат гэхэд эмээгийхээ ойрийн хүнээс төрсөн болохоор ах Орд оосоо зиндаа өндөр ч билүү. Иймэрхүү л байдаг юм байлээ.
ТААБАР 🇲🇳🇲🇳🇲🇳@MrErdene
Монголчууд ургийн бичиг бичиж, цус ойртолтоос их сэргийлдэг гэж боддог байсан маань худлаа болж таарлаа. Зүчи нагац ахынхаа охинтой суугаад гарсан хүү нь Бат болж таарав уу.
Русский
munkhbat がリツイート
Peter Thiel just compressed forty years of American decline into one sentence.
Thiel: “Silicon Valley deals in the world of bits; most of the economy is the world of atoms.”
For four decades, the most talented engineers alive funneled into a single corridor.
Computers. Software. Mobile. Internet.
Not because the physical world ran out of problems.
Because solving them became illegal.
Thiel: “It was a bad idea to become an aerospace engineer. These were all industries that were sort of in structural decline because they were getting outlawed, they were getting regulated to death.”
Nuclear. Chemical. Mechanical. Aerospace.
Field after field, regulated into silence before a generation of builders ever arrived.
Thiel: “Computer science was the only sort of scientific, technical field that actually had a future in the 1980s.”
So the builders went where building was still allowed.
The physical world paid in decades.
Founders Fund: “We wanted flying cars. Instead we got 140 characters.”
That is not satire. That is the ledger.
Now AI is forcing the reckoning no one scheduled.
The intelligence being built inside data centers does not stay inside data centers.
It moves into manufacturing. Into energy. Into aerospace. Into every domain that was locked and left to decay.
That gap is closing. Faster than most institutions can process.
America fills it. Or cedes it.
English