Sergey Alexashenko

Minesweeper but it's the Strait of Hormuz. sweepthestrait.com

We are announcing a long-term strategic partnership with NVIDIA. NVIDIA is making a substantial investment in SSI that will let us 10x our compute in the next 12 months. We reached the point where our research is worth scaling and with this partnership we will be able to. We are honored by NVIDIA’s conviction.

@TheStalwart Yeah, I wrote about this recently.

Am I getting this right? On big questions, like where does consciousness come from, philosophers and physicists have basically made zero progress? Thanks. Just checking.

The most profitable company in the world has found the first BIG investment opportunity in its history and you're bearish?

@BobEUnlimited @bosshog_options I recall @TruthGundlach saying at a Grants conference once that if TIPS start costing too much, the USG will just change the rules on them.

@bosshog_options @SAlexashenko Then TIPS will pay ya for it.

Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.

@rennyzucker HF is a venture funded for-profit company

Never mind the fact that HF is ostensibly a non-profit with an enterprise value half that of, like, Snapchat.

New podcast episode with Allison Duettmann (@allisondman), the CEO of the Foresight Institute (@foresightinst). Foresight has spent the past 40 years backing frontier science too early or too interdisciplinary for legacy institutions. Foresight has helped inspire and organize 10,000+ scientists, technologists, philanthropists, investors, students, thinkers, pioneers, and dreamers, including the early 2000s space community where @elonmusk and @FutureJurvetson discussed the importance of commercial space and reusable rockets. Foresight’s Feynman Prize went to Fraser Stoddart and David Baker 9 and 20 years before each won a Nobel. Today, Foresight is one of the main communities where neurotech pioneers gather and explore the frontiers of BCI, connectomics, simulations, and uploading. Allison also founded the Existential Hope movement, rooted on the conviction that we must imagine flourishing futures — in the tradition of ambitious science & sci-fi — as a precondition for building them. She is one of the best people thinking deeply about the future, coordinating humanity to imagine and achieve good outcomes, and working to accelerate the technologies and adoption that will get us there. We go deep into all of that in this episode: how neurotech could let us connect far more directly than language allows; how BCIs are meaningfully improving people’s lives today; why connectomics and whole-brain emulation can keep humans compatible with Superintelligent AI; why uploading can give us a path to exploring ourselves and living vastly richer and more fulfilling lives than a single ~80 year narrative arc allows; the amazing possibility of living billions of years; and how nanotechnology could reshape the physical world, address our sustainability and energy challenges, and build the infrastructure to lift us off planet and explore the universe. This is a ton and goes to show how deeply and broadly Allison thinks. I’m very excited to have her on the podcast, as I think she explains things clearly and bridges huge divides with care, vision, and rigor. Hope you enjoy! Chapters 00:00:00 Introduction 00:01:25 What is Existential Hope? 00:04:06 Visions of the future: nanotech, longevity, neurotech, AI 00:08:04 From existential risk to building better futures 00:16:15 How far away is nanotechnology? 00:24:26 Is a superintelligent AI a tool, or a new form of life? 00:37:33 How neurotech could connect minds far beyond language 00:41:56 Whole brain emulation: from C. elegans and FlyWire to the human “holy grail” 00:45:16 The connectome problem: a complete wiring diagram isn't enough 00:47:19 Why it's so hard to attract talent to emulation 01:03:04 Longevity, cryonics, and the case for living billions of years 01:22:24 How close are we to never having to die? 01:43:13 How Foresight operates to advance frontier science 01:54:06 From philosophy to Foresight: how a three-month stay became 10 years in SF 02:03:04 Allison’s vision for an optimistic future

@karimatiyeh Hell yeah! Very useful, thank you

Proud of this one. What started as an internal cost-saving hack now routes AI for 70,000 customers and today it's open to everyone. The best model changes every week. Your code doesn't have to.

This emerging industry is doing what software companies are supposed to do: compete and improve products rapidly. My view is, we should treat this as normal human progress and avoid moral, regulatory, and geopolitical panics over AI.

@infoxiao @elonmusk Elon benefits from people moving from OAI/Ant APIs to OpenRouter

what do you mean @elonmusk reposted???

@ByrneHobart IIRC some of them got paid off in 1996

Just learned some wonderful financial trivia: the USSR defaulted on imperial Russian bonds in 1918, but the bonds kept trading. When Stalin died, they rallied from 3 to 5¼.

@toly me on sunday

🐐🐐🐐

@lulumeservey @iluvhaaland @ivanhzhao what's the tech version of this though

@iluvhaaland @ivanhzhao at Sun Valley

I love it when man is a little cunty, Haaland you are a god for not showing up in a boring suit

@negligible_cap I wouldn't believe the "no accuracy loss" claim until independent benchmarks show it, e.g.

*PRISMML SHRUNK LARGE AI MODEL TO RUN ON AN IPHONE: INFORMATION $AAPL is in talks with PrismML to use their technology PrismML apparently was able to shrink BABA’s Qwen 3.6 (27B parameter model) down to less than 4GB (from 54GB) so that it can run locally on an iPhone 17 Pro. Could be somewhat bearish cloud computing theinformation.com/articles/khosl…

It’s exciting to finally announce what Northwood has been working on behind the scenes – the newest addition to our network, Prism, which will support high throughput comms through space. When we first founded Northwood, the pressing problem in front of us was the sheer volume of spacecraft that needed to be coordinated and successfully operate in a new dynamic environment. This led to our first offering, Portal, which has changed spacecraft link access on many important dimensions. We can now fit the equivalent of ten 7.4 meter dishes, providing multi-orbit link capacity, into a single 20ft ISO shipping container that can be manufactured in weeks, shipped over air freight, and stood up in hours. A capacity shortfall that looked like it would take years to resolve now has a solution for how to hit scale. Our second offering is about envisioning the next set of challenges for space. As more of our economy moves to orbit, we need to design networking that meets or beats terrestrial performance. Prism is designed for the next step in expectations around throughput, latency and reliability. This is true industrialization of space networks. Our solution here was also baked from first principles — a mixture of old and new. Northwood’s vision for high throughput networking is high frequency RF (today meeting customers in S/X/Ka, and in next version will be 100gbps+), a standard 2.4 meter building block that deploys in hours and can be digitally combined to adjust for different orbits and resiliency conditions (need to keep piping data to customers when it’s raining? We got you). The real thing I want to celebrate is the pace of development that Northwood continues to set. In 2.5 years, we have: - Sprinted through three block changes of Portal - Gone from clean sheet to deployed Prism unit in 6 months - Deployed a total of 14 antennas across 2 continents, at 5 sites with another 13 sites across 8 countries underway These accomplishments are our data points that there’s no space networking problem too big for us and the best is yet to come! Huge shoutout to Mariko McMurty and Kiran Raj who each lead a portion of our Prism product and the whole of company effort across digital, RF/EE, mechanical, manufacturing and production, supply chain and logistics, sites and network operations. Let’s keep building!

We now have the canonical image for a blow off top in the markets

@vansteenkiste_s @giffmana @grok goes mid axe

@giffmana Lina mid carry??????? Your affection for turbo’s is showing

Asked LLMs about slightly deep dota strategy: I'm lina mid carry, enemy got AM safelane, how do I handle him? Opus 4.6 and 4.8 suggest building aghs to make ult pure dmg. That's not valid since 2022!! ChatGPT, MetaAI, and even Gemini(!) all had correct modern recommendations.

@mattparlmer yes, in 2022

Eyepopping level of irresponsibility