Jasper van den Berg
1K posts




Misaligned robot exhibiting malicious behavior spotted in #ICLR2026












This is a man who has been haunted since childhood and built a billion dollar company as a side effect of trying to make the haunting stop.

The AI supply chain has the craziest value cascade of any industry in the world. thinks that over the next five years, the biggest bottleneck to deploying AI will be EUV machines. ASML sells EUV machines for $300-400 million. You need about three and a half machines, so $1.2 billion, to produce a gigawatt of compute each year. So $1.2 billion of ASL and ML machines are producing $35 billion worth of NVIDIA chips a year (and of course those machines can be used over many years). Then those Nvidia chips can generate $100s of billion of token revenue for AI labs. Or think about: over the last three years, TSMC spent $100 billion on CapEx. A small fraction of that went to building the fab capacity used for Nvidia's chips. Nvidia turned that fraction into $216 billion of revenue last fiscal year alone. Relative to the value of the thing they’re producing, TSMC’s CapEx looks crazy small. So why aren’t ASML/TSMC/etc juicing up margins to capture more of the value they’re generating? And why aren’t they scaling up CapEx so that they can take advantage of the crazy AI growth worlds? @dylan522p says that it’s because these upstream players aren’t AGI-pilled enough. They’re still looking for stable, gentle long-term growth. The insane demand signal is taking a long time to percolate up the supply chain.


This local Wolfdog joined an Olympic ski event and triggered the finish-line camera. This is Nazgul. He snuck into a cross-country skiing sprint this morning and raced the homestretch with some competitors before being escorted home. 14/10 someone get him a medal


























