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@TheRevengeDavid

Golf

Katılım Eylül 2025
1.7K Takip Edilen299 Takipçiler
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Wall St Engine
Wall St Engine@wallstengine·
$GOOGL is developing a new AI chip that could run Gemini models 6 to 10 times more efficiently than its latest TPUs. The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and the number of decisions required during inference. Google is targeting deployment as early as 2028 to ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency. Source: The Information
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Michael Dempsey
Michael Dempsey@mhdempsey·
Narrator: The bias was not against robotics
Ilir Aliu@IlirAliu_

“Most VCs told me not to invest in Figure. I did my own research for two weeks straight and ended up putting in around $19 million.” My conversation with Andrew Kang (@Rewkang), CEO of RoboStrategy Advisors (Nasdaq: BOT); the first publicly listed venture vehicle built exclusively for private robotics and physical AI companies. Andrew went from successful crypto investor (Mechanism Capital) to making one of the largest early bets on Figure AI... putting ~$19M into their Series B when most traditional VCs told him not to. He then built RoboStrategy on the MicroStrategy playbook: issue shares at a premium to NAV to acquire more private robotics equity. We went deep on his personal journey, the contrarian decision-making process, and why he believes robotics will be the biggest platform shift since the internet. 0:00 Intro & why this conversation is more personal than technical 2:08 Growing up: Biology curiosity, video games, and non-tiger parents 4:21 Video games as entrepreneurial training (markets, value, game theory) 7:05 Science background → first principles thinking in investing 11:14 From consulting to going full-time into crypto in 2017/2018 19:23 The pivot moment: Watching Figure AI videos and going all-in 23:33 Making the $19M bet when every VC said no 30:13 How he sized up conviction in two weeks of intense research 35:29 The emotional side of high-stakes decisions (risk/reward math) 37:14 Why he assigned 30-50% probability of success to Figure 41:56 Building RoboStrategy as the "MicroStrategy for Robotics" 46:22 How they pick portfolio companies (market size + long-term compounding) 48:23 Long-term vision: Permanent capital + founder support at scale 55:09 Closing advice: Be genuinely curious and learn how to learn Full episode on YouTube / Spotify / wherever you listen: 🎬 youtu.be/rf0zQHpUCuY?si… 🎧 open.spotify.com/episode/3bvkEs… ——- Weekly robotics and AI insights. Subscribe free: 22astronauts.com

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supermemory
supermemory@supermemory·
That's a wrap on 🎬 Our first ever community hackathon is officially done, 100+ of you showed up, spun up @supermemory local, and built real, working things with it. We're making our way through every submission right now, and there's a lot in here worth talking about. we'll be showcasing what people built very soon. winners get announced next week, stay tuned 💙 to everyone who built with us: thank you. this is just the beginning!
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Amity
Amity@amitylee13·
A government powerful enough to do everything you want can also do everything you fear.
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Tai Lopez
Tai Lopez@tailopez·
The bigger you get the more likely people will lie about you so prepare yourself. It’s not all roses when you make a lot of money.
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danielle;
danielle;@daniellellecco·
the whole thing I was doing in my PhD research was essentially anti-empirical because I feel most empirical research these days is done by people who have no business doing empirical research since they can’t conceptualize the gap between data and reality; just my evaluation
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Karly Kingsley
Karly Kingsley@karlykingsley·
I know we’re all tired, and every day is idiocracy at the White House, but if we could muster up the strength to not let Trump return to planting seeds for his election fraud narrative so he can blame Democrats when the GOP does poorly in the midterms, that’d be beneficial
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Brayden Schwartz
Brayden Schwartz@SchwartzFinance·
Data Centers / Neoclouds have been beat down the last month 📉 Nebius Group $NBIS • $37.7 billion Market Cap • $7-9 billion 2026 ARR • 41% off ATH Iren Ltd $IREN • $12.5 billion Market Cap • $4.4 billion 2026 ARR • 57% off ATH Coreweave $CRWV • $32 billion Market Cap • $18-19 billion 2026 ARR • 53% off ATH Which are you adding at these prices?👇 I’ve been adding Iren and looking to add more Nebius if we see more of a dip.
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✒️
✒️@Literariium·
my dream job
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Sam Bent
Sam Bent@DoingFedTime·
Rowhammer: flipping bits in DRAM by repeatedly accessing adjacent memory. "We show that accessing DRAM at high frequency can cause bit flips in nearby rows, allowing privilege escalation." Flipping Bits in Memory Without Accessing Them: An Experimental Study of DRAM Disturbance Errors by Yoongu Kim et al. (2014) users.ece.cmu.edu/~yoonguk/paper…
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Amity
Amity@amitylee13·
The libertarian principle of voluntary association holds that when people can address a problem through mutual agreement, private organizations, charities, markets, or community cooperation, government intervention is unnecessary.
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Shanaka Anslem Perera ⚡
Reality had an arrow before anything could feel where it pointed, and classical records before any mind could read them. Consciousness did not wake the cosmos. It was reality's first known interior, where consequence became experience.
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Goodreads
Goodreads@goodreads·
Drop a book that made you feel physically incapable of doing anything else until you finished it.
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Quant Science
Quant Science@quantscience_·
Hedge funds are worried. Stat arb is now available to the masses. Some guy just published the most in-depth pairs trading strategy I've ever seen. 100% free
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