Gyrating_Hippo
25.5K posts
Both Anthropic's Opus 4.6 and 4.7 are probably the dumbest LLMs I've interacted with recently?
Did they get hit in the head by a rock. Or just retrained off $IREN investor conversations?
Probably not going to use it again for awhile.
Felt like God-Mode when 4.6 first came out and just the stupidest LLM I've interacted with recently.
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Hong Kong has nostalgia fever at the moment
Hong Kong Free Press HKFP@hkfp
Hong Kong bakery and food brand Garden is holding an exhibition at Langham Place in collaboration with local streetwear companies to celebrate its centennial anniversary. Founded on November 26, 1926, Garden will mark 100 years in business later this year. The exhibition showcases replicas of its factory, historical items such as vintage first-generation biscuit tins, and cute plushies. Photos: Kyle Lam/HKFP.
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Many names like $NBIS - $CIFR - $IREN - $CRWV - $KEEL have seen very strong moves from their lows. And they're pulling back now.
This is totally normal, since they showed a change in trend. They all broke above their trending daily - weekly EMA's.
Right now they're testing the EMA's, probably this / next week, and turn them into support, especially the weekly ones.
After that they're gone. Give them time.
Eying for:
$CIFR - $35-$40
$IREN - $90-$105
$NBIS - $200
$CRWV - $200+
$KEEL - $8.80 - $10 (if it breaks through $4.80)
No need to rush here. 🔷🔷🔷
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@N_S_N_B that asian parenting worked up until end of highschool then kinda backfired on the parents when Emily was released into college
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ExtraEmily’s Dad Admits The One Thing He’d Change About Raising Her Is Sending Her to College, Saying He Would’ve Skipped It If He Knew She Was Always Going to Become a Streamer Instead 😬👀💀
“If I know you, you will do the stream… why should I send you to the college?”
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@NewsAsset you should have said : " I am Ligma ....Ligma Butts"
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No sooner did I do my live stream to talk about the Robinhood phishing attack, that I got a phone call from Scam Google complete with a 650 area code.
Me: hello?
Scam Google: Is this Robbie?
Me: No. Who is this?
Scam Google: Sorry. Is this DAN?
Me: GO F*** YOURSELF YOU SCAMMING PIECE OF S***!!!
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High-definition 3D maps are usually massive, requiring gigabytes of storage per kilometer. Researchers at @FU_Berlin proved that precision mapping doesn’t require as large of a footprint using the Ouster OS2-128
GroundLoc, their lidar-only mobile robotics localization pipeline, achieves sub-50cm precision using 13,000x less storage than raw point clouds. By converting high-resolution 3D data into compact 2D birds-eye-view projections, the team was able to store entire maps at 4.09 MB/km², solving a memory wall that prevents large-scale autonomous fleet deployment
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The study benchmarked Ouster against leading competitors, finding that our 360° field of view and high data density delivered a 50-65% reduction in error compared to competitor sensors. With a 93% success rate in multi-session matching, the OS2-128 proved to be the most reliable choice for large-scale, long-term autonomy
Our team is proud to see Freie Universität Berlin advancing efficient, sensor-agnostic localization for autonomy
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@LeaderInvests x.com/MoodyWriter13/…
maybe this instead?
Moody@MoodyWriter13
Anyone interested in photonics for AI should also pay attention to this. Lumai, a spin-out from the University of Oxford, has unveiled Iris Nova, the first commercial optical inference server now available for evaluation in data centers. Instead of conventional silicon chips, Lumai uses a 3D free-space optical computing architecture in which matrix multiplications are performed directly through interfering light beams in space. The system already processes billion-parameter LLMs such as Llama 8B and 70B in real time, achieving up to 100 TOPS per watt - 50 times faster at just 10% of the power consumption of conventional GPU solutions. This is exactly the order of magnitude hyperscalers need given the exploding inference workloads, with US data centers projected to consume up to 12% of total electricity demand by 2028. IP Group holds around 27% of Lumai, making it one of the largest shareholders. Lumai is just one of roughly 80 holdings in IP Group’s portfolio, but this very mix is what makes IP Group so interesting: they invest at a very early stage in university spin-outs and can secure significant stakes in companies with the potential to revolutionize their respective markets - all for relatively little money. IP Group is a British investment company that occupies a special position in the venture capital space. Through exclusive partnerships with top universities like Oxford, Cambridge, Imperial College and Bristol, they gain early access to the most promising spin-outs and can often invest as the first backer. Unlike classic VCs, IP Group has no fixed exit pressure and can support its investments long-term - essential for early-stage investments, since the path from research to commercial breakthrough typically takes 10-15 years. In addition to Lumai, the portfolio includes Oxford Nanopore (DNA sequencing, public listed), Hysata (electrolyzer with 98% efficiency for green hydrogen), First Light Fusion, Istesso (revolutionary tissue repair therapy), and three quantum computing holdings: OQC, Quantum Motion and Quantum Dice. Especially in the quantum space, there are likely substantial hidden reserves, since while listed quantum names like Rigetti or IonQ have soared by triple-digit percentages over the past year, IP Group’s private holdings have not been written up accordingly. On top of this comes a patent portfolio from Imperial College with significant licensing potential, primarily through the GLP-1 obesity programs of Metsera (currently in a takeover battle between Pfizer and Novo Nordisk). The latest report already includes a +£126.4m write-up here, but I believe this is only the beginning and the value could appreciate significantly further over the next few years. The valuation is where things get really interesting: the stock trades at a discount of around -40% to the last reported NAV of 110.4p (as of December 31, 2025). IP Group values its holdings very conservatively - write-ups only occur after validating external funding rounds, not based on peer multiples. This creates substantial hidden reserves in the current hype environment, which could be unlocked through new funding rounds in the coming quarters. Management has also targeted £250m in exits between 2025 and 2027 and invests around half of those proceeds into share buybacks. Since the start of 2024, around 15% of outstanding shares have been retired this way - significantly below NAV. With a market cap of ~£540m, substantial net cash, 80 holdings in potentially disruptive companies, plus a patent portfolio not adequately reflected in NAV, the current valuation appears very low. There are plenty of potential triggers: a sale of individual holdings (such as in the quantum space) far above carrying value, regulatory approval of the obesity drug with corresponding license income, or commercial breakthrough of Lumai in the AI inference market - each of these could meaningfully lift the NAV further. I hold shares in IP Group. lumai.ai/product
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@GyratingH $GLXY also looks primed to move much higher IMO
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$IREN - $NBIS - $CRWV - $CIFR - $KEEL - $CLSK are down because of the OpenAI news while this is ONE of the catalysts.
Part of the reason OpenAI did not meet its revenue backlog is because they did not have the proper compute needs.
Jassy, Dario, and Altman have all said if they have more compute, they could grow faster.
The bottleneck of energy/power/land seems to be a much bigger story than “missing revenue targets” because if the compute constrains are the reason for the miss, that’s an issue with supply, not demand.
This is BULLISH for those names, since they deliver all the POWER.
I'm adding exposure on the higher low.
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@LeaderInvests i am a lil torn between GLXY and CLSK now...i dunno if i should add to CLSK for position sizing...or diversify a little to GLXY instead🧐
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He chose kindness over hunger... always 🐻❄️❤️
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@CleansedTweets i still have 22.28 GBP in my account ! but yeah it was great until microsoft effed it up again...i am looking for replacements too...maybe Yolla?
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The end of an era 😭. I can no longer add $ to Skype. It's been a godsend whilst being abroad. Thank you Skype 💕
Who can I use now? Thanks for suggestions.
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@CleansedTweets are there any local specialties where you are at?
in Hong Kong they currently have fancier fillet o fish
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McDonald’s in China only lightly salts the fries. So I always ask for more. Each and every time I get this amount in an ice cream cup, no matter which city or McDonald’s.
😂it’s cute.
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